SEC 13F Intelligence

Southport Management, L.L.C. / CCO

Southport Management, L.L.C.’s Cameco Corp Position

Does Southport Management, L.L.C. own Cameco Corp (CCO)? Yes — 27.5K shares worth $3M (+8.78% of its 13F portfolio) as of Q4 2025, down from 30.0K shares the prior filed quarter.

Position Value
$3M
Q4 2025
Shares
27.5K
% of Portfolio
+8.78%
Quarters Held
11
currently held

Position History CCO

Reported value by quarter
Q2 ’23: $626,600Q2 ’23Q3 ’23: $1MQ4 ’23: $1MQ4 ’23Q1 ’24: $1MQ2 ’24: $1MQ2 ’24Q3 ’24: $1MQ4 ’24: $1MQ4 ’24Q1 ’25: $1MQ2 ’25: $2MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202527.5K$3M+8.78%
Q3 202530.0K$3M+10.38%
Q2 202530.0K$2M+10.87%
Q1 202525.0K$1M+4.44%
Q4 202425.0K$1M+4.66%
Q3 202425.0K$1M+4.44%
Q2 202425.0K$1M+5.50%
Q1 202430.0K$1M+4.78%
Q4 202330.0K$1M+5.58%
Q3 202330.0K$1M+6.47%
Q2 202320.0K$626,600+3.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Southport Management, L.L.C.’s full portfolio or all institutional holders of CCO.