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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 25 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CNA CNA FINL CORP Financial Services 190,197.0 $9.1M 0.02% +29K +17.8% $47.74 -7.0%
482 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 118,838.0 $9.0M 0.02% -249K -67.7% $75.91 -28.6%
483 HST HOST HOTELS & RESORTS INC Real Estate 507,499.0 $9.0M 0.02% NEW $17.73 +23.4%
484 DPZ DOMINOS PIZZA INC Consumer Cyclical 21,528.0 $9.0M 0.02% +20K +1282.7% $416.82 -26.1%
485 VLYPN VALLEY NATL BANCORP Financial Services 762,303.0 $8.9M 0.02% NEW $11.68 +122.1%
486 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 87,766.0 $8.9M 0.02% NEW $101.40 -33.6%
487 PEP PEPSICO INC Consumer Defensive 61,846.0 $8.9M 0.02% -84K -57.6% $143.52 +3.9%
488 KSS KOHLS CORP Consumer Cyclical 434,618.0 $8.9M 0.02% NEW $20.41 -42.6%
489 CC CHEMOURS CO Basic Materials 750,018.0 $8.8M 0.02% +484K +181.5% $11.79 +84.5%
490 CUZ COUSINS PPTYS INC Real Estate 342,740.0 $8.8M 0.02% +260K +316.3% $25.78 +2.1%
491 ARMK ARAMARK Industrials 239,196.0 $8.8M 0.02% NEW $36.86 +39.8%
492 CMPR CIMPRESS PLC Communication Services 132,390.0 $8.8M 0.02% -34K -20.4% $66.59 +49.4%
493 EQH EQUITABLE HLDGS INC Financial Services 184,263.0 $8.8M 0.02% NEW $47.65 -10.2%
494 GAU GALIANO GOLD INC Basic Materials 3,445,273.0 $8.8M 0.02% +830K +31.7% $2.54 -9.9%
495 MRK MERCK & CO INC Healthcare 83,210.0 $8.8M 0.02% +77K +1160.2% $105.26 +6.9%
496 SLAB SILICON LABORATORIES INC Technology 66,417.0 $8.7M 0.02% -18K -21.0% $130.70 +65.7%
497 FOX FOX CORP Communication Services 132,781.0 $8.6M 0.02% -72K -35.1% $64.93 -9.1%
498 FITB FIFTH THIRD BANCORP Financial Services 183,849.0 $8.6M 0.02% +169K +1102.7% $46.81 +2.4%
499 ATRO ASTRONICS CORP Industrials 158,365.0 $8.6M 0.02% -52K -24.6% $54.24 +46.3%
500 CYD CHINA YUCHAI INTL LTD Industrials 241,280.0 $8.6M 0.02% +6K +2.6% $35.50 +42.1%
Page 25 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%