Which hedge funds own CCJ? CAMECO CORP, Q2 2026 13F holders
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
Exited since the previous filing
| Ripple Effect Asset Management LP | 5.9% | $8.5m |
| Arosa Capital Management LP | 4.6% | $7.1m |
| Marvin & Palmer Associates Inc | 4.2% | $3.5m |
| Castle Hook Partners LP | 3.0% | $151m |
| Ariose Capital Management Ltd | 2.5% | $3.7m |
| Lloyd Harbor Capital Management, LLC | 1.5% | $3.0m |
| Keystone Investors Pte Ltd | 1.3% | $14.4m |
| Moore Capital Management, LP | 1.3% | $34.8m |
| Samlyn Capital, LLC | 0.9% | $54.2m |
| Merewether Investment Management, LP | 0.5% | $25.4m |
| Quantitative Investment Management, LLC | 0.2% | $2.1m |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.1% | $76.0k |
| Capital Fund Management S.A. | 0.10% | $11.1m |
| Diametric Capital, LP | 0.09% | $335k |
| Holocene Advisors, LP | 0.07% | $30.8m |
| Lighthouse Investment Partners, LLC | 0.06% | $1.6m |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0.04% | $150k |
| Jain Global LLC | 0.02% | $1.2m |
| Polar Asset Management Partners Inc. | 0.01% | $544k |
| Entropy Technologies, LP | 0.01% | $258k |
| Edgestream Partners, L.P. | 0.01% | $252k |
Ownership over time
Who discovered CCJ first? Beta
The run: Q4 2002 → Q2 2007, ×13
| Old West Investment Management, LLC high conviction | Q1 2017 | – | +17.5 pts |
| Robertson Opportunity Capital, LLC | Q2 2018 | – | +7.2 pts |
| Shah Capital Management | Q4 2016 | – | +0.5 pts |
| Kingdon Capital Management, L.L.C. | Q4 2018 | – | +0.1 pts |
| Jupiter Asset Management Ltd | Q1 2018 | – | 0.0 pts |
| Formula Growth Ltd | Q1 2016 | – | −0.2 pts |
| Duquesne Family Office LLC | Q1 2014 | – | −0.4 pts |
| Discovery Capital Management, LLC | Q1 2019 | – | −0.5 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.