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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 4 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GD GENERAL DYNAMICS CORP Industrials 55,165.0 $19.5M 0.04% NEW $354.24 +8.5%
62 HUM HUMANA INC Healthcare 48,531.0 $19.3M 0.04% NEW $397.22 -4.6%
63 DKS DICKS SPORTING GOODS INC Consumer Cyclical 81,339.0 $18.4M 0.04% NEW $226.81 -19.2%
64 GPC GENUINE PARTS CO Consumer Cyclical 154,392.0 $18.2M 0.04% NEW $117.98 +13.5%
65 TMO THERMO FISHER SCIENTIFIC INC Healthcare 36,269.0 $18.2M 0.03% NEW $501.36 +25.5%
66 SMIN ISHARES TR 255,005.0 $18.0M 0.03% NEW $70.73 +1.4%
67 AGX ARGAN INC Industrials 21,653.0 $17.3M 0.03% NEW $798.55 -37.2%
68 KYMR KYMERA THERAPEUTICS INC Healthcare 149,908.0 $17.2M 0.03% NEW $114.67 +4.5%
69 SF STIFEL FINL CORP Financial Services 241,582.0 $16.9M 0.03% NEW $69.77 +16.0%
70 MUSA MURPHY USA INC Consumer Cyclical 30,482.0 $16.4M 0.03% NEW $538.87 +5.7%
71 TS TENARIS S A Energy 293,599.0 $16.3M 0.03% NEW $55.49 -5.1%
72 INTU INTUIT Technology 62,040.0 $16.2M 0.03% NEW $261.00 +40.6%
73 FE FIRSTENERGY CORP Utilities 333,283.0 $15.8M 0.03% NEW $47.54 -3.3%
74 BURL BURLINGTON STORES INC Consumer Cyclical 49,046.0 $15.5M 0.03% NEW $316.80 +3.1%
75 NTRS NORTHERN TR CORP Financial Services 89,232.0 $15.5M 0.03% NEW $173.84 +5.8%
76 DRI DARDEN RESTAURANTS INC Consumer Cyclical 74,608.0 $15.4M 0.03% NEW $206.01 +7.6%
77 RDDT REDDIT INC Communication Services 85,043.0 $14.8M 0.03% NEW $173.58 -11.7%
78 DT DYNATRACE INC Technology 322,976.0 $14.2M 0.03% NEW $43.91 +12.3%
79 CARR CARRIER GLOBAL CORPORATION Industrials 193,332.0 $14.2M 0.03% NEW $73.35 -17.7%
80 SNN SMITH & NEPHEW PLC Healthcare 487,774.0 $14.1M 0.03% NEW $28.81 +1.6%
Page 4 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%