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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 27 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ALLE ALLEGION PLC Industrials 49,899.0 $7.9M 0.02% -101K -67.0% $159.22 -20.8%
522 ESE ESCO TECHNOLOGIES INC Technology 40,601.0 $7.9M 0.02% +10K +32.2% $195.39 +49.3%
523 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 78,346.0 $7.9M 0.02% $101.07 +21.0%
524 PRGS PROGRESS SOFTWARE CORP Technology 184,156.0 $7.9M 0.02% -44K -19.3% $42.96 -32.1%
525 KLIC KULICKE & SOFFA INDS INC Technology 173,624.0 $7.9M 0.02% +65K +59.6% $45.56 +118.1%
526 NMIH NMI HLDGS INC Financial Services 193,808.0 $7.9M 0.02% +17K +9.7% $40.79 -5.5%
527 HLF HERBALIFE LTD Consumer Defensive 612,166.0 $7.9M 0.02% -258K -29.7% $12.89 -2.3%
528 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 71,144.0 $7.8M 0.02% NEW $109.61 -25.8%
529 DDL DINGDONG CAYMAN LTD Consumer Defensive 3,112,182.0 $7.7M 0.02% $2.49 +1.2%
530 CORT CORCEPT THERAPEUTICS INC Healthcare 221,444.0 $7.7M 0.02% -148K -40.1% $34.80 +58.4%
531 DCI DONALDSON INC Industrials 86,641.0 $7.7M 0.02% NEW $88.66 -7.0%
532 TDUP THREDUP INC Consumer Cyclical 1,200,188.0 $7.7M 0.02% -180K -13.0% $6.39 -36.3%
533 JAMF HLDG CORP 587,828.0 $7.6M 0.02% -256K -30.3% $13.01
534 KT KT CORP Communication Services 397,275.0 $7.5M 0.02% NEW $18.97 +1.0%
535 EA ELECTRONIC ARTS INC Communication Services 36,853.0 $7.5M 0.02% -69K -65.1% $204.33 -1.6%
536 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 42,118.0 $7.5M 0.02% -9K -17.9% $177.44 -37.5%
537 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 914,152.0 $7.5M 0.02% -217K -19.2% $8.17 -6.6%
538 MLM MARTIN MARIETTA MATLS INC Basic Materials 11,954.0 $7.4M 0.02% +8K +187.2% $622.66 -10.7%
539 HIG HARTFORD INSURANCE GROUP INC Financial Services 53,881.0 $7.4M 0.02% NEW $137.80 -0.9%
540 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 52,565.0 $7.4M 0.02% NEW $140.83 +7.1%
Page 27 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%