Goehring & Rozencwajg Associates, LLC / CCO
Goehring & Rozencwajg Associates, LLC’s Cameco Corp Position
Does Goehring & Rozencwajg Associates, LLC own Cameco Corp (CCO)? Yes — 836.4K shares worth $91M (+4.88% of its 13F portfolio) as of Q1 2026, up from 683.0K shares the prior filed quarter.
Position Value
$91M
Q1 2026
Shares
836.4K
% of Portfolio
+4.88%
Quarters Held
13
currently held
Position History CCO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 836.4K | $91M | +4.88% |
| Q4 2025 | 683.0K | $62M | +6.19% |
| Q3 2025 | 648.3K | $54M | +6.54% |
| Q2 2025 | 649.0K | $48M | +7.37% |
| Q1 2025 | 673.3K | $30M | +5.47% |
| Q4 2024 | 658.6K | $34M | +7.03% |
| Q3 2024 | 739.5K | $35M | +7.20% |
| Q2 2024 | 717.0K | $35M | +7.00% |
| Q1 2024 | 784.8K | $34M | +7.37% |
| Q4 2023 | 747.4K | $32M | +7.78% |
| Q3 2023 | 722.6K | $29M | +7.01% |
| Q2 2023 | 699.7K | $22M | +6.31% |
| Q1 2023 | 632.9K | $17M | +5.65% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Goehring & Rozencwajg Associates, LLC’s full portfolio or all institutional holders of CCO.