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Portfolio (Quarterly) Guide ↗

Connor, Clark & Lunn Investment Management Ltd.

· CIK 0001596800
13F Portfolio $31.7B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1475 New
Page 5 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PG PROCTER AND GAMBLE CO Consumer Defensive 461,570.0 $70.9M 0.22% NEW $153.65 -7.1%
82 NTNX NUTANIX INC Technology 936,571.0 $69.7M 0.22% NEW $74.39 -38.8%
83 DOW DOW INC Basic Materials 3,036,805.0 $69.6M 0.22% NEW $22.93 +69.1%
84 VZ VERIZON COMMUNICATIONS INC Communication Services 1,584,049.0 $69.6M 0.22% NEW $43.95 +7.1%
85 GOOGL ALPHABET INC Communication Services 277,781.0 $67.5M 0.21% NEW $243.10 +65.0%
86 AMAT APPLIED MATLS INC Technology 326,064.0 $66.8M 0.21% NEW $204.74 +113.3%
87 MEDP MEDPACE HLDGS INC Healthcare 128,599.0 $66.1M 0.21% NEW $514.16 -18.5%
88 GIB CGI INC Technology 736,471.0 $65.6M 0.21% NEW $89.09 -30.1%
89 BIP BROOKFIELD INFRAST PARTNERS Utilities 1,989,756.0 $65.5M 0.21% NEW $32.94 +15.2%
90 BTG B2GOLD CORP Basic Materials 13,119,360.0 $64.8M 0.20% NEW $4.94 -0.9%
91 BLK BLACKROCK INC Financial Services 54,562.0 $63.6M 0.20% NEW $1165.87 -7.2%
92 TMUS T-MOBILE US INC Communication Services 265,274.0 $63.5M 0.20% NEW $239.38 -21.4%
93 COIN COINBASE GLOBAL INC Financial Services 188,029.0 $63.5M 0.20% NEW $337.49 -37.2%
94 ETSY INC 938,056.0 $62.3M 0.20% NEW $66.39
95 U UNITY SOFTWARE INC Technology 1,554,336.0 $62.2M 0.20% NEW $40.04 -31.9%
96 ENERFLEX LTD 5,735,102.0 $61.8M 0.20% NEW $10.78
97 SII SPROTT INC Financial Services 739,700.0 $61.5M 0.19% NEW $83.10 +63.9%
98 TFII TFI INTL INC Industrials 692,787.0 $61.0M 0.19% NEW $87.99 +62.2%
99 ANET ARISTA NETWORKS INC Technology 415,692.0 $60.6M 0.19% NEW $145.71 -2.6%
100 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 1,645,930.0 $59.5M 0.19% NEW $36.15 +76.4%
Page 5 of 74  ·  1,475 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 23.5%
Technology 23.3%
Basic Materials 12.8%
Energy 9.6%
Industrials 7.3%
Consumer Cyclical 6.6%
Communication Services 6.3%
Healthcare 5.3%
Consumer Defensive 3.0%
Utilities 1.9%