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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 66 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 SLRC SLR INVESTMENT CORP Financial Services 32,934.0 $509K 0.00% -35K -51.9% $15.46 -15.0%
1302 KOLIBRI GLOBAL ENERGY INC 127,600.0 $503K 0.00% -138K -51.9% $3.94
1303 MITT TPG MTG INVTS TR INC Real Estate 58,813.0 $501K 0.00% -38K -39.2% $8.52 -12.0%
1304 ARAY ACCURAY INC Healthcare 602,114.0 $497K 0.00% +16K +2.8% $0.82 -66.9%
1305 THM INTERNATIONAL TOWER HILL MIN Basic Materials 267,181.0 $493K 0.00% -46K -14.7% $1.84 +37.8%
1306 BBIO BRIDGEBIO PHARMA INC Healthcare 6,347.0 $485K 0.00% NEW $76.49 -15.4%
1307 ATLO AMES NATL CORP Financial Services 20,961.0 $481K 0.00% +3K +15.5% $22.96 +21.7%
1308 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 62,716.0 $480K 0.00% NEW $7.65 +22.5%
1309 GIS GENERAL MLS INC Consumer Defensive 10,293.0 $479K 0.00% -561K -98.2% $46.50 -29.1%
1310 PEPG PEPGEN INC Healthcare 73,306.0 $477K 0.00% +35K +92.5% $6.51 -76.7%
1311 LIN LINDE PLC Basic Materials 1,119.0 $477K 0.00% -3K -70.5% $426.39 +18.6%
1312 DLTH DULUTH HLDGS INC Consumer Cyclical 227,761.0 $474K 0.00% +6K +2.5% $2.08 +49.2%
1313 RMR RMR GROUP INC Real Estate 31,544.0 $470K 0.00% -892.0 -2.8% $14.90 +30.0%
1314 ERII ENERGY RECOVERY INC Industrials 34,405.0 $464K 0.00% NEW $13.49 -33.4%
1315 ED CONSOLIDATED EDISON INC Utilities 4,673.0 $464K 0.00% -4K -48.8% $99.32 +7.2%
1316 SIRIUSPOINT LTD 21,193.0 $464K 0.00% -58K -73.1% $21.89
1317 KRP KIMBELL RTY PARTNERS LP Energy 39,407.0 $463K 0.00% NEW $11.76 +29.9%
1318 AIP ARTERIS INC Technology 29,854.0 $463K 0.00% NEW $15.50 +107.5%
1319 FFIN FIRST FINL BANKSHARES INC Financial Services 15,424.0 $461K 0.00% -7K -30.1% $29.87 +5.1%
1320 LENNAR CORP 4,816.0 $458K 0.00% NEW $95.12
Page 66 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%