Position in CCJ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$91,674,000
-$6,075,000 QoQ
Shares Held
900,000
0.0% QoQ
Ownership
0.207%
of shares outstanding
% of Portfolio
6.62%
of 13F equity value
Holder Rank
#59
of 1,025 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CCJ Over Time
Shares Held
Position Value (USD)
Position in Uranium
Energy · as of Jun 30, 2026Telemark Asset Management, LLC holds $96,369,000 across 2 Uranium names. CCJ ranks #1 (95.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCJ |
Cameco Corp
This page
|
900,000 | $91,674,000 | |
| 2 | NXE |
NexGen Energy Ltd.
|
500,000 | $4,695,000 |
All Filings in CCJ
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,674,000 | 900,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $97,749,000 | 900,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $91,490,000 | 1,000,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $83,860,000 | 1,000,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $74,230,000 | 1,000,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $41,160,000 | 1,000,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $66,807,000 | 1,300,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $62,088,000 | 1,300,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $59,040,000 | 1,200,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $51,984,000 | 1,200,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $51,720,000 | 1,200,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $47,568,000 | 1,200,000 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $37,596,000 | 1,200,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $30,095,500 | 1,150,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $18,136,000 | 800,000 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,953,000 | 300,000 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||