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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 3 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HDB HDFC BANK LTD Financial Services 3,836,544.0 $140.2M 0.37% +1.4M +57.8% $36.54 -32.0%
42 LRCX LAM RESEARCH CORP Technology 807,049.0 $138.2M 0.36% +608K +305.1% $171.18 +74.8%
43 BIP BROOKFIELD INFRAST PARTNERS Utilities 3,937,332.0 $136.9M 0.36% +1.9M +97.9% $34.76 +9.2%
44 GRANITE REAL ESTATE INVT TR 2,293,237.0 $136.5M 0.36% +156K +7.3% $59.53
45 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 829,743.0 $134.4M 0.35% +746K +891.2% $161.96 -3.9%
46 ENERFLEX LTD 8,554,081.0 $131.9M 0.35% +2.8M +49.1% $15.42
47 MS MORGAN STANLEY Financial Services 738,474.0 $131.1M 0.34% +203K +38.0% $177.53 +9.6%
48 ASTRAZENECA PLC 1,421,698.0 $130.7M 0.34% +1.4M +3300.5% $91.93
49 PG PROCTER AND GAMBLE CO Consumer Defensive 892,641.0 $127.9M 0.34% +431K +93.4% $143.31 -0.4%
50 CVE CENOVUS ENERGY INC Energy 7,148,530.0 $120.9M 0.32% +2.4M +49.9% $16.92 +78.2%
51 KMI KINDER MORGAN INC DEL Energy 4,287,643.0 $117.9M 0.31% +3.4M +389.2% $27.49 +21.5%
52 INTC INTEL CORP Technology 3,040,867.0 $112.2M 0.29% +16K +0.5% $36.90 +214.2%
53 AMP AMERIPRISE FINL INC Financial Services 216,737.0 $106.3M 0.28% +129K +147.8% $490.34 -4.1%
54 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 378,179.0 $104.1M 0.27% +320K +546.3% $275.39 +192.2%
55 ORLA ORLA MNG LTD NEW Basic Materials 7,692,670.0 $103.5M 0.27% +441K +6.1% $13.45 +10.0%
56 TXN TEXAS INSTRS INC Technology 578,727.0 $100.4M 0.26% +558K +2685.2% $173.49 +76.6%
57 SNOW SNOWFLAKE INC Technology 441,676.0 $96.9M 0.25% +240K +119.3% $219.36 -31.3%
58 BAYTEX ENERGY CORP 29,652,066.0 $95.9M 0.25% +27.5M +1301.4% $3.23
59 ICICI BANK LIMITED 3,150,236.0 $93.9M 0.25% +235K +8.1% $29.80
60 RB GLOBAL INC 904,913.0 $93.2M 0.24% +109K +13.7% $102.96
Page 3 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%