13F

Position

Chescapmanager LLC in Cameco Corp

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $7.6M$91.49$108.61

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025443.7K$40.6M3.4%
Q1 2026443.7K$48.2M$108.61$7.6M−$04.3%