Lloyd Harbor Capital Management’s Cameco CCJ Stock Holding History

Lloyd Harbor Capital 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	$2.98M	Sell	27,461 -240,000	-90%	-$27.5M	1.22%	23
2025 Q4	$24.5M	Buy	267,461 +50,000	+23%	+$4.5M	11.78%	2
2025 Q3	$18.2M	Sell	217,461 -245,000	-53%	-$19M	7.1%	5
2025 Q2	$34.3M	Buy	462,461 +20,000	+5%	+$1.07M	22.52%	1
2025 Q1	$18.2M	Buy	442,461 +24,000	+6%	+$1.13M	13.34%	2
2024 Q4	$21.5M	Sell	418,461 -240,462	-36%	-$13.1M	14.08%	1
2024 Q3	$31.5M	Buy	658,923 +217,714	+49%	+$9.49M	13.06%	1
2024 Q2	$21.7M	Buy	441,209 +241,209	+121%	+$12.2M	13.29%	1
2024 Q1	$8.66M	Buy	+200,000	New	+$8.77M	5.23%	10
2023 Q4	–	Sell	-740,000	Closed	-$31M	–	20
2023 Q3	$29.3M	Sell	740,000 -269,659	-27%	-$9.54M	11.24%	3
2023 Q2	$31.6M	Buy	1,009,659 +5,559	+0.6%	+$156K	16.5%	1
2023 Q1	$26.3M	Buy	+1,004,100	New	+$26.5M	18.56%	1

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

Lloyd Harbor Capital Management's CCJ Position: Q1 2026 in Review

Lloyd Harbor Capital Management reduced its Cameco (CCJ) stake by 90% in Q1 2026, selling an estimated $27.5M and leaving 27,461 shares worth $2.98M. The position accounts for 1.22% of the portfolio, ranked #23.

Lloyd Harbor Capital Management first reported a position in CCJ in Q1 2023 and has held it in 12 quarters since. The position peaked at $34.3M in Q2 2025. 1,015 funds tracked by Wall St. Rank hold CCJ as of Q1 2026.

Lloyd Harbor Capital Management held 27,461 shares of Cameco worth $2.98M as of Q1 2026.
Lloyd Harbor Capital Management sold 240,000 Cameco shares in Q1 2026, an estimated $27.5M.
Cameco made up 1.22% of Lloyd Harbor Capital Management's portfolio in Q1 2026, its #23 holding.
Lloyd Harbor Capital Management first reported a position in Cameco in Q1 2023 and has held it in 12 quarters since.
Lloyd Harbor Capital Management's Cameco position peaked at $34.3M in Q2 2025.
1,015 funds tracked by Wall St. Rank held Cameco as of Q1 2026.

Based on Lloyd Harbor Capital Management's 13F filing for Q1 2026, filed 15 May 2026.