Segra Capital Management
CCJ icon

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
2026
Q3 		$34.7M Buy
+400,000
New +$37.7M 4.22% 8
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% -$9.6M 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

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Segra Capital Management's CCJ Position: Q3 2026 in Review

Segra Capital Management opened a new position in Cameco (CCJ) in Q3 2026: 400,000 shares worth $34.7M. The stake represents 4.22% of the portfolio and ranks #8 among its holdings. This is a return to the name: Segra Capital Management previously reported a position in CCJ as recently as Q2 2025.

Segra Capital Management first reported a position in CCJ in Q4 2021 and has held it in 14 quarters since. The position peaked at $53M in Q3 2024. 747 funds tracked by Wall St. Rank hold CCJ as of Q3 2026.

  • Segra Capital Management held 400,000 shares of Cameco worth $34.7M as of Q3 2026.
  • Cameco was a new Segra Capital Management position in Q3 2026.
  • Cameco made up 4.22% of Segra Capital Management's portfolio in Q3 2026, its #8 holding.
  • Segra Capital Management first reported a position in Cameco in Q4 2021 and has held it in 14 quarters since.
  • Segra Capital Management's Cameco position peaked at $53M in Q3 2024.
  • 747 funds tracked by Wall St. Rank held Cameco as of Q3 2026.

Based on Segra Capital Management's 13F filing for Q3 2026, filed 6 Oct 2026.