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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 17 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EMR EMERSON ELEC CO Industrials 43,036.0 $5.7M 0.01% +15K +51.7% $132.72 -0.8%
322 APH AMPHENOL CORP NEW Technology 41,993.0 $5.7M 0.01% +10K +29.4% $135.14 -9.9%
323 LSCC LATTICE SEMICONDUCTOR CORP Technology 75,717.0 $5.6M 0.01% +56K +282.6% $73.58 +63.4%
324 PSN PARSONS CORP DEL Industrials 88,039.0 $5.4M 0.01% +6K +7.8% $61.80 -19.1%
325 POWI POWER INTEGRATIONS INC Technology 151,072.0 $5.4M 0.01% +72K +90.1% $35.54 +98.5%
326 HUYA HUYA INC Communication Services 1,862,682.0 $5.4M 0.01% +73K +4.1% $2.88 -1.9%
327 WGS GENEDX HOLDINGS CORP Healthcare 41,041.0 $5.3M 0.01% +23K +121.8% $130.06 -66.7%
328 TECH BIO-TECHNE CORP Healthcare 89,408.0 $5.3M 0.01% +62K +222.0% $58.81 -26.4%
329 COMMERCE.COM INC 1,272,912.0 $5.2M 0.01% +65K +5.3% $4.12
330 NOA NORTH AMERN CONSTR GROUP LTD Energy 361,200.0 $5.2M 0.01% +11K +3.2% $14.40 +5.9%
331 SM SM ENERGY CO Energy 277,027.0 $5.2M 0.01% +167K +151.2% $18.70 +74.3%
332 URI UNITED RENTALS INC Industrials 6,381.0 $5.2M 0.01% +5K +324.3% $809.32 +18.2%
333 LEIDOS HOLDINGS INC 27,862.0 $5.0M 0.01% +11K +68.7% $180.40
334 ENIC ENEL CHILE S.A. Utilities 1,239,746.0 $5.0M 0.01% +85K +7.4% $4.02 +4.0%
335 DINO HF SINCLAIR CORP Energy 106,568.0 $4.9M 0.01% +51K +91.9% $46.08 +55.3%
336 SDGR SCHRODINGER INC Healthcare 273,254.0 $4.9M 0.01% +186K +211.9% $17.88 -32.2%
337 VSH VISHAY INTERTECHNOLOGY INC Technology 334,479.0 $4.8M 0.01% +75K +28.9% $14.49 +158.6%
338 RCUS ARCUS BIOSCIENCES INC Healthcare 203,268.0 $4.8M 0.01% +117K +136.2% $23.83 +0.8%
339 AUR AURORA INNOVATION INC Technology 1,248,319.0 $4.8M 0.01% +10K +0.8% $3.84 +93.0%
340 HL HECLA MNG CO Basic Materials 246,828.0 $4.7M 0.01% +233K +1666.3% $19.19 -9.3%
Page 17 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%