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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 12 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Status
221 FERG FERGUSON ENTERPRISES INC Industrials 2,441 $548K 0.00% SOLD
222 ODFL OLD DOMINION FREIGHT LINE IN Industrials 3,841 $541K 0.00% SOLD
223 DV DOUBLEVERIFY HLDGS INC Technology 44,940 $538K 0.00% SOLD
224 VERITEX HLDGS INC 16,049 $538K 0.00% SOLD
225 COMPANHIA PARANAENSE DE ENER 54,449 $534K 0.00% SOLD
226 CIVEO CORP CDA 23,011 $529K 0.00% SOLD
227 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 14,280 $527K 0.00% SOLD
228 DG DOLLAR GEN CORP NEW Consumer Defensive 5,042 $521K 0.00% SOLD
229 CNP CENTERPOINT ENERGY INC Utilities 13,352 $518K 0.00% SOLD
230 AZZ AZZ INC Industrials 4,737 $517K 0.00% SOLD
231 FBRT FRANKLIN BSP RLTY TR INC Real Estate 47,443 $515K 0.00% SOLD
232 CCS CENTURY CMNTYS INC Consumer Cyclical 8,053 $510K 0.00% SOLD
233 CRCT CRICUT INC Technology 80,960 $509K 0.00% SOLD
234 CHDN CHURCHILL DOWNS INC Consumer Cyclical 5,133 $498K 0.00% SOLD
235 GSM FERROGLOBE PLC Basic Materials 108,997 $496K 0.00% SOLD
236 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 10,984 $495K 0.00% SOLD
237 IOSP INNOSPEC INC Basic Materials 6,359 $491K 0.00% SOLD
238 UHAL U HAUL HOLDING COMPANY Industrials 8,587 $490K 0.00% SOLD
239 AEE AMEREN CORP Utilities 4,673 $488K 0.00% SOLD
240 CDW CDW CORP Technology 3,017 $481K 0.00% SOLD
Page 12 of 16  ·  317 positions
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%