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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 1 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MELI MERCADOLIBRE INC Consumer Cyclical 67,866.0 $136.7M 0.36% NEW $2014.26 -20.2%
2 ETN EATON CORP PLC Industrials 391,827.0 $124.8M 0.33% NEW $318.51 +28.1%
3 VLTO VERALTO CORP Industrials 789,594.0 $78.8M 0.21% NEW $99.78 -14.5%
4 ADP AUTOMATIC DATA PROCESSING IN Industrials 223,770.0 $57.6M 0.15% NEW $257.23 -16.6%
5 ACN ACCENTURE PLC IRELAND Technology 208,127.0 $55.8M 0.15% NEW $268.30 -37.1%
6 SNY SANOFI SA Healthcare 1,023,626.0 $49.6M 0.13% NEW $48.46 -11.6%
7 F FORD MTR CO Consumer Cyclical 3,593,926.0 $47.2M 0.12% NEW $13.12 +10.4%
8 VLO VALERO ENERGY CORP Energy 264,507.0 $43.1M 0.11% NEW $162.79 +50.4%
9 WDC WESTERN DIGITAL CORP Technology 230,471.0 $39.7M 0.10% NEW $172.27 +183.9%
10 CTAS CINTAS CORP Industrials 205,954.0 $38.7M 0.10% NEW $188.07 -11.8%
11 MMM 3M CO Industrials 223,576.0 $35.8M 0.09% NEW $160.10 -9.4%
12 CIFR CIPHER MINING INC Financial Services 2,415,784.0 $35.7M 0.09% NEW $14.76 +37.7%
13 WPC WP CAREY INC Real Estate 500,987.0 $32.2M 0.09% NEW $64.36 +14.5%
14 PH PARKER-HANNIFIN CORP Industrials 32,436.0 $28.5M 0.07% NEW $878.96 +0.2%
15 WELL WELLTOWER INC Real Estate 150,147.0 $27.9M 0.07% NEW $185.61 +17.3%
16 CRS CARPENTER TECHNOLOGY CORP Industrials 86,165.0 $27.1M 0.07% NEW $314.84 +36.4%
17 AAL AMERICAN AIRLS GROUP INC Industrials 1,730,182.0 $26.5M 0.07% NEW $15.33 -19.7%
18 PUK PRUDENTIAL PLC Financial Services 791,416.0 $24.6M 0.07% NEW $31.12 +1.1%
19 SNPS SYNOPSYS INC Technology 51,245.0 $24.1M 0.06% NEW $469.72 +8.6%
20 A AGILENT TECHNOLOGIES INC Healthcare 173,876.0 $23.7M 0.06% NEW $136.07 -17.9%
Page 1 of 18  ·  350 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%