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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 9 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FET FORUM ENERGY TECHNOLOGIES IN Energy 73,634.0 $3.7M 0.01% NEW $50.23 +54.1%
162 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 19,106.0 $3.7M 0.01% NEW $193.23 +5.8%
163 ALHC ALIGNMENT HEALTHCARE INC Healthcare 152,548.0 $3.6M 0.01% NEW $23.81 -44.7%
164 MFA MFA FINL INC Real Estate 370,383.0 $3.6M 0.01% NEW $9.69 -8.0%
165 IREN IREN LIMITED Financial Services 77,854.0 $3.6M 0.01% NEW $45.73 -8.4%
166 BOOT BOOT BARN HLDGS INC Consumer Cyclical 21,523.0 $3.5M 0.01% NEW $164.27 +0.8%
167 ARMOUR RESIDENTIAL REIT INC 200,024.0 $3.5M 0.01% NEW $17.45
168 WING WINGSTOP INC Consumer Cyclical 19,849.0 $3.4M 0.01% NEW $173.41 -33.4%
169 GBCI GLACIER BANCORP INC NEW Financial Services 66,295.0 $3.4M 0.01% NEW $51.58 -8.4%
170 NMRK NEWMARK GROUP INC Real Estate 224,799.0 $3.4M 0.01% NEW $15.11 +7.3%
171 WTI W & T OFFSHORE INC Energy 1,064,305.0 $3.4M 0.01% NEW $3.15 +24.4%
172 AKR ACADIA RLTY TR Real Estate 159,563.0 $3.3M 0.01% NEW $20.91 +0.7%
173 SFNC SIMMONS FIRST NATL CORP Financial Services 146,662.0 $3.3M 0.01% NEW $22.65 +1.6%
174 FIRST TRACKS BIOTHERAPEUTICS 164,793.0 $3.3M 0.01% NEW $20.12
175 SILC SILICOM LTD Technology 69,016.0 $3.3M 0.01% NEW $47.94 -8.3%
176 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 63,099.0 $3.2M 0.01% NEW $50.99 -2.3%
177 RGEN REPLIGEN CORP Healthcare 23,577.0 $3.2M 0.01% NEW $136.44 +32.8%
178 ATOM ATOMERA INC Technology 352,205.0 $3.1M 0.01% NEW $8.71 -45.1%
179 HLX HELIX ENERGY SOLUTIONS GRP I Energy 342,515.0 $3.0M 0.01% NEW $8.74 +18.4%
180 SPACE EXPLORATION TECHN CORP 17,426.0 $3.0M 0.01% NEW $170.86
Page 9 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%