Cameco Corp

• BG Bristol Gate Capital Partners Canadian Equity Strategy Report to Investors ↗ Bristol Gate attributed the strategy’s relative shortfall to stock selection in TMX Group and Pet Valu, while underweights in Materials and Energy helped as commodity leadership reversed. The firm added Cenovus Energy and Cameco for their cash-flow, balance-sheet and dividend-growth prospects, and sold Thomson Reuters and Canadian National Railway to redeploy capital. 2nd Quarter 2026 CCO $32BCVE $51BJWEL $1.3B +4

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