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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 26 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 NVCR NOVOCURE LTD Healthcare 661,297.0 $8.6M 0.02% +97K +17.1% $12.93 +35.0%
502 OGE OGE ENERGY CORP Utilities 199,782.0 $8.5M 0.02% +100K +100.1% $42.70 +10.8%
503 OWL BLUE OWL CAPITAL INC Financial Services 570,627.0 $8.5M 0.02% NEW $14.94 -36.5%
504 MAN MANPOWERGROUP INC WIS Industrials 285,568.0 $8.5M 0.02% NEW $29.73 -6.9%
505 EXP EAGLE MATLS INC Basic Materials 40,883.0 $8.4M 0.02% -1K -3.5% $206.68 -4.9%
506 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 214,890.0 $8.4M 0.02% -67K -23.7% $39.30 +26.0%
507 EOG EOG RES INC Energy 79,819.0 $8.4M 0.02% +33K +69.2% $105.01 +36.2%
508 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 266,121.0 $8.4M 0.02% -65K -19.6% $31.43 +29.7%
509 OZK BANK OZK LITTLE ROCK ARK Financial Services 181,118.0 $8.3M 0.02% -11K -5.9% $46.02 +2.8%
510 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 1,058,692.0 $8.3M 0.02% -640K -37.7% $7.85 -23.4%
511 KO COCA COLA CO Consumer Defensive 118,735.0 $8.3M 0.02% -674K -85.0% $69.91 +16.1%
512 SSL SASOL LTD Basic Materials 1,260,684.0 $8.2M 0.02% +369K +41.5% $6.51 +105.1%
513 CGNT COGNYTE SOFTWARE LTD Technology 870,672.0 $8.2M 0.02% -158K -15.4% $9.40 +6.3%
514 UVE UNIVERSAL INS HLDGS INC Financial Services 241,820.0 $8.2M 0.02% +25K +11.6% $33.80 +17.0%
515 BAND BANDWIDTH INC Technology 528,984.0 $8.2M 0.02% -112K -17.5% $15.45 +248.7%
516 PENN PENN ENTERTAINMENT INC Consumer Cyclical 550,410.0 $8.1M 0.02% +376K +215.5% $14.75 +11.7%
517 UNFI UNITED NAT FOODS INC Consumer Defensive 238,208.0 $8.0M 0.02% -25K -9.5% $33.67 +50.8%
518 TRGP TARGA RES CORP Energy 43,267.0 $8.0M 0.02% NEW $184.50 +48.9%
519 DLX DELUXE CORP Communication Services 356,984.0 $8.0M 0.02% +14K +4.1% $22.33 +6.9%
520 LASR NLIGHT INC Technology 212,105.0 $8.0M 0.02% +48K +29.5% $37.51 +88.8%
Page 26 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%