WhaleCreep

Which hedge funds own CCJ? CAMECO CORP, Q2 2026 13F holders

EnergyUranium

88 tracked hedge funds disclosed a position in CCJ (CAMECO CORP) in their Q2 2026 13F filings, worth $1.1bn in total. The largest holder by portfolio weight is Telemark Asset Management, LLC at 6.6% of its book. 29 opened a new position this quarter: NewGen Asset Management Ltd, Dayah Capital LLC, Oceanic Investment Management LTD, Philadelphia Financial Management of San Francisco, LLC. 21 exited: Ripple Effect Asset Management LP, Arosa Capital Management LP, Marvin & Palmer Associates Inc.

88
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
29
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
21
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$230m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$354m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$1.1bn
Combined value
Sum of the holders' reported positions in the security.
7.1%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

88 rows
Telemark Asset Management, LLC Hedge fund6.6%$91.7m900,0000.0%held
GeoSphere Capital Management, LLC Hedge fund3.7%$7.1m69,363+17%added
Garnet Equity Capital Holdings, Inc. Hedge fund3.4%$7.7m75,5940.0%held
Deltroit Asset Management (UK) LLP Hedge fund3.3%$20.4m200,4930.0%held
Mountaineer Partners Management, LLC Hedge fund3.0%$4.1m39,903−5.9%reduced
Deepwater Asset Management, LLC Hedge fund3.0%$6.6m64,357+48%added
NewGen Asset Management Ltd Hedge fund2.8%$5.1m50,000–new
Tribune Investment Group LP Hedge fund2.8%$4.1m40,000+100%added
Dayah Capital LLC Hedge fund2.1%$2.5m24,523–new
Old West Investment Management, LLC Hedge fund2.1%$19.7m193,664−0.2%held
SailingStone Capital Partners LLC Hedge fund2.0%$10.6m73,227+0.5%added
Engle Capital Management, L.P. Hedge fund1.5%$5.5m54,347+76%added
Oceanic Investment Management LTD Hedge fund1.4%$1.1m10,556–new
Drummond Knight Asset Management Pty Ltd Hedge fund1.4%$7.6m74,261−23%reduced
Connective Capital Management, LLC Hedge fund1.3%$1.9m18,7600.0%held
Dockside LLC Hedge fund1.3%$5.7m55,948−27%reduced
Philadelphia Financial Management of San Francisco, LLC Hedge fund1.3%$4.6m45,300–new
Acasta Partners UK LLP Hedge fund1.2%$2.3m22,115+13%added
SCP Investment, LP Hedge fund1.2%$1.3m12,600+21%added
Robertson Opportunity Capital, LLC Hedge fund1.1%$2.9m28,149−69%reduced
Resolute Capital Asset Partners LLC Hedge fund0.9%$2.0m20,000–new
Horizon Kinetics (Murray Stahl) Long-only investor0.8%$71.1m697,741+7.0%added
Aristides Capital LLC Hedge fund0.7%$2.9m28,229+7.0%added
Game Creek Capital, LP Hedge fund0.7%$1.7m16,700−12%reduced
ACT Capital Management, LLC Hedge fund0.6%$856k8,400–new
Dymon Asia Capital (Singapore) Pte. Ltd. Hedge fund0.5%$3.3m32,400+6.2%added
Caxton Associates LLP Hedge fund0.5%$26.7m262,5000.0%held
Sandler Capital Management Hedge fund0.5%$837k8,218–new
FirstWave Capital Management LLC Hedge fund0.4%$977k9,593–new
ArrowMark Colorado Holdings LLC Hedge fund0.4%$10.3m100,789−5.6%reduced
Aventail Capital Group, LP Hedge fund0.4%$6.9m67,645−44%reduced
Scientech Research LLC Hedge fund0.4%$472k4,635–new
Cinctive Capital Management LP Hedge fund0.3%$8.7m84,968–new
Alyeska Investment Group, L.P. Hedge fund0.3%$106m1.04m–new
Scopus Asset Management, L.P. Hedge fund0.3%$10.9m106,594−65%reduced
SIR Capital Management, L.P. Hedge fund0.2%$2.2m21,200–new
Parallax Volatility Advisers, L.P. Hedge fund0.2%$6.7m65,645+69%added
Twin Tree Management, LP Hedge fund0.2%$1.6m15,436–new
SummitTX Capital, L.P. Hedge fund0.2%$8.5m83,536−2.3%reduced
Rokos Capital Management LLP Hedge fund0.2%$17.8m174,584–new
Alpine Woods Capital Investors, LLC Hedge fund0.2%$988k9,695+6.0%added
Corient IA LP Hedge fund0.2%$228k2,240−62%reduced
Ardsley Advisory Partners LP Hedge fund0.2%$1.8m17,500−22%reduced
Kerrisdale Advisers, LLC Hedge fund0.2%$768k7,5350.0%held
Fox Run Management, L.L.C. Hedge fund0.2%$1.1m11,282–new
Concentric Capital Strategies, LP Hedge fund0.2%$2.9m28,144–new
Fulcrum Asset Management LLP Hedge fund0.2%$1.5m14,873+59%added
Brevan Howard Capital Management LP Hedge fund0.1%$10.0m99,799−39%reduced
D. E. Shaw & Co., Inc. Hedge fund0.1%$189m1.85m+123%added
Credit Capital Investments LLC Hedge fund0.1%$204k2,0000.0%held