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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 44 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 SMR NUSCALE PWR CORP Utilities 173,449.0 $2.5M 0.01% NEW $14.17 -26.0%
862 LAMR LAMAR ADVERTISING CO NEW Real Estate 19,403.0 $2.5M 0.01% NEW $126.58 +15.0%
863 DAO YOUDAO INC Consumer Defensive 243,446.0 $2.5M 0.01% -9K -3.7% $10.08 +17.6%
864 CPA COPA HOLDINGS SA Industrials 20,322.0 $2.5M 0.01% +18K +895.7% $120.61 +11.1%
865 MRBK MERIDIAN CORPORATION Financial Services 139,401.0 $2.5M 0.01% +21K +17.7% $17.58 -2.0%
866 ASM AVINO SILVER & GOLD MINES LT Basic Materials 393,700.0 $2.4M 0.01% +73K +22.7% $6.22 +4.1%
867 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 41,582.0 $2.4M 0.01% NEW $58.87 -5.0%
868 LECO LINCOLN ELEC HLDGS INC Industrials 10,183.0 $2.4M 0.01% NEW $239.64 +8.9%
869 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 59,760.0 $2.4M 0.01% +28K +88.8% $40.74 -11.2%
870 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 26,842.0 $2.4M 0.01% NEW $90.70 +1.3%
871 BAP CREDICORP LTD Financial Services 8,462.0 $2.4M 0.01% +5K +161.4% $287.00 +10.0%
872 CNS COHEN & STEERS INC Financial Services 38,464.0 $2.4M 0.01% +29K +293.9% $62.78 +15.1%
873 EQR EQUITY RESIDENTIAL Real Estate 38,186.0 $2.4M 0.01% NEW $63.04 +3.8%
874 WLFC WILLIS LEASE FIN CORP Industrials 17,735.0 $2.4M 0.01% $135.64 +30.2%
875 PAX PATRIA INVESTMENTS LIMITED Financial Services 151,361.0 $2.4M 0.01% +115K +319.1% $15.89 -29.8%
876 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 44,141.0 $2.4M 0.01% NEW $54.17 -17.2%
877 BC BRUNSWICK CORP Consumer Cyclical 32,206.0 $2.4M 0.01% NEW $74.24 -1.0%
878 EXACT SCIENCES CORP 23,471.0 $2.4M 0.01% -803K -97.2% $101.56
879 TDW TIDEWATER INC NEW Energy 47,006.0 $2.4M 0.01% -35K -42.4% $50.51 +68.9%
880 CSCO CISCO SYS INC Technology 30,754.0 $2.4M 0.01% +5K +17.9% $77.03 +54.3%
Page 44 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%