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Passport Capital’s Cameco CCJ Stock Holding History

Passport Capital’s Portfolio CCJ Stock Details CCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$8.9M Buy
+1,000,000
New +$9.24M 2.26% 4
2019
Q2 		– Sell
-250,000
Closed -$2.69M – 8
2019
Q1 		$2.95M Hold
250,000
– – 1.16% 10
2018
Q4 		$2.84M Buy
+250,000
New +$2.89M 0.66% 7

Other funds holding CCJ

BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KGACF
Kopernik Global All-Cap Fund Tampa, Florida $558M AUM
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

Passport Capital's CCJ Position: Q4 2019 in Review

Passport Capital opened a new position in Cameco (CCJ) in Q4 2019: 1,000,000 shares worth $8.9M. The stake represents 2.26% of the portfolio and ranks #4 among its holdings. This is a return to the name: Passport Capital previously reported a position in CCJ as recently as Q1 2019.

Passport Capital first reported a position in CCJ in Q4 2018 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold CCJ as of Q4 2019.

  • Passport Capital held 1,000,000 shares of Cameco worth $8.9M as of Q4 2019.
  • Cameco was a new Passport Capital position in Q4 2019.
  • Cameco made up 2.26% of Passport Capital's portfolio in Q4 2019, its #4 holding.
  • Passport Capital first reported a position in Cameco in Q4 2018 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held Cameco as of Q4 2019.

Based on Passport Capital's 13F filing for Q4 2019, filed 14 Feb 2020.