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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 16 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SKYW SKYWEST INC Industrials 2,547.0 $256K 0.00% NEW $100.41 -16.6%
302 ARCB ARCBEST CORP Industrials 3,377.0 $251K 0.00% NEW $74.19 +65.4%
303 AES AES CORP Utilities 17,467.0 $250K 0.00% NEW $14.34 +0.9%
304 KWR QUAKER HOUGHTON Basic Materials 1,814.0 $249K 0.00% NEW $137.31 +3.9%
305 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 78,337.0 $244K 0.00% NEW $3.12 -7.1%
306 GPOR GULFPORT ENERGY CORP Energy 1,156.0 $240K 0.00% NEW $207.99 -12.6%
307 STTK SHATTUCK LABS INC Healthcare 65,734.0 $240K 0.00% NEW $3.65 +82.7%
308 POTLATCHDELTIC CORPORATION 5,929.0 $236K 0.00% NEW $39.78
309 HTH HILLTOP HOLDINGS INC Financial Services 6,807.0 $231K 0.00% NEW $33.94 +8.5%
310 ECL ECOLAB INC Basic Materials 877.0 $230K 0.00% NEW $262.52 -5.2%
311 FUNC FIRST UTD CORP Financial Services 6,148.0 $230K 0.00% NEW $37.44 -1.4%
312 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 12,809.0 $227K 0.00% NEW $17.69 -20.0%
313 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 8,124.0 $226K 0.00% NEW $27.83 +23.2%
314 OI O-I GLASS INC Consumer Cyclical 14,956.0 $221K 0.00% NEW $14.76 -39.9%
315 APPF APPFOLIO INC Technology 936.0 $218K 0.00% NEW $232.65 -34.8%
316 CRVS CORVUS PHARMACEUTICALS INC Healthcare 28,117.0 $217K 0.00% NEW $7.70 +77.4%
317 AGEN AGENUS INC Healthcare 67,959.0 $213K 0.00% NEW $3.14 +14.0%
318 TTAN SERVICETITAN INC Technology 1,997.0 $213K 0.00% NEW $106.50 -46.3%
319 MASI MASIMO CORP Healthcare 1,611.0 $210K 0.00% NEW $130.06 +37.1%
320 FLNA CASSAVA SCIENCES INC Healthcare 100,577.0 $199K 0.00% NEW $1.98 -40.4%
Page 16 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%