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Triasima Portfolio Management’s Cameco CCJ Stock Holding History

Triasima Portfolio 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 		$8.56M Sell
84,052
-24,864
-23% -$2.79M 1.16% 28
2026
Q1 		$11.8M Buy
108,916
+2,152
+2% +$246K 1.78% 12
2025
Q4 		$9.79M Buy
106,764
+67,064
+169% +$6.04M 1.47% 22
2025
Q3 		$3.33M Buy
39,700
+5,350
+16% +$415K 0.5% 66
2025
Q2 		$2.55M Sell
34,350
-20,500
-37% -$1.09M 0.47% 80
2025
Q1 		$2.26M Buy
54,850
+6,700
+14% +$315K 0.44% 75
2024
Q4 		$2.47M Buy
+48,150
New +$2.62M 0.48% 66
2024
Q3 		– Sell
-742,668
Closed -$36.5M – 95
2024
Q2 		$36.5M Sell
742,668
-24,324
-3% -$1.23M 3.34% 6
2024
Q1 		$33.2M Sell
766,992
-157,371
-17% -$6.9M 2.79% 9
2023
Q4 		$39.9M Sell
924,363
-93,492
-9% -$3.91M 3.3% 6
2023
Q3 		$40.6M Sell
1,017,855
-84,370
-8% -$2.98M 3.72% 6
2023
Q2 		$45.7M Buy
1,102,225
+55,627
+5% +$1.56M 2.89% 10
2023
Q1 		$27.4M Buy
1,046,598
+19,923
+2% +$527K 2.26% 15
2022
Q4 		$23.3M Sell
1,026,675
-170,860
-14% -$4.02M 1.78% 23
2022
Q3 		$31.8M Buy
1,197,535
+209,599
+21% +$5.36M 2.58% 13
2022
Q2 		$20.7M Sell
987,936
-437,768
-31% -$11M 1.46% 21
2022
Q1 		$41.5M Sell
1,425,704
-250,546
-15% -$5.88M 2% 16
2021
Q4 		$36.5M Buy
1,676,250
+94,925
+6% +$2.3M 1.76% 19
2021
Q3 		$34.4M Sell
1,581,325
-14,350
-0.9% -$272K 1.84% 17
2021
Q2 		$30.6M Buy
1,595,675
+117,675
+8% +$2.22M 1.49% 19
2021
Q1 		$24.5M Buy
+1,478,000
New +$22.7M 1.24% 23

Other funds holding CCJ

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Triasima Portfolio Management's CCJ Position: Q2 2026 in Review

Triasima Portfolio Management reduced its Cameco (CCJ) stake by 23% in Q2 2026, selling an estimated $2.79M and leaving 84,052 shares worth $8.56M. The position accounts for 1.16% of the portfolio, ranked #28.

Triasima Portfolio Management first reported a position in CCJ in Q1 2021 and has held it in 21 quarters since. The position peaked at $45.7M in Q2 2023. 1,033 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

  • Triasima Portfolio Management held 84,052 shares of Cameco worth $8.56M as of Q2 2026.
  • Triasima Portfolio Management sold 24,864 Cameco shares in Q2 2026, an estimated $2.79M.
  • Cameco made up 1.16% of Triasima Portfolio Management's portfolio in Q2 2026, its #28 holding.
  • Triasima Portfolio Management first reported a position in Cameco in Q1 2021 and has held it in 21 quarters since.
  • Triasima Portfolio Management's Cameco position peaked at $45.7M in Q2 2023.
  • 1,033 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on Triasima Portfolio Management's 13F filing for Q2 2026, filed 21 Jul 2026.