SEC 13F Intelligence

Difesa Capital Management, LP / CCJ

Difesa Capital Management, LP’s Cameco Corp Position

Does Difesa Capital Management, LP own Cameco Corp (CCJ)? Not currently — the last reported position was 19.4K shares worth $606,236 in Q2 2023; the fund’s latest 13F (Q4 2023) no longer reports it.

Position Value
$606,236
Q2 2023
Shares
19.4K
% of Portfolio
+1.59%
Quarters Held
3
position exited

Position History CCJ

Reported value by quarter
Q4 ’22: $473,803Q4 ’22Q1 ’23: $587,517Q1 ’23Q2 ’23: $606,236Q2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202319.4K$606,236+1.59%
Q1 202322.4K$587,517+0.39%
Q4 202220.9K$473,803+0.37%

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