Position in CCJ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$90,994,390
+$149,620 QoQ
Shares Held
893,328
+6.8% QoQ
Ownership
0.205%
of shares outstanding
% of Portfolio
5.23%
of 13F equity value
Holder Rank
#62
of 1,025 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in CCJ Over Time
Shares Held
Position Value (USD)
Position in Uranium
Energy · as of Jun 30, 2026Goehring & Rozencwajg Associates, LLC holds $217,617,240 across 8 Uranium names. CCJ ranks #1 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCJ |
Cameco Corp
This page
|
893,328 | $90,994,390 | |
| 2 | LEU |
Centrus Energy Corp
|
216,750 | $36,385,822 | |
| 3 | UEC |
Uranium Energy Corp
|
2,357,786 | $25,133,998 | |
| 4 | UUUU |
Energy Fuels Inc
|
1,590,170 | $23,057,465 | |
| 5 | NXE |
NexGen Energy Ltd.
|
1,964,702 | $18,448,551 | |
| 6 | DNN |
Denison Mines Corp.
|
5,117,155 | $15,658,494 | |
| 7 | URG |
Ur-Energy Inc
|
4,384,124 | $5,962,408 | |
| 8 | EU |
enCore Energy Corp.
|
1,508,483 | $1,976,112 |
All Filings in CCJ
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,994,390 | 893,328 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||