Mountaineer Partners 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
$4.06M Sell
39,903
-2,521
-6% -$283K 2.96% 11
2026
Q1
$4.61M Hold
42,424
2.29% 15
2025
Q4
$3.88M Buy
+42,424
New +$3.82M 2.17% 17

Other funds holding CCJ

Mountaineer Partners Management's CCJ Position: Q2 2026 in Review

Mountaineer Partners Management reduced its Cameco (CCJ) stake by 5.9% in Q2 2026, selling an estimated $283K and leaving 39,903 shares worth $4.06M. The position accounts for 2.96% of the portfolio, ranked #11.

Mountaineer Partners Management first reported a position in CCJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.61M in Q1 2026. 1,036 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

  • Mountaineer Partners Management held 39,903 shares of Cameco worth $4.06M as of Q2 2026.
  • Mountaineer Partners Management sold 2,521 Cameco shares in Q2 2026, an estimated $283K.
  • Cameco made up 2.96% of Mountaineer Partners Management's portfolio in Q2 2026, its #11 holding.
  • Mountaineer Partners Management first reported a position in Cameco in Q4 2025 and has held it in 3 quarters since.
  • Mountaineer Partners Management's Cameco position peaked at $4.61M in Q1 2026.
  • 1,036 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on Mountaineer Partners Management's 13F filing for Q2 2026, filed 13 Aug 2026.