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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 12 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XENE XENON PHARMACEUTICALS INC Healthcare 30,354.0 $1.8M 0.00% NEW $60.36 +0.7%
222 SFM SPROUTS FMRS MKT INC Consumer Defensive 21,475.0 $1.8M 0.00% NEW $84.58 -4.1%
223 FVCB FVCBANKCORP INC Financial Services 96,990.0 $1.7M 0.00% NEW $17.50 +6.2%
224 DLTR DOLLAR TREE INC Consumer Defensive 13,969.0 $1.7M 0.00% NEW $120.95 +8.7%
225 M MACYS INC Consumer Cyclical 71,362.0 $1.7M 0.00% NEW $23.55 -3.1%
226 CRGY CRESCENT ENERGY COMPANY Energy 166,777.0 $1.6M 0.00% NEW $9.82 +43.2%
227 GPRE GREEN PLAINS INC Basic Materials 106,422.0 $1.6M 0.00% NEW $15.38 +5.7%
228 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 62,734.0 $1.6M 0.00% NEW $26.00 +8.7%
229 LKQ LKQ CORP Consumer Cyclical 61,897.0 $1.6M 0.00% NEW $26.33 -2.1%
230 PEN PENUMBRA INC Healthcare 5,111.0 $1.6M 0.00% NEW $315.75 +3.0%
231 CHD CHURCH & DWIGHT CO INC Consumer Defensive 16,350.0 $1.6M 0.00% NEW $96.88 +2.0%
232 TNET TRINET GROUP INC Industrials 31,076.0 $1.5M 0.00% NEW $49.49 +42.4%
233 REX REX AMERICAN RES CORP Basic Materials 33,618.0 $1.5M 0.00% NEW $45.15 -1.1%
234 SWKS SKYWORKS SOLUTIONS INC Technology 22,181.0 $1.5M 0.00% NEW $67.80 -1.0%
235 OCFC OCEANFIRST FINL CORP Financial Services 76,623.0 $1.5M 0.00% NEW $19.53 -2.4%
236 CARNIVAL CORP LTD 52,330.0 $1.5M 0.00% NEW $28.57
237 BWXT BWX TECHNOLOGIES INC Industrials 7,673.0 $1.5M 0.00% NEW $194.65 -19.5%
238 CARE CARTER BANKSHARES INC Financial Services 43,775.0 $1.5M 0.00% NEW $34.01 -8.1%
239 CNR CORE NATURAL RESOURCES INC Energy 18,130.0 $1.5M 0.00% NEW $80.02 +18.9%
240 ABEV AMBEV SA Consumer Defensive 460,355.0 $1.4M 0.00% NEW $3.14 -8.3%
Page 12 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%