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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 38 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 75,022.0 $3.8M 0.01% +4K +5.7% $50.48 +20.0%
742 NECB NORTHEAST CMNTY BANCORP INC Financial Services 167,468.0 $3.8M 0.01% -3K -1.9% $22.61 +6.8%
743 DNOW DNOW INC Energy 284,318.0 $3.8M 0.01% +181K +174.8% $13.25 -2.7%
744 FINV FINVOLUTION GROUP Financial Services 716,924.0 $3.7M 0.01% -317K -30.7% $5.23 -8.6%
745 MSCI MSCI INC Financial Services 6,518.0 $3.7M 0.01% +3K +105.1% $573.73 +1.5%
746 ALKT ALKAMI TECHNOLOGY INC Technology 161,281.0 $3.7M 0.01% -85K -34.5% $23.07 -26.9%
747 NAGE NIAGEN BIOSCIENCE INC Healthcare 584,229.0 $3.7M 0.01% -44K -7.0% $6.36 -40.4%
748 TIMB TIM S A Communication Services 190,841.0 $3.7M 0.01% -184K -49.1% $19.45 +15.8%
749 MLI MUELLER INDS INC Industrials 32,245.0 $3.7M 0.01% NEW $114.80 +16.4%
750 CBL CBL & ASSOC PPTYS INC Real Estate 99,231.0 $3.7M 0.01% +4K +4.5% $37.00 +29.6%
751 PBF PBF ENERGY INC Energy 135,290.0 $3.7M 0.01% NEW $27.12 +44.1%
752 BH BIGLARI HLDGS INC Consumer Cyclical 11,022.0 $3.7M 0.01% $332.43 -17.6%
753 TXT TEXTRON INC Industrials 42,016.0 $3.7M 0.01% +26K +167.5% $87.17 +2.7%
754 TROX TRONOX HOLDINGS PLC Basic Materials 877,901.0 $3.7M 0.01% +133K +17.9% $4.17 +91.1%
755 PHG KONINKLIJKE PHILIPS N V Healthcare 134,189.0 $3.6M 0.01% -467K -77.7% $27.08 -1.3%
756 SMBK SMARTFINANCIAL INC Financial Services 98,178.0 $3.6M 0.01% -15K -13.1% $36.99 +12.4%
757 PAYC PAYCOM SOFTWARE INC Technology 22,787.0 $3.6M 0.01% +3K +15.1% $159.36 -15.7%
758 NFLX NETFLIX INC Communication Services 38,482.0 $3.6M 0.01% -100K -72.2% $93.76 -4.8%
759 IVV ISHARES TR 5,245.0 $3.6M 0.01% $684.94 +8.9%
760 ACH OWENS & MINOR INC NEW Healthcare 1,281,357.0 $3.6M 0.01% +354K +38.2% $2.80 -3.2%
Page 38 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%