Robertson Opportunity Capital’s Cameco CCJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.8M | Sell |
90,200
-27,400
| -23% | -$3.14M | 3.77% | 11 |
|
|
2025
Q4 | $10.8M | Sell |
117,600
-2,500
| -2% | -$225K | 3.9% | 9 |
|
|
2025
Q3 | $10.1M | Sell |
120,100
-100
| -0.1% | -$7.75K | 3.46% | 10 |
|
|
2025
Q2 | $8.92M | Hold |
120,200
| – | – | 3.31% | 12 |
|
|
2025
Q1 | $4.95M | Hold |
120,200
| – | – | 1.88% | 18 |
|
|
2024
Q4 | $6.18M | Hold |
120,200
| – | – | 2.27% | 15 |
|
|
2024
Q3 | $5.74M | Hold |
120,200
| – | – | 2.22% | 17 |
|
|
2024
Q2 | $5.91M | Hold |
120,200
| – | – | 2.62% | 14 |
|
|
2024
Q1 | $5.21M | Sell |
120,200
-88,832
| -42% | -$3.89M | 2.34% | 15 |
|
|
2023
Q4 | $9.01M | Hold |
209,032
| – | – | 3.95% | 12 |
|
|
2023
Q3 | $8.29M | Hold |
209,032
| – | – | 3.91% | 12 |
|
|
2023
Q2 | $6.55M | Hold |
209,032
| – | – | 3.16% | 13 |
|
|
2023
Q1 | $5.47M | Hold |
209,032
| – | – | 2.87% | 15 |
|
|
2022
Q4 | $4.74M | Hold |
209,032
| – | – | 2.77% | 14 |
|
|
2022
Q3 | $5.54M | Hold |
209,032
| – | – | 3.41% | 12 |
|
|
2022
Q2 | $4.39M | Hold |
209,032
| – | – | 2.67% | 17 |
|
|
2022
Q1 | $6.08M | Sell |
209,032
-71,000
| -25% | -$1.67M | 2.98% | 17 |
|
|
2021
Q4 | $6.11M | Hold |
280,032
| – | – | 2.79% | 16 |
|
|
2021
Q3 | $6.08M | Sell |
280,032
-67,000
| -19% | -$1.27M | 2.83% | 17 |
|
|
2021
Q2 | $6.66M | Sell |
347,032
-57,544
| -14% | -$1.09M | 3.04% | 16 |
|
|
2021
Q1 | $6.72M | Hold |
404,576
| – | – | 2.86% | 21 |
|
|
2020
Q4 | $5.42M | Sell |
404,576
-17,700
| -4% | -$189K | 2.19% | 20 |
|
|
2020
Q3 | $4.26M | Hold |
422,276
| – | – | 1.97% | 20 |
|
|
2020
Q2 | $4.33M | Hold |
422,276
| – | – | 2.28% | 19 |
|
|
2020
Q1 | $3.23M | Buy |
422,276
+49,100
| +13% | +$403K | 2.3% | 18 |
|
|
2019
Q4 | $3.32M | Sell |
373,176
-10,000
| -3% | -$92.4K | 1.7% | 21 |
|
|
2019
Q3 | $3.64M | Hold |
383,176
| – | – | 2.02% | 19 |
|
|
2019
Q2 | $4.11M | Hold |
383,176
| – | – | 2.29% | 18 |
|
|
2019
Q1 | $4.52M | Hold |
383,176
| – | – | 2.77% | 15 |
|
|
2018
Q4 | $4.35M | Buy |
383,176
+11,000
| +3% | +$127K | 3.1% | 14 |
|
|
2018
Q3 | $4.24M | Buy |
372,176
+57,000
| +18% | +$599K | 2.49% | 15 |
|
|
2018
Q2 | $3.55M | Buy |
315,176
+157,400
| +100% | +$1.71M | 2.14% | 18 |
|
|
2018
Q1 | $1.43M | Hold |
157,776
| – | – | 0.99% | 24 |
|
|
2017
Q4 | $1.46M | Sell |
157,776
-83,224
| -35% | -$780K | 0.85% | 28 |
|
|
2017
Q3 | $2.33M | Buy |
241,000
+31,000
| +15% | +$308K | 1.34% | 27 |
|
|
2017
Q2 | $1.91M | Hold |
210,000
| – | – | 1.21% | 28 |
|
|
2017
Q1 | $2.33M | Buy |
+210,000
| New | +$2.4M | 1.51% | 25 |
|
Other funds holding CCJ
VCM
Robertson Opportunity Capital's CCJ Position: Q1 2026 in Review
Robertson Opportunity Capital reduced its Cameco (CCJ) stake by 23% in Q1 2026, selling an estimated $3.14M and leaving 90,200 shares worth $9.8M. The position accounts for 3.77% of the portfolio, ranked #11.
Robertson Opportunity Capital first reported a position in CCJ in Q1 2017 and has held it in 37 quarters since. The position peaked at $10.8M in Q4 2025. 1,020 funds tracked by Wall St. Rank hold CCJ as of Q1 2026.
- Robertson Opportunity Capital held 90,200 shares of Cameco worth $9.8M as of Q1 2026.
- Robertson Opportunity Capital sold 27,400 Cameco shares in Q1 2026, an estimated $3.14M.
- Cameco made up 3.77% of Robertson Opportunity Capital's portfolio in Q1 2026, its #11 holding.
- Robertson Opportunity Capital first reported a position in Cameco in Q1 2017 and has held it in 37 quarters since.
- Robertson Opportunity Capital's Cameco position peaked at $10.8M in Q4 2025.
- 1,020 funds tracked by Wall St. Rank held Cameco as of Q1 2026.
Based on Robertson Opportunity Capital's 13F filing for Q1 2026, filed 12 May 2026.