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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 30 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 BANF BANCFIRST CORP Financial Services 2,110.0 $224K 0.00% +208.0 +10.9% $106.02 +0.7%
582 COTY COTY INC Consumer Defensive 65,009.0 $200K 0.00% +16K +31.6% $3.08 -30.8%
583 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 107,953.0 $199K 0.00% +94K +680.6% $1.84 +100.5%
584 AVAL GRUPO AVAL ACCIONES Y VALORE Financial Services 44,412.0 $180K +15K +49.5% $4.05 -1.0%
585 KOS KOSMOS ENERGY LTD Energy 192,424.0 $175K +169K +730.3% $0.91 +222.9%
586 AMPY AMPLIFY ENERGY CORP NEW Energy 37,818.0 $173K +8K +26.5% $4.57 +14.4%
587 ATOSSA THERAPEUTICS INC 266,010.0 $157K +17K +7.0% $0.59
588 ORMP ORAMED PHARMACEUTICALS INC Healthcare 43,735.0 $125K +15K +54.9% $2.85 +66.0%
589 HRTX HERON THERAPEUTICS INC Healthcare 94,009.0 $122K +10K +12.3% $1.30 -34.6%
590 CATO CATO CORP NEW Consumer Cyclical 24,172.0 $75K +5K +27.1% $3.09 -4.9%
Page 30 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%