Picton Mahoney Asset Management’s Cameco CCJ Stock Holding History

Picton Mahoney Asset Management’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
2026 Q2	$64M	Buy	629,127 +31,753	+5%	+$3.56M	0.47%	41
2026 Q1	$64.9M	Buy	597,374 +115,540	+24%	+$13.2M	0.48%	40
2025 Q4	$44.2M	Buy	481,834 +24,523	+5%	+$2.21M	0.34%	52
2025 Q3	$38.4M	Sell	457,311 -241,151	-35%	-$18.7M	0.35%	48
2025 Q2	$51.7M	Buy	+698,462	New	+$37.3M	0.53%	37

Other funds holding CCJ

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Picton Mahoney Asset Management's CCJ Position: Q2 2026 in Review

Picton Mahoney Asset Management increased its Cameco (CCJ) stake by 5.3% in Q2 2026, buying an estimated $3.56M and bringing the position to 629,127 shares worth $64M. The position accounts for 0.47% of the portfolio, ranked #41.

Picton Mahoney Asset Management first reported a position in CCJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $64.9M in Q1 2026. 1,033 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

Picton Mahoney Asset Management held 629,127 shares of Cameco worth $64M as of Q2 2026.
Picton Mahoney Asset Management bought 31,753 Cameco shares in Q2 2026, an estimated $3.56M.
Cameco made up 0.47% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #41 holding.
Picton Mahoney Asset Management first reported a position in Cameco in Q2 2025 and has held it in 5 quarters since.
Picton Mahoney Asset Management's Cameco position peaked at $64.9M in Q1 2026.
1,033 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.