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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 26 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 BHE BENCHMARK ELECTRS INC Technology 24,778.0 $1.1M 0.00% +3K +12.4% $42.76 +98.6%
502 SB SAFE BULKERS INC Industrials 217,711.0 $1.0M 0.00% +123K +130.2% $4.82 +51.2%
503 TCBI TEXAS CAP BANCSHARES INC Financial Services 11,497.0 $1.0M 0.00% +5K +65.2% $90.54 +7.3%
504 THR THERMON GROUP HLDGS INC Industrials 27,559.0 $1.0M 0.00% +2K +7.0% $37.16 +84.6%
505 ORI OLD REP INTL CORP Financial Services 22,435.0 $1.0M 0.00% +14K +151.2% $45.64 -14.2%
506 CENCORA INC 2,973.0 $1.0M 0.00% +1K +59.1% $337.75
507 LCNB LCNB CORP Financial Services 60,929.0 $999K 0.00% +1K +1.7% $16.39 -2.0%
508 MATX MATSON INC Industrials 8,047.0 $994K 0.00% +4K +98.4% $123.55 +47.5%
509 MEI METHODE ELECTRS INC Technology 149,151.0 $990K 0.00% +6K +3.9% $6.64 +65.9%
510 LMB LIMBACH HLDGS INC Industrials 12,539.0 $976K 0.00% +6K +88.5% $77.85 -3.8%
511 FMNB FARMERS NATIONAL BANC CORP Financial Services 72,467.0 $965K 0.00% +40K +124.6% $13.32 +3.8%
512 WRN WESTERN COPPER & GOLD CORP Basic Materials 359,000.0 $960K 0.00% +240K +201.4% $2.67 +11.1%
513 GLDG GOLDMINING INC Basic Materials 762,600.0 $956K 0.00% +498K +188.2% $1.25 -12.2%
514 PRAA PRA GROUP INC Financial Services 53,926.0 $954K 0.00% +24K +80.7% $17.69 -16.8%
515 BMRC BANK MARIN BANCORP Financial Services 35,894.0 $934K 0.00% +4K +14.3% $26.01 -2.3%
516 UTL UNITIL CORP Utilities 19,202.0 $930K 0.00% +2K +10.9% $48.44 +5.4%
517 HBCP HOME BANCORP INC Financial Services 15,943.0 $922K 0.00% +177.0 +1.1% $57.80 +8.8%
518 EXPI EXP WORLD HLDGS INC Real Estate 101,597.0 $919K 0.00% +81K +387.6% $9.05 -45.6%
519 AUDC AUDIOCODES LTD Technology 105,531.0 $916K 0.00% +5K +4.7% $8.68 -6.1%
520 TLS TELOS CORP MD Technology 175,728.0 $896K 0.00% +5K +3.0% $5.10 -17.1%
Page 26 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%