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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 23 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ALG ALAMO GROUP INC Industrials 1,361.0 $224K NEW $164.49 +0.1%
442 APARTMENT INVT & MGMT CO 74,691.0 $222K NEW $2.97
443 ACI ALBERTSONS COMPANIES INC Consumer Defensive 16,310.0 $221K NEW $13.53 -9.0%
444 GTX GARRETT MOTION INC Consumer Cyclical 6,064.0 $220K NEW $36.23 -26.1%
445 ELA ENVELA CORP Consumer Cyclical 7,551.0 $218K NEW $28.88 -50.8%
446 WTBA WEST BANCORPORATION INC Financial Services 8,166.0 $217K NEW $26.53 +7.6%
447 STE STERIS PLC Healthcare 1,016.0 $214K NEW $210.57 +12.7%
448 BIOHAVEN LTD 14,302.0 $213K NEW $14.88
449 ORKA ORUKA THERAPEUTICS INC Healthcare 2,215.0 $211K NEW $95.17 +14.3%
450 ENOV ENOVIS CORPORATION Industrials 9,998.0 $207K NEW $20.70 +27.1%
451 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 666.0 $200K NEW $301.03 -21.3%
452 EPM EVOLUTION PETE CORP Energy 53,850.0 $198K NEW $3.68 -4.2%
453 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 14,899.0 $198K NEW $13.30 +15.6%
454 GRFS GRIFOLS S A Healthcare 27,982.0 $198K NEW $7.08 +13.0%
455 LENZ LENZ THERAPEUTICS INC Healthcare 33,257.0 $189K NEW $5.68 -17.3%
456 RCAT RED CAT HLDGS INC Technology 15,433.0 $164K NEW $10.65 -8.5%
457 DRH DIAMONDROCK HOSPITALITY CO Real Estate 13,115.0 $160K NEW $12.18 +4.8%
458 NXDR NEXTDOOR HOLDINGS INC Communication Services 66,376.0 $151K NEW $2.27 +5.1%
459 VHI VALHI INC NEW Basic Materials 10,107.0 $148K NEW $14.67 +14.2%
460 XEROX HOLDINGS CORP 533,789.0 $147K NEW $0.28
Page 23 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%