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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 16 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PSX PHILLIPS 66 Energy 144,330.0 $18.6M 0.05% +128K +760.0% $129.04 +36.5%
302 AER AERCAP HOLDINGS NV Industrials 129,506.0 $18.6M 0.05% -208K -61.7% $143.76 -2.8%
303 BITFARMS LTD 7,899,824.0 $18.6M 0.05% NEW $2.35
304 WHR WHIRLPOOL CORP Consumer Cyclical 254,855.0 $18.4M 0.05% +232K +998.8% $72.14 -44.6%
305 CRH PLC 146,812.0 $18.3M 0.05% +136K +1204.4% $124.80
306 VKTX VIKING THERAPEUTICS INC Healthcare 518,796.0 $18.3M 0.05% -25K -4.7% $35.18 -14.0%
307 ATEC ALPHATEC HLDGS INC Healthcare 864,297.0 $18.2M 0.05% +117K +15.7% $21.04 -61.5%
308 FSK FS KKR CAP CORP Financial Services 1,219,400.0 $18.1M 0.05% NEW $14.81 -25.9%
309 XEL XCEL ENERGY INC Utilities 243,060.0 $18.0M 0.05% NEW $73.86 +5.5%
310 IE IVANHOE ELECTRIC INC Technology 1,118,400.0 $17.9M 0.05% +1.1M +2779.0% $15.99 -20.2%
311 HAL HALLIBURTON CO Energy 623,764.0 $17.6M 0.05% +546K +698.1% $28.26 +47.8%
312 FISV FISERV INC Technology 262,184.0 $17.6M 0.05% +237K +951.8% $67.17 -17.6%
313 MUR MURPHY OIL CORP Energy 563,540.0 $17.6M 0.05% -70K -11.0% $31.25 +30.0%
314 ANNALY CAPITAL MANAGEMENT IN 781,751.0 $17.5M 0.05% NEW $22.36
315 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 356,512.0 $17.4M 0.05% NEW $48.94 -4.6%
316 NGG NATIONAL GRID PLC Utilities 225,284.0 $17.4M 0.05% +211K +1490.4% $77.35 +4.3%
317 RAMP LIVERAMP HLDGS INC Technology 593,057.0 $17.4M 0.05% -117K -16.5% $29.37 +1.0%
318 BTU PEABODY ENERGY CORP Energy 585,075.0 $17.4M 0.05% -304K -34.2% $29.70 -19.8%
319 FOLD AMICUS THERAPEUTICS INC Healthcare 1,218,000.0 $17.3M 0.04% -802K -39.7% $14.24 +1.8%
320 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 268,038.0 $17.2M 0.04% NEW $64.04 +27.0%
Page 16 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%