SIR Capital Management’s Cameco CCJ Stock Holding History

SIR 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 Q2	$2.16M	Buy	+21,200	New	+$2.38M	0.25%	65
2026 Q1	–	Sell	-22,600	Closed	-$2.07M	–	93
2025 Q4	$2.07M	Sell	22,600 -66,700	-75%	-$6.01M	0.23%	68
2025 Q3	$7.49M	Buy	89,300 +49,800	+126%	+$3.86M	0.67%	44
2025 Q2	$2.93M	Buy	+39,500	New	+$2.11M	0.26%	66

Other funds holding CCJ

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIR Capital Management's CCJ Position: Q2 2026 in Review

SIR Capital Management opened a new position in Cameco (CCJ) in Q2 2026: 21,200 shares worth $2.16M. The stake represents 0.25% of the portfolio and ranks #65 among its holdings. This is a return to the name: SIR Capital Management previously reported a position in CCJ as recently as Q4 2025.

SIR Capital Management first reported a position in CCJ in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.49M in Q3 2025. 1,036 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

SIR Capital Management held 21,200 shares of Cameco worth $2.16M as of Q2 2026.
Cameco was a new SIR Capital Management position in Q2 2026.
Cameco made up 0.25% of SIR Capital Management's portfolio in Q2 2026, its #65 holding.
SIR Capital Management first reported a position in Cameco in Q2 2025 and has held it in 4 quarters since.
SIR Capital Management's Cameco position peaked at $7.49M in Q3 2025.
1,036 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on SIR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.