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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 43 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 MRSH MARSH & MCLENNAN COS INC Financial Services 14,311.0 $2.7M 0.01% -61K -81.1% $185.52 -12.4%
842 GGB GERDAU SA Basic Materials 719,207.0 $2.7M 0.01% -132K -15.6% $3.69 +25.7%
843 SAFT SAFETY INS GROUP INC Financial Services 34,002.0 $2.6M 0.01% +4K +12.4% $77.91 -6.5%
844 UDMY UDEMY INC Consumer Defensive 452,620.0 $2.6M 0.01% -286K -38.8% $5.85 -20.9%
845 WFG WEST FRASER TIMBER CO LTD Basic Materials 42,720.0 $2.6M 0.01% -83K -66.1% $61.18 -3.0%
846 FAF FIRST AMERN FINL CORP Financial Services 42,534.0 $2.6M 0.01% -3K -7.3% $61.44 +10.1%
847 SPOK SPOK HLDGS INC Healthcare 196,865.0 $2.6M 0.01% -61K -23.8% $13.19 -16.4%
848 OTTR OTTER TAIL CORP Utilities 31,911.0 $2.6M 0.01% -900.0 -2.7% $80.81 +7.2%
849 ESI ELEMENT SOLUTIONS INC Basic Materials 103,021.0 $2.6M 0.01% +65K +169.2% $24.99 +61.4%
850 ADI ANALOG DEVICES INC Technology 9,463.0 $2.6M 0.01% NEW $271.20 +47.1%
851 HTZ HERTZ GLOBAL HLDGS INC Industrials 497,257.0 $2.6M 0.01% NEW $5.14 -4.0%
852 GOGO GOGO INC Communication Services 546,283.0 $2.5M 0.01% -297K -35.2% $4.66 -12.9%
853 SIGI SELECTIVE INS GROUP INC Financial Services 30,406.0 $2.5M 0.01% -19K -38.2% $83.67 +5.4%
854 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 102,382.0 $2.5M 0.01% +21K +25.5% $24.83 -37.5%
855 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 54,825.0 $2.5M 0.01% -100K -64.7% $46.30 -26.2%
856 MBWM MERCANTILE BK CORP Financial Services 52,764.0 $2.5M 0.01% -4K -6.9% $48.10 +5.6%
857 CGEM CULLINAN THERAPEUTICS INC Healthcare 244,022.0 $2.5M 0.01% +105K +75.5% $10.35 +42.4%
858 AFRM AFFIRM HLDGS INC Technology 33,550.0 $2.5M 0.01% NEW $74.43 -14.3%
859 FLO FLOWERS FOODS INC Consumer Defensive 227,417.0 $2.5M 0.01% +141K +162.0% $10.88 -35.8%
860 RVLV REVOLVE GROUP INC Consumer Cyclical 81,493.0 $2.5M 0.01% -24K -23.1% $30.19 -39.3%
Page 43 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%