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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 6 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FCX FREEPORT-MCMORAN INC Basic Materials 1,619,770.0 $82.3M 0.22% +965K +147.3% $50.79 +30.2%
102 T AT&T INC Communication Services 3,307,285.0 $82.2M 0.21% +694K +26.6% $24.84 -0.7%
103 IAG IAMGOLD CORP Basic Materials 4,955,204.0 $81.8M 0.21% +1.6M +46.4% $16.50 +11.9%
104 MEDP MEDPACE HLDGS INC Healthcare 142,356.0 $80.0M 0.21% +14K +10.7% $561.65 -25.4%
105 CHTR CHARTER COMMUNICATIONS INC N Communication Services 377,845.0 $78.9M 0.21% +279K +280.5% $208.75 -32.8%
106 VLTO VERALTO CORP Industrials 789,594.0 $78.8M 0.21% NEW $99.78 -14.5%
107 EMERA INC 1,590,285.0 $78.4M 0.21% +474K +42.5% $49.28
108 FNV FRANCO NEV CORP Basic Materials 377,962.0 $78.3M 0.20% -432K -53.4% $207.29 +14.8%
109 BSX BOSTON SCIENTIFIC CORP Healthcare 818,916.0 $78.1M 0.20% +560K +216.2% $95.35 -44.8%
110 BTG B2GOLD CORP Basic Materials 17,133,266.0 $77.1M 0.20% +4.0M +30.6% $4.50 +8.8%
111 SE SEA LTD Consumer Cyclical 595,604.0 $76.0M 0.20% +78K +15.0% $127.57 -30.8%
112 OTEX OPEN TEXT CORP Technology 2,332,948.0 $76.0M 0.20% +20K +0.9% $32.57 -31.3%
113 LVS LAS VEGAS SANDS CORP Consumer Cyclical 1,147,152.0 $74.7M 0.20% +1.0M +862.5% $65.09 -22.2%
114 BEP BROOKFIELD RENEWABLE PARTNER Utilities 2,736,463.0 $73.9M 0.19% +2.1M +353.9% $27.02 +27.2%
115 OR OR ROYALTIES INC. Basic Materials 2,087,438.0 $73.9M 0.19% +200K +10.6% $35.42 +8.3%
116 TFII TFI INTL INC Industrials 701,069.0 $72.5M 0.19% +8K +1.2% $103.36 +38.1%
117 ALB ALBEMARLE CORP Basic Materials 497,313.0 $70.3M 0.18% +377K +313.4% $141.44 +27.5%
118 MEOH METHANEX CORP Basic Materials 1,750,281.0 $69.4M 0.18% +318K +22.2% $39.66 +57.7%
119 UNH UNITEDHEALTH GROUP INC Healthcare 207,751.0 $68.6M 0.18% +174K +520.3% $330.11 +20.9%
120 ATS CORPORATION 2,485,638.0 $68.5M 0.18% +432K +21.1% $27.55
Page 6 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%