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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 11 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LGND LIGAND PHARMACEUTICALS INC Healthcare 6,033.0 $1.1M 0.00% NEW $189.07 +15.8%
202 YUM YUM BRANDS INC Consumer Cyclical 7,525.0 $1.1M 0.00% NEW $151.28 -0.4%
203 SNDR SCHNEIDER NATIONAL INC Industrials 42,562.0 $1.1M 0.00% NEW $26.53 +25.2%
204 MLAB MESA LABS INC Technology 14,369.0 $1.1M 0.00% NEW $78.50 +28.0%
205 CBT CABOT CORP Basic Materials 16,351.0 $1.1M 0.00% NEW $66.28 +22.2%
206 NOV NOV INC Energy 67,969.0 $1.1M 0.00% NEW $15.63 +31.9%
207 HLNE HAMILTON LANE INC Financial Services 7,759.0 $1.0M 0.00% NEW $134.31 -34.8%
208 JBIO JADE BIOSCIENCES INC Healthcare 67,230.0 $1.0M 0.00% NEW $15.43 +56.4%
209 CMPX COMPASS THERAPEUTICS INC Healthcare 191,724.0 $1.0M 0.00% NEW $5.37 -65.4%
210 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 13,499.0 $1.0M 0.00% NEW $75.56 +6.7%
211 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 71,277.0 $1.0M 0.00% NEW $14.26 -17.0%
212 IX ORIX CORP Financial Services 34,107.0 $997K 0.00% NEW $29.22 +26.6%
213 FFBC FIRST FINL BANCORP OH Financial Services 39,732.0 $994K 0.00% NEW $25.02 +20.3%
214 DHIL DIAMOND HILL INVT GROUP INC Financial Services 5,846.0 $991K 0.00% NEW $169.50 +3.2%
215 AWI ARMSTRONG WORLD INDS INC NEW Industrials 5,145.0 $983K 0.00% NEW $191.10 -18.8%
216 KMT KENNAMETAL INC Industrials 34,597.0 $983K 0.00% NEW $28.41 +23.8%
217 APOGEE THERAPEUTICS INC 12,689.0 $958K 0.00% NEW $75.48
218 HUN HUNTSMAN CORP Basic Materials 92,027.0 $920K 0.00% NEW $10.00 +43.1%
219 EVEREST GROUP LTD 2,668.0 $905K 0.00% NEW $339.35
220 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 34,156.0 $901K 0.00% NEW $26.37 -42.0%
Page 11 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%