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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
Q2 2026 Q4 2025 · All 350 New 590 Added 528 Reduced
Page 5 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BKR BAKER HUGHES COMPANY Energy 126,475.0 $5.8M 0.01% NEW $45.54 +36.9%
82 KVUE KENVUE INC Consumer Defensive 331,083.0 $5.7M 0.01% NEW $17.25 +10.5%
83 APA APA CORPORATION Energy 232,738.0 $5.7M 0.01% NEW $24.46 +77.4%
84 CHH CHOICE HOTELS INTL INC Consumer Cyclical 59,311.0 $5.6M 0.01% NEW $95.26 +15.1%
85 HOG HARLEY DAVIDSON INC Consumer Cyclical 274,892.0 $5.6M 0.01% NEW $20.49 +37.6%
86 LNC LINCOLN NATL CORP IND Financial Services 125,250.0 $5.6M 0.01% NEW $44.53 -5.3%
87 TERN TERNS PHARMACEUTICALS INC Healthcare 137,478.0 $5.6M 0.01% NEW $40.40 +31.1%
88 DTM DT MIDSTREAM INC Energy 46,284.0 $5.5M 0.01% NEW $119.68 +5.9%
89 NG NOVAGOLD RES INC Basic Materials 589,640.0 $5.5M 0.01% NEW $9.33 -6.5%
90 HUBB HUBBELL INC Industrials 12,172.0 $5.4M 0.01% NEW $444.11 +5.8%
91 OKLO OKLO INC Utilities 74,758.0 $5.4M 0.01% NEW $71.76 -41.3%
92 RDY DR REDDYS LABS LTD Healthcare 374,252.0 $5.3M 0.01% NEW $14.04 -13.2%
93 PLD PROLOGIS INC. Real Estate 40,851.0 $5.2M 0.01% NEW $127.66 +11.1%
94 EME EMCOR GROUP INC Industrials 8,505.0 $5.2M 0.01% NEW $611.79 +26.9%
95 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 885,672.0 $5.2M 0.01% NEW $5.83 -39.5%
96 DKNG DRAFTKINGS INC NEW Consumer Cyclical 147,179.0 $5.1M 0.01% NEW $34.46 -24.1%
97 NOK NOKIA CORP Technology 755,542.0 $4.9M 0.01% NEW $6.47 +57.7%
98 DOCS DOXIMITY INC Healthcare 110,248.0 $4.9M 0.01% NEW $44.28 -42.8%
99 DLR DIGITAL RLTY TR INC Real Estate 30,959.0 $4.8M 0.01% NEW $154.71 +23.2%
100 BYD BOYD GAMING CORP Consumer Cyclical 55,852.0 $4.8M 0.01% NEW $85.24 -5.2%
Page 5 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 23.7%
Technology 22.0%
Basic Materials 12.8%
Energy 9.8%
Industrials 8.3%
Consumer Cyclical 8.2%
Healthcare 5.7%
Communication Services 3.1%
Utilities 2.7%
Consumer Defensive 2.4%