Rheos Capital Works’s Cameco CCJ Stock Holding History

Rheos Capital Works’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
2025 Q1	–	Sell	-270,000	Closed	-$13.9M	–	75
2024 Q4	$13.9M	Sell	270,000 -590,000	-69%	-$32.1M	0.77%	45
2024 Q3	$41.1M	Sell	860,000 -400,000	-32%	-$17.4M	2.14%	7
2024 Q2	$62M	Sell	1,260,000 -100,000	-7%	-$5.07M	3.25%	5
2024 Q1	$58.9M	Sell	1,360,000 -61,000	-4%	-$2.67M	2.82%	7
2023 Q4	$61.2M	Buy	+1,421,000	New	+$59.5M	3.38%	5

Other funds holding CCJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rheos Capital Works's CCJ Position: Q1 2025 in Review

Rheos Capital Works sold out of Cameco (CCJ) in Q1 2025, closing a stake of 270,000 shares — an estimated $13.9M sold.

Rheos Capital Works first reported a position in CCJ in Q4 2023 and held it in 5 quarters. The position peaked at $62M in Q2 2024. 720 funds tracked by Wall St. Rank hold CCJ as of Q1 2025.

Rheos Capital Works reported no remaining Cameco position as of Q1 2025 after selling out during the quarter.
Rheos Capital Works sold 270,000 Cameco shares in Q1 2025, an estimated $13.9M.
Rheos Capital Works first reported a position in Cameco in Q4 2023 and held it in 5 quarters.
Rheos Capital Works's Cameco position peaked at $62M in Q2 2024.
720 funds tracked by Wall St. Rank held Cameco as of Q1 2025.

Based on Rheos Capital Works's 13F filing for Q1 2025, filed 14 Apr 2025.