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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 37 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 DC DAKOTA GOLD CORP Basic Materials 690,828.0 $3.9M 0.01% +51K +8.0% $5.68 -5.5%
722 ROCK GIBRALTAR INDS INC Industrials 79,322.0 $3.9M 0.01% -19K -19.5% $49.44 -28.9%
723 KVYO KLAVIYO INC Technology 120,586.0 $3.9M 0.01% NEW $32.47 -54.1%
724 EVENTBRITE INC 879,623.0 $3.9M 0.01% -121K -12.1% $4.45
725 CAL CALERES INC Consumer Cyclical 320,584.0 $3.9M 0.01% +138K +76.0% $12.17 +8.1%
726 FR FIRST INDL RLTY TR INC Real Estate 68,073.0 $3.9M 0.01% NEW $57.27 +9.0%
727 PNR PENTAIR PLC Industrials 37,200.0 $3.9M 0.01% NEW $104.14 -28.8%
728 STWD STARWOOD PPTY TR INC Real Estate 214,868.0 $3.9M 0.01% +167K +347.1% $18.01 -4.8%
729 AVT AVNET INC Technology 80,190.0 $3.9M 0.01% +13K +19.4% $48.08 +73.5%
730 FTDR FRONTDOOR INC Consumer Cyclical 66,588.0 $3.8M 0.01% -75K -53.1% $57.69 +6.6%
731 WAT WATERS CORP Healthcare 10,102.0 $3.8M 0.01% +4K +67.5% $379.83 -10.1%
732 GATX GATX CORP Industrials 22,599.0 $3.8M 0.01% -3K -12.9% $169.60 +2.0%
733 KEP KOREA ELEC PWR CORP Utilities 232,188.0 $3.8M 0.01% -123K -34.7% $16.50 -19.9%
734 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 1,361,262.0 $3.8M 0.01% -429K -24.0% $2.81 -10.7%
735 NRIM NORTHRIM BANCORP INC Financial Services 143,596.0 $3.8M 0.01% +59K +68.8% $26.61 -8.0%
736 GNRC GENERAC HLDGS INC Industrials 28,007.0 $3.8M 0.01% +14K +97.9% $136.37 +81.7%
737 VCTR VICTORY CAP HLDGS INC Financial Services 60,241.0 $3.8M 0.01% +20K +49.1% $63.09 +32.6%
738 TRMB TRIMBLE INC Technology 48,425.0 $3.8M 0.01% -252K -83.9% $78.35 -28.6%
739 NDSN NORDSON CORP Industrials 15,760.0 $3.8M 0.01% +15K +1412.5% $240.43 +19.3%
740 GDRX GOODRX HLDGS INC Healthcare 1,397,551.0 $3.8M 0.01% -189K -11.9% $2.71 -5.5%
Page 37 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%