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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 13 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TXG 10X GENOMICS INC Healthcare 709,579.0 $11.6M 0.03% +392K +123.5% $16.31 +32.7%
242 PKX POSCO HOLDINGS INC Basic Materials 217,367.0 $11.6M 0.03% +43K +24.7% $53.21 +47.1%
243 GNTX GENTEX CORP Consumer Cyclical 488,601.0 $11.4M 0.03% +187K +61.8% $23.27 -1.7%
244 FORM FORMFACTOR INC Technology 202,681.0 $11.3M 0.03% +43K +26.6% $55.78 +108.3%
245 NFG NATIONAL FUEL GAS CO Energy 139,606.0 $11.2M 0.03% +108K +340.6% $80.06 +3.5%
246 AGNC AGNC INVT CORP Real Estate 1,039,476.0 $11.1M 0.03% +840K +420.9% $10.72 -3.7%
247 BKH BLACK HILLS CORP Utilities 159,341.0 $11.1M 0.03% +58K +57.4% $69.42 +6.5%
248 BUNGE GLOBAL SA 124,075.0 $11.1M 0.03% +53K +74.7% $89.08
249 SANM SANMINA CORPORATION Technology 73,633.0 $11.1M 0.03% +15K +25.7% $150.07 +49.4%
250 VENTYX BIOSCIENCES INC 1,203,997.0 $10.9M 0.03% +144K +13.6% $9.03
251 YUMC YUM CHINA HLDGS INC Consumer Cyclical 225,600.0 $10.7M 0.03% +213K +1628.7% $47.35 -3.8%
252 NSC NORFOLK SOUTHN CORP Industrials 36,937.0 $10.7M 0.03% +32K +615.0% $288.72 +11.0%
253 UBER UBER TECHNOLOGIES INC Technology 127,544.0 $10.4M 0.03% +88K +219.9% $81.71 -8.3%
254 AEIS ADVANCED ENERGY INDS Industrials 49,744.0 $10.4M 0.03% +22K +81.9% $209.37 +47.7%
255 OLN OLIN CORP Basic Materials 499,639.0 $10.4M 0.03% +68K +15.8% $20.83 +30.9%
256 FSLY FASTLY INC Technology 1,016,702.0 $10.4M 0.03% +331K +48.2% $10.18 +63.3%
257 NEO NEOGENOMICS INC Healthcare 877,949.0 $10.3M 0.03% +319K +57.0% $11.76 -28.1%
258 PATHWARD FINANCIAL INC 144,941.0 $10.3M 0.03% +108K +293.9% $71.00
259 LPL LG DISPLAY CO LTD Technology 2,436,304.0 $10.3M 0.03% +487K +25.0% $4.21 +7.5%
260 BRZE BRAZE INC Technology 298,446.0 $10.2M 0.03% +276K +1241.9% $34.29 -37.0%
Page 13 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%