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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 6 of 82  ·  1,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XOM EXXON MOBIL CORP Energy 866,601.0 $118.5M 0.22% -693K -44.4% $136.72 +21.7%
102 NVS NOVARTIS AG Healthcare 740,532.0 $116.1M 0.22% +89K +13.7% $156.72 -0.3%
103 ICICI BANK LIMITED 3,923,658.0 $113.9M 0.22% +773K +24.6% $29.03
104 HUBS HUBSPOT INC Technology 617,344.0 $112.7M 0.21% +584K +1755.3% $182.51 +31.4%
105 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 4,489,448.0 $112.5M 0.21% +3.8M +600.0% $25.06 +14.2%
106 CI THE CIGNA GROUP Healthcare 405,247.0 $111.7M 0.21% NEW $275.68 -0.5%
107 FORTINET INC 716,766.0 $110.1M 0.21% NEW $153.62
108 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 850,830.0 $108.8M 0.21% +772K +986.0% $127.90 -7.2%
109 BTG B2GOLD CORP Basic Materials 28,768,407.0 $107.8M 0.20% +11.6M +67.9% $3.75 +43.6%
110 INTC INTEL CORP Technology 761,185.0 $106.3M 0.20% -2.3M -75.0% $139.63 -34.0%
111 SLF SUN LIFE FINANCIAL INC. Financial Services 1,315,807.0 $103.2M 0.20% -1.4M -52.1% $78.43 -0.2%
112 ZS ZSCALER INC Technology 724,557.0 $102.3M 0.19% NEW $141.15 +23.9%
113 PDD PDD HOLDINGS INC Consumer Cyclical 1,315,668.0 $100.4M 0.19% +1.1M +507.0% $76.28 +17.4%
114 HBM HUDBAY MINERALS INC Basic Materials 4,197,448.0 $99.0M 0.19% -4.6M -52.5% $23.59 +19.3%
115 SOUTH BOW CORP 2,779,943.0 $97.8M 0.18% +1.2M +72.4% $35.19
116 LYV LIVE NATION ENTERTAINMENT IN Communication Services 531,508.0 $97.3M 0.18% NEW $183.11 -0.6%
117 ROST ROSS STORES INC Consumer Cyclical 456,651.0 $97.2M 0.18% +297K +185.4% $212.85 +7.6%
118 NTNX NUTANIX INC Technology 1,896,397.0 $96.6M 0.18% +908K +91.9% $50.96 +30.2%
119 RIOT RIOT PLATFORMS INC Financial Services 3,393,623.0 $92.9M 0.18% +1.9M +120.2% $27.38 -23.4%
120 WMB WILLIAMS COS INC Energy 1,249,417.0 $92.9M 0.18% +1.1M +572.8% $74.34 -3.6%
Page 6 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 25.8%
Financial Services 22.2%
Energy 11.8%
Industrials 8.4%
Basic Materials 8.3%
Consumer Cyclical 7.7%
Healthcare 5.3%
Communication Services 4.6%
Consumer Defensive 2.7%
Utilities 2.3%