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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 13 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LEU CENTRUS ENERGY CORP Energy 2,945.0 $715K 0.00% NEW $242.76 -20.8%
242 CNMD CONMED CORP Healthcare 17,427.0 $708K 0.00% NEW $40.60 -10.5%
243 SCI SERVICE CORP INTL Consumer Cyclical 8,850.0 $690K 0.00% NEW $77.97 +0.4%
244 MTCH MATCH GROUP INC NEW Communication Services 20,898.0 $675K 0.00% NEW $32.29 +10.7%
245 BCPC BALCHEM CORP Basic Materials 4,321.0 $663K 0.00% NEW $153.36 +3.7%
246 WSC WILLSCOT HLDGS CORP Industrials 33,766.0 $636K 0.00% NEW $18.83 +38.8%
247 PATH UIPATH INC Technology 38,738.0 $635K 0.00% NEW $16.39 -41.0%
248 MXL MAXLINEAR INC Technology 35,679.0 $622K 0.00% NEW $17.43 +409.4%
249 GPN GLOBAL PMTS INC Industrials 7,972.0 $617K 0.00% NEW $77.40 -13.0%
250 QBTS D-WAVE QUANTUM INC Technology 23,563.0 $616K 0.00% NEW $26.15 -15.4%
251 TKO TKO GROUP HOLDINGS INC Communication Services 2,899.0 $606K 0.00% NEW $209.00 -7.9%
252 OIS OIL STS INTL INC Energy 89,281.0 $604K 0.00% NEW $6.77 +33.7%
253 BCAL CALIFORNIA BANCORP Financial Services 32,373.0 $604K 0.00% NEW $18.67 -0.4%
254 SAN BANCO SANTANDER SA Financial Services 51,281.0 $602K 0.00% NEW $11.73 +0.9%
255 ASTS AST SPACEMOBILE INC Technology 8,231.0 $598K 0.00% NEW $72.63 +15.2%
256 MANH MANHATTAN ASSOCIATES INC Technology 3,384.0 $586K 0.00% NEW $173.31 -25.5%
257 SEALED AIR CORP NEW 14,005.0 $580K 0.00% NEW $41.43
258 OXM OXFORD INDS INC Consumer Cyclical 16,693.0 $571K 0.00% NEW $34.20 +18.4%
259 SEDG SOLAREDGE TECHNOLOGIES INC Energy 19,471.0 $562K 0.00% NEW $28.85 +74.1%
260 TRNO TERRENO RLTY CORP Real Estate 9,379.0 $551K 0.00% NEW $58.71 +11.9%
Page 13 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%