Merewether Investment Management’s Cameco CCJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-233,810
Closed -$25.4M 84
2026
Q1
$25.4M Buy
233,810
+144,956
+163% +$16.6M 0.49% 59
2025
Q4
$8.13M Hold
88,854
0.19% 73
2025
Q3
$7.45M Sell
88,854
-81,700
-48% -$6.34M 0.18% 62
2025
Q2
$12.7M Buy
170,554
+8,234
+5% +$439K 0.36% 53
2025
Q1
$6.68M Sell
162,320
-420,403
-72% -$19.8M 0.24% 47
2024
Q4
$29.9M Buy
582,723
+38,023
+7% +$2.07M 1.2% 33
2024
Q3
$26M Buy
+544,700
New +$23.7M 1.2% 27

Other funds holding CCJ

Merewether Investment Management's CCJ Position: Q2 2026 in Review

Merewether Investment Management sold out of Cameco (CCJ) in Q2 2026, closing a stake of 233,810 shares — an estimated $25.4M sold.

Merewether Investment Management first reported a position in CCJ in Q3 2024 and held it in 7 quarters. The position peaked at $29.9M in Q4 2024. 1,038 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

  • Merewether Investment Management reported no remaining Cameco position as of Q2 2026 after selling out during the quarter.
  • Merewether Investment Management sold 233,810 Cameco shares in Q2 2026, an estimated $25.4M.
  • Merewether Investment Management first reported a position in Cameco in Q3 2024 and held it in 7 quarters.
  • Merewether Investment Management's Cameco position peaked at $29.9M in Q4 2024.
  • 1,038 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on Merewether Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.