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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 29 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 481,390.0 $6.9M 0.02% -141K -22.7% $14.42 +28.0%
562 AOS SMITH A O CORP Industrials 102,671.0 $6.9M 0.02% +68K +199.0% $66.88 -15.3%
563 LIONSGATE STUDIOS CORP 743,701.0 $6.8M 0.02% -10K -1.3% $9.13
564 ANDE ANDERSONS INC Consumer Defensive 127,313.0 $6.8M 0.02% -5K -3.5% $53.17 +32.9%
565 CENTRAIS ELET BRAS SA 737,604.0 $6.8M 0.02% +609K +472.2% $9.16
566 SBRA SABRA HEALTH CARE REIT INC Real Estate 356,334.0 $6.7M 0.02% +329K +1213.1% $18.94 +10.9%
567 DHR DANAHER CORPORATION Healthcare 29,340.0 $6.7M 0.02% +28K +1956.1% $228.92 -27.0%
568 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 1,990,927.0 $6.7M 0.02% -171K -7.9% $3.37 +8.9%
569 TJX TJX COS INC NEW Consumer Cyclical 43,598.0 $6.7M 0.02% -165K -79.1% $153.61 -1.9%
570 MMSI MERIT MED SYS INC Healthcare 75,218.0 $6.6M 0.02% NEW $88.14 -27.6%
571 PRLB PROTO LABS INC Industrials 130,767.0 $6.6M 0.02% -16K -11.1% $50.59 +38.7%
572 FULC FULCRUM THERAPEUTICS INC Healthcare 582,377.0 $6.6M 0.02% +198K +51.6% $11.31 -47.7%
573 VNDA VANDA PHARMACEUTICALS INC Healthcare 743,546.0 $6.6M 0.02% -161K -17.8% $8.82 -32.1%
574 BRX BRIXMOR PPTY GROUP INC Real Estate 249,619.0 $6.5M 0.02% NEW $26.22 +16.0%
575 KROS KEROS THERAPEUTICS INC Healthcare 321,346.0 $6.5M 0.02% -14K -4.1% $20.36 -51.3%
576 LAUR LAUREATE EDUCATION INC Consumer Defensive 193,459.0 $6.5M 0.02% +100K +106.9% $33.67 -2.3%
577 TW TRADEWEB MKTS INC Financial Services 60,032.0 $6.5M 0.02% +12K +24.9% $107.54 +3.1%
578 KURA KURA ONCOLOGY INC Healthcare 618,571.0 $6.4M 0.02% +254K +69.5% $10.39 -13.8%
579 NUE NUCOR CORP Basic Materials 39,356.0 $6.4M 0.02% +21K +110.4% $163.11 +35.9%
580 AXTA AXALTA COATING SYS LTD Basic Materials 197,976.0 $6.4M 0.02% +106K +116.0% $32.31 -11.0%
Page 29 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%