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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 5 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAYTEX ENERGY CORP 29,652,066.0 $95.9M 0.25% +27.5M +1301.4% $3.23
82 ICICI BANK LIMITED 3,150,236.0 $93.9M 0.25% +235K +8.1% $29.80
83 STN STANTEC INC Industrials 992,613.0 $93.7M 0.25% -344K -25.7% $94.37 -22.9%
84 RB GLOBAL INC 904,913.0 $93.2M 0.24% +109K +13.7% $102.96
85 NU NU HLDGS LTD Financial Services 5,531,857.0 $92.6M 0.24% +3.1M +128.7% $16.74 -22.8%
86 PWR QUANTA SVCS INC Industrials 219,024.0 $92.4M 0.24% +77K +54.0% $422.06 +84.8%
87 DIS DISNEY WALT CO Communication Services 801,967.0 $91.2M 0.24% +33K +4.3% $113.77 -7.3%
88 COST COSTCO WHSL CORP NEW Consumer Defensive 105,708.0 $91.2M 0.24% +51K +94.6% $862.34 +20.7%
89 NVS NOVARTIS AG Healthcare 651,144.0 $89.8M 0.23% +609K +1445.8% $137.87 +8.6%
90 ARIS ARIS MNG CORP Basic Materials 5,488,875.0 $89.0M 0.23% +1.5M +38.9% $16.22 +12.1%
91 BAC BANK AMERICA CORP Financial Services 1,576,918.0 $86.7M 0.23% +1.2M +271.5% $55.00 -9.5%
92 GIB CGI INC Technology 928,958.0 $85.8M 0.23% +192K +26.1% $92.34 -32.5%
93 SII SPROTT INC Financial Services 871,279.0 $85.3M 0.22% +132K +17.8% $97.95 +39.1%
94 BP BP PLC Energy 2,454,406.0 $85.2M 0.22% +1.2M +89.4% $34.73 +27.7%
95 GSK GSK PLC Healthcare 1,737,118.0 $85.2M 0.22% +1.3M +261.6% $49.04 +3.9%
96 IONS IONIS PHARMACEUTICALS INC Healthcare 1,076,370.0 $85.2M 0.22% +198K +22.6% $79.11 -1.9%
97 JPM JPMORGAN CHASE & CO. Financial Services 262,484.0 $84.6M 0.22% -198K -43.0% $322.22 -6.9%
98 DOW DOW INC Basic Materials 3,594,399.0 $84.0M 0.22% +558K +18.4% $23.38 +65.9%
99 GEV GE VERNOVA INC Utilities 126,963.0 $83.0M 0.22% +115K +989.4% $653.57 +66.9%
100 LLY ELI LILLY & CO Healthcare 76,901.0 $82.6M 0.22% +28K +56.7% $1074.68 -6.3%
Page 5 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%