SIG North Trading, ULC CCJ — CAMECO CORP

Ownership history in SIG North Trading, ULC  ·  41 quarters on record

AI Ownership Summary

SIG North Trading, ULC reported CAMECO CORP (CCJ) in 41 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.37% in 2025 Q3. The latest visible filing shows CCJ at 0.40% 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 SIG North Trading, ULC'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 Q4

CCJ was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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 SIG North Trading, ULC fund profile SIG North Trading, ULC full holdings
How SIG North Trading, ULC 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 19 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 51.6% +18.7% ❌ 239,700 -255,300 -51.6% 0.40% $21.9M 2026-02-14 (Est.) $112.90
2025 Q4 ADDED — — — 495,000 +257,600 +108.5% 0.83% $45.3M 2026-02-14 (Est.) $112.90
2025 Q3 REDUCED 71.5% +10.9% ❌ 237,400 -595,100 -71.5% 0.39% $19.9M 2025-11-14 $84.60
2025 Q3 ADDED — — — 832,500 +255,600 +44.3% 1.37% $69.8M 2025-11-14 $84.60
2025 Q2 ADDED — — — 576,900 +345,600 +149.4% 1.05% $42.8M 2025-08-14 $75.40
2025 Q2 ADDED — — — 231,300 +160,328 +225.9% 0.42% $17.2M 2025-08-14 $75.40
2025 Q1 REDUCED 81.3% +80.4% ❌ 70,972 -307,628 -81.3% 0.09% $2.9M 2025-05-14 $53.20
2025 Q1 ADDED — — — 378,600 +57,800 +18.0% 0.49% $15.6M 2025-05-14 $53.20
2025 Q1 ADDED — — — 320,800 +254,440 +383.4% 0.42% $13.2M 2025-05-14 $53.20
2024 Q4 REDUCED 84.9% -19.9% ✅ 66,360 -374,240 -84.9% 0.11% $3.4M 2025-02-14 $47.10
2024 Q4 REDUCED 5.7% -19.9% ✅ 440,600 -26,400 -5.7% 0.75% $22.6M 2025-02-14 $47.10
2024 Q4 ADDED — — — 467,000 +108,200 +30.2% 0.79% $24.0M 2025-02-14 $47.10
2024 Q3 ADDED — — — 358,800 +323,462 +915.3% 0.63% $17.1M 2024-11-14 $52.90
2024 Q3 REDUCED 92.4% +7.7% ❌ 35,338 -431,262 -92.4% 0.06% $1.7M 2024-11-14 $52.90
2024 Q3 ADDED — — — 466,600 +80,500 +20.8% 0.81% $22.3M 2024-11-14 $52.90
2024 Q2 REDUCED 11.4% -2.9% ✅ 386,100 -49,800 -11.4% 0.80% $19.0M 2024-08-15 $40.62
2024 Q2 ADDED — — — 435,900 +5,500 +1.3% 0.90% $21.4M 2024-08-15 $40.62
2024 Q1 REDUCED 9.3% +15.9% ❌ 430,400 -44,300 -9.3% 0.99% $18.6M 2024-05-07 $51.55
2024 Q1 ADDED — — — 474,700 +406,390 +594.9% 1.09% $20.6M 2024-05-07 $51.55
22 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

Westend Capital Management, LLC 3Y 7Y 7.44% Goehring & Rozencwajg Associates, LLC 3Y 4.88% Merrion Investment Management Co, LLC 3Y 4.73% Gunderson Capital Management LLC 3Y 4.34% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 4.11% RAINIER FAMILY WEALTH INC 3.09% Terra Nova Asset Management LLC 3Y 7Y 3.02% O'Domhnaill Enterprises, Inc. 3.0% MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 2.97% Connective Portfolio Management, LLC 3Y 2.73%

FAQ About SIG North Trading, ULC and CCJ

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

How long has SIG North Trading, ULC reported owning CCJ?

SIG North Trading, ULC reported CCJ across 19 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported CCJ position in SIG North Trading, ULC's portfolio?

The largest reported portfolio weight for CCJ was 1.37% in 2025 Q3.

What is the latest reported CCJ position on this page?

The most recent filing on this page is 2025 Q4, when SIG North Trading, ULC reported 239,700 shares, equal to 0.40% of portfolio, with an estimated market value of $21.9M.

What does the chart on this CCJ ownership page compare?

The chart compares SIG North Trading, ULC'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 SIG North Trading, ULC time their CCJ position?

Based on 13F filing dates vs. subsequent CCJ price moves, SIG North Trading, ULC correctly timed 12 out of 40 reported position changes (30%). The annualised alpha on CCJ relative to SPY over the holding period was +33.7%.

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