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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 9 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EXP EAGLE MATLS INC Basic Materials 40,883.0 $8.4M 0.02% -1K -3.5% $206.68 -5.8%
162 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 214,890.0 $8.4M 0.02% -67K -23.7% $39.30 +28.8%
163 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 266,121.0 $8.4M 0.02% -65K -19.6% $31.43 +31.1%
164 OZK BANK OZK LITTLE ROCK ARK Financial Services 181,118.0 $8.3M 0.02% -11K -5.9% $46.02 +1.5%
165 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 1,058,692.0 $8.3M 0.02% -640K -37.7% $7.85 -20.5%
166 KO COCA COLA CO Consumer Defensive 118,735.0 $8.3M 0.02% -674K -85.0% $69.91 +15.6%
167 CGNT COGNYTE SOFTWARE LTD Technology 870,672.0 $8.2M 0.02% -158K -15.4% $9.40 +7.9%
168 BAND BANDWIDTH INC Technology 528,984.0 $8.2M 0.02% -112K -17.5% $15.45 +262.1%
169 UNFI UNITED NAT FOODS INC Consumer Defensive 238,208.0 $8.0M 0.02% -25K -9.5% $33.67 +50.2%
170 ALLE ALLEGION PLC Industrials 49,899.0 $7.9M 0.02% -101K -67.0% $159.22 -21.1%
171 PRGS PROGRESS SOFTWARE CORP Technology 184,156.0 $7.9M 0.02% -44K -19.3% $42.96 -35.3%
172 HLF HERBALIFE LTD Consumer Defensive 612,166.0 $7.9M 0.02% -258K -29.7% $12.89 -0.5%
173 CORT CORCEPT THERAPEUTICS INC Healthcare 221,444.0 $7.7M 0.02% -148K -40.1% $34.80 +62.0%
174 TDUP THREDUP INC Consumer Cyclical 1,200,188.0 $7.7M 0.02% -180K -13.0% $6.39 -35.8%
175 JAMF HLDG CORP 587,828.0 $7.6M 0.02% -256K -30.3% $13.01
176 EA ELECTRONIC ARTS INC Communication Services 36,853.0 $7.5M 0.02% -69K -65.1% $204.33 -1.8%
177 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 42,118.0 $7.5M 0.02% -9K -17.9% $177.44 -35.8%
178 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 914,152.0 $7.5M 0.02% -217K -19.2% $8.17 -5.8%
179 FVRR FIVERR INTL LTD Communication Services 372,102.0 $7.4M 0.02% -639K -63.2% $19.76 -47.6%
180 DGICA DONEGAL GROUP INC Financial Services 363,272.0 $7.3M 0.02% -21K -5.5% $19.98 -14.5%
Page 9 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%