Horizon Kinetics Asset Management’s Cameco CCJ Stock Holding History

Horizon Kinetics Asset Management’s Portfolio CCJ Stock Details CCJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$70.8M	Sell	651,825 -22,271	-3%	-$2.55M	0.77%	18
2025 Q4	$61.7M	Sell	674,096 -1,936	-0.3%	-$174K	0.83%	20
2025 Q3	$56.7M	Buy	676,032 +332	+0%	+$25.7K	0.69%	21
2025 Q2	$50.2M	Buy	675,700 +42,993	+7%	+$2.29M	0.59%	20
2025 Q1	$26M	Buy	632,707 +15,756	+3%	+$742K	0.3%	31
2024 Q4	$31.7M	Buy	616,951 +99,123	+19%	+$5.4M	0.39%	23
2024 Q3	$24.7M	Sell	517,828 -1,400	-0.3%	-$61K	0.37%	31
2024 Q2	$25.5M	Buy	519,228 +56,301	+12%	+$2.85M	0.45%	28
2024 Q1	$20.1M	Sell	462,927 -34,505	-7%	-$1.51M	0.38%	34
2023 Q4	$21.4M	Sell	497,432 -140,073	-22%	-$5.86M	0.45%	31
2023 Q3	$25.3M	Sell	637,505 -90,807	-12%	-$3.21M	0.5%	30
2023 Q2	$22.8M	Buy	+728,312	New	+$20.5M	0.49%	35

Other funds holding CCJ

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Horizon Kinetics Asset Management's CCJ Position: Q1 2026 in Review

Horizon Kinetics Asset Management reduced its Cameco (CCJ) stake by 3.3% in Q1 2026, selling an estimated $2.55M and leaving 651,825 shares worth $70.8M. The position accounts for 0.77% of the portfolio, ranked #18.

Horizon Kinetics Asset Management first reported a position in CCJ in Q2 2023 and has held it in 12 quarters since. 1,015 funds tracked by Wall St. Rank hold CCJ as of Q1 2026.

Horizon Kinetics Asset Management held 651,825 shares of Cameco worth $70.8M as of Q1 2026.
Horizon Kinetics Asset Management sold 22,271 Cameco shares in Q1 2026, an estimated $2.55M.
Cameco made up 0.77% of Horizon Kinetics Asset Management's portfolio in Q1 2026, its #18 holding.
Horizon Kinetics Asset Management first reported a position in Cameco in Q2 2023 and has held it in 12 quarters since.
1,015 funds tracked by Wall St. Rank held Cameco as of Q1 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q1 2026, filed 15 May 2026.