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Segra Capital Management’s Cameco CCJ Stock Holding History

Segra Capital 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
2025
Q3 		– Sell
-635,000
Closed -$47.1M – 9
2025
Q2 		$47.1M Buy
635,000
+289,223
+84% +$15.4M 13.02% 4
2025
Q1 		$14.2M Sell
345,777
-203,683
-37% -$9.59M 4.55% 9
2024
Q4 		$28.2M Sell
549,460
-560,537
-50% -$30.5M 10.71% 5
2024
Q3 		$53M Buy
+1,109,997
New +$48.4M 20.68% 2
2024
Q2 		– Sell
-339,758
Closed -$14.7M – 7
2024
Q1 		$14.7M Buy
+339,758
New +$14.9M 11.25% 4
2023
Q4 		– Sell
-450,300
Closed -$18.8M – 5
2023
Q3 		$17.8M Sell
450,300
-949,700
-68% -$33.6M 12.8% 4
2023
Q2 		$43.9M Hold
1,400,000
– – 25.57% 2
2023
Q1 		$36.6M Hold
1,400,000
– – 25.95% 2
2022
Q4 		$31.7M Buy
1,400,000
+304,564
+28% +$7.16M 23.29% 2
2022
Q3 		$29M Buy
1,095,436
+7,620
+0.7% +$195K 24.26% 2
2022
Q2 		$22.9M Buy
1,087,816
+471,316
+76% +$11.9M 25.46% 2
2022
Q1 		$17.9M Buy
616,500
+54,346
+10% +$1.27M 16.32% 3
2021
Q4 		$11.2M Buy
+562,154
New +$13.6M 16.88% 3

Other funds holding CCJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Segra Capital Management's CCJ Position: Q3 2025 in Review

Segra Capital Management sold out of Cameco (CCJ) in Q3 2025, closing a stake of 635,000 shares — an estimated $47.1M sold.

Segra Capital Management first reported a position in CCJ in Q4 2021 and held it in 13 quarters. The position peaked at $53M in Q3 2024. 895 funds tracked by Wall St. Rank hold CCJ as of Q3 2025.

  • Segra Capital Management reported no remaining Cameco position as of Q3 2025 after selling out during the quarter.
  • Segra Capital Management sold 635,000 Cameco shares in Q3 2025, an estimated $47.1M.
  • Segra Capital Management first reported a position in Cameco in Q4 2021 and held it in 13 quarters.
  • Segra Capital Management's Cameco position peaked at $53M in Q3 2024.
  • 895 funds tracked by Wall St. Rank held Cameco as of Q3 2025.

Based on Segra Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.