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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 39 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 RRR RED ROCK RESORTS INC Consumer Cyclical 57,885.0 $3.6M 0.01% NEW $61.95 -15.3%
762 GRPN GROUPON INC Communication Services 203,608.0 $3.6M 0.01% -99K -32.7% $17.61 +3.5%
763 CTBI COMMUNITY TR BANCORP INC Financial Services 63,367.0 $3.6M 0.01% $56.50 +18.6%
764 PHR PHREESIA INC Healthcare 211,410.0 $3.6M 0.01% +38K +21.8% $16.92 -47.7%
765 TPB TURNING PT BRANDS INC Consumer Defensive 32,983.0 $3.6M 0.01% -7K -16.7% $108.40 -15.9%
766 OOMA OOMA INC Communication Services 303,335.0 $3.6M 0.01% -3K -1.1% $11.73 +60.9%
767 AXP AMERICAN EXPRESS CO Financial Services 9,547.0 $3.5M 0.01% -71K -88.1% $369.95 -16.3%
768 CSGS CSG SYS INTL INC Technology 45,941.0 $3.5M 0.01% -76K -62.5% $76.69 +5.2%
769 KBH KB HOME Consumer Cyclical 62,432.0 $3.5M 0.01% +51K +457.6% $56.41 -14.9%
770 SONY SONY GROUP CORP Technology 136,043.0 $3.5M 0.01% -328K -70.7% $25.60 -10.9%
771 WEAV WEAVE COMMUNICATIONS INC Technology 457,853.0 $3.5M 0.01% -32K -6.6% $7.59 -22.4%
772 GSAT GLOBALSTAR INC Communication Services 56,223.0 $3.4M 0.01% -54K -49.0% $61.04 +35.5%
773 MTZ MASTEC INC Industrials 15,655.0 $3.4M 0.01% NEW $217.37 +78.9%
774 DK DELEK US HLDGS INC NEW Energy 114,538.0 $3.4M 0.01% +100K +694.2% $29.66 +41.9%
775 GKOS GLAUKOS CORP Healthcare 30,070.0 $3.4M 0.01% +4K +15.2% $112.91 +23.1%
776 AMAL AMALGAMATED FINANCIAL CORP Financial Services 105,987.0 $3.4M 0.01% -5K -4.8% $32.03 +29.2%
777 ENR ENERGIZER HLDGS INC NEW Industrials 170,463.0 $3.4M 0.01% +28K +19.9% $19.89 -13.0%
778 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 324,753.0 $3.4M 0.01% -74K -18.5% $10.44 -6.1%
779 SHBI SHORE BANCSHARES INC Financial Services 191,334.0 $3.4M 0.01% +14K +8.2% $17.68 +11.4%
780 PARR PAR PAC HOLDINGS INC Energy 95,213.0 $3.3M 0.01% +34K +56.4% $35.14 +64.5%
Page 39 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%