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Portfolio (Quarterly) Guide ↗

Connor, Clark & Lunn Investment Management Ltd.

· CIK 0001596800
13F Portfolio $52.8B AUM 2,206 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 476 New 622 Added 493 Reduced 362 Exited
Page 53 of 82  ·  1,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 153,846.0 $1.7M 0.00% -53K -25.7% $11.15 -8.3%
1042 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 12,992.0 $1.7M 0.00% -1K -8.4% $131.61 -4.2%
1043 CRC CALIFORNIA RES CORP Energy 32,183.0 $1.7M 0.00% $52.87 +0.7%
1044 MTX MINERALS TECHNOLOGIES INC Basic Materials 23,000.0 $1.7M 0.00% -9K -27.8% $73.97 -3.9%
1045 TU TELUS CORPORATION Communication Services 158,561.0 $1.7M 0.00% -89K -35.9% $10.71 -7.5%
1046 FVCB FVCBANKCORP INC Financial Services 96,990.0 $1.7M 0.00% NEW $17.50 +6.2%
1047 NWL NEWELL BRANDS INC Consumer Defensive 275,202.0 $1.7M 0.00% -156K -36.1% $6.14 -0.8%
1048 DLTR DOLLAR TREE INC Consumer Defensive 13,969.0 $1.7M 0.00% NEW $120.95 +8.7%
1049 M MACYS INC Consumer Cyclical 71,362.0 $1.7M 0.00% NEW $23.55 -3.1%
1050 BBCP CONCRETE PUMPING HLDGS INC Industrials 139,435.0 $1.7M 0.00% +31K +28.3% $12.05 -22.7%
1051 STRA STRATEGIC ED INC Consumer Defensive 21,922.0 $1.7M 0.00% -1K -6.3% $76.62 +8.9%
1052 EBMT EAGLE BANCORP MONT INC Financial Services 69,589.0 $1.7M 0.00% +5K +7.5% $23.93 -4.5%
1053 HCI HCI GROUP INC Financial Services 9,483.0 $1.7M 0.00% +3K +49.8% $175.25 +4.1%
1054 HL HECLA MINING COMPANY Basic Materials 107,228.0 $1.7M 0.00% -140K -56.6% $15.43 +34.3%
1055 AKAM AKAMAI TECHNOLOGIES INC Technology 13,879.0 $1.6M 0.00% -350K -96.2% $118.21 -6.6%
1056 CRGY CRESCENT ENERGY COMPANY Energy 166,777.0 $1.6M 0.00% NEW $9.82 +43.2%
1057 GPRE GREEN PLAINS INC Basic Materials 106,422.0 $1.6M 0.00% NEW $15.38 +5.7%
1058 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 62,734.0 $1.6M 0.00% NEW $26.00 +8.7%
1059 WBS WEBSTER FINL CORP Financial Services 21,334.0 $1.6M 0.00% +3K +14.1% $76.42 +1.5%
1060 LKQ LKQ CORP Consumer Cyclical 61,897.0 $1.6M 0.00% NEW $26.33 -2.1%
Page 53 of 82  ·  1,622 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
Technology 26.1%
Financial Services 22.4%
Energy 11.9%
Industrials 8.5%
Basic Materials 8.4%
Consumer Cyclical 7.7%
Healthcare 5.3%
Communication Services 3.6%
Consumer Defensive 2.8%
Utilities 2.3%