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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 47 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 LIBERTY MEDIA CORP DEL 20,489.0 $2.0M 0.01% +13K +161.1% $98.51
922 CSTM CONSTELLIUM SE Basic Materials 106,952.0 $2.0M 0.01% +6K +5.8% $18.85 +71.1%
923 NNI NELNET INC Financial Services 15,039.0 $2.0M 0.01% -7K -31.8% $132.96 -3.5%
924 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 207,133.0 $2.0M 0.01% -99K -32.2% $9.65 +33.1%
925 DVN DEVON ENERGY CORP NEW Energy 54,258.0 $2.0M 0.01% NEW $36.63 +35.6%
926 HOMB HOME BANCSHARES INC Financial Services 71,492.0 $2.0M 0.01% NEW $27.78 -6.1%
927 TRMK TRUSTMARK CORP Financial Services 50,797.0 $2.0M 0.01% -28K -35.9% $38.95 +12.7%
928 TBLA TABOOLA.COM LTD Communication Services 427,344.0 $2.0M 0.01% -625K -59.4% $4.61 +8.7%
929 SFL SFL CORPORATION LTD Industrials 252,164.0 $2.0M 0.01% +148K +142.9% $7.81 +60.2%
930 HGTY HAGERTY INC Financial Services 146,228.0 $2.0M 0.01% -14K -9.0% $13.44 -22.3%
931 OPCH OPTION CARE HEALTH INC Healthcare 61,648.0 $2.0M 0.01% -625K -91.0% $31.86 -38.2%
932 PCB PCB BANCORP Financial Services 89,847.0 $1.9M 0.01% +8K +10.1% $21.65 +10.2%
933 MTX MINERALS TECHNOLOGIES INC Basic Materials 31,855.0 $1.9M 0.01% +4K +14.4% $60.95 +24.6%
934 LII LENNOX INTL INC Industrials 3,966.0 $1.9M 0.01% +845.0 +27.1% $485.58 +3.3%
935 APEI AMERICAN PUB ED INC Consumer Defensive 49,877.0 $1.9M 0.01% -42K -45.6% $37.80 +41.7%
936 TCBK TRICO BANCSHARES Financial Services 39,628.0 $1.9M 0.01% -4K -9.6% $47.37 +4.8%
937 STRA STRATEGIC ED INC Consumer Defensive 23,404.0 $1.9M 0.01% -8K -25.9% $80.20 +1.0%
938 PRI PRIMERICA INC Financial Services 7,240.0 $1.9M 0.01% +516.0 +7.7% $258.36 +8.6%
939 BW BABCOCK & WILCOX ENTERPRISES Industrials 294,924.0 $1.9M 0.01% +249K +547.6% $6.34 +209.0%
940 INVA INNOVIVA INC Healthcare 93,532.0 $1.9M 0.01% -35K -27.4% $19.99 +9.1%
Page 47 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%