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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 21 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 GRUPO CIBEST SA 198,997.0 $12.7M 0.03% +11K +5.8% $63.61
402 INSP INSPIRE MED SYS INC Healthcare 136,420.0 $12.6M 0.03% -3K -2.1% $92.23 -54.2%
403 CDNA CAREDX INC Healthcare 665,065.0 $12.5M 0.03% -405K -37.8% $18.84 +10.7%
404 RHI ROBERT HALF INC. Industrials 460,215.0 $12.5M 0.03% +448K +3650.1% $27.16 -7.5%
405 REAL THE REALREAL INC Consumer Cyclical 785,810.0 $12.4M 0.03% -200K -20.3% $15.78 -44.1%
406 TAC TRANSALTA CORP Utilities 979,699.0 $12.4M 0.03% +13K +1.3% $12.65 +2.9%
407 DOX AMDOCS LTD Technology 153,657.0 $12.4M 0.03% -129K -45.6% $80.51 -24.1%
408 EMN EASTMAN CHEM CO Basic Materials 192,652.0 $12.3M 0.03% +151K +358.7% $63.83 +7.4%
409 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 1,004,021.0 $12.1M 0.03% -103K -9.3% $12.08 +7.9%
410 MWA MUELLER WTR PRODS INC Industrials 505,399.0 $12.0M 0.03% +234K +86.4% $23.82 +4.7%
411 BHP BHP GROUP LTD Basic Materials 198,144.0 $12.0M 0.03% -266K -57.3% $60.37 +36.5%
412 KMX CARMAX INC Consumer Cyclical 309,117.0 $11.9M 0.03% -115K -27.1% $38.64 -7.4%
413 ACT ENACT HLDGS INC Financial Services 301,019.0 $11.9M 0.03% -74K -19.8% $39.64 +8.6%
414 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 255,295.0 $11.9M 0.03% +61K +31.2% $46.68 -9.4%
415 IMVT IMMUNOVANT INC Healthcare 467,469.0 $11.9M 0.03% -91K -16.4% $25.42 +27.5%
416 BAX BAXTER INTL INC Healthcare 620,757.0 $11.9M 0.03% +340K +120.8% $19.11 -4.3%
417 AXS AXIS CAP HLDGS LTD Financial Services 110,636.0 $11.8M 0.03% -2K -1.6% $107.09 -6.5%
418 CBOE CBOE GLOBAL MKTS INC Financial Services 47,198.0 $11.8M 0.03% -34K -42.1% $251.00 +44.6%
419 CASY CASEYS GEN STORES INC Consumer Cyclical 21,360.0 $11.8M 0.03% +2K +10.6% $552.71 +55.5%
420 CPT CAMDEN PPTY TR Real Estate 106,252.0 $11.7M 0.03% NEW $110.08 -4.4%
Page 21 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%