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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 7 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SKM SK TELECOM CO LTD Communication Services 237,010.0 $7.6M 0.01% NEW $32.16 +25.3%
122 ASC ARDMORE SHIPPING CORP Industrials 543,549.0 $7.6M 0.01% NEW $14.01 +31.3%
123 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 98,678.0 $7.2M 0.01% NEW $72.88 +5.5%
124 ECVT ECOVYST INC Basic Materials 571,901.0 $7.1M 0.01% NEW $12.45 -16.1%
125 AME AMETEK INC Industrials 29,253.0 $7.1M 0.01% NEW $241.94 -1.0%
126 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 203,070.0 $6.9M 0.01% NEW $34.00 +8.5%
127 CAVA CAVA GROUP INC Consumer Cyclical 87,071.0 $6.8M 0.01% NEW $78.48 -6.2%
128 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 212,106.0 $6.7M 0.01% NEW $31.80 +9.3%
129 AYI ACUITY INC Industrials 17,544.0 $6.6M 0.01% NEW $376.66 -8.9%
130 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 192,766.0 $6.5M 0.01% NEW $33.88 +10.2%
131 ACLS AXCELIS TECHNOLOGIES INC Technology 34,043.0 $6.4M 0.01% NEW $189.45 -32.9%
132 WFRD WEATHERFORD INTL PLC Energy 78,199.0 $6.4M 0.01% NEW $81.50 +11.1%
133 NAT NORDIC AMERICAN TANKERS LIMI Industrials 1,137,587.0 $6.3M 0.01% NEW $5.54 +25.8%
134 WDAY WORKDAY INC Technology 49,428.0 $6.1M 0.01% NEW $122.42 +63.4%
135 AMN AMN HEALTHCARE SVCS INC Healthcare 186,796.0 $6.0M 0.01% NEW $32.37 +6.5%
136 FIGS FIGS INC Consumer Cyclical 584,574.0 $6.0M 0.01% NEW $10.23 +43.5%
137 AESI ATLAS ENERGY SOLUTIONS INC Energy 358,167.0 $5.9M 0.01% NEW $16.61 -24.3%
138 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 111,380.0 $5.6M 0.01% NEW $50.53 -3.0%
139 RRX REGAL REXNORD CORPORATION Industrials 23,270.0 $5.5M 0.01% NEW $238.19 -30.2%
140 YOU CLEAR SECURE INC Technology 99,056.0 $5.5M 0.01% NEW $55.73 -22.3%
Page 7 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%