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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 12 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BBWI BATH & BODY WORKS INC Consumer Cyclical 687,403.0 $13.8M 0.04% +625K +1009.6% $20.08 -18.0%
222 TIGO MILLICOM INTL CELLULAR S A Communication Services 247,913.0 $13.7M 0.04% +131K +111.8% $55.44 +45.1%
223 WPP WPP PLC NEW Communication Services 611,783.0 $13.7M 0.04% +572K +1439.4% $22.46 -18.2%
224 CTRE CARETRUST REIT INC Real Estate 379,379.0 $13.7M 0.04% +89K +30.8% $36.16 +15.1%
225 DE DEERE & CO Industrials 29,260.0 $13.6M 0.04% +24K +481.8% $465.57 +21.2%
226 ING ING GROEP N.V. Financial Services 480,527.0 $13.5M 0.04% +188K +64.5% $28.00 +5.1%
227 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 231,784.0 $13.3M 0.04% +192K +486.9% $57.49 +41.2%
228 PLXS PLEXUS CORP Technology 88,608.0 $13.0M 0.03% +14K +19.5% $147.00 +76.7%
229 PRU PRUDENTIAL FINL INC Financial Services 115,333.0 $13.0M 0.03% +47K +69.8% $112.88 -9.1%
230 ALLY ALLY FINL INC Financial Services 284,054.0 $12.9M 0.03% +264K +1352.4% $45.29 -6.3%
231 GRUPO CIBEST SA 198,997.0 $12.7M 0.03% +11K +5.8% $63.61
232 RHI ROBERT HALF INC. Industrials 460,215.0 $12.5M 0.03% +448K +3650.1% $27.16 -3.1%
233 TAC TRANSALTA CORP Utilities 979,699.0 $12.4M 0.03% +13K +1.3% $12.65 -2.3%
234 EMN EASTMAN CHEM CO Basic Materials 192,652.0 $12.3M 0.03% +151K +358.7% $63.83 +12.1%
235 MWA MUELLER WTR PRODS INC Industrials 505,399.0 $12.0M 0.03% +234K +86.4% $23.82 +8.1%
236 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 255,295.0 $11.9M 0.03% +61K +31.2% $46.68 -11.1%
237 BAX BAXTER INTL INC Healthcare 620,757.0 $11.9M 0.03% +340K +120.8% $19.11 -6.8%
238 CASY CASEYS GEN STORES INC Consumer Cyclical 21,360.0 $11.8M 0.03% +2K +10.6% $552.71 +54.9%
239 BTI BRITISH AMERN TOB PLC Consumer Defensive 205,681.0 $11.6M 0.03% +37K +22.1% $56.62 +16.9%
240 AMERICA MOVIL SAB DE CV 561,947.0 $11.6M 0.03% +32K +6.1% $20.67
Page 12 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%