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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 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 +40.8%
82 KVUE KENVUE INC Consumer Defensive 331,083.0 $5.7M 0.01% NEW $17.25 -0.3%
83 APA APA CORPORATION Energy 232,738.0 $5.7M 0.01% NEW $24.46 +59.4%
84 CHH CHOICE HOTELS INTL INC Consumer Cyclical 59,311.0 $5.6M 0.01% NEW $95.26 +12.3%
85 HOG HARLEY DAVIDSON INC Consumer Cyclical 274,892.0 $5.6M 0.01% NEW $20.49 +25.2%
86 LNC LINCOLN NATL CORP IND Financial Services 125,250.0 $5.6M 0.01% NEW $44.53 -22.4%
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 +23.7%
89 NG NOVAGOLD RES INC Basic Materials 589,640.0 $5.5M 0.01% NEW $9.33 -4.7%
90 HUBB HUBBELL INC Industrials 12,172.0 $5.4M 0.01% NEW $444.11 +8.5%
91 OKLO OKLO INC Utilities 74,758.0 $5.4M 0.01% NEW $71.76 -6.3%
92 RDY DR REDDYS LABS LTD Healthcare 374,252.0 $5.3M 0.01% NEW $14.04 -3.9%
93 PLD PROLOGIS INC. Real Estate 40,851.0 $5.2M 0.01% NEW $127.66 +11.7%
94 EME EMCOR GROUP INC Industrials 8,505.0 $5.2M 0.01% NEW $611.79 +52.0%
95 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 885,672.0 $5.2M 0.01% NEW $5.83 -23.3%
96 DKNG DRAFTKINGS INC NEW Consumer Cyclical 147,179.0 $5.1M 0.01% NEW $34.46 -27.0%
97 NOK NOKIA CORP Technology 755,542.0 $4.9M 0.01% NEW $6.47 +123.5%
98 DOCS DOXIMITY INC Healthcare 110,248.0 $4.9M 0.01% NEW $44.28 -59.3%
99 DLR DIGITAL RLTY TR INC Real Estate 30,959.0 $4.8M 0.01% NEW $154.71 +24.6%
100 BYD BOYD GAMING CORP Consumer Cyclical 55,852.0 $4.8M 0.01% NEW $85.24 -7.2%
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 23.4%
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%