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Portfolio (Quarterly) Guide ↗

Connor, Clark & Lunn Investment Management Ltd.

· CIK 0001596800
13F Portfolio $38.1B AUM 1,508 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 350 New 590 Added 528 Reduced 317 Exited
Page 10 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DRD DRDGOLD LIMITED Basic Materials 653,566.0 $20.3M 0.05% +83K +14.5% $31.01 -6.9%
182 TAL TAL EDUCATION GROUP Consumer Defensive 1,851,871.0 $20.2M 0.05% +479K +34.9% $10.91 +0.9%
183 CSL CARLISLE COS INC Industrials 62,616.0 $20.0M 0.05% +41K +189.8% $319.86 +8.8%
184 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 103,466.0 $20.0M 0.05% +62K +152.1% $193.43 +4.0%
185 TRIPLE FLAG PRECIOUS METAL 596,700.0 $19.8M 0.05% +48K +8.8% $33.23
186 IDA IDACORP INC Utilities 156,241.0 $19.8M 0.05% +80K +103.9% $126.56 +12.4%
187 QTWO Q2 HLDGS INC Technology 271,495.0 $19.6M 0.05% +62K +29.9% $72.16 -37.5%
188 BEN FRANKLIN RESOURCES INC Financial Services 818,745.0 $19.6M 0.05% +280K +51.9% $23.89 +33.2%
189 TTEK TETRA TECH INC NEW Industrials 578,456.0 $19.4M 0.05% +199K +52.2% $33.54 -21.9%
190 MTN VAIL RESORTS INC Consumer Cyclical 145,097.0 $19.3M 0.05% +31K +27.3% $132.80 -8.6%
191 AMERICAS GOLD AND SILVER COR 3,689,810.0 $18.9M 0.05% +2.5M +207.2% $5.13
192 TPC TUTOR PERINI CORP Industrials 281,863.0 $18.9M 0.05% +25K +9.9% $67.02 +23.9%
193 PSX PHILLIPS 66 Energy 144,330.0 $18.6M 0.05% +128K +760.0% $129.04 +32.9%
194 WHR WHIRLPOOL CORP Consumer Cyclical 254,855.0 $18.4M 0.05% +232K +998.8% $72.14 -41.0%
195 CRH PLC 146,812.0 $18.3M 0.05% +136K +1204.4% $124.80
196 ATEC ALPHATEC HLDGS INC Healthcare 864,297.0 $18.2M 0.05% +117K +15.7% $21.04 -63.6%
197 IE IVANHOE ELECTRIC INC Technology 1,118,400.0 $17.9M 0.05% +1.1M +2779.0% $15.99 -13.7%
198 HAL HALLIBURTON CO Energy 623,764.0 $17.6M 0.05% +546K +698.1% $28.26 +46.1%
199 FISV FISERV INC Technology 262,184.0 $17.6M 0.05% +237K +951.8% $67.17 -20.4%
200 NGG NATIONAL GRID PLC Utilities 225,284.0 $17.4M 0.05% +211K +1490.4% $77.35 +13.0%
Page 10 of 30  ·  590 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
Financial Services 23.4%
Technology 21.8%
Basic Materials 12.7%
Energy 9.7%
Industrials 8.2%
Consumer Cyclical 8.1%
Healthcare 5.6%
Communication Services 4.3%
Utilities 2.7%
Consumer Defensive 2.4%