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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 15 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MRSH MARSH & MCLENNAN COS INC Financial Services 14,311.0 $2.7M 0.01% -61K -81.1% $185.52 -13.2%
282 GGB GERDAU SA Basic Materials 719,207.0 $2.7M 0.01% -132K -15.6% $3.69 +24.7%
283 UDMY UDEMY INC Consumer Defensive 452,620.0 $2.6M 0.01% -286K -38.8% $5.85 -20.9%
284 WFG WEST FRASER TIMBER CO LTD Basic Materials 42,720.0 $2.6M 0.01% -83K -66.1% $61.18 -3.2%
285 FAF FIRST AMERN FINL CORP Financial Services 42,534.0 $2.6M 0.01% -3K -7.3% $61.44 +9.2%
286 SPOK SPOK HLDGS INC Healthcare 196,865.0 $2.6M 0.01% -61K -23.8% $13.19 -16.7%
287 OTTR OTTER TAIL CORP Utilities 31,911.0 $2.6M 0.01% -900.0 -2.7% $80.81 +8.6%
288 GOGO GOGO INC Communication Services 546,283.0 $2.5M 0.01% -297K -35.2% $4.66 -16.7%
289 SIGI SELECTIVE INS GROUP INC Financial Services 30,406.0 $2.5M 0.01% -19K -38.2% $83.67 +5.4%
290 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 54,825.0 $2.5M 0.01% -100K -64.7% $46.30 -27.0%
291 MBWM MERCANTILE BK CORP Financial Services 52,764.0 $2.5M 0.01% -4K -6.9% $48.10 +3.7%
292 RVLV REVOLVE GROUP INC Consumer Cyclical 81,493.0 $2.5M 0.01% -24K -23.1% $30.19 -38.4%
293 DAO YOUDAO INC Consumer Defensive 243,446.0 $2.5M 0.01% -9K -3.7% $10.08 +19.0%
294 EXACT SCIENCES CORP 23,471.0 $2.4M 0.01% -803K -97.2% $101.56
295 TDW TIDEWATER INC NEW Energy 47,006.0 $2.4M 0.01% -35K -42.4% $50.51 +63.0%
296 ERO ERO COPPER CORP Basic Materials 83,669.0 $2.4M 0.01% -112K -57.2% $28.29 -3.6%
297 SAM BOSTON BEER INC Consumer Defensive 12,130.0 $2.4M 0.01% -4K -24.2% $195.13 -10.5%
298 LIBERTY GLOBAL LTD 213,535.0 $2.4M 0.01% -7K -3.0% $11.04
299 AROW ARROW FINL CORP Financial Services 74,328.0 $2.3M 0.01% -3K -4.4% $31.40 +14.5%
300 MD PEDIATRIX MEDICAL GROUP INC Healthcare 108,538.0 $2.3M 0.01% -110K -50.3% $21.39 +5.1%
Page 15 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%