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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 14 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 WLY WILEY JOHN & SONS INC Communication Services 24,277.0 $1.2M 0.00% NEW $48.51 +6.3%
262 SR SPIRE INC Utilities 14,987.0 $1.2M 0.00% NEW $78.09 +3.6%
263 GL GLOBE LIFE INC Financial Services 6,462.0 $1.2M 0.00% NEW $178.68 -4.3%
264 POR PORTLAND GEN ELEC CO Utilities 22,206.0 $1.2M 0.00% NEW $51.83 -4.3%
265 STT STATE STR CORP Financial Services 6,729.0 $1.1M 0.00% NEW $169.60 +10.3%
266 WAFD WAFD INC Financial Services 29,454.0 $1.1M 0.00% NEW $38.37 -5.2%
267 BKD BROOKDALE SR LIVING INC Healthcare 69,718.0 $1.1M 0.00% NEW $16.09 -26.7%
268 AFG AMERICAN FINANCIAL GROUP INC Financial Services 8,011.0 $1.1M 0.00% NEW $139.94 +2.7%
269 TMUS T-MOBILE US INC Communication Services 6,526.0 $1.1M 0.00% NEW $167.73 +9.1%
270 ORC ORCHID IS CAP INC Real Estate 154,419.0 $1.1M 0.00% NEW $6.97 -3.9%
271 UHS UNIVERSAL HLTH SVCS INC Healthcare 7,143.0 $1.1M 0.00% NEW $148.69 +19.2%
272 ONB OLD NATL BANCORP IND Financial Services 40,563.0 $1.1M 0.00% NEW $25.90 -0.3%
273 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 35,152.0 $1.0M 0.00% NEW $29.85 +3.3%
274 LZB LA Z BOY INC Consumer Cyclical 24,920.0 $1000K 0.00% NEW $40.12 -16.0%
275 ROIV ROIVANT SCIENCES LTD Healthcare 28,113.0 $995K 0.00% NEW $35.39 +2.6%
276 SOUTHSTATE BK CORP 9,703.0 $969K 0.00% NEW $99.90
277 XPRO EXPRO GROUP HOLDINGS NV Energy 65,244.0 $964K 0.00% NEW $14.77 +23.4%
278 WEC WEC ENERGY GROUP INC Utilities 8,236.0 $962K 0.00% NEW $116.77 -9.2%
279 RGLD ROYAL GOLD INC Basic Materials 4,771.0 $952K 0.00% NEW $199.61 +29.8%
280 NPK INTERNATIONAL INC 59,630.0 $949K 0.00% NEW $15.91
Page 14 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%