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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 61 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 CONFLUENT INC 26,250.0 $794K 0.00% NEW $30.24
1202 VBNK VERSABANK NEW Financial Services 53,105.0 $793K 0.00% NEW $14.94 +14.6%
1203 NEWP NEW PAC METALS CORP Basic Materials 226,700.0 $793K 0.00% +160K +237.8% $3.50 +52.4%
1204 HILLENBRAND INC 24,961.0 $792K 0.00% -63K -71.5% $31.72
1205 GLAD GLADSTONE CAPITAL CORP Financial Services 37,778.0 $780K 0.00% +23K +152.2% $20.66 -7.0%
1206 ALEXANDER & BALDWIN INC NEW 37,727.0 $779K 0.00% -55K -59.2% $20.64
1207 COLD AMERICOLD REALTY TRUST INC Real Estate 59,584.0 $766K 0.00% NEW $12.86 +10.9%
1208 PSTL POSTAL REALTY TRUST INC Real Estate 47,344.0 $764K 0.00% -23K -32.2% $16.14 +40.5%
1209 NBP NOVABRIDGE BIOSCIENCES Healthcare 191,714.0 $763K 0.00% +28K +16.9% $3.98 -57.0%
1210 TLN TALEN ENERGY CORP Utilities 2,030.0 $761K 0.00% NEW $374.84 -10.8%
1211 CADENCE BANK 17,636.0 $756K 0.00% NEW $42.84
1212 CINF CINCINNATI FINL CORP Financial Services 4,626.0 $756K 0.00% NEW $163.32 +2.7%
1213 SCCO SOUTHERN COPPER CORP Basic Materials 5,228.0 $750K 0.00% -10K -65.4% $143.47 +23.2%
1214 ETSY INC 13,505.0 $749K 0.00% -925K -98.6% $55.44
1215 FSBC FIVE STAR BANCORP Financial Services 20,866.0 $747K 0.00% +9K +83.6% $35.78 +12.9%
1216 UGP ULTRAPAR PARTICIPACOES SA Energy 196,895.0 $742K 0.00% +186K +1667.3% $3.77 +52.0%
1217 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 14,854.0 $742K 0.00% NEW $49.96 +0.0%
1218 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 136,097.0 $742K 0.00% -56K -29.1% $5.45 +7.3%
1219 GS GOLDMAN SACHS GROUP INC Financial Services 841.0 $739K 0.00% -5K -85.8% $879.00 +7.9%
1220 BVS BIOVENTUS INC Healthcare 99,354.0 $739K 0.00% -27K -21.6% $7.44 +42.9%
Page 61 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%