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SailingStone Capital Partners’s Cameco CCJ Stock Holding History

SailingStone Capital Partners’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
Q1 		$11M Sell
72,835
-27,190
-27% -$3.11M 2.5% 10
2025
Q4 		$12.6M Sell
100,025
-62,794
-39% -$5.65M 3.12% 9
2025
Q3 		$19M Sell
162,819
-104,651
-39% -$8.11M 4.98% 7
2025
Q2 		$27.1M Sell
267,470
-959
-0.4% -$51.2K 7.15% 6
2025
Q1 		$15.9M Buy
268,429
+73,162
+37% +$3.44M 5.9% 7
2024
Q4 		$14.4M Sell
195,267
-78,066
-29% -$4.25M 4.79% 10
2024
Q3 		$17.6M Buy
273,333
+15,732
+6% +$686K 5.54% 9
2024
Q2 		$17.4M Sell
257,601
-47,745
-16% -$2.42M 6.15% 9
2024
Q1 		$17.9M Sell
305,346
-128,881
-30% -$5.65M 6.5% 7
2023
Q4 		$24.8M Sell
434,227
-437,366
-50% -$18.3M 9.15% 5
2023
Q3 		$48.4M Sell
871,593
-905,960
-51% -$32M 14.22% 3
2023
Q2 		$72.7M Sell
1,777,553
-157,066
-8% -$4.42M 20.29% 1
2023
Q1 		$68.7M Buy
1,934,619
+40,000
+2% +$1.06M 24.48% 1
2022
Q4 		$64.7M Buy
1,894,619
+431,639
+30% +$10.2M 21.62% 1
2022
Q3 		$54M Buy
1,462,980
+107,807
+8% +$2.76M 14.06% 2
2022
Q2 		$39.4M Buy
1,355,173
+113,799
+9% +$2.87M 10.07% 3
2022
Q1 		$36.1M Buy
1,241,374
+399,370
+47% +$9.37M 7.53% 4
2021
Q4 		$18.4M Buy
842,004
+161,288
+24% +$3.9M 5.36% 5
2021
Q3 		$18.7M Sell
680,716
-334,980
-33% -$6.34M 4.74% 5
2021
Q2 		$24.1M Buy
+1,015,696
New +$19.2M 4.72% 5

Other funds holding CCJ

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

SailingStone Capital Partners's CCJ Position: Q1 2026 in Review

SailingStone Capital Partners reduced its Cameco (CCJ) stake by 27% in Q1 2026, selling an estimated $3.11M and leaving 72,835 shares worth $11M. The position accounts for 2.5% of the portfolio, ranked #10.

SailingStone Capital Partners first reported a position in CCJ in Q2 2021 and has held it in 20 quarters since. The position peaked at $72.7M in Q2 2023. 1,016 funds tracked by Wall St. Rank hold CCJ as of Q1 2026.

  • SailingStone Capital Partners held 72,835 shares of Cameco worth $11M as of Q1 2026.
  • SailingStone Capital Partners sold 27,190 Cameco shares in Q1 2026, an estimated $3.11M.
  • Cameco made up 2.5% of SailingStone Capital Partners's portfolio in Q1 2026, its #10 holding.
  • SailingStone Capital Partners first reported a position in Cameco in Q2 2021 and has held it in 20 quarters since.
  • SailingStone Capital Partners's Cameco position peaked at $72.7M in Q2 2023.
  • 1,016 funds tracked by Wall St. Rank held Cameco as of Q1 2026.

Based on SailingStone Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.