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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 17 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ATARA BIOTHERAPEUTICS INC 10,446.0 $189K NEW $18.09
322 SND SMART SAND INC Energy 46,849.0 $187K NEW $4.00 +19.1%
323 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 16,670.0 $140K NEW $8.41 -4.1%
324 FMC FMC CORP Basic Materials 10,107.0 $140K NEW $13.87 +0.9%
325 LILA LIBERTY LATIN AMERICA LTD Communication Services 18,709.0 $138K NEW $7.39 -0.3%
326 PRLD PRELUDE THERAPEUTICS INC Healthcare 46,090.0 $134K NEW $2.90 +54.1%
327 CARS CARS COM INC Consumer Cyclical 10,316.0 $126K NEW $12.20 -17.5%
328 ALDX ALDEYRA THERAPEUTICS INC Healthcare 23,858.0 $124K NEW $5.18 -68.5%
329 RMAX RE MAX HLDGS INC Real Estate 15,899.0 $121K NEW $7.59 +22.3%
330 UMC UNITED MICROELECTRONICS CORP Technology 14,467.0 $114K NEW $7.86 +116.2%
331 NRGV ENERGY VAULT HOLDINGS INC Utilities 24,339.0 $112K NEW $4.61 +12.9%
332 FATE FATE THERAPEUTICS INC Healthcare 111,227.0 $109K NEW $0.98 +74.5%
333 CMTL COMTECH TELECOMMUNICATIONS C Technology 19,967.0 $106K NEW $5.29 -31.9%
334 FNWB FIRST NORTHWEST BANCORP Financial Services 11,095.0 $104K NEW $9.38 +2.5%
335 ELECTROVAYA INC 12,700.0 $100K NEW $7.90
336 KLRS KALARIS THERAPEUTICS INC Healthcare 10,159.0 $86K NEW $8.44 -45.0%
337 TELEFONICA S A 20,684.0 $84K NEW $4.05
338 LRMR LARIMAR THERAPEUTICS INC Healthcare 21,070.0 $80K NEW $3.81 -13.0%
339 CCCC C4 THERAPEUTICS INC Healthcare 37,721.0 $72K NEW $1.91 +69.9%
340 TG TREDEGAR CORP Industrials 10,020.0 $72K NEW $7.18 +6.8%
Page 17 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%