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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 9 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CVBF CVB FINL CORP Financial Services 92,050.0 $1.7M 0.00% NEW $18.60 +6.3%
162 IDYA IDEAYA BIOSCIENCES INC Healthcare 48,920.0 $1.7M 0.00% NEW $34.57 -16.6%
163 ADT ADT INC DEL Industrials 208,561.0 $1.7M 0.00% NEW $8.07 -15.4%
164 MIR MIRION TECHNOLOGIES INC Industrials 70,918.0 $1.7M 0.00% NEW $23.42 -19.2%
165 RAPT THERAPEUTICS INC 49,021.0 $1.7M 0.00% NEW $33.87
166 MSM MSC INDL DIRECT INC Industrials 19,662.0 $1.7M 0.00% NEW $84.10 +27.0%
167 EPAC ENERPAC TOOL GROUP CORP Industrials 43,125.0 $1.6M 0.00% NEW $38.24 -9.4%
168 BBBY BED BATH & BEYOND INC Consumer Cyclical 301,888.0 $1.6M 0.00% NEW $5.46 -16.3%
169 AIT APPLIED INDL TECHNOLOGIES IN Industrials 6,392.0 $1.6M 0.00% NEW $256.77 +19.6%
170 SANDISK CORP 6,815.0 $1.6M 0.00% NEW $237.38
171 NWL NEWELL BRANDS INC Consumer Defensive 431,047.0 $1.6M 0.00% NEW $3.72 +6.2%
172 CENTRAIS ELET BRAS SA 179,251.0 $1.5M 0.00% NEW $8.62
173 NPO ENPRO INC Industrials 7,204.0 $1.5M 0.00% NEW $214.13 +51.0%
174 FSS FEDERAL SIGNAL CORP Industrials 13,908.0 $1.5M 0.00% NEW $108.59 +6.0%
175 ZM ZOOM COMMUNICATIONS INC Technology 16,871.0 $1.5M 0.00% NEW $86.29 +13.8%
176 USFD US FOODS HLDG CORP Consumer Defensive 19,244.0 $1.4M 0.00% NEW $75.32 +11.5%
177 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 27,636.0 $1.4M 0.00% NEW $52.28 +30.1%
178 CRC CALIFORNIA RES CORP Energy 32,183.0 $1.4M 0.00% NEW $44.71 +33.8%
179 TTD THE TRADE DESK INC Technology 37,792.0 $1.4M 0.00% NEW $37.96 -46.2%
180 PBR PETROLEO BRASILEIRO SA PETRO Energy 120,783.0 $1.4M 0.00% NEW $11.85 +66.9%
Page 9 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%