Freshford Capital Management, LLC CCJ CAMECO CORP

Ownership history in Freshford Capital Management, LLC  ·  3 quarters on record

AI Ownership Summary

Freshford Capital Management, LLC reported CAMECO CORP (CCJ) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 6.95% in 2025 Q2. The latest visible filing shows CCJ at 4.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CCJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Freshford Capital Management, LLC's position in CAMECO CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CCJ was reported at 4.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.95% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Freshford Capital Management, LLC held CCJ — position size vs. price
% of Fund (quarterly)    CCJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 54.1% +10.9% 185,428 -218,672 -54.1% 4.28% $15.5M 2025-11-14 $84.60
2025 Q2 ADDED 404,100 +151,261 +59.8% 6.95% $30.0M 2025-08-14 $75.40
2025 Q1 INITIATED 252,839 2.83% $10.4M 2025-05-14 $53.20

FAQ About Freshford Capital Management, LLC and CCJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Freshford Capital Management, LLC reported owning CCJ?

Freshford Capital Management, LLC reported CCJ across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported CCJ position in Freshford Capital Management, LLC's portfolio?

The largest reported portfolio weight for CCJ was 6.95% in 2025 Q2.

What is the latest reported CCJ position on this page?

The most recent filing on this page is 2025 Q3, when Freshford Capital Management, LLC reported 185,428 shares, equal to 4.28% of portfolio, with an estimated market value of $15.5M.

What does the chart on this CCJ ownership page compare?

The chart compares Freshford Capital Management, LLC's quarterly CCJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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