PARK AVENUE SECURITIES LLC CCJ — CAMECO CORP

Ownership history in PARK AVENUE SECURITIES LLC  ·  8 quarters on record

AI Ownership Summary

PARK AVENUE SECURITIES LLC reported CAMECO CORP (CCJ) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows CCJ at 0.00% 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 PARK AVENUE SECURITIES 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
2026 Q1

CCJ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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
2024 Q2 to 2026 Q1

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 PARK AVENUE SECURITIES LLC fund profile PARK AVENUE SECURITIES LLC full holdings
How PARK AVENUE SECURITIES 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 5,478 -599 -9.9% 0.00% $595 2026-04-07 $110.23
2025 Q4 REDUCED 13.4% +18.7% ❌ 6,077 -942 -13.4% 0.00% $556K 2026-01-05 $100.17
2025 Q3 REDUCED 12.2% +10.9% ❌ 7,019 -975 -12.2% 0.00% $589K 2025-10-23 $86.13
2025 Q2 REDUCED 9.4% +13.8% ❌ 7,994 -825 -9.4% 0.01% $593K 2025-07-14 $74.99
2025 Q1 ADDED — — — 8,819 +3,246 +58.2% 0.00% $363K 2025-04-14 $41.23
2024 Q4 ADDED — — — 5,573 +598 +12.0% 0.00% $286K 2025-01-14 $48.96
2024 Q3 ADDED — — — 4,975 +790 +18.9% 0.00% $238K 2024-10-03 $49.77
2024 Q2 INITIATED — — — 4,185 — — 0.00% $206K 2024-07-09 $48.80

🏢 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 PARK AVENUE SECURITIES 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 PARK AVENUE SECURITIES LLC reported owning CCJ?

PARK AVENUE SECURITIES LLC reported CCJ across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported CCJ position in PARK AVENUE SECURITIES LLC's portfolio?

The largest reported portfolio weight for CCJ was 0.01% in 2025 Q2.

What is the latest reported CCJ position on this page?

The most recent filing on this page is 2026 Q1, when PARK AVENUE SECURITIES LLC reported 5,478 shares, equal to 0.00% of portfolio, with an estimated market value of $595.

What does the chart on this CCJ ownership page compare?

The chart compares PARK AVENUE SECURITIES 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 PARK AVENUE SECURITIES LLC time their CCJ position?

Based on 13F filing dates vs. subsequent CCJ price moves, PARK AVENUE SECURITIES LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on CCJ relative to SPY over the holding period was +43.4%.

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