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Portfolio (Quarterly) Guide ↗

Connor, Clark & Lunn Investment Management Ltd.

· CIK 0001596800
13F Portfolio $31.7B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1475 New
Page 32 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 TDW TIDEWATER INC NEW Energy 81,612.0 $4.4M 0.01% NEW $53.33 +58.1%
622 ICFI ICF INTL INC Industrials 46,835.0 $4.3M 0.01% NEW $92.80 -27.0%
623 E ENI S P A Energy 124,226.0 $4.3M 0.01% NEW $34.95 +56.1%
624 NEO NEOGENOMICS INC Healthcare 559,306.0 $4.3M 0.01% NEW $7.72 +12.0%
625 SEIC SEI INVTS CO Financial Services 50,795.0 $4.3M 0.01% NEW $84.85 +6.4%
626 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 124,529.0 $4.3M 0.01% NEW $34.49 +121.8%
627 CCI CROWN CASTLE INC Real Estate 44,204.0 $4.3M 0.01% NEW $96.49 -4.4%
628 HNI HNI CORP Industrials 90,673.0 $4.2M 0.01% NEW $46.85 -35.6%
629 MNRO MONRO INC Consumer Cyclical 235,523.0 $4.2M 0.01% NEW $17.97 -12.4%
630 ALLIED GOLD CORP 241,902.0 $4.2M 0.01% NEW $17.47
631 CC CHEMOURS CO Basic Materials 266,416.0 $4.2M 0.01% NEW $15.84 +40.3%
632 COHU COHU INC Technology 207,448.0 $4.2M 0.01% NEW $20.33 +119.2%
633 DXC DXC TECHNOLOGY CO Technology 309,386.0 $4.2M 0.01% NEW $13.63 -33.3%
634 FIS FIDELITY NATL INFORMATION SV Technology 63,521.0 $4.2M 0.01% NEW $65.94 -34.9%
635 LIGHT & WONDER INC 49,836.0 $4.2M 0.01% NEW $83.94
636 AMR ALPHA METALLURGICAL RESOUR I Energy 25,475.0 $4.2M 0.01% NEW $164.09 +7.1%
637 KMPR KEMPER CORP Financial Services 80,530.0 $4.2M 0.01% NEW $51.55 -43.4%
638 NWE NORTHWESTERN ENERGY GROUP IN Utilities 70,811.0 $4.2M 0.01% NEW $58.61 +21.9%
639 PAYC PAYCOM SOFTWARE INC Technology 19,794.0 $4.1M 0.01% NEW $208.14 -33.8%
640 SFIX STITCH FIX INC Consumer Cyclical 946,538.0 $4.1M 0.01% NEW $4.35 -30.0%
Page 32 of 74  ·  1,475 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 23.5%
Technology 23.3%
Basic Materials 12.8%
Energy 9.6%
Industrials 7.3%
Consumer Cyclical 6.6%
Communication Services 6.3%
Healthcare 5.3%
Consumer Defensive 3.0%
Utilities 1.9%