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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 1 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SHOP SHOPIFY INC Technology 6,202,273.0 $998.7M 2.62% -387K -5.9% $161.02 -39.5%
2 TD TORONTO DOMINION BK ONT Financial Services 9,120,801.0 $859.6M 2.25% -992K -9.8% $94.25 +14.8%
3 CM CANADIAN IMPERIAL BANK OF CO Financial Services 9,231,352.0 $836.9M 2.19% -1.1M -10.8% $90.65 +22.8%
4 MSFT MICROSOFT CORP Technology 1,151,601.0 $556.9M 1.46% -11K -0.9% $483.62 -15.3%
5 SU SUNCOR ENERGY INC NEW Energy 9,795,488.0 $434.8M 1.14% -170K -1.7% $44.39 +50.5%
6 KGC KINROSS GOLD CORP Basic Materials 12,272,461.0 $345.7M 0.91% -1.8M -12.9% $28.17 +9.7%
7 MFC MANULIFE FINL CORP Financial Services 7,558,957.0 $274.5M 0.72% -1.8M -18.9% $36.31 +3.4%
8 BMO BANK MONTREAL QUE Financial Services 2,069,545.0 $268.8M 0.70% -210K -9.2% $129.87 +17.4%
9 PAAS PAN AMERN SILVER CORP Basic Materials 3,999,858.0 $207.4M 0.54% -352K -8.1% $51.85 +17.8%
10 CNQ CANADIAN NAT RES LTD Energy 6,021,473.0 $204.0M 0.54% -3.6M -37.4% $33.87 +40.4%
11 BROOKFIELD ASSET MANAGMT LTD 3,577,744.0 $187.4M 0.49% -327K -8.4% $52.39
12 AMD ADVANCED MICRO DEVICES INC Technology 840,569.0 $180.0M 0.47% -20K -2.3% $214.16 +98.0%
13 META META PLATFORMS INC Communication Services 264,191.0 $174.4M 0.46% -90K -25.5% $660.09 -6.3%
14 SLF SUN LIFE FINANCIAL INC. Financial Services 2,748,278.0 $171.5M 0.45% -920K -25.1% $62.42 +14.8%
15 THOMSON REUTERS CORP 1,259,901.0 $166.3M 0.44% -786K -38.4% $131.96
16 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,175,997.0 $138.3M 0.36% -536K -31.3% $117.56 +18.5%
17 IMO IMPERIAL OIL LTD Energy 1,384,021.0 $119.6M 0.31% -484K -25.9% $86.39 +53.2%
18 CAT CATERPILLAR INC Industrials 182,453.0 $104.5M 0.27% -37K -16.9% $572.87 +55.1%
19 MGA MAGNA INTL INC Consumer Cyclical 1,918,616.0 $102.3M 0.27% -123K -6.0% $53.31 +18.8%
20 STN STANTEC INC Industrials 992,613.0 $93.7M 0.25% -344K -25.7% $94.37 -22.9%
Page 1 of 27  ·  528 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%