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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 22 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AG FIRST MAJESTIC SILVER CORP Basic Materials 698,840.0 $11.7M 0.03% -259K -27.1% $16.68 +12.7%
422 BTI BRITISH AMERN TOB PLC Consumer Defensive 205,681.0 $11.6M 0.03% +37K +22.1% $56.62 +17.2%
423 AMERICA MOVIL SAB DE CV 561,947.0 $11.6M 0.03% +32K +6.1% $20.67
424 HON HONEYWELL INTL INC Industrials 59,432.0 $11.6M 0.03% -77K -56.5% $195.09 +11.3%
425 ATI ATI INC Industrials 100,869.0 $11.6M 0.03% -15K -13.3% $114.76 +31.1%
426 TXG 10X GENOMICS INC Healthcare 709,579.0 $11.6M 0.03% +392K +123.5% $16.31 +31.5%
427 PKX POSCO HOLDINGS INC Basic Materials 217,367.0 $11.6M 0.03% +43K +24.7% $53.21 +47.8%
428 CALX CALIX INC Technology 216,950.0 $11.5M 0.03% -51K -19.0% $52.93 -24.7%
429 WU WESTERN UN CO Financial Services 1,231,772.0 $11.5M 0.03% NEW $9.31 -9.1%
430 WK WORKIVA INC Technology 132,412.0 $11.4M 0.03% -24K -15.1% $86.25 -42.2%
431 GNTX GENTEX CORP Consumer Cyclical 488,601.0 $11.4M 0.03% +187K +61.8% $23.27 -2.5%
432 LC LENDINGCLUB CORP Financial Services 597,675.0 $11.3M 0.03% -233K -28.1% $18.94 -17.5%
433 FORM FORMFACTOR INC Technology 202,681.0 $11.3M 0.03% +43K +26.6% $55.78 +110.5%
434 LITHIUM ARGENTINA AG 2,008,800.0 $11.2M 0.03% NEW $5.58
435 NFG NATIONAL FUEL GAS CO Energy 139,606.0 $11.2M 0.03% +108K +340.6% $80.06 +3.6%
436 WMB WILLIAMS COS INC Energy 185,703.0 $11.2M 0.03% NEW $60.11 +29.2%
437 AGNC AGNC INVT CORP Real Estate 1,039,476.0 $11.1M 0.03% +840K +420.9% $10.72 -5.5%
438 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 113,592.0 $11.1M 0.03% -32K -21.9% $97.90 +10.3%
439 PDFS PDF SOLUTIONS INC Technology 388,337.0 $11.1M 0.03% -7K -1.7% $28.53 +53.0%
440 ADC AGREE RLTY CORP Real Estate 153,667.0 $11.1M 0.03% -127K -45.2% $72.03 +5.0%
Page 22 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%