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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 26 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 12,673.0 $263K 0.00% -27K -68.3% $20.74 +11.2%
502 MLYS MINERALYS THERAPEUTICS INC Healthcare 6,860.0 $249K 0.00% -7K -51.9% $36.29 -25.5%
503 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,887.0 $246K 0.00% -3K -57.8% $130.50 -5.5%
504 URG UR-ENERGY INC Energy 177,419.0 $243K 0.00% -204K -53.5% $1.37 +8.4%
505 OBT ORANGE CNTY BANCORP INC Financial Services 8,352.0 $238K 0.00% -990.0 -10.6% $28.55 +17.5%
506 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 7,126.0 $238K 0.00% -11K -61.2% $33.37 +3.0%
507 VEL VELOCITY FINL INC Financial Services 11,273.0 $234K 0.00% -20K -63.9% $20.76 -17.3%
508 FRAF FRANKLIN FINL SVCS CORP Financial Services 4,262.0 $214K 0.00% -189.0 -4.2% $50.20 +13.8%
509 MAGIC SOFTWARE ENTERPRISES L 8,267.0 $214K 0.00% -7K -44.6% $25.83
510 HNI HNI CORP Industrials 4,980.0 $209K 0.00% -86K -94.5% $42.04 -30.4%
511 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 26,273.0 $199K 0.00% -129K -83.1% $7.57 -30.1%
512 SONO SONOS INC Technology 10,983.0 $193K 0.00% -65K -85.5% $17.56 -16.1%
513 MDXG MIMEDX GROUP INC Healthcare 28,153.0 $191K -151K -84.3% $6.77 -45.5%
514 HTBK HERITAGE COMM CORP Financial Services 15,661.0 $188K -10K -39.0% $12.01 +12.0%
515 GPMT GRANITE PT MTG TR INC Real Estate 71,142.0 $171K -25K -26.2% $2.40 -45.8%
516 FPH FIVE POINT HOLDINGS LLC Real Estate 29,689.0 $166K -21K -41.8% $5.59 -14.9%
517 SVV SAVERS VALUE VLG INC Consumer Cyclical 14,336.0 $134K -61K -81.0% $9.34 -24.1%
518 LX LEXINFINTECH HLDGS LTD Financial Services 39,732.0 $130K -360K -90.1% $3.27 -40.2%
519 LFVN LIFEVANTAGE CORP Consumer Defensive 20,275.0 $125K -18K -46.9% $6.16 -15.7%
520 ZG ZILLOW GROUP INC Communication Services 1,790.0 $122K -802.0 -30.9% $68.23 -47.7%
Page 26 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%