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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 4 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ARMK ARAMARK Industrials 239,196.0 $8.8M 0.02% NEW $36.86 +44.0%
62 EQH EQUITABLE HLDGS INC Financial Services 184,263.0 $8.8M 0.02% NEW $47.65 -10.8%
63 OWL BLUE OWL CAPITAL INC Financial Services 570,627.0 $8.5M 0.02% NEW $14.94 -34.3%
64 MAN MANPOWERGROUP INC WIS Industrials 285,568.0 $8.5M 0.02% NEW $29.73 -12.3%
65 TRGP TARGA RES CORP Energy 43,267.0 $8.0M 0.02% NEW $184.50 +45.0%
66 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 71,144.0 $7.8M 0.02% NEW $109.61 -28.2%
67 DCI DONALDSON INC Industrials 86,641.0 $7.7M 0.02% NEW $88.66 -5.4%
68 KT KT CORP Communication Services 397,275.0 $7.5M 0.02% NEW $18.97 +3.9%
69 HIG HARTFORD INSURANCE GROUP INC Financial Services 53,881.0 $7.4M 0.02% NEW $137.80 -2.6%
70 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 52,565.0 $7.4M 0.02% NEW $140.83 +6.5%
71 VEEV VEEVA SYS INC Healthcare 32,046.0 $7.2M 0.02% NEW $223.23 -30.0%
72 WYNN WYNN RESORTS LTD Consumer Cyclical 58,570.0 $7.0M 0.02% NEW $120.33 -20.7%
73 MMSI MERIT MED SYS INC Healthcare 75,218.0 $6.6M 0.02% NEW $88.14 -29.0%
74 BRX BRIXMOR PPTY GROUP INC Real Estate 249,619.0 $6.5M 0.02% NEW $26.22 +11.5%
75 FRT FEDERAL RLTY INVT TR NEW Real Estate 63,447.0 $6.4M 0.02% NEW $100.80 +12.9%
76 EFX EQUIFAX INC Industrials 29,068.0 $6.3M 0.02% NEW $216.98 -27.3%
77 COGT COGENT BIOSCIENCES INC Healthcare 175,889.0 $6.2M 0.02% NEW $35.52 -3.7%
78 SLDP SOLID POWER INC Industrials 1,437,522.0 $6.1M 0.02% NEW $4.25 -29.9%
79 ANAB ANAPTYSBIO INC Healthcare 122,476.0 $5.9M 0.02% NEW $48.48 +30.3%
80 H HYATT HOTELS CORP Consumer Cyclical 36,494.0 $5.9M 0.01% NEW $160.32 +6.0%
Page 4 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%