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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 12 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CNX CNX RES CORP Energy 789,849.0 $29.0M 0.08% +478K +153.6% $36.77 -0.6%
222 ROST ROSS STORES INC Consumer Cyclical 159,997.0 $28.8M 0.08% +126K +377.4% $180.14 +18.1%
223 FSV FIRSTSERVICE CORP NEW Real Estate 184,795.0 $28.7M 0.07% +34K +22.2% $155.52 -16.6%
224 PH PARKER-HANNIFIN CORP Industrials 32,436.0 $28.5M 0.07% NEW $878.96 -1.8%
225 VOD VODAFONE GROUP PLC NEW Communication Services 2,143,101.0 $28.3M 0.07% +1.3M +154.8% $13.21 +11.1%
226 MO ALTRIA GROUP INC Consumer Defensive 487,321.0 $28.1M 0.07% -277K -36.2% $57.66 +26.8%
227 TDY TELEDYNE TECHNOLOGIES INC Technology 54,797.0 $28.0M 0.07% +14K +33.7% $510.73 +20.7%
228 WELL WELLTOWER INC Real Estate 150,147.0 $27.9M 0.07% NEW $185.61 +15.2%
229 STZ CONSTELLATION BRANDS INC Consumer Defensive 200,547.0 $27.7M 0.07% -173K -46.3% $137.96 +3.2%
230 Z ZILLOW GROUP INC Communication Services 404,506.0 $27.6M 0.07% +67K +19.7% $68.22 -44.8%
231 GH GUARDANT HEALTH INC Healthcare 266,492.0 $27.2M 0.07% +121K +83.3% $102.14 -7.1%
232 CRS CARPENTER TECHNOLOGY CORP Industrials 86,165.0 $27.1M 0.07% NEW $314.84 +29.9%
233 NXE NEXGEN ENERGY LTD Energy 2,941,269.0 $27.1M 0.07% +1.0M +54.5% $9.20 +22.1%
234 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 738,410.0 $26.9M 0.07% +271K +57.9% $36.49 +1.3%
235 CRL CHARLES RIV LABS INTL INC Healthcare 134,156.0 $26.8M 0.07% -46K -25.7% $199.48 -24.4%
236 AAL AMERICAN AIRLS GROUP INC Industrials 1,730,182.0 $26.5M 0.07% NEW $15.33 -19.4%
237 SBSW SIBANYE STILLWATER LTD Basic Materials 1,846,682.0 $26.3M 0.07% +1.5M +503.8% $14.25 -14.9%
238 EXK ENDEAVOUR SILVER CORP Basic Materials 2,783,796.0 $26.2M 0.07% -229K -7.6% $9.41 +4.3%
239 BE BLOOM ENERGY CORP Industrials 300,606.0 $26.1M 0.07% +293K +4091.4% $86.89 +197.7%
240 CAG CONAGRA BRANDS INC Consumer Defensive 1,502,715.0 $26.0M 0.07% +778K +107.4% $17.31 -20.3%
Page 12 of 76  ·  1,508 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%