Moerus Capital Management’s Cameco CCJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-620,008
Closed -$31.9M 16
2024
Q4
$31.9M Sell
620,008
-47,059
-7% -$2.42M 11.63% 5
2024
Q3
$31.9M Buy
667,067
+3,348
+0.5% +$160K 11.7% 3
2024
Q2
$32.7M Buy
663,719
+10,135
+2% +$499K 11.79% 3
2024
Q1
$28.3M Sell
653,584
-153,829
-19% -$6.66M 8.87% 7
2023
Q4
$34.8M Sell
807,413
-25,550
-3% -$1.1M 10.49% 6
2023
Q3
$33.1M Sell
832,963
-223,518
-21% -$8.87M 10.91% 4
2023
Q2
$33.1M Sell
1,056,481
-115,624
-10% -$3.62M 9.69% 5
2023
Q1
$30.7M Sell
1,172,105
-97,042
-8% -$2.54M 9.29% 5
2022
Q4
$28.7M Buy
1,269,147
+298,502
+31% +$6.76M 8.64% 6
2022
Q3
$25.7M Sell
970,645
-255,226
-21% -$6.77M 10.94% 5
2022
Q2
$25.7M Sell
1,225,871
-27,469
-2% -$576K 9.07% 7
2022
Q1
$36.5M Buy
1,253,340
+235,869
+23% +$6.87M 10.11% 6
2021
Q4
$22.2M Sell
1,017,471
-139,612
-12% -$3.05M 9.66% 7
2021
Q3
$25.1M Sell
1,157,083
-58,280
-5% -$1.26M 11.65% 5
2021
Q2
$23.3M Sell
1,215,363
-301,718
-20% -$5.78M 10.7% 6
2021
Q1
$25.2M Sell
1,517,081
-118,125
-7% -$1.96M 9.42% 6
2020
Q4
$27.9M Sell
1,635,206
-135,596
-8% -$2.31M 10.92% 5
2020
Q3
$17.9M Buy
1,770,802
+26,871
+2% +$272K 8.72% 6
2020
Q2
$17.9M Sell
1,743,931
-629,233
-27% -$6.45M 9.95% 6
2020
Q1
$18.1M Buy
2,373,164
+670,754
+39% +$5.11M 8.84% 6
2019
Q4
$15.1M Sell
1,702,410
-116,567
-6% -$1.04M 4.9% 9
2019
Q3
$17.3M Buy
1,818,977
+53,948
+3% +$513K 5.88% 8
2019
Q2
$18.9M Buy
1,765,029
+10,554
+0.6% +$113K 5.87% 8
2019
Q1
$20.7M Buy
1,754,475
+163,298
+10% +$1.93M 6.13% 8
2018
Q4
$18.1M Buy
+1,591,177
New +$18.1M 5.93% 9