# Cameco (CCJ): value investors who own it | moatshark

2 value investors held Cameco in their Q3 2026 13F, led by Horizon Kinetics, Polen Capital Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Horizon Kinetics | 0.8% | $71.1m | Added +7.0% | 13 |
| Polen Capital Management | 0.1% | $7.0m | Added +241% | 5 |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Horizon Kinetics Inflation Beneficiaries ETF | Horizon Kinetics | 4.2% | $61.7m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/ccj). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.