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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 14 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LBRDK LIBERTY BROADBAND CORP Communication Services 11,328.0 $551K 0.00% NEW $48.60 -28.9%
262 VIV TELEFONICA BRASIL SA Communication Services 46,210.0 $548K 0.00% NEW $11.86 +20.4%
263 HFWA HERITAGE FINL CORP WASH Financial Services 22,248.0 $526K 0.00% NEW $23.65 +12.0%
264 BBIO BRIDGEBIO PHARMA INC Healthcare 6,347.0 $485K 0.00% NEW $76.49 -13.5%
265 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 62,716.0 $480K 0.00% NEW $7.65 +22.4%
266 ERII ENERGY RECOVERY INC Industrials 34,405.0 $464K 0.00% NEW $13.49 -36.1%
267 KRP KIMBELL RTY PARTNERS LP Energy 39,407.0 $463K 0.00% NEW $11.76 +30.1%
268 AIP ARTERIS INC Technology 29,854.0 $463K 0.00% NEW $15.50 +117.5%
269 LENNAR CORP 4,816.0 $458K 0.00% NEW $95.12
270 OXY OCCIDENTAL PETE CORP Energy 11,049.0 $454K 0.00% NEW $41.12 +38.2%
271 UBSI UNITED BANKSHARES INC WEST V Financial Services 11,634.0 $447K 0.00% NEW $38.40 +10.2%
272 KPTI KARYOPHARM THERAPEUTICS INC Healthcare 57,212.0 $421K 0.00% NEW $7.36 +4.2%
273 AROC ARCHROCK INC Energy 15,877.0 $413K 0.00% NEW $26.02 +43.9%
274 COFS CHOICEONE FINL SVCS INC Financial Services 13,977.0 $413K 0.00% NEW $29.52 +3.2%
275 DGX QUEST DIAGNOSTICS INC Healthcare 2,370.0 $411K 0.00% NEW $173.53 +8.3%
276 G GENPACT LIMITED Technology 8,700.0 $407K 0.00% NEW $46.78 -38.1%
277 CME CME GROUP INC Financial Services 1,452.0 $397K 0.00% NEW $273.08 +9.4%
278 NBBK NB BANCORP INC Financial Services 19,759.0 $392K 0.00% NEW $19.82 -1.0%
279 SCSC SCANSOURCE INC Technology 10,001.0 $391K 0.00% NEW $39.06 +9.9%
280 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 17,180.0 $383K 0.00% NEW $22.32 -28.6%
Page 14 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%