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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 55 of 82  ·  1,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 BFST BUSINESS FIRST BANCSHARES IN Financial Services 49,454.0 $1.5M 0.00% +2K +4.7% $30.73 +1.4%
1082 REX REX AMERICAN RES CORP Basic Materials 33,618.0 $1.5M 0.00% NEW $45.15 -1.1%
1083 WNEB WESTERN NEW ENG BANCORP INC Financial Services 105,988.0 $1.5M 0.00% +18K +20.1% $14.30 -3.8%
1084 MLI MUELLER INDS INC Industrials 12,246.0 $1.5M 0.00% -20K -62.0% $122.93 -48.6%
1085 SWKS SKYWORKS SOLUTIONS INC Technology 22,181.0 $1.5M 0.00% NEW $67.80 -1.0%
1086 OCFC OCEANFIRST FINL CORP Financial Services 76,623.0 $1.5M 0.00% NEW $19.53 -2.4%
1087 CCNE CNB FINL CORP PA Financial Services 44,381.0 $1.5M 0.00% +11K +32.8% $33.71 +0.4%
1088 CARNIVAL CORP LTD 52,330.0 $1.5M 0.00% NEW $28.57
1089 HMN HORACE MANN EDUCATORS CORP N Financial Services 28,922.0 $1.5M 0.00% -108K -78.9% $51.65 -2.0%
1090 BWXT BWX TECHNOLOGIES INC Industrials 7,673.0 $1.5M 0.00% NEW $194.65 -19.5%
1091 CARE CARTER BANKSHARES INC Financial Services 43,775.0 $1.5M 0.00% NEW $34.01 -8.1%
1092 NAGE NIAGEN BIOSCIENCE INC Healthcare 458,614.0 $1.5M 0.00% -126K -21.5% $3.19 +0.6%
1093 MGY MAGNOLIA OIL & GAS CORP Energy 57,017.0 $1.5M 0.00% -412K -87.8% $25.58 +10.0%
1094 CNR CORE NATURAL RESOURCES INC Energy 18,130.0 $1.5M 0.00% NEW $80.02 +18.9%
1095 ABEV AMBEV SA Consumer Defensive 460,355.0 $1.4M 0.00% NEW $3.14 -8.3%
1096 TMP TOMPKINS FINL CORP Financial Services 15,106.0 $1.4M 0.00% +6K +60.1% $94.52 +3.6%
1097 DBX DROPBOX INC Technology 51,776.0 $1.4M 0.00% NEW $27.47 +25.5%
1098 BSRR SIERRA BANCORP Financial Services 34,840.0 $1.4M 0.00% -378.0 -1.1% $40.76 -2.1%
1099 CABO CABLE ONE INC Communication Services 26,727.0 $1.4M 0.00% -3K -8.7% $53.11 -57.0%
1100 NYT NEW YORK TIMES CO MTN BE Communication Services 20,279.0 $1.4M 0.00% NEW $69.98 -6.1%
Page 55 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%