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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 3 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHW SHERWIN WILLIAMS CO Basic Materials 42,332.0 $13.7M 0.04% NEW $324.03 -4.6%
42 HUBS HUBSPOT INC Technology 33,275.0 $13.4M 0.04% NEW $401.30 -54.3%
43 GM GENERAL MTRS CO Consumer Cyclical 161,632.0 $13.1M 0.03% NEW $81.32 -4.4%
44 CAH CARDINAL HEALTH INC Healthcare 63,828.0 $13.1M 0.03% NEW $205.50 -5.0%
45 FLR FLUOR CORP NEW Industrials 326,525.0 $12.9M 0.03% NEW $39.63 +14.8%
46 REXR REXFORD INDL RLTY INC Real Estate 327,234.0 $12.7M 0.03% NEW $38.72 -8.9%
47 CPT CAMDEN PPTY TR Real Estate 106,252.0 $11.7M 0.03% NEW $110.08 -5.5%
48 WU WESTERN UN CO Financial Services 1,231,772.0 $11.5M 0.03% NEW $9.31 -10.7%
49 LITHIUM ARGENTINA AG 2,008,800.0 $11.2M 0.03% NEW $5.58
50 WMB WILLIAMS COS INC Energy 185,703.0 $11.2M 0.03% NEW $60.11 +29.2%
51 FAST FASTENAL CO Industrials 272,132.0 $10.9M 0.03% NEW $40.13 +9.6%
52 CALM CAL MAINE FOODS INC Consumer Defensive 133,618.0 $10.6M 0.03% NEW $79.57 -3.4%
53 AVB AVALONBAY CMNTYS INC Real Estate 58,339.0 $10.6M 0.03% NEW $181.31 -0.3%
54 KEX KIRBY CORP Industrials 95,580.0 $10.5M 0.03% NEW $110.18 +33.8%
55 ASTL ALGOMA STL GROUP INC Basic Materials 2,264,863.0 $9.3M 0.02% NEW $4.12 +26.6%
56 OC OWENS CORNING NEW Industrials 82,237.0 $9.2M 0.02% NEW $111.91 +8.2%
57 HST HOST HOTELS & RESORTS INC Real Estate 507,499.0 $9.0M 0.02% NEW $17.73 +21.5%
58 VLYPN VALLEY NATL BANCORP Financial Services 762,303.0 $8.9M 0.02% NEW $11.68 +122.2%
59 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 87,766.0 $8.9M 0.02% NEW $101.40 -31.5%
60 KSS KOHLS CORP Consumer Cyclical 434,618.0 $8.9M 0.02% NEW $20.41 -41.5%
Page 3 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%