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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 22 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 POST POST HLDGS INC Consumer Defensive 2,955.0 $261K NEW $88.26 -9.6%
422 MEC MAYVILLE ENGR CO INC Industrials 6,918.0 $259K NEW $37.46 -41.8%
423 ALOT ASTRONOVA INC Technology 9,027.0 $257K NEW $28.47 +1.5%
424 IMNM IMMUNOME INC Healthcare 11,991.0 $254K NEW $21.19 +35.2%
425 SIGA SIGA TECHNOLOGIES INC Healthcare 69,708.0 $254K NEW $3.64 -16.4%
426 NATL NCR ATLEOS CORPORATION Technology 5,689.0 $247K NEW $43.41 +7.1%
427 FLXS FLEXSTEEL INDS INC Consumer Cyclical 3,303.0 $246K NEW $74.48 +9.2%
428 NNN NNN REIT INC Real Estate 5,259.0 $245K NEW $46.53 -1.7%
429 U HAUL HOLDING COMPANY 4,171.0 $241K NEW $57.70
430 OHI OMEGA HEALTHCARE INVS INC Real Estate 5,029.0 $240K NEW $47.68 -2.1%
431 NSA NATIONAL STORAGE AFFILIATES Real Estate 5,329.0 $237K NEW $44.47 -2.4%
432 CYRX CRYOPORT INC Industrials 14,988.0 $235K NEW $15.70 +7.5%
433 JKS JINKOSOLAR HLDG CO LTD Energy 14,000.0 $235K NEW $16.80 -4.6%
434 BLD TOPBUILD COR Industrials 660.0 $234K NEW $354.53 -0.0%
435 TWI TITAN INTL INC ILL Industrials 30,334.0 $234K NEW $7.71 -6.8%
436 SUNC SUNOCOCORP LLC Energy 3,405.0 $230K NEW $67.67 +13.0%
437 OMF ONEMAIN HLDGS INC Financial Services 3,771.0 $230K NEW $60.97 +3.8%
438 MDLN MEDLINE INC Healthcare 5,815.0 $229K NEW $39.44 -13.8%
439 NPK NATIONAL PRESTO INDS INC Industrials 1,810.0 $226K NEW $124.99 +20.7%
440 CPRX CATALYST PHARMACEUTICALS INC Healthcare 7,192.0 $226K NEW $31.43 +0.2%
Page 22 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%