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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 16 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CENTRAIS ELET BRAS SA 737,604.0 $6.8M 0.02% +609K +472.2% $9.16
302 SBRA SABRA HEALTH CARE REIT INC Real Estate 356,334.0 $6.7M 0.02% +329K +1213.1% $18.94 +10.7%
303 DHR DANAHER CORPORATION Healthcare 29,340.0 $6.7M 0.02% +28K +1956.1% $228.92 -28.6%
304 FULC FULCRUM THERAPEUTICS INC Healthcare 582,377.0 $6.6M 0.02% +198K +51.6% $11.31 -40.8%
305 LAUR LAUREATE EDUCATION INC Consumer Defensive 193,459.0 $6.5M 0.02% +100K +106.9% $33.67 -4.0%
306 TW TRADEWEB MKTS INC Financial Services 60,032.0 $6.5M 0.02% +12K +24.9% $107.54 +4.6%
307 KURA KURA ONCOLOGY INC Healthcare 618,571.0 $6.4M 0.02% +254K +69.5% $10.39 -10.3%
308 NUE NUCOR CORP Basic Materials 39,356.0 $6.4M 0.02% +21K +110.4% $163.11 +37.5%
309 AXTA AXALTA COATING SYS LTD Basic Materials 197,976.0 $6.4M 0.02% +106K +116.0% $32.31 -14.9%
310 CRUS CIRRUS LOGIC INC Technology 53,681.0 $6.4M 0.02% +13K +32.7% $118.50 +35.8%
311 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 263,869.0 $6.1M 0.02% +185K +234.3% $23.00 +8.8%
312 WSO WATSCO INC Industrials 17,997.0 $6.1M 0.02% +14K +352.3% $336.95 +17.0%
313 DHT DHT HOLDINGS INC Energy 491,614.0 $6.0M 0.02% +282K +134.1% $12.21 +44.6%
314 COHU COHU INC Technology 257,297.0 $6.0M 0.02% +50K +24.0% $23.27 +96.8%
315 GREAT LAKES DREDGE & DOCK CO 453,539.0 $6.0M 0.02% +37K +8.9% $13.12
316 PRIM PRIMORIS SVCS CORP Industrials 47,270.0 $5.9M 0.01% +27K +133.2% $124.14 -12.0%
317 ROAD CONSTRUCTION PARTNERS INC Industrials 53,635.0 $5.8M 0.01% +4K +8.4% $108.55 +6.3%
318 ITUB ITAU UNIBANCO HLDG S A Financial Services 805,435.0 $5.8M 0.01% +27K +3.5% $7.16 +10.3%
319 RBBN RIBBON COMMUNICATIONS INC Communication Services 1,995,845.0 $5.7M 0.01% +131K +7.0% $2.88 -10.1%
320 MTG MGIC INVT CORP WIS Financial Services 195,494.0 $5.7M 0.01% +124K +173.5% $29.22 -11.1%
Page 16 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%