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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 11 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AR ANTERO RESOURCES CORP Energy 497,489.0 $17.1M 0.04% +445K +852.8% $34.46 +11.5%
202 SEIC SEI INVTS CO Financial Services 204,267.0 $16.8M 0.04% +153K +302.1% $82.02 +12.4%
203 NVR NVR INC Consumer Cyclical 2,223.0 $16.2M 0.04% +1K +202.4% $7292.77 -22.3%
204 FIS FIDELITY NATL INFORMATION SV Technology 240,895.0 $16.0M 0.04% +177K +279.2% $66.46 -35.7%
205 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 149,373.0 $16.0M 0.04% +28K +23.2% $107.04 -18.0%
206 ARRY ARRAY TECHNOLOGIES INC Energy 1,705,673.0 $15.7M 0.04% +125K +7.9% $9.22 -7.5%
207 GVA GRANITE CONSTR INC Industrials 135,359.0 $15.6M 0.04% +28K +26.2% $115.35 +19.5%
208 CIGI COLLIERS INTL GROUP INC Real Estate 105,192.0 $15.5M 0.04% +2K +2.0% $146.99 -36.3%
209 DRS LEONARDO DRS INC Industrials 450,951.0 $15.4M 0.04% +169K +60.2% $34.09 +25.1%
210 AGIO AGIOS PHARMACEUTICALS INC Healthcare 562,642.0 $15.3M 0.04% +33K +6.1% $27.22 +3.9%
211 VMC VULCAN MATLS CO Basic Materials 53,517.0 $15.3M 0.04% +49K +1109.4% $285.22 -6.2%
212 CSTL CASTLE BIOSCIENCES INC Healthcare 388,491.0 $15.1M 0.04% +53K +15.7% $38.90 -49.4%
213 ATRC ATRICURE INC Healthcare 378,496.0 $15.0M 0.04% +27K +7.8% $39.56 -28.0%
214 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 641,305.0 $14.9M 0.04% +553K +622.8% $23.31 -5.6%
215 RBRK RUBRIK INC. Technology 192,905.0 $14.8M 0.04% +80K +70.8% $76.48 -15.5%
216 COUR COURSERA INC Consumer Defensive 1,982,480.0 $14.6M 0.04% +168K +9.2% $7.36 -22.6%
217 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 314,219.0 $14.3M 0.04% +125K +66.1% $45.40 -11.3%
218 TARS TARSUS PHARMACEUTICALS INC Healthcare 173,275.0 $14.2M 0.04% +69K +66.9% $81.88 -22.4%
219 WEN WENDYS CO Consumer Cyclical 1,689,170.0 $14.1M 0.04% +563K +50.0% $8.33 -6.4%
220 LYFT LYFT INC Technology 725,908.0 $14.1M 0.04% +564K +349.1% $19.37 -30.1%
Page 11 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%