Moerus Capital Management’s Cameco CCJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-620,008
Closed -$31.9M 16
2024
Q4
$31.9M Sell
620,008
-47,059
-7% -$2.56M 11.63% 5
2024
Q3
$31.9M Buy
667,067
+3,348
+0.5% +$146K 11.7% 3
2024
Q2
$32.7M Buy
663,719
+10,135
+2% +$514K 11.79% 3
2024
Q1
$28.3M Sell
653,584
-153,829
-19% -$6.74M 8.87% 7
2023
Q4
$34.8M Sell
807,413
-25,550
-3% -$1.07M 10.49% 6
2023
Q3
$33.1M Sell
832,963
-223,518
-21% -$7.91M 10.91% 4
2023
Q2
$33.1M Sell
1,056,481
-115,624
-10% -$3.25M 9.69% 5
2023
Q1
$30.7M Sell
1,172,105
-97,042
-8% -$2.56M 9.29% 5
2022
Q4
$28.7M Buy
1,269,147
+298,502
+31% +$7.02M 8.64% 6
2022
Q3
$25.7M Sell
970,645
-255,226
-21% -$6.53M 10.94% 5
2022
Q2
$25.7M Sell
1,225,871
-27,469
-2% -$693K 9.07% 7
2022
Q1
$36.5M Buy
1,253,340
+235,869
+23% +$5.53M 10.11% 6
2021
Q4
$22.2M Sell
1,017,471
-139,612
-12% -$3.38M 9.66% 7
2021
Q3
$25.1M Sell
1,157,083
-58,280
-5% -$1.1M 11.65% 5
2021
Q2
$23.3M Sell
1,215,363
-301,718
-20% -$5.69M 10.7% 6
2021
Q1
$25.2M Sell
1,517,081
-118,125
-7% -$1.82M 9.42% 6
2020
Q4
$27.9M Sell
1,635,206
-135,596
-8% -$1.45M 10.92% 5
2020
Q3
$17.9M Buy
1,770,802
+26,871
+2% +$291K 8.72% 6
2020
Q2
$17.9M Sell
1,743,931
-629,233
-27% -$6.29M 9.95% 6
2020
Q1
$18.1M Buy
2,373,164
+670,754
+39% +$5.5M 8.84% 6
2019
Q4
$15.1M Sell
1,702,410
-116,567
-6% -$1.08M 4.9% 9
2019
Q3
$17.3M Buy
1,818,977
+53,948
+3% +$507K 5.88% 8
2019
Q2
$18.9M Buy
1,765,029
+10,554
+0.6% +$114K 5.87% 8
2019
Q1
$20.7M Buy
1,754,475
+163,298
+10% +$1.96M 6.13% 8
2018
Q4
$18.1M Buy
+1,591,177
New +$18.4M 5.93% 9

Other funds holding CCJ

Moerus Capital Management's CCJ Position: Q1 2025 in Review

Moerus Capital Management sold out of Cameco (CCJ) in Q1 2025, closing a stake of 620,008 shares — an estimated $31.9M sold.

Moerus Capital Management first reported a position in CCJ in Q4 2018 and held it in 25 quarters. The position peaked at $36.5M in Q1 2022. 721 funds tracked by Wall St. Rank hold CCJ as of Q1 2025.

  • Moerus Capital Management reported no remaining Cameco position as of Q1 2025 after selling out during the quarter.
  • Moerus Capital Management sold 620,008 Cameco shares in Q1 2025, an estimated $31.9M.
  • Moerus Capital Management first reported a position in Cameco in Q4 2018 and held it in 25 quarters.
  • Moerus Capital Management's Cameco position peaked at $36.5M in Q1 2022.
  • 721 funds tracked by Wall St. Rank held Cameco as of Q1 2025.

Based on Moerus Capital Management's 13F filing for Q1 2025, filed 13 May 2025.