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Portfolio (Quarterly) Guide ↗

Connor, Clark & Lunn Investment Management Ltd.

· CIK 0001596800
13F Portfolio $31.7B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1475 New
Page 10 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 368,284.0 $33.7M 0.11% NEW $91.37 -43.0%
182 SRPT SAREPTA THERAPEUTICS INC Healthcare 1,745,051.0 $33.6M 0.11% NEW $19.27 -8.9%
183 RELX RELX PLC Communication Services 679,541.0 $32.5M 0.10% NEW $47.76 -32.2%
184 SOFI SOFI TECHNOLOGIES INC Financial Services 1,219,237.0 $32.2M 0.10% NEW $26.42 -40.9%
185 LUMN LUMEN TECHNOLOGIES INC Communication Services 5,259,155.0 $32.2M 0.10% NEW $6.12 +64.2%
186 WAB WABTEC Industrials 160,470.0 $32.2M 0.10% NEW $200.47 +31.6%
187 BLOCK INC 442,811.0 $32.0M 0.10% NEW $72.27
188 RIOT RIOT PLATFORMS INC Financial Services 1,679,050.0 $32.0M 0.10% NEW $19.03 +23.4%
189 OKTA OKTA INC Technology 347,740.0 $31.9M 0.10% NEW $91.70 -9.7%
190 LSPD LIGHTSPEED COMMERCE INC Technology 2,752,669.0 $31.8M 0.10% NEW $11.54 -23.5%
191 SSRM SSR MINING IN Basic Materials 1,301,542.0 $31.8M 0.10% NEW $24.41 +28.6%
192 SOUTH BOW CORP 1,118,632.0 $31.6M 0.10% NEW $28.29
193 MET METLIFE INC Financial Services 377,755.0 $31.1M 0.10% NEW $82.37 -3.1%
194 CORT CORCEPT THERAPEUTICS INC Healthcare 369,869.0 $30.7M 0.10% NEW $83.11 -32.2%
195 GDDY GODADDY INC Technology 223,453.0 $30.6M 0.10% NEW $136.83 -36.3%
196 TJX TJX COS INC NEW Consumer Cyclical 208,375.0 $30.1M 0.10% NEW $144.54 +2.0%
197 GIS GENERAL MLS INC Consumer Defensive 571,473.0 $28.8M 0.09% NEW $50.42 -34.6%
198 FSV FIRSTSERVICE CORP NEW Real Estate 151,210.0 $28.8M 0.09% NEW $190.49 -31.9%
199 TT TRANE TECHNOLOGIES PLC Industrials 68,183.0 $28.8M 0.09% NEW $421.96 +10.6%
200 HON HONEYWELL INTL INC Industrials 136,473.0 $28.7M 0.09% NEW $210.50 +1.3%
Page 10 of 74  ·  1,475 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 23.5%
Technology 23.3%
Basic Materials 12.8%
Energy 9.6%
Industrials 7.3%
Consumer Cyclical 6.6%
Communication Services 6.3%
Healthcare 5.3%
Consumer Defensive 3.0%
Utilities 1.9%