What smart money is saying about ARC Resources
ARX.TO
No fund has written a full thesis on ARC Resources in our archive, but 1 fund letter reports a position in it — most recently ClearBridge Investments Canadian Equity Strategy in June 2026.
1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in ARC Resources on record in the archive was reported in Q2 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- June 2026
“Funding came primarily from the eliminations of ARC Resources, OpenText and Canadian Utilities, where conviction, valuation support or relative opportunity had moderated.”
Read the letterARC Resources
Read the letters behind these ARC Resources positions
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