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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 17 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PVH PVH CORPORATION Consumer Cyclical 8,785.0 $652K 0.00% NEW $74.26 +5.7%
322 PCOR PROCORE TECHNOLOGIES INC Technology 16,010.0 $650K 0.00% NEW $40.62 +56.3%
323 COIN COINBASE GLOBAL INC Financial Services 4,420.0 $646K 0.00% NEW $146.19 +27.6%
324 COKE COCA COLA CONS INC Consumer Defensive 3,371.0 $644K 0.00% NEW $190.92 -1.0%
325 WS WORTHINGTON STL INC Basic Materials 18,801.0 $631K 0.00% NEW $33.58 +4.0%
326 FMS FRESENIUS MEDICAL CARE AG Healthcare 27,642.0 $625K 0.00% NEW $22.61 +3.6%
327 ABUS ARBUTUS BIOPHARMA CORP Healthcare 130,023.0 $624K 0.00% NEW $4.80 +8.5%
328 KRNT KORNIT DIGITAL LTD Industrials 37,890.0 $616K 0.00% NEW $16.25 +3.2%
329 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 30,425.0 $605K 0.00% NEW $19.89 +10.8%
330 CLDT CHATHAM LODGING TR Real Estate 44,576.0 $590K 0.00% NEW $13.23 +2.5%
331 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 348,324.0 $585K 0.00% NEW $1.68 -19.6%
332 NKSH NATIONAL BANKSHARES INC VA Financial Services 16,087.0 $584K 0.00% NEW $36.33 +13.3%
333 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 5,079.0 $581K 0.00% NEW $114.41 -16.1%
334 UTZ UTZ BRANDS INC Consumer Defensive 75,237.0 $579K 0.00% NEW $7.70 +82.3%
335 WGO WINNEBAGO INDS INC Consumer Cyclical 18,469.0 $577K 0.00% NEW $31.24 +1.7%
336 MFG MIZUHO FINANCIAL GROUP INC Financial Services 58,644.0 $562K 0.00% NEW $9.58 +7.3%
337 CRI CARTERS INC Consumer Cyclical 13,513.0 $556K 0.00% NEW $41.16 -13.1%
338 RES RPC INC Energy 95,191.0 $555K 0.00% NEW $5.83 +9.3%
339 ASH ASHLAND INC Basic Materials 8,297.0 $547K 0.00% NEW $65.89 +10.3%
340 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 9,545.0 $546K 0.00% NEW $57.22 +16.6%
Page 17 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%