YCM
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Yaupon Capital Management’s Cameco CCJ Stock Holding History

Yaupon 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
Q1 		– Sell
-205,000
Closed -$18.8M – 103
2025
Q4 		$18.8M Buy
+205,000
New +$18.5M 0.68% 53
2025
Q2 		– Sell
-220,000
Closed -$9.06M – 121
2025
Q1 		$9.06M Buy
+220,000
New +$10.4M 0.46% 64

Other funds holding CCJ

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Capital World Investors
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Yaupon Capital Management's CCJ Position: Q4 2025 in Review

Yaupon Capital Management sold out of Cameco (CCJ) in Q4 2025, closing a stake of 109,519 shares — an estimated $9.86M sold.

Yaupon Capital Management first reported a position in CCJ in Q4 2020 and held it in 2 quarters. The position peaked at $9.18M in Q3 2025. 975 funds tracked by Wall St. Rank hold CCJ as of Q4 2025.

  • Yaupon Capital Management reported no remaining Cameco position as of Q4 2025 after selling out during the quarter.
  • Yaupon Capital Management sold 109,519 Cameco shares in Q4 2025, an estimated $9.86M.
  • Yaupon Capital Management first reported a position in Cameco in Q4 2020 and held it in 2 quarters.
  • Yaupon Capital Management's Cameco position peaked at $9.18M in Q3 2025.
  • 975 funds tracked by Wall St. Rank held Cameco as of Q4 2025.

Based on Yaupon Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.