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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 57 of 82  ·  1,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 NTGR NETGEAR INC Technology 56,087.0 $1.3M 0.00% NEW $23.35 -10.0%
1122 SIGI SELECTIVE INS GROUP INC Financial Services 13,488.0 $1.3M 0.00% -17K -55.6% $97.01 -5.7%
1123 TRST TRUSTCO BK CORP N Y Financial Services 23,771.0 $1.3M 0.00% -14K -36.5% $54.91 +3.5%
1124 PSA PUBLIC STORAGE Real Estate 4,088.0 $1.3M 0.00% NEW $318.31 +1.3%
1125 AMAL AMALGAMATED FINANCIAL CORP Financial Services 28,271.0 $1.3M 0.00% -78K -73.3% $45.90 +6.2%
1126 DOCS DOXIMITY INC Healthcare 62,386.0 $1.3M 0.00% -48K -43.4% $20.74 +22.1%
1127 DLTH DULUTH HLDGS INC Consumer Cyclical 287,631.0 $1.3M 0.00% +60K +26.3% $4.48 -15.0%
1128 IBCP INDEPENDENT BK CORP MICH Financial Services 35,711.0 $1.3M 0.00% -8K -17.7% $36.07 +2.9%
1129 NWFL NORWOOD FINANCIAL CORP Financial Services 39,849.0 $1.3M 0.00% +31K +330.5% $32.15 +5.0%
1130 ATLO AMES NATL CORP Financial Services 43,074.0 $1.3M 0.00% +22K +105.5% $29.61 +7.3%
1131 VICR VICOR CORP Technology 3,342.0 $1.3M 0.00% NEW $379.78 -47.2%
1132 CHDN CHURCHILL DOWNS INC Consumer Cyclical 14,035.0 $1.3M 0.00% NEW $89.64 +4.5%
1133 KEY KEYCORP Financial Services 54,482.0 $1.3M 0.00% NEW $23.05 -5.1%
1134 HBCP HOMEBANCORP INC Financial Services 18,264.0 $1.3M 0.00% +2K +14.6% $68.52 +1.7%
1135 EVH EVOLENT HEALTH INC Healthcare 227,708.0 $1.2M 0.00% +214K +1609.3% $5.42 -12.5%
1136 NWPX NWPX INFRASTRUCTURE INC Industrials 8,188.0 $1.2M 0.00% NEW $149.94 -26.6%
1137 DX DYNEX CAP INC Real Estate 93,635.0 $1.2M 0.00% -201K -68.2% $13.11 -0.6%
1138 FUL FULLER H B CO Basic Materials 21,011.0 $1.2M 0.00% NEW $58.29 +0.7%
1139 FEDEX FGHT HLDG CO INC 8,104.0 $1.2M 0.00% NEW $151.00
1140 BJRI BJS RESTAURANTS INC Consumer Cyclical 20,119.0 $1.2M 0.00% NEW $60.73 +9.9%
Page 57 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%