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Portfolio (Quarterly) Guide ↗

Candriam S.C.A.

· CIK 0001537014
13F Portfolio $20.1B AUM 685 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 67 New 302 Added 267 Reduced 46 Exited
Page 27 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 LYV LIVE NATION ENTERTAINMENT IN Communication Services 11,953.0 $1.7M 0.01% -406.0 -3.3% $142.51 +20.2%
522 WFG WEST FRASER TIMBER CO LTD Basic Materials 27,688.0 $1.7M 0.01% $61.26 +14.6%
523 SO SOUTHERN CO Utilities 19,157.0 $1.7M 0.01% NEW $87.20 +6.8%
524 HHH HOWARD HUGHES HOLDINGS INC Real Estate 20,908.0 $1.7M 0.01% +6K +41.7% $79.77 -16.2%
525 LIBERTY MEDIA CORP DEL 16,475.0 $1.6M 0.01% +2K +10.2% $98.51
526 ERII ENERGY RECOVERY INC Industrials 119,714.0 $1.6M 0.01% -43K -26.6% $13.49 -30.2%
527 MAS MASCO CORP Industrials 25,263.0 $1.6M 0.01% -8K -23.9% $63.46 +17.2%
528 BNS BANK NOVA SCOTIA HALIFAX Financial Services 21,687.0 $1.6M 0.01% +4K +20.3% $73.85 +17.8%
529 OKTA OKTA INC Technology 18,355.0 $1.6M 0.01% -96.0 -0.5% $86.47 +36.2%
530 BN BROOKFIELD CORP Financial Services 34,427.0 $1.6M 0.01% +21K +158.5% $45.98 -3.3%
531 BXP BXP INC Real Estate 23,420.0 $1.6M 0.01% -3K -11.2% $67.48 -4.1%
532 CPRT COPART INC Industrials 40,231.0 $1.6M 0.01% -5K -10.6% $39.15 -22.8%
533 RSG REPUBLIC SVCS INC Industrials 7,399.0 $1.6M 0.01% -8K -50.4% $211.94 -3.3%
534 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 22,919.0 $1.5M 0.01% +15K +198.4% $67.39 +13.8%
535 RDDT REDDIT INC Communication Services 6,686.0 $1.5M 0.01% -3K -29.4% $229.88 -24.0%
536 SJM SMUCKER J M CO Consumer Defensive 15,700.0 $1.5M 0.01% $97.81 +13.3%
537 SUI SUN CMNTYS INC Real Estate 12,279.0 $1.5M 0.01% +4K +41.0% $123.92 -4.4%
538 CNC CENTENE CORP DEL Healthcare 36,840.0 $1.5M 0.01% +6K +18.7% $41.15 +48.3%
539 CLX CLOROX CO DEL Consumer Defensive 14,949.0 $1.5M 0.01% +9K +165.7% $100.83 -5.0%
540 VNET VNET GROUP INC Technology 178,000.0 $1.5M 0.01% -1.7M -90.7% $8.46 +3.4%
Page 27 of 35  ·  685 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.2%
Healthcare 25.8%
Financial Services 11.2%
Consumer Cyclical 8.0%
Communication Services 7.2%
Industrials 5.5%
Consumer Defensive 2.6%
Utilities 1.7%
Basic Materials 1.5%
Real Estate 1.4%