MBB PUBLIC MARKETS I LLC CCJ — CAMECO CORP

Ownership history in MBB PUBLIC MARKETS I LLC  ·  17 quarters on record

AI Ownership Summary

MBB PUBLIC MARKETS I LLC reported CAMECO CORP (CCJ) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 3.87% in 2024 Q1. The latest visible filing shows CCJ at 0.57% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CCJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MBB PUBLIC MARKETS I 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 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.87% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 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.

CCJ stock page MBB PUBLIC MARKETS I LLC fund profile MBB PUBLIC MARKETS I LLC full holdings
How MBB PUBLIC MARKETS I 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 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 86.6% +10.9% ❌ 50,965 -328,900 -86.6% 0.57% $4.3M 2025-11-14 $84.60
2025 Q2 REDUCED 26.9% +13.8% ❌ 379,865 -140,000 -26.9% 2.66% $28.2M 2025-08-14 $75.40
2025 Q1 ADDED — — — 519,865 +441,565 +563.9% 2.65% $21.4M 2025-05-15 $51.49
2024 Q4 REDUCED 89.2% -19.9% ✅ 78,300 -644,242 -89.2% 0.37% $4.0M 2025-02-14 $47.10
2024 Q4 REDUCED 34.7% -19.9% ✅ 722,542 -383,152 -34.7% 3.45% $37.1M 2025-02-14 $47.10
2024 Q3 UNCHANGED — — — 1,105,694 — 0% 2.95% $52.8M 2024-11-14 $52.90
2024 Q3 ADDED — — — 1,105,694 +189,657 +20.7% 2.95% $52.8M 2024-11-14 $52.90
2024 Q2 ADDED — — — 916,037 +876,037 +2190.1% 0.91% $45.1M 2024-08-14 $39.70
2024 Q1 REDUCED 97.3% +15.9% ❌ 40,000 -1,417,899 -97.3% 0.11% $1.7M 2024-05-15 $49.78
2024 Q1 ADDED — — — 1,457,899 +1,324,217 +990.6% 3.87% $63.2M 2024-05-15 $49.78
2023 Q4 REDUCED 76.5% +8.5% ❌ 133,682 -436,318 -76.5% 0.35% $5.8M 2024-02-14 $42.09
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CCJ

As of 2026 Q1 — sorted by position size

Hardman Johnston Global Advisors LLC 3Y 7Y 17.55% Progeny 3, Inc. 3Y 7Y 13.63% Caledonia (Private) Investments Pty Ltd 3Y 7Y 10.73% Telemark Asset Management, LLC 3Y 7Y 9.04% Westend Capital Management, LLC 3Y 7Y 7.44% De Lisle Partners LLP 7.42% ARP Global Capital Ltd 6.16% Goehring & Rozencwajg Associates, LLC 3Y 4.88% Ravenswood Partners LP 4.8% Merrion Investment Management Co, LLC 3Y 4.73%

FAQ About MBB PUBLIC MARKETS I 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 MBB PUBLIC MARKETS I LLC reported owning CCJ?

MBB PUBLIC MARKETS I LLC reported CCJ across 11 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CCJ position in MBB PUBLIC MARKETS I LLC's portfolio?

The largest reported portfolio weight for CCJ was 3.87% in 2024 Q1.

What is the latest reported CCJ position on this page?

The most recent filing on this page is 2025 Q3, when MBB PUBLIC MARKETS I LLC reported 50,965 shares, equal to 0.57% of portfolio, with an estimated market value of $4.3M.

What does the chart on this CCJ ownership page compare?

The chart compares MBB PUBLIC MARKETS I 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.

How well did MBB PUBLIC MARKETS I LLC time their CCJ position?

Based on 13F filing dates vs. subsequent CCJ price moves, MBB PUBLIC MARKETS I LLC correctly timed 6 out of 15 reported position changes (40%). The annualised alpha on CCJ relative to SPY over the holding period was +25.3%.

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