Ripple Effect Asset Management LP: CAMECO CORP (CCJ): Quarterly 13F Position History
As of Q1 2026, Ripple Effect Asset Management LP reported 78,192 shares of CAMECO CORP (CCJ), worth $8.5M and representing 5.9% of its 13F equity book. Quarter-over-quarter share count change: 51,808 (-39.9%) . The position first appeared in Q4 2024 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 78,192Shares Held (Latest Filing)
- $8.5MReported Market Value (Latest Filing)
- 5.9%Portfolio Weight (% of 13F Equity Book)
- 51,808Quarter-over-Quarter Share Change
- -$3.4MQuarter-over-Quarter Value Change
- 140,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 78,192 | 51,808 | -39.9% | $8.5M | 5.9% | $108.6 |
| Q4 2025 | 130,000 | +130,000 | — | $11.9M | 9.5% | $91.5 |
| Q3 2025 | 0 | 105,000 | -100.0% | $0 | 0.0% | — |
| Q2 2025 | 105,000 | +105,000 | — | $7.8M | 4.4% | $74.2 |
| Q1 2025 | 0 | 140,000 | -100.0% | $0 | 0.0% | — |
| Q4 2024 | 140,000 | — | — | $7.2M | 9.8% | $51.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Ripple Effect Asset Management LP first disclose a CCJ position in 13F-HR filings?
Ripple Effect Asset Management LP first reported CAMECO CORP (CCJ) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Ripple Effect Asset Management LP's most recent quarter-over-quarter share-count change in CCJ?
Between Q4 2025 and Q1 2026, Ripple Effect Asset Management LP reduced its CCJ position by 51,808 shares (-39.9%), leaving 78,192 shares at a market value of $8.5M.
Does the implied price-per-share represent Ripple Effect Asset Management LP's cost basis in CCJ?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.