Murray Stahl's CCJ Position Overview
Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 712,400 shares of Cameco Corporation (CCJ) worth $61.74 M, representing 0.78% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Murray Stahl has maintained a strategic position in CCJ, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 99,123 shares. Largest reduction occurred in Q4 2023, reducing 140,073 shares.
Analysis based on 13F filings available since 2013 Q2
Murray Stahl's Cameco Corporation (CCJ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cameco Corporation (CCJ) Trades by Murray Stahl
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | +14,659 | Add 2.10% | 712,400 | $86.67 |
| Q2 2026 | +45,916 | Add 7.04% | 697,741 | $101.86 |
| Q1 2026 | -22,271 | Reduce 3.30% | 651,825 | $108.61 |
| Q4 2025 | -1,936 | Reduce 0.29% | 674,096 | $91.49 |
| Q3 2025 | +332 | Add 0.05% | 676,032 | $83.86 |
| Q2 2025 | +42,993 | Add 6.80% | 675,700 | $74.23 |
| Q1 2025 | +15,756 | Add 2.55% | 632,707 | $41.16 |
| Q4 2024 | +99,123 | Add 19.14% | 616,951 | $51.39 |
| Q3 2024 | -1,400 | Reduce 0.27% | 517,828 | $47.76 |
| Q2 2024 | +56,301 | Add 12.16% | 519,228 | $49.20 |
| Q1 2024 | -34,505 | Reduce 6.94% | 462,927 | $43.32 |
| Q4 2023 | -140,073 | Reduce 21.97% | 497,432 | $43.10 |
| Q3 2023 | -90,807 | Reduce 12.47% | 637,505 | $39.64 |
| Q2 2023 | +728,312 | New Buy | 728,312 | $31.33 |
Murray Stahl's Cameco Corporation Investment FAQs
Murray Stahl first purchased Cameco Corporation (CCJ) in Q2 2023, acquiring 728,312 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl has held Cameco Corporation (CCJ) for 14 quarters since Q2 2023.
Murray Stahl's largest addition to Cameco Corporation (CCJ) was in Q2 2023, adding 728,312 shares worth $22.82 M.
According to the latest 13F filing for Q3 2026, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 712,400 shares of Cameco Corporation (CCJ), valued at approximately $61.74 M.
As of the Q3 2026 filing, Cameco Corporation (CCJ) represents approximately 0.78% of Murray Stahl's publicly disclosed stock portfolio, making it one of their key holdings.
Murray Stahl's peak holding in Cameco Corporation (CCJ) was 728,312 shares, as reported at the end of Q2 2023.