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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
2025
Q3 		– Sell
-100,000
Closed -$7.42M – 19
2025
Q2 		$7.42M Buy
+100,000
New +$5.34M 4.87% 8
2024
Q1 		– Sell
-200,000
Closed -$8.62M – 16
2023
Q4 		$8.62M Buy
+200,000
New +$8.37M 5.17% 6

Other funds holding CCJ

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Capital World Investors
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
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.