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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 23 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BKH BLACK HILLS CORP Utilities 159,341.0 $11.1M 0.03% +58K +57.4% $69.42 +5.6%
442 BUNGE GLOBAL SA 124,075.0 $11.1M 0.03% +53K +74.7% $89.08
443 SANM SANMINA CORPORATION Technology 73,633.0 $11.1M 0.03% +15K +25.7% $150.07 +50.0%
444 FAST FASTENAL CO Industrials 272,132.0 $10.9M 0.03% NEW $40.13 +9.6%
445 VENTYX BIOSCIENCES INC 1,203,997.0 $10.9M 0.03% +144K +13.6% $9.03
446 TM TOYOTA MOTOR CORP Consumer Cyclical 50,189.0 $10.7M 0.03% -207K -80.5% $214.06 -12.5%
447 YUMC YUM CHINA HLDGS INC Consumer Cyclical 225,600.0 $10.7M 0.03% +213K +1628.7% $47.35 -4.0%
448 NSC NORFOLK SOUTHN CORP Industrials 36,937.0 $10.7M 0.03% +32K +615.0% $288.72 +10.9%
449 CALM CAL MAINE FOODS INC Consumer Defensive 133,618.0 $10.6M 0.03% NEW $79.57 -1.3%
450 ENVA ENOVA INTL INC Financial Services 67,424.0 $10.6M 0.03% -39K -36.8% $157.20 +5.2%
451 AVB AVALONBAY CMNTYS INC Real Estate 58,339.0 $10.6M 0.03% NEW $181.31 +2.1%
452 KEX KIRBY CORP Industrials 95,580.0 $10.5M 0.03% NEW $110.18 +33.1%
453 EXTR EXTREME NETWORKS Technology 632,438.0 $10.5M 0.03% -317K -33.4% $16.65 +44.8%
454 OPLN OPENLANE INC Consumer Cyclical 350,229.0 $10.4M 0.03% -436K -55.4% $29.78 +17.7%
455 UBER UBER TECHNOLOGIES INC Technology 127,544.0 $10.4M 0.03% +88K +219.9% $81.71 -8.1%
456 AEIS ADVANCED ENERGY INDS Industrials 49,744.0 $10.4M 0.03% +22K +81.9% $209.37 +44.6%
457 OLN OLIN CORP Basic Materials 499,639.0 $10.4M 0.03% +68K +15.8% $20.83 +30.0%
458 FSLY FASTLY INC Technology 1,016,702.0 $10.4M 0.03% +331K +48.2% $10.18 +64.1%
459 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 128,688.0 $10.3M 0.03% -51K -28.3% $80.30 -4.3%
460 NEO NEOGENOMICS INC Healthcare 877,949.0 $10.3M 0.03% +319K +57.0% $11.76 -28.7%
Page 23 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%