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Portfolio (Quarterly) Guide ↗

Connor, Clark & Lunn Investment Management Ltd.

· CIK 0001596800
13F Portfolio $31.7B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1475 New
Page 16 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NXE NEXGEN ENERGY LTD Energy 1,903,860.0 $17.0M 0.05% NEW $8.95 +18.7%
302 CGAU CENTERRA GOLD INC Basic Materials 1,584,444.0 $17.0M 0.05% NEW $10.71 +53.0%
303 TPC TUTOR PERINI CORP Industrials 256,536.0 $16.8M 0.05% NEW $65.59 +13.1%
304 CALX CALIX INC Technology 267,821.0 $16.4M 0.05% NEW $61.37 -34.6%
305 PHG KONINKLIJKE PHILIPS N V Healthcare 601,016.0 $16.4M 0.05% NEW $27.26 -4.1%
306 BIIB BIOGEN INC Healthcare 116,928.0 $16.4M 0.05% NEW $140.08 +37.0%
307 RUN SUNRUN INC Energy 939,878.0 $16.3M 0.05% NEW $17.29 -23.5%
308 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 467,786.0 $16.2M 0.05% NEW $34.66 +5.1%
309 PII POLARIS INC Consumer Cyclical 278,670.0 $16.2M 0.05% NEW $58.13 +5.7%
310 LYV LIVE NATION ENTERTAINMENT IN Communication Services 98,846.0 $16.2M 0.05% NEW $163.40 +0.7%
311 CIGI COLLIERS INTL GROUP INC Real Estate 103,100.0 $16.1M 0.05% NEW $156.36 -39.5%
312 TRIPLE FLAG PRECIOUS METAL 548,300.0 $16.0M 0.05% NEW $29.27
313 FOLD AMICUS THERAPEUTICS INC Healthcare 2,019,556.0 $15.9M 0.05% NEW $7.88 +83.9%
314 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 626,194.0 $15.8M 0.05% NEW $25.18 -7.3%
315 DRD DRDGOLD LIMITED Basic Materials 570,807.0 $15.8M 0.05% NEW $27.60 -6.4%
316 CDNA CAREDX INC Healthcare 1,069,809.0 $15.6M 0.05% NEW $14.54 +41.1%
317 BEP BROOKFIELD RENEWABLE PARTNER Utilities 602,948.0 $15.5M 0.05% NEW $25.77 +33.1%
318 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 106,475.0 $15.5M 0.05% NEW $145.61 +14.8%
319 YEXT YEXT INC Technology 1,808,257.0 $15.4M 0.05% NEW $8.52 -58.3%
320 INFY INFOSYS LTD Technology 944,896.0 $15.4M 0.05% NEW $16.27 -21.5%
Page 16 of 74  ·  1,475 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 23.5%
Technology 23.3%
Basic Materials 12.8%
Energy 9.6%
Industrials 7.3%
Consumer Cyclical 6.6%
Communication Services 6.3%
Healthcare 5.3%
Consumer Defensive 3.0%
Utilities 1.9%