Kerrisdale Advisers’s Cameco CCJ Stock Holding History

Kerrisdale Advisers’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 Q2	$768K	Hold	7,535	–	–	0.19%	85
2026 Q1	$818K	Sell	7,535 -2,120	-22%	-$243K	0.31%	69
2025 Q4	$883K	Sell	9,655 -15,735	-62%	-$1.42M	0.42%	48
2025 Q3	$2.13M	Hold	25,390	–	–	1.1%	28
2025 Q2	$1.88M	Hold	25,390	–	–	0.98%	22
2025 Q1	$1.05M	Hold	25,390	–	–	0.44%	39
2024 Q4	$1.3M	Hold	25,390	–	–	0.44%	49
2024 Q3	$1.21M	Buy	25,390 +8,325	+49%	+$363K	0.41%	55
2024 Q2	$840K	Hold	17,065	–	–	0.26%	61
2024 Q1	$739K	Hold	17,065	–	–	0.23%	65
2023 Q4	$736K	Sell	17,065 -7,175	-30%	-$300K	0.22%	63
2023 Q3	$961K	Sell	24,240 -15,166	-38%	-$536K	0.3%	59
2023 Q2	$1.23M	Sell	39,406 -176,672	-82%	-$4.97M	0.33%	61
2023 Q1	$5.65M	Buy	+216,078	New	+$5.71M	1.67%	22

Other funds holding CCJ

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kerrisdale Advisers's CCJ Position: Q2 2026 in Review

Kerrisdale Advisers held its Cameco (CCJ) position steady in Q2 2026 at 7,535 shares worth $768K. The position accounts for 0.19% of the portfolio, ranked #85.

Kerrisdale Advisers first reported a position in CCJ in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.65M in Q1 2023. 1,033 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

Kerrisdale Advisers held 7,535 shares of Cameco worth $768K as of Q2 2026.
Kerrisdale Advisers left its Cameco share count unchanged in Q2 2026.
Cameco made up 0.19% of Kerrisdale Advisers's portfolio in Q2 2026, its #85 holding.
Kerrisdale Advisers first reported a position in Cameco in Q1 2023 and has held it in 14 quarters since.
Kerrisdale Advisers's Cameco position peaked at $5.65M in Q1 2023.
1,033 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.