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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 8 of 30  ·  590 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PPTA PERPETUA RESOURCES CORP Basic Materials 1,301,369.0 $31.5M 0.08% +1.2M +2066.8% $24.21 +28.5%
142 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 112,507.0 $31.4M 0.08% +38K +50.8% $278.92 -4.9%
143 MKTX MARKETAXESS HLDGS INC Financial Services 170,565.0 $30.9M 0.08% +45K +35.4% $181.25 -22.5%
144 KINIKSA PHARMACEUTICALS INTL 739,326.0 $30.5M 0.08% +14K +1.9% $41.25
145 WULF TERAWULF INC Financial Services 2,653,730.0 $30.5M 0.08% +721K +37.3% $11.49 +110.4%
146 CPB THE CAMPBELLS COMPANY Consumer Defensive 1,093,015.0 $30.5M 0.08% +529K +93.7% $27.87 -27.8%
147 AQN ALGONQUIN PWR UTILS CORP Utilities 4,943,308.0 $30.4M 0.08% +1.6M +48.6% $6.15 -6.5%
148 UUUU ENERGY FUELS INC Energy 2,090,124.0 $30.3M 0.08% +647K +44.8% $14.48 +34.6%
149 CGAU CENTERRA GOLD INC Basic Materials 2,096,944.0 $30.2M 0.08% +512K +32.4% $14.40 +18.8%
150 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 236,990.0 $29.8M 0.08% +63K +35.9% $125.87 -43.9%
151 WF WOORI FINL GROUP INC Financial Services 501,862.0 $29.5M 0.08% +16K +3.4% $58.79 +9.2%
152 IBM INTERNATIONAL BUSINESS MACHS Technology 99,526.0 $29.5M 0.08% +95K +2083.1% $296.21 -26.3%
153 SVM SILVERCORP METALS INC Basic Materials 3,483,113.0 $29.1M 0.08% +82K +2.4% $8.36 +78.7%
154 CNX CNX RES CORP Energy 789,849.0 $29.0M 0.08% +478K +153.6% $36.77 -1.0%
155 ROST ROSS STORES INC Consumer Cyclical 159,997.0 $28.8M 0.08% +126K +377.4% $180.14 +18.4%
156 FSV FIRSTSERVICE CORP NEW Real Estate 184,795.0 $28.7M 0.07% +34K +22.2% $155.52 -16.5%
157 VOD VODAFONE GROUP PLC NEW Communication Services 2,143,101.0 $28.3M 0.07% +1.3M +154.8% $13.21 +17.2%
158 TDY TELEDYNE TECHNOLOGIES INC Technology 54,797.0 $28.0M 0.07% +14K +33.7% $510.73 +25.0%
159 Z ZILLOW GROUP INC Communication Services 404,506.0 $27.6M 0.07% +67K +19.7% $68.22 -45.2%
160 GH GUARDANT HEALTH INC Healthcare 266,492.0 $27.2M 0.07% +121K +83.3% $102.14 -3.4%
Page 8 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%