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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 16 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NATWEST GROUP PLC 44,683.0 $788K 0.00% NEW $17.63
302 NOG NORTHERN OIL & GAS INC Energy 43,352.0 $787K 0.00% NEW $18.15 +50.6%
303 NOVT NOVANTA INC Technology 4,845.0 $786K 0.00% NEW $162.24 -10.5%
304 SEABRIDGE GOLD INC 30,163.0 $777K 0.00% NEW $25.77
305 EPR EPR PPTYS Real Estate 13,399.0 $777K 0.00% NEW $58.01 +4.0%
306 ROG ROGERS CORP Technology 4,722.0 $773K 0.00% NEW $163.73 -22.7%
307 BCBP BCB BANCORP INC Financial Services 71,636.0 $768K 0.00% NEW $10.72 -18.3%
308 CNP CENTERPOINT ENERGY INC Utilities 17,127.0 $754K 0.00% NEW $44.04 -12.0%
309 TDOC TELADOC HEALTH INC Healthcare 87,511.0 $742K 0.00% NEW $8.48 -24.6%
310 CVLG COVENANT LOGISTICS GROUP INC Industrials 16,673.0 $737K 0.00% NEW $44.18 -20.3%
311 INVH INVITATION HOMES INC Real Estate 24,265.0 $733K 0.00% NEW $30.21 -0.3%
312 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 20,068.0 $720K 0.00% NEW $35.90 -0.2%
313 QNST QUINSTREET INC Communication Services 48,346.0 $708K 0.00% NEW $14.65 +40.8%
314 ALTG ALTA EQUIPMENT GROUP INC Industrials 108,287.0 $701K 0.00% NEW $6.47 +0.5%
315 INN SUMMIT HOTEL PPTYS Real Estate 99,653.0 $699K 0.00% NEW $7.01 -12.1%
316 CTO CTO RLTY GROWTH INC NEW Real Estate 32,088.0 $690K 0.00% NEW $21.51 +1.3%
317 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 12,889.0 $675K 0.00% NEW $52.37 -13.9%
318 STANDARDAERO INC 22,294.0 $667K 0.00% NEW $29.91
319 SGML SIGMA LITHIUM CORPORATION Basic Materials 52,303.0 $662K 0.00% NEW $12.65 -5.4%
320 TSN TYSON FOODS INC Consumer Defensive 11,398.0 $653K 0.00% NEW $57.25 +2.1%
Page 16 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%