TAM
Telemark Asset Management’s Cameco CCJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.2M | Hold |
1,000,000
| – | – | 6.73% | 2 |
|
|
2025
Q1 | $41.2M | Sell |
1,000,000
-300,000
| -23% | -$12.3M | 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% | +$4.78M | 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% | +$1.57M | 5.1% | 4 |
|
|
2023
Q1 | $30.1M | Buy |
1,150,000
+350,000
| +44% | +$9.16M | 4.47% | 6 |
|
|
2022
Q4 | $18.1M | Buy |
800,000
+500,000
| +167% | +$11.3M | 2.75% | 14 |
|
|
2022
Q3 | $7.95M | Buy |
+300,000
| New | +$7.95M | 1.25% | 29 |
|
|
2014
Q2 | – | Sell |
-250,000
| Closed | -$5.73M | – | 46 |
|
|
2014
Q1 | $5.73M | Buy |
+250,000
| New | +$5.73M | 1.44% | 31 |
|