Free · no sign-up · Q2 2026

Which funds own CCJ

Cameco Corp in the Q2 2026 filings. At least 9 of the 91 current managers on file reported a position, worth $2.0bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 9; at least, of 91 current
Combined value: $2.0bn; as reported
Opened: 1; new this quarter
Added to: 4; already held
Trimmed or sold out: 5; 2 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Capital World Investors Long-only · $846bn book	$1.4bn	0.2%	13,365,106	-$80m+102,189	Added
MFS Investment Management Long-only · $315bn book	$462m	0.1%	4,292,490	+$128m+1,421,799	Added
Man Group PLC Quantitative · $62.7bn book	$82m	0.1%	806,167	-$51m-421,366	Trimmed
ARK Investment Management LLC Long-only · $15.4bn book	$37m	0.2%	361,570	-$3.0m-5,607	Trimmed
Caxton Associates LLP Macro · $5.3bn book	$27m	0.5%	262,500	-$1.8m0	Held
Rokos Capital Management LLP Macro · $26.8bn book	$18m	0.1%	174,584	opened174,584	New
Winton Group Ltd Quantitative · $3.1bn book	$14m	0.5%	140,300	+$2.7m+33,153	Added
Brevan Howard Capital Management LP Macro · $13.5bn book	$10m	0.1%	99,799	-$7.6m-62,746	Trimmed
Polen Capital Management LLC Long-only · $11.6bn book	$7.0m	0.1%	68,968	+$4.8m+48,758	Added

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Moore Capital Management LP · Macro$35m held before
Holocene Advisors LP · Long/short equity$31m held before

Ownership through time

At least 20 of the 95 managers whose filings are on file listed CCJ in Q2 2026, against 5 in Q2 2013. 1 manager more than in Q1 2026: 3 started positions; 1 listed it again; 1 sold out, by its own filing; 2 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Largest increases, by shares

MFS Investment Management2,870,691 to 4,292,490 shares+$153m
D. E. Shaw & Co.832,001 to 1,854,263 shares+$104m
Balyasny Asset Management LLCnew: 328,416 shares+$33m
Rokos Capital Management LLPnew: 174,584 shares+$18m
T. Rowe Price Associates Inc1,952,457 to 2,083,826 shares+$13m

Largest decreases, by shares

Fidelity (FMR LLC)9,239,264 to 7,976,686 shares-$129m
Man Group PLC1,227,533 to 806,167 shares-$43m
AllianceBernstein LP1,400,994 to 1,161,409 shares-$26m
Freestone Grove Partners LP257,982 to 143,269 shares-$12m
Brevan Howard Capital Management LP162,545 to 99,799 shares-$6.3m

Left it

Moore Capital Management LPwas $35m

Manager	First listed	Largest	Q2 2026
Capital World Investors	Q4 2021	$1.4bn	$1.4bn
Fidelity (FMR LLC)	Q1 2023	$1.9bn	$813m
MFS Investment Management	Q2 2013	$462m	$462m
Wellington Management Group LLP	Q2 2013	$480m	$213m
T. Rowe Price Associates Inc	Q1 2016	$541m	$212m
D. E. Shaw & Co.	Q4 2023	$189m	$189m
AllianceBernstein LP	Q2 2013	$578m	$126m
Man Group PLC	Q3 2023	$146m	$82m
Renaissance Technologies LLC	Q2 2020	$74m	$66m
Capital Research Global Investors	Q4 2024	$49m	$41m
ARK Investment Management LLC	Q3 2023	$40m	$37m
Balyasny Asset Management LLC	Q3 2013	$55m	$33m
Caxton Associates LLP	Q1 2014	$48m	$27m
Rokos Capital Management LLP	Q1 2024	$53m	$18m
Freestone Grove Partners LP	Q4 2025	$28m	$15m
Eisler Capital Management Ltd	Q3 2021	$8.7bn	last listed Q3 2025
Marshall Wace LLP	Q4 2018	$160m	last listed Q4 2025
Millennium Management LLC	Q1 2015	$147m	last listed Q3 2025
Bridgewater Associates LP	Q2 2013	$118m	last listed Q3 2025
Two Sigma Investments LP	Q4 2013	$87m	last listed Q4 2023
AQR Capital Management LLC	Q4 2015	$77m	last listed Q3 2016
Acadian Asset Management LLC	Q2 2025	$76m	last listed Q1 2026
Holocene Advisors LP	Q4 2024	$70m	last listed Q1 2026
Point72 Asset Management LP	Q3 2014	$53m	last listed Q2 2025
Two Sigma Advisers LP	Q4 2013	$50m	last listed Q3 2022

What CCJ is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around CCJ →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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