Yost Capital Management, LP / CCJ
Yost Capital Management, LP’s Cameco Corp Position
Does Yost Capital Management, LP own Cameco Corp (CCJ)? Not currently — the last reported position was 170.0K shares worth $7M in Q3 2023; the fund’s latest 13F (Q4 2025) no longer reports it.
Position Value
$7M
Q3 2023
Shares
170.0K
% of Portfolio
+7.26%
Quarters Held
12
position exited
Position History CCJ
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2023 | 170.0K | $7M | +7.26% |
| Q2 2023 | 150.0K | $5M | +4.56% |
| Q3 2022 | 50.0K | $1M | +1.43% |
| Q4 2021 | 400.0K | $9M | +6.15% |
| Q3 2021 | 400.0K | $9M | +8.78% |
| Q3 2020 | 949.7K | $10M | +8.23% |
| Q2 2020 | 1.45M | $15M | +12.71% |
| Q1 2020 | 1.90M | $14M | +13.69% |
| Q4 2019 | 1.58M | $14M | +11.09% |
| Q3 2019 | 2.10M | $20M | +23.78% |
| Q2 2019 | 1.74M | $19M | +18.17% |
| Q1 2019 | 1.55M | $18M | +12.95% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Yost Capital Management, LP’s full portfolio or all institutional holders of CCJ.