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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 22 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 MRBK MERIDIAN CORPORATION Financial Services 139,401.0 $2.5M 0.01% +21K +17.7% $17.58 -1.0%
422 ASM AVINO SILVER & GOLD MINES LT Basic Materials 393,700.0 $2.4M 0.01% +73K +22.7% $6.22 +14.8%
423 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 59,760.0 $2.4M 0.01% +28K +88.8% $40.74 -10.6%
424 BAP CREDICORP LTD Financial Services 8,462.0 $2.4M 0.01% +5K +161.4% $287.00 +10.2%
425 CNS COHEN & STEERS INC Financial Services 38,464.0 $2.4M 0.01% +29K +293.9% $62.78 +15.5%
426 PAX PATRIA INVESTMENTS LIMITED Financial Services 151,361.0 $2.4M 0.01% +115K +319.1% $15.89 -27.2%
427 CSCO CISCO SYS INC Technology 30,754.0 $2.4M 0.01% +5K +17.9% $77.03 +50.0%
428 AMPL AMPLITUDE INC Technology 201,872.0 $2.3M 0.01% +73K +56.5% $11.58 -47.7%
429 XP XP INC Financial Services 141,112.0 $2.3M 0.01% +127K +882.1% $16.37 +7.5%
430 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 13,434.0 $2.3M 0.01% +9K +182.7% $171.28 +123.9%
431 SJM SMUCKER J M CO Consumer Defensive 23,041.0 $2.3M 0.01% +21K +842.4% $97.81 +2.4%
432 COHR COHERENT CORP Technology 12,023.0 $2.2M 0.01% +999.0 +9.1% $184.57 +119.4%
433 NGVC NATURAL GROCERS BY VITAMIN C Consumer Defensive 88,135.0 $2.2M 0.01% +5K +6.4% $25.05 +15.2%
434 AM ANTERO MIDSTREAM CORP Energy 121,162.0 $2.2M 0.01% +12K +10.8% $17.79 +23.6%
435 RIO RIO TINTO PLC Basic Materials 26,895.0 $2.2M 0.01% +23K +513.5% $80.03 +36.9%
436 FIRST HAWAIIAN INC 85,071.0 $2.2M 0.01% +77K +922.4% $25.30
437 ABR ARBOR REALTY TRUST INC Real Estate 275,263.0 $2.1M 0.01% +26K +10.5% $7.76 -25.4%
438 ORN ORION GROUP HLDGS INC Industrials 213,526.0 $2.1M 0.01% +28K +15.2% $9.94 +55.7%
439 ABM ABM INDS INC Industrials 50,006.0 $2.1M 0.01% +12K +31.7% $42.30 -6.9%
440 LYTS LSI INDS INC OHIO Technology 114,597.0 $2.1M 0.01% +10K +9.4% $18.32 +31.8%
Page 22 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%