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Portfolio (Quarterly) Guide ↗

Connor, Clark & Lunn Investment Management Ltd.

· CIK 0001596800
13F Portfolio $52.8B AUM 2,206 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 476 New 622 Added 493 Reduced 362 Exited
Page 11 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 UAA UNDER ARMOUR INC Consumer Cyclical 362,692.0 $2.3M 0.00% NEW $6.39 -15.6%
202 FIBK FIRST INTST BANCSYSTEM INC Financial Services 59,664.0 $2.3M 0.00% NEW $38.56 -2.8%
203 SWBI SMITH & WESSON BRANDS INC Industrials 150,685.0 $2.3M 0.00% NEW $15.04 -6.2%
204 GRNT GRANITE RIDGE RESOURCES INC Energy 501,116.0 $2.2M 0.00% NEW $4.41 +15.9%
205 ESNT ESSENT GROUP LTD Financial Services 34,217.0 $2.2M 0.00% NEW $64.28 +5.9%
206 MRTN MARTEN TRANS LTD Industrials 125,451.0 $2.2M 0.00% NEW $17.35 -13.9%
207 ROL ROLLINS INC Consumer Cyclical 51,322.0 $2.1M 0.00% NEW $41.74 -11.6%
208 BMI BADGER METER INC Technology 14,436.0 $2.1M 0.00% NEW $148.38 -11.2%
209 LYG LLOYDS BANKING GROUP PLC Financial Services 364,656.0 $2.1M 0.00% NEW $5.83 +3.3%
210 RDN RADIAN GROUP INC Financial Services 55,999.0 $2.1M 0.00% NEW $37.67 -2.9%
211 PLAY DAVE & BUSTERS ENTMT INC Communication Services 183,455.0 $2.1M 0.00% NEW $11.40 -10.1%
212 JANX JANUX THERAPEUTICS INC Healthcare 133,870.0 $2.1M 0.00% NEW $15.36 +13.2%
213 FCFS FIRSTCASH HOLDINGS INC Financial Services 9,431.0 $2.0M 0.00% NEW $216.32 +4.1%
214 HE HAWAIIAN ELEC INDS INC MTN B Utilities 148,042.0 $2.0M 0.00% NEW $13.53 -15.0%
215 RITM RITHM CAPITAL CORP Real Estate 212,742.0 $2.0M 0.00% NEW $9.39 +8.5%
216 MX MAGNACHIP SEMICONDUCTOR CORP Technology 412,849.0 $2.0M 0.00% NEW $4.73 -30.0%
217 MUX MCEWEN INC. Basic Materials 107,122.0 $1.9M 0.00% NEW $18.17 +14.4%
218 GLW CORNING INC Technology 7,415.0 $1.9M 0.00% NEW $255.43 -41.4%
219 NTST NETSTREIT CORP Real Estate 88,631.0 $1.9M 0.00% NEW $21.13 -3.7%
220 HQY HEALTHEQUITY INC Healthcare 20,332.0 $1.8M 0.00% NEW $90.32 +16.7%
Page 11 of 24  ·  476 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
Technology 26.1%
Financial Services 22.4%
Energy 11.9%
Industrials 8.5%
Basic Materials 8.4%
Consumer Cyclical 7.7%
Healthcare 5.3%
Communication Services 3.6%
Consumer Defensive 2.8%
Utilities 2.3%