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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 62 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 SCL STEPAN CO Basic Materials 15,546.0 $736K 0.00% NEW $47.36 +5.2%
1222 BBCP CONCRETE PUMPING HLDGS INC Industrials 108,641.0 $729K 0.00% -7K -6.0% $6.71 +8.8%
1223 FNLC FIRST BANCORP INC ME Financial Services 27,478.0 $727K 0.00% -824.0 -2.9% $26.44 +7.0%
1224 SES SES AI CORPORATION Consumer Cyclical 403,217.0 $726K 0.00% NEW $1.80 -42.2%
1225 DAKT DAKTRONICS INC Technology 36,677.0 $725K 0.00% NEW $19.77 -3.3%
1226 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 81,912.0 $718K 0.00% NEW $8.76 -36.0%
1227 LEU CENTRUS ENERGY CORP Energy 2,945.0 $715K 0.00% NEW $242.76 -28.8%
1228 CNMD CONMED CORP Healthcare 17,427.0 $708K 0.00% NEW $40.60 -9.8%
1229 ASSEMBLY BIOSCIENCES INC 20,802.0 $707K 0.00% +10K +86.5% $34.01
1230 GSBC GREAT SOUTHN BANCORP INC Financial Services 11,304.0 $696K 0.00% -6K -33.0% $61.56 +12.0%
1231 MCBS METROCITY BANKSHARES INC Financial Services 26,201.0 $695K 0.00% +503.0 +2.0% $26.54 +20.7%
1232 INFU INFUSYSTEM HLDGS INC Healthcare 77,477.0 $695K 0.00% -25K -24.5% $8.97 -1.7%
1233 PDS PRECISION DRILLING CORP Energy 9,651.0 $693K 0.00% -6K -37.4% $71.80 +35.1%
1234 SCI SERVICE CORP INTL Consumer Cyclical 8,850.0 $690K 0.00% NEW $77.97 +1.1%
1235 SOLARIS RES INC 85,400.0 $684K 0.00% +33K +62.7% $8.01
1236 TMP TOMPKINS FINL CORP Financial Services 9,433.0 $684K 0.00% -1K -9.8% $72.52 +16.1%
1237 MCK MCKESSON CORP Healthcare 828.0 $679K 0.00% -2K -67.2% $820.29 -5.4%
1238 KINS KINGSTONE COS INC Financial Services 40,349.0 $679K 0.00% +11K +35.5% $16.83 -9.6%
1239 PM PHILIP MORRIS INTL INC Consumer Defensive 4,220.0 $677K 0.00% -705K -99.4% $160.40 +19.4%
1240 MTCH MATCH GROUP INC NEW Communication Services 20,898.0 $675K 0.00% NEW $32.29 +11.1%
Page 62 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%