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Disclosery

Telemark Asset Management, LLC: CCJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Telemark Asset Management, LLC on CCJ, newest first. How the timeline and the estimate are built.

Telemark Asset Management, LLC held 900,000 CCJ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 900,000 shares
    Change vs previous 13F 0 shares

    6.62% of the 13F portfolio, value $91,674,000.

    13F-HR 0000898432-26-000612 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 900,000 shares
    Change vs previous 13F -100,000 shares

    9.04% of the 13F portfolio, value $97,749,000.

    13F-HR 0000898432-26-000352 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,000,000 shares
    Change vs previous 13F 0 shares

    9.14% of the 13F portfolio, value $91,490,000.

    13F-HR 0000898432-26-000088 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,000,000 shares
    Change vs previous 13F 0 shares

    7.96% of the 13F portfolio, value $83,860,000.

    13F-HR 0000898432-25-000879 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,000,000 shares
    Change vs previous 13F 0 shares

    7.88% of the 13F portfolio, value $74,230,000.

    13F-HR 0000898432-25-000586 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,000,000 shares
    Change vs previous 13F -300,000 shares

    5.39% of the 13F portfolio, value $41,160,000.

    13F-HR 0000898432-25-000335 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,300,000 shares
    Change vs previous 13F 0 shares

    6.66% of the 13F portfolio, value $66,807,000.

    13F-HR 0000898432-25-000102 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,300,000 shares
    Change vs previous 13F not available

    6.27% of the 13F portfolio, value $62,088,000.

    13F-HR 0000898432-24-000893 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).