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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 20 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ACH OWENS & MINOR INC NEW Healthcare 1,281,357.0 $3.6M 0.01% +354K +38.2% $2.80 +3.9%
382 PHR PHREESIA INC Healthcare 211,410.0 $3.6M 0.01% +38K +21.8% $16.92 -48.2%
383 KBH KB HOME Consumer Cyclical 62,432.0 $3.5M 0.01% +51K +457.6% $56.41 -16.9%
384 DK DELEK US HLDGS INC NEW Energy 114,538.0 $3.4M 0.01% +100K +694.2% $29.66 +47.3%
385 GKOS GLAUKOS CORP Healthcare 30,070.0 $3.4M 0.01% +4K +15.2% $112.91 +25.9%
386 ENR ENERGIZER HLDGS INC NEW Industrials 170,463.0 $3.4M 0.01% +28K +19.9% $19.89 -16.0%
387 SHBI SHORE BANCSHARES INC Financial Services 191,334.0 $3.4M 0.01% +14K +8.2% $17.68 +10.0%
388 PARR PAR PAC HOLDINGS INC Energy 95,213.0 $3.3M 0.01% +34K +56.4% $35.14 +71.3%
389 SSYS STRATASYS LTD Technology 384,841.0 $3.3M 0.01% +22K +6.1% $8.68 +1.0%
390 KKR KKR & CO INC Financial Services 26,120.0 $3.3M 0.01% +4K +16.7% $127.48 -21.9%
391 VITL VITAL FARMS INC Consumer Defensive 103,276.0 $3.3M 0.01% +15K +16.5% $31.94 -73.4%
392 HCSG HEALTHCARE SVCS GROUP INC Healthcare 172,301.0 $3.3M 0.01% +7K +4.5% $19.12 +13.0%
393 IRM IRON MTN INC DEL Real Estate 39,394.0 $3.3M 0.01% +12K +45.3% $82.95 +54.0%
394 DLB DOLBY LABORATORIES INC Technology 50,145.0 $3.2M 0.01% +8K +20.2% $64.22 -15.5%
395 CMRE COSTAMARE INC Industrials 202,611.0 $3.2M 0.01% +28K +15.8% $15.79 +11.0%
396 BZ KANZHUN LIMITED Industrials 156,181.0 $3.2M 0.01% +139K +819.7% $20.38 -31.0%
397 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 496,225.0 $3.2M 0.01% +252K +103.3% $6.41 +7.2%
398 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 165,084.0 $3.1M 0.01% +11K +7.2% $18.94 -8.1%
399 FCEL FUELCELL ENERGY INC Industrials 422,535.0 $3.1M 0.01% +241K +133.3% $7.31 +195.5%
400 NEWT NEWTEKONE INC Financial Services 268,676.0 $3.0M 0.01% +39K +17.1% $11.35 +15.4%
Page 20 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%