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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 36 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CSWC CAPITAL SOUTHWEST CORP Financial Services 188,921.0 $4.2M 0.01% NEW $22.15 +4.2%
702 CYBERARK SOFTWARE LTD 9,335.0 $4.2M 0.01% +6K +152.8% $446.06
703 TBPH THERAVANCE BIOPHARMA INC Healthcare 221,662.0 $4.1M 0.01% +47K +26.8% $18.71 -11.5%
704 ASAN ASANA INC Technology 301,225.0 $4.1M 0.01% NEW $13.71 -53.6%
705 DX DYNEX CAP INC Real Estate 294,601.0 $4.1M 0.01% NEW $14.01 -8.3%
706 SEB SEABOARD CORP DEL Industrials 926.0 $4.1M 0.01% +16.0 +1.8% $4444.82 +12.4%
707 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 161,890.0 $4.1M 0.01% +77K +90.7% $25.40 +25.2%
708 SPT SPROUT SOCIAL INC Technology 364,466.0 $4.1M 0.01% +134K +57.9% $11.27 -39.7%
709 ASTE ASTEC INDS INC Industrials 94,726.0 $4.1M 0.01% +3K +3.5% $43.32 +12.2%
710 MTDR MATADOR RES CO Energy 96,678.0 $4.1M 0.01% +88K +998.4% $42.44 +32.2%
711 ATEN A10 NETWORKS INC Technology 229,660.0 $4.1M 0.01% -39K -14.6% $17.69 +60.1%
712 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 70,244.0 $4.1M 0.01% +55K +373.4% $57.69 +28.1%
713 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 204,511.0 $4.1M 0.01% +92K +81.5% $19.81 +97.4%
714 SON SONOCO PRODS CO Consumer Cyclical 92,243.0 $4.0M 0.01% NEW $43.64 +10.0%
715 CBSH COMMERCE BANCSHARES INC Financial Services 76,573.0 $4.0M 0.01% NEW $52.34 -0.3%
716 RVTY REVVITY INC Healthcare 41,070.0 $4.0M 0.01% -28K -40.1% $96.75 -2.0%
717 SOHU SOHU COM LTD Technology 253,981.0 $4.0M 0.01% $15.64 -11.4%
718 MOMO HELLO GROUP INC Communication Services 606,032.0 $4.0M 0.01% -186K -23.5% $6.55 -8.1%
719 NUS NU SKIN ENTERPRISES INC Consumer Defensive 410,928.0 $4.0M 0.01% -36K -8.2% $9.62 -38.6%
720 UVV UNIVERSAL CORP VA Consumer Defensive 74,650.0 $3.9M 0.01% -14K -15.6% $52.75 +3.9%
Page 36 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%