Telemark Asset Management’s Cameco CCJ Stock Holding History

Telemark Asset 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 Q1	$97.7M	Sell	900,000 -100,000	-10%	-$11.4M	9.04%	2
2025 Q4	$91.5M	Hold	1,000,000	–	–	9.14%	2
2025 Q3	$83.9M	Hold	1,000,000	–	–	7.96%	2
2025 Q2	$74.2M	Hold	1,000,000	–	–	6.73%	3
2025 Q1	$41.2M	Sell	1,000,000 -300,000	-23%	-$14.1M	5.39%	2
2024 Q4	$66.8M	Hold	1,300,000	–	–	6.66%	2
2024 Q3	$62.1M	Buy	1,300,000 +100,000	+8%	+$4.36M	6.27%	2
2024 Q2	$59M	Hold	1,200,000	–	–	5.14%	2
2024 Q1	$52M	Hold	1,200,000	–	–	5.37%	2
2023 Q4	$51.7M	Hold	1,200,000	–	–	7.7%	2
2023 Q3	$47.6M	Hold	1,200,000	–	–	7.22%	2
2023 Q2	$37.6M	Buy	1,200,000 +50,000	+4%	+$1.41M	5.1%	4
2023 Q1	$30.1M	Buy	1,150,000 +350,000	+44%	+$9.25M	4.47%	6
2022 Q4	$18.1M	Buy	800,000 +500,000	+167%	+$11.8M	2.75%	14
2022 Q3	$7.95M	Buy	+300,000	New	+$7.68M	1.25%	29
2014 Q2	–	Sell	-250,000	Closed	-$5.72M	–	46
2014 Q1	$5.72M	Buy	+250,000	New	+$5.57M	1.44%	31

Other funds holding CCJ

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Telemark Asset Management's CCJ Position: Q1 2026 in Review

Telemark Asset Management reduced its Cameco (CCJ) stake by 10% in Q1 2026, selling an estimated $11.4M and leaving 900,000 shares worth $97.7M. The position accounts for 9.04% of the portfolio, ranked #2.

Telemark Asset Management first reported a position in CCJ in Q1 2014 and has held it in 16 quarters since. 1,015 funds tracked by Wall St. Rank hold CCJ as of Q1 2026.

Telemark Asset Management held 900,000 shares of Cameco worth $97.7M as of Q1 2026.
Telemark Asset Management sold 100,000 Cameco shares in Q1 2026, an estimated $11.4M.
Cameco made up 9.04% of Telemark Asset Management's portfolio in Q1 2026, its #2 holding.
Telemark Asset Management first reported a position in Cameco in Q1 2014 and has held it in 16 quarters since.
1,015 funds tracked by Wall St. Rank held Cameco as of Q1 2026.

Based on Telemark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.