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Portfolio (Quarterly) Guide ↗

Connor, Clark & Lunn Investment Management Ltd.

· CIK 0001596800
13F Portfolio $52.8B AUM 2,206 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 476 New 622 Added 493 Reduced 362 Exited
Page 13 of 32  ·  622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CC CHEMOURS CO Basic Materials 882,998.0 $18.1M 0.03% +133K +17.7% $20.52 -22.2%
242 KO COCA COLA CO Consumer Defensive 222,061.0 $18.0M 0.03% +103K +87.0% $81.27 +12.1%
243 RLAY RELAY THERAPEUTICS INC Healthcare 961,702.0 $18.0M 0.03% +572K +146.9% $18.71 +3.9%
244 RHI ROBERT HALF INC. Industrials 582,275.0 $17.9M 0.03% +122K +26.5% $30.70 +45.8%
245 KSS KOHLS CORP Consumer Cyclical 1,005,776.0 $17.8M 0.03% +571K +131.4% $17.72 -0.7%
246 FISV FISERV INC Technology 362,419.0 $17.8M 0.03% +100K +38.2% $49.05 +7.2%
247 MTZ MASTEC INC Industrials 42,247.0 $17.6M 0.03% +27K +169.9% $416.06 -36.0%
248 BAX BAXTER INTL INC Healthcare 820,729.0 $17.5M 0.03% +200K +32.2% $21.32 +23.5%
249 SBSW SIBANYE STILLWATER LTD Basic Materials 2,060,056.0 $17.5M 0.03% +213K +11.6% $8.49 +48.2%
250 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 277,200.0 $17.2M 0.03% +62K +29.0% $62.22 -31.6%
251 CME CME GROUP INC Financial Services 76,988.0 $17.0M 0.03% +76K +5202.2% $220.83 +24.5%
252 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 1,750,650.0 $16.9M 0.03% +1.4M +439.1% $9.68 -6.7%
253 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 785,903.0 $16.9M 0.03% +195K +32.9% $21.45 +21.2%
254 BTU PEABODY ENGR CORP Energy 728,163.0 $16.8M 0.03% +143K +24.5% $23.12 +19.4%
255 PNW PINNACLE WEST CAP CORP Utilities 154,985.0 $16.6M 0.03% +141K +1028.4% $107.00 -9.0%
256 SJM SMUCKER J M CO Consumer Defensive 145,983.0 $16.4M 0.03% +123K +533.6% $112.50 +10.5%
257 VBNK VERSABANK NEW Financial Services 703,971.0 $16.4M 0.03% +651K +1225.6% $23.24 -14.7%
258 MTG MGIC INVT CORP WIS Financial Services 579,689.0 $16.3M 0.03% +384K +196.5% $28.20 +9.6%
259 VEEV VEEVA SYS INC Healthcare 90,533.0 $16.1M 0.03% +58K +182.5% $177.47 +39.7%
260 EMR EMERSON ELEC CO Industrials 112,006.0 $16.0M 0.03% +69K +160.3% $143.15 +9.8%
Page 13 of 32  ·  622 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
Technology 26.1%
Financial Services 22.4%
Energy 11.9%
Industrials 8.5%
Basic Materials 8.4%
Consumer Cyclical 7.7%
Healthcare 5.3%
Communication Services 3.6%
Consumer Defensive 2.8%
Utilities 2.3%