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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 14 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FLGT FULGENT GENETICS INC Healthcare 374,825.0 $9.8M 0.03% +43K +13.1% $26.27 -40.2%
262 JKHY HENRY JACK & ASSOC INC Technology 53,169.0 $9.7M 0.03% +33K +160.1% $182.48 -25.0%
263 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 591,324.0 $9.6M 0.03% +535K +957.0% $16.24 -21.7%
264 HD HOME DEPOT INC Consumer Cyclical 27,386.0 $9.4M 0.03% +15K +118.2% $344.10 -13.5%
265 VYX NCR VOYIX CORPORATION Technology 915,788.0 $9.3M 0.02% +892K +3747.2% $10.20 -34.7%
266 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 249,124.0 $9.3M 0.02% +17K +7.4% $37.42 -19.6%
267 AMR ALPHA METALLURGICAL RESOUR I Energy 46,117.0 $9.2M 0.02% +21K +81.0% $199.88 -8.8%
268 SA SEABRIDGE GOLD INC Basic Materials 309,653.0 $9.2M 0.02% +274K +778.8% $29.65 -0.8%
269 CNA CNA FINL CORP Financial Services 190,197.0 $9.1M 0.02% +29K +17.8% $47.74 -7.0%
270 DPZ DOMINOS PIZZA INC Consumer Cyclical 21,528.0 $9.0M 0.02% +20K +1282.7% $416.82 -27.5%
271 CC CHEMOURS CO Basic Materials 750,018.0 $8.8M 0.02% +484K +181.5% $11.79 +94.6%
272 CUZ COUSINS PPTYS INC Real Estate 342,740.0 $8.8M 0.02% +260K +316.3% $25.78 +0.1%
273 GAU GALIANO GOLD INC Basic Materials 3,445,273.0 $8.8M 0.02% +830K +31.7% $2.54 -8.8%
274 MRK MERCK & CO INC Healthcare 83,210.0 $8.8M 0.02% +77K +1160.2% $105.26 +5.8%
275 FITB FIFTH THIRD BANCORP Financial Services 183,849.0 $8.6M 0.02% +169K +1102.7% $46.81 +1.2%
276 CYD CHINA YUCHAI INTL LTD Industrials 241,280.0 $8.6M 0.02% +6K +2.6% $35.50 +40.8%
277 NVCR NOVOCURE LTD Healthcare 661,297.0 $8.6M 0.02% +97K +17.1% $12.93 +36.0%
278 OGE OGE ENERGY CORP Utilities 199,782.0 $8.5M 0.02% +100K +100.1% $42.70 +8.4%
279 EOG EOG RES INC Energy 79,819.0 $8.4M 0.02% +33K +69.2% $105.01 +33.6%
280 SSL SASOL LTD Basic Materials 1,260,684.0 $8.2M 0.02% +369K +41.5% $6.51 +107.7%
Page 14 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%