Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$71.1M Buy
697,741
+45,916
+7% +$5.15M 0.81% 17
2026
Q1
$70.8M Sell
651,825
-22,271
-3% -$2.55M 0.77% 18
2025
Q4
$61.7M Sell
674,096
-1,936
-0.3% -$174K 0.83% 20
2025
Q3
$56.7M Buy
676,032
+332
+0% +$25.7K 0.69% 21
2025
Q2
$50.2M Buy
675,700
+42,993
+7% +$2.29M 0.59% 20
2025
Q1
$26M Buy
632,707
+15,756
+3% +$742K 0.3% 31
2024
Q4
$31.7M Buy
616,951
+99,123
+19% +$5.4M 0.39% 23
2024
Q3
$24.7M Sell
517,828
-1,400
-0.3% -$61K 0.37% 31
2024
Q2
$25.5M Buy
519,228
+56,301
+12% +$2.85M 0.45% 28
2024
Q1
$20.1M Sell
462,927
-34,505
-7% -$1.51M 0.38% 34
2023
Q4
$21.4M Sell
497,432
-140,073
-22% -$5.86M 0.45% 31
2023
Q3
$25.3M Sell
637,505
-90,807
-12% -$3.21M 0.5% 30
2023
Q2
$22.8M Buy
+728,312
New +$20.5M 0.49% 35

Other funds holding CCJ

Murray Stahl's CCJ Position: Q2 2026 in Review

Murray Stahl increased its Cameco (CCJ) stake by 7% in Q2 2026, buying an estimated $5.15M and bringing the position to 697,741 shares worth $71.1M. The position accounts for 0.81% of the portfolio, ranked #17.

Murray Stahl first reported a position in CCJ in Q2 2023 and has held it in 13 quarters since. 1,033 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

  • Murray Stahl held 697,741 shares of Cameco worth $71.1M as of Q2 2026.
  • Murray Stahl bought 45,916 Cameco shares in Q2 2026, an estimated $5.15M.
  • Cameco made up 0.81% of Murray Stahl's portfolio in Q2 2026, its #17 holding.
  • Murray Stahl first reported a position in Cameco in Q2 2023 and has held it in 13 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.