Position in CCJ
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$90,844,770
+$28,361,492 QoQ
Shares Held
836,431
+22.5% QoQ
Ownership
0.192%
of shares outstanding
% of Portfolio
4.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 89.08146637319754.ToString("F0")%
Shared 0.ToString("F0")%
None 10.91853362680245.ToString("F0")%
Common Shares in CCJ Over Time
Shares Held
Position Value (USD)
Position in Uranium
Energy · as of Mar 31, 2026Goehring & Rozencwajg Associates, LLC holds $229,389,733 across 8 Uranium names. CCJ ranks #1 (39.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCJ |
Cameco Corp
This page
|
836,431 | $90,844,770 | |
| 2 | LEU |
Centrus Energy Corp
|
202,058 | $35,075,248 | |
| 3 | UEC |
Uranium Energy Corp
|
2,201,921 | $29,725,933 | |
| 4 | UUUU |
Energy Fuels Inc
|
1,484,902 | $27,099,461 | |
| 5 | NXE |
NexGen Energy Ltd.
|
1,810,943 | $21,006,938 | |
| 6 | DNN |
Denison Mines Corp.
|
4,720,615 | $16,663,770 | |
| 7 | URG |
Ur-Energy Inc
|
4,253,094 | $6,337,110 | |
| 8 | EU |
enCore Energy Corp.
|
1,464,724 | $2,636,503 |
All Filings in CCJ
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,844,770 | 836,431 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $62,483,278 | 682,952 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $54,365,515 | 648,289 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $48,173,933 | 648,982 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $27,712,945 | 673,298 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $33,846,944 | 658,629 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $35,318,663 | 739,503 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $35,274,776 | 716,967 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $33,998,229 | 784,816 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $32,211,474 | 747,366 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $28,645,687 | 722,646 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,921,319 | 699,691 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $16,563,725 | 632,928 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $13,668,468 | 602,932 | Shares | Sole | 2023-03-01 | |
| No filing history on record for this holder in this stock. | ||||||