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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 5 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ANYWHERE REAL ESTATE INC 1,359,713.0 $19.3M 0.05% -336K -19.8% $14.16
82 TEAM ATLASSIAN CORPORATION Technology 116,844.0 $18.9M 0.05% -141K -54.8% $162.14 -50.1%
83 AER AERCAP HOLDINGS NV Industrials 129,506.0 $18.6M 0.05% -208K -61.7% $143.76 -2.8%
84 VKTX VIKING THERAPEUTICS INC Healthcare 518,796.0 $18.3M 0.05% -25K -4.7% $35.18 -9.9%
85 MUR MURPHY OIL CORP Energy 563,540.0 $17.6M 0.05% -70K -11.0% $31.25 +24.6%
86 RAMP LIVERAMP HLDGS INC Technology 593,057.0 $17.4M 0.05% -117K -16.5% $29.37 -0.8%
87 BTU PEABODY ENERGY CORP Energy 585,075.0 $17.4M 0.05% -304K -34.2% $29.70 -20.0%
88 FOLD AMICUS THERAPEUTICS INC Healthcare 1,218,000.0 $17.3M 0.04% -802K -39.7% $14.24 +1.8%
89 DVA DAVITA INC Healthcare 149,609.0 $17.0M 0.04% -25K -14.3% $113.61 +69.5%
90 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 580,323.0 $17.0M 0.04% -46K -7.3% $29.26 -23.1%
91 ARLO ARLO TECHNOLOGIES INC Industrials 1,206,617.0 $16.9M 0.04% -248K -17.0% $13.99 -11.9%
92 PTON PELOTON INTERACTIVE INC Consumer Cyclical 2,638,844.0 $16.3M 0.04% -2.1M -44.8% $6.16 -15.9%
93 SAIC SCIENCE APPLICATIONS INTL CO Technology 159,472.0 $16.1M 0.04% -61K -27.7% $100.66 -8.0%
94 CVNA CARVANA CO Consumer Cyclical 37,990.0 $16.0M 0.04% -102K -72.8% $422.02 -83.5%
95 FROG JFROG LTD Technology 252,666.0 $15.8M 0.04% -286K -53.1% $62.46 +2.8%
96 ACAD ACADIA PHARMACEUTICALS INC Healthcare 580,969.0 $15.5M 0.04% -87K -13.1% $26.71 -19.9%
97 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 289,063.0 $15.5M 0.04% -120K -29.4% $53.63 +21.9%
98 TECK TECK RESOURCES LTD Basic Materials 322,747.0 $15.5M 0.04% -1.6M -83.2% $47.88 +36.6%
99 STRL STERLING INFRASTRUCTURE INC Industrials 50,361.0 $15.4M 0.04% -2K -3.1% $306.23 +190.3%
100 MCY MERCURY GENL CORP NEW Financial Services 163,539.0 $15.4M 0.04% -52K -24.1% $94.06 +4.9%
Page 5 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%