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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 3 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AGI ALAMOS GOLD INC NEW Basic Materials 881,112.0 $34.0M 0.09% -578K -39.6% $38.62 +4.2%
42 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 58,295.0 $33.9M 0.09% -27K -32.0% $582.34 -7.3%
43 SKEENA RES LTD NEW 1,408,546.0 $33.5M 0.09% -111K -7.3% $23.75
44 ORCL ORACLE CORP Technology 171,430.0 $33.4M 0.09% -27K -13.4% $194.91 +0.4%
45 ANET ARISTA NETWORKS INC Technology 251,404.0 $32.9M 0.09% -164K -39.5% $131.03 +8.3%
46 LUMN LUMEN TECHNOLOGIES INC Communication Services 4,185,721.0 $32.5M 0.09% -1.1M -20.4% $7.77 +33.1%
47 AKAM AKAMAI TECHNOLOGIES INC Technology 363,707.0 $31.7M 0.08% -149K -29.1% $87.25 +72.9%
48 LSPD LIGHTSPEED COMMERCE INC Technology 2,629,321.0 $31.7M 0.08% -123K -4.5% $12.07 -27.0%
49 RBLX ROBLOX CORP Technology 380,879.0 $30.9M 0.08% -20K -5.1% $81.03 -46.0%
50 ANGLOGOLD ASHANTI PLC 359,395.0 $30.6M 0.08% -290K -44.6% $85.28
51 PBA PEMBINA PIPELINE CORP Energy 789,056.0 $30.1M 0.08% -1.5M -65.0% $38.09 +27.6%
52 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 1,505,444.0 $29.7M 0.08% -196K -11.5% $19.71 -26.3%
53 MO ALTRIA GROUP INC Consumer Defensive 487,321.0 $28.1M 0.07% -277K -36.2% $57.66 +25.6%
54 STZ CONSTELLATION BRANDS INC Consumer Defensive 200,547.0 $27.7M 0.07% -173K -46.3% $137.96 +1.9%
55 CRL CHARLES RIV LABS INTL INC Healthcare 134,156.0 $26.8M 0.07% -46K -25.7% $199.48 -20.2%
56 EXK ENDEAVOUR SILVER CORP Basic Materials 2,783,796.0 $26.2M 0.07% -229K -7.6% $9.41 +14.7%
57 BCS BARCLAYS PLC Financial Services 1,001,973.0 $25.5M 0.07% -874K -46.6% $25.45 -11.5%
58 RKLB ROCKET LAB CORP Industrials 360,804.0 $25.2M 0.07% -841K -70.0% $69.76 +90.0%
59 DASH DOORDASH INC Communication Services 110,752.0 $25.1M 0.07% -400K -78.3% $226.48 -32.1%
60 PDD PDD HOLDINGS INC Consumer Cyclical 216,765.0 $24.6M 0.06% -82K -27.5% $113.39 -15.7%
Page 3 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%