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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 55 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 TKR TIMKEN CO Industrials 14,230.0 $1.2M 0.00% NEW $84.13 +36.1%
1082 PKOH PARK-OHIO HLDGS CORP Industrials 57,019.0 $1.2M 0.00% $20.94 +46.2%
1083 WBS WEBSTER FINL CORP Financial Services 18,700.0 $1.2M 0.00% NEW $62.94 +13.1%
1084 WVE WAVE LIFE SCIENCES LTD Healthcare 69,078.0 $1.2M 0.00% NEW $17.00 -60.2%
1085 CELC CELCUITY INC Healthcare 11,757.0 $1.2M 0.00% NEW $99.74 +32.5%
1086 NHC NATIONAL HEALTHCARE CORP Healthcare 8,548.0 $1.2M 0.00% -433.0 -4.8% $137.09 +41.3%
1087 MAS MASCO CORP Industrials 18,320.0 $1.2M 0.00% +15K +511.3% $63.46 +2.6%
1088 HTO H2O AMERICA Utilities 23,708.0 $1.2M 0.00% NEW $48.99 +12.8%
1089 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 13,270.0 $1.2M 0.00% NEW $87.34 +17.0%
1090 BSRR SIERRA BANCORP Financial Services 35,218.0 $1.2M 0.00% -366.0 -1.0% $32.68 +16.2%
1091 TNGX TANGO THERAPEUTICS INC Healthcare 129,476.0 $1.1M 0.00% NEW $8.86 +132.1%
1092 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 100,391.0 $1.1M 0.00% +41K +70.4% $11.41 +3.4%
1093 USCB USCB FINANCIAL HOLDINGS INC Financial Services 62,112.0 $1.1M 0.00% +434.0 +0.7% $18.42 -2.6%
1094 LGND LIGAND PHARMACEUTICALS INC Healthcare 6,033.0 $1.1M 0.00% NEW $189.07 +12.8%
1095 YUM YUM BRANDS INC Consumer Cyclical 7,525.0 $1.1M 0.00% NEW $151.28 -0.9%
1096 SNDR SCHNEIDER NATIONAL INC Industrials 42,562.0 $1.1M 0.00% NEW $26.53 +20.4%
1097 MLAB MESA LABS INC Technology 14,369.0 $1.1M 0.00% NEW $78.50 +22.9%
1098 NOAH NOAH HLDGS LTD Financial Services 111,646.0 $1.1M 0.00% +22K +25.0% $10.04 +3.6%
1099 AVPT AVEPOINT INC Technology 80,503.0 $1.1M 0.00% -67K -45.4% $13.89 -27.1%
1100 FIRST SVGS FINL GROUP INC 35,061.0 $1.1M 0.00% -2K -4.3% $31.86
Page 55 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%