David M. Polen
Polen Capital Management
Polen Capital Management Cameco Corp stake
total: 588
Polen Capital Management CCJ trades
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 1
- Reduced:
- 3
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 68,968 Cameco Corp (CCJ) shares with a market value of roughly $7.03M accounting for 0.06% of the overall portfolio. To date, the estimated cost basis is nearly $88.52 for "buy" trades and estimated average "sell" price is $94.76. Polen Capital Management first purchased CCJ in 2025 Q2, initially acquiring 45,616 shares. Since the initial investment in Cameco Corp (CCJ), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy Cameco Corp (CCJ)?
Polen Capital Management first invested in Cameco Corp (CCJ) in 2025 Q2 at the reported quarter-end price of $74.23 per share.
What's the cost basis of Polen Capital Management's CCJ stake?
The estimated cost basis for Cameco Corp (CCJ) stake is around $88.52 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $88.52
- Weighted AVG sell price:
- $94.76
Polen Capital Management's historical trades in Cameco Corp
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.06%
|
68,968
|
$101.88
|
$7,026,488
|
+241.26% (+48,758)
|
+0.04%
|
|
2026 Q1
|
0.02%
|
20,210
|
$108.61
|
$2,195,008
|
-28.27% (-7,964)
|
-0%
|
|
2025 Q4
|
0.01%
|
28,174
|
$91.49
|
$2,577,639
|
-27.05% (-10,448)
|
-0%
|
|
2025 Q3
|
0.01%
|
38,622
|
$83.86
|
$3,238,841
|
-15.33% (-6,994)
|
-0%
|
|
2025 Q2
|
0.01%
|
45,616
|
$74.23
|
$3,386,076
|
new
|
+0.01%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.