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Portfolio (Quarterly) Guide ↗

Connor, Clark & Lunn Investment Management Ltd.

· CIK 0001596800
13F Portfolio $31.7B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1475 New
Page 12 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GWW GRAINGER W W INC Industrials 26,712.0 $25.5M 0.08% NEW $952.96 +33.5%
222 AXSM AXSOME THERAPEUTICS INC Healthcare 209,069.0 $25.4M 0.08% NEW $121.45 +87.2%
223 BSX BOSTON SCIENTIFIC CORP Healthcare 258,947.0 $25.3M 0.08% NEW $97.63 -42.7%
224 CMI CUMMINS INC Industrials 59,660.0 $25.2M 0.08% NEW $422.37 +60.5%
225 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 1,701,590.0 $25.0M 0.08% NEW $14.68 -6.1%
226 KMI KINDER MORGAN INC DEL Energy 876,473.0 $24.8M 0.08% NEW $28.31 +18.8%
227 FVRR FIVERR INTL LTD Communication Services 1,011,595.0 $24.7M 0.08% NEW $24.41 -57.6%
228 ARLO ARLO TECHNOLOGIES INC Industrials 1,454,129.0 $24.6M 0.08% NEW $16.95 -23.6%
229 COP CONOCOPHILLIPS Energy 260,318.0 $24.6M 0.08% NEW $94.59 +29.4%
230 TRMB TRIMBLE INC Technology 300,625.0 $24.5M 0.08% NEW $81.65 -32.5%
231 JOYY JOYY INC Communication Services 416,412.0 $24.4M 0.08% NEW $58.61 -3.9%
232 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 74,593.0 $24.1M 0.08% NEW $323.58 -19.6%
233 TDY TELEDYNE TECHNOLOGIES INC Technology 40,979.0 $24.0M 0.08% NEW $586.04 +5.2%
234 BEPC BROOKFIELD RENEWABLE CORP Utilities 696,098.0 $24.0M 0.07% NEW $34.42 +5.6%
235 FSM FORTUNA MNG CORP Basic Materials 2,650,173.0 $23.7M 0.07% NEW $8.95 +6.7%
236 EXK ENDEAVOUR SILVER CORP Basic Materials 3,012,567.0 $23.6M 0.07% NEW $7.83 +25.3%
237 BTU PEABODY ENERGY CORP Energy 889,272.0 $23.6M 0.07% NEW $26.52 -10.2%
238 TDG TRANSDIGM GROUP INC Industrials 17,598.0 $23.2M 0.07% NEW $1318.02 -12.8%
239 DVA DAVITA INC Healthcare 174,502.0 $23.2M 0.07% NEW $132.87 +50.3%
240 DOX AMDOCS LTD Technology 282,453.0 $23.2M 0.07% NEW $82.05 -26.2%
Page 12 of 74  ·  1,475 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 23.5%
Technology 23.3%
Basic Materials 12.8%
Energy 9.6%
Industrials 7.3%
Consumer Cyclical 6.6%
Communication Services 6.3%
Healthcare 5.3%
Consumer Defensive 3.0%
Utilities 1.9%