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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 45 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 SLG SL GREEN RLTY CORP Real Estate 51,611.0 $2.4M 0.01% NEW $45.87 -6.4%
882 ERO ERO COPPER CORP Basic Materials 83,669.0 $2.4M 0.01% -112K -57.2% $28.29 -5.6%
883 SAM BOSTON BEER INC Consumer Defensive 12,130.0 $2.4M 0.01% -4K -24.2% $195.13 -10.8%
884 LIBERTY GLOBAL LTD 213,535.0 $2.4M 0.01% -7K -3.0% $11.04
885 AMPL AMPLITUDE INC Technology 201,872.0 $2.3M 0.01% +73K +56.5% $11.58 -45.1%
886 NTLA INTELLIA THERAPEUTICS INC Healthcare 259,709.0 $2.3M 0.01% NEW $8.99 +41.2%
887 AROW ARROW FINL CORP Financial Services 74,328.0 $2.3M 0.01% -3K -4.4% $31.40 +14.4%
888 MD PEDIATRIX MEDICAL GROUP INC Healthcare 108,538.0 $2.3M 0.01% -110K -50.3% $21.39 +5.8%
889 XP XP INC Financial Services 141,112.0 $2.3M 0.01% +127K +882.1% $16.37 +5.9%
890 ELF E L F BEAUTY INC Consumer Defensive 30,277.0 $2.3M 0.01% -37K -54.7% $76.04 -27.9%
891 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 13,434.0 $2.3M 0.01% +9K +182.7% $171.28 +108.0%
892 MFIN MEDALLION FINL CORP Financial Services 221,774.0 $2.3M 0.01% $10.29 -6.4%
893 ICFI ICF INTL INC Industrials 26,597.0 $2.3M 0.01% -20K -43.2% $85.30 -24.3%
894 SJM SMUCKER J M CO Consumer Defensive 23,041.0 $2.3M 0.01% +21K +842.4% $97.81 +6.0%
895 WDS WOODSIDE ENERGY GROUP LTD Energy 144,411.0 $2.3M 0.01% NEW $15.59 +48.1%
896 COHR COHERENT CORP Technology 12,023.0 $2.2M 0.01% +999.0 +9.1% $184.57 +96.6%
897 NGVC NATURAL GROCERS BY VITAMIN C Consumer Defensive 88,135.0 $2.2M 0.01% +5K +6.4% $25.05 +16.3%
898 JBT MAREL CORPORATION 14,605.0 $2.2M 0.01% -473.0 -3.1% $150.67
899 PHM PULTE GROUP INC Consumer Cyclical 18,766.0 $2.2M 0.01% -950.0 -4.8% $117.26 -4.7%
900 ITRN ITURAN LOCATION AND CONTROL Technology 51,144.0 $2.2M 0.01% -7K -12.2% $43.01 +34.7%
Page 45 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%