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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 6 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 OLED UNIVERSAL DISPLAY CORP Technology 119,052.0 $10.3M 0.02% NEW $86.59 -0.9%
102 EC ECOPETROL S A Energy 688,121.0 $9.8M 0.02% NEW $14.24 +23.1%
103 CF CF INDUSTRIES HOLD Basic Materials 89,732.0 $9.7M 0.02% NEW $108.26 +19.8%
104 CVLT COMMVAULT SYS INC Technology 68,360.0 $9.7M 0.02% NEW $141.73 -5.6%
105 PUMP PROPETRO HLDG CORP Energy 655,941.0 $9.4M 0.02% NEW $14.34 -21.0%
106 INSW INTERNATIONAL SEAWAYS INC Energy 122,143.0 $9.4M 0.02% NEW $76.59 +29.9%
107 ALC ALCON AG Healthcare 139,267.0 $9.3M 0.02% NEW $67.10 +9.7%
108 VIZSLA SILVER CORP 2,828,740.0 $9.3M 0.02% NEW $3.28
109 ARW ARROW ELECTRS INC Technology 42,974.0 $9.2M 0.02% NEW $213.41 -1.2%
110 PTEN PATTERSON-UTI ENERGY INC Energy 989,835.0 $9.1M 0.02% NEW $9.18 +34.4%
111 PANW PALO ALTO NETWORKS INC Technology 26,272.0 $9.0M 0.02% NEW $341.02 +4.9%
112 WTTR SELECT WATER SOLUTIONS INC Utilities 428,804.0 $8.6M 0.02% NEW $19.98 -1.3%
113 WT WISDOMTREE INC Financial Services 487,766.0 $8.3M 0.02% NEW $16.94 +38.8%
114 TTMI TTM TECHNOLOGIES INC Technology 43,484.0 $8.1M 0.01% NEW $187.02 -40.9%
115 TDS TELEPHONE & DATA SYS INC Communication Services 219,431.0 $8.1M 0.01% NEW $37.01 -9.2%
116 DEO DIAGEO PLC Consumer Defensive 97,669.0 $7.9M 0.01% NEW $80.38 +17.7%
117 BOX BOX INC Technology 294,762.0 $7.8M 0.01% NEW $26.54 +24.0%
118 E ENI SPA Energy 166,479.0 $7.8M 0.01% NEW $46.86 +20.5%
119 CGNX COGNEX CORP Technology 105,970.0 $7.7M 0.01% NEW $72.42 -16.4%
120 NTAP NETAPP INC Technology 49,571.0 $7.7M 0.01% NEW $154.76 +24.2%
Page 6 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%