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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 3 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CHTR CHARTER COMMUNICATIONS INC Communication Services 327,866.0 $46.6M 0.09% -50K -13.2% $142.21 +5.6%
42 CAT CATERPILLAR INC Industrials 42,119.0 $44.9M 0.09% -140K -76.9% $1064.90 -22.3%
43 CE CELANESE CORP DEL Basic Materials 968,786.0 $44.6M 0.08% -203K -17.3% $46.00 +1.7%
44 KB KB FINL GROUP INC Financial Services 385,810.0 $40.5M 0.08% -196K -33.6% $104.96 +12.4%
45 DOO BRP INC Consumer Cyclical 646,753.0 $39.5M 0.07% -155K -19.4% $61.02 +11.5%
46 AMT AMERICAN TOWER CORP Real Estate 233,828.0 $38.2M 0.07% -3K -1.4% $163.57 +7.5%
47 PL PLANET LABS PBC Industrials 1,152,062.0 $38.2M 0.07% -2.0M -62.9% $33.13 -32.7%
48 F FORD MTR CO Consumer Cyclical 2,727,205.0 $37.9M 0.07% -867K -24.1% $13.90 +3.7%
49 ITW ILLINOIS TOOL WKS INC Industrials 139,123.0 $37.6M 0.07% -82K -37.0% $270.47 +4.4%
50 HSBC HSBC HLDGS PLC Financial Services 392,331.0 $37.3M 0.07% -323K -45.2% $95.09 +9.5%
51 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 298,771.0 $36.8M 0.07% -531K -64.0% $123.11 +31.0%
52 KINIKSA PHARMACEUTICALS INTL 572,598.0 $36.6M 0.07% -167K -22.6% $63.95
53 DOW DOW HLDGS INC Basic Materials 1,300,251.0 $35.6M 0.07% -2.3M -63.8% $27.36 +18.2%
54 FLNC FLUENCE ENERGY INC Utilities 1,764,349.0 $35.1M 0.07% -879K -33.2% $19.88 -43.0%
55 WPC WP CAREY INC Real Estate 477,275.0 $34.1M 0.07% -24K -4.7% $71.50 -0.4%
56 GH GUARDANT HEALTH INC Healthcare 215,395.0 $32.3M 0.06% -51K -19.2% $150.03 +13.8%
57 ATS CORPORATION 1,089,460.0 $31.4M 0.06% -1.4M -56.2% $28.80
58 BAND BANDWIDTH INC Technology 486,523.0 $30.8M 0.06% -42K -8.0% $63.30 -24.9%
59 SHEL SHELL PLC Energy 379,130.0 $29.4M 0.06% -2.1M -84.8% $77.54 +20.4%
60 WF WOORI FINL GROUP INC Financial Services 491,804.0 $28.2M 0.05% -10K -2.0% $57.40 +19.2%
Page 3 of 25  ·  493 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%