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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 71 of 82  ·  1,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 LENNAR CORP 5,271.0 $468K 0.00% +455.0 +9.4% $88.71
1402 EVTC EVERTEC INC Technology 16,800.0 $467K 0.00% -130K -88.6% $27.78 +7.6%
1403 CNXN PC CONNECTION INC Technology 6,385.0 $466K 0.00% -4K -38.5% $72.99 +6.8%
1404 ARQ INC 181,789.0 $464K 0.00% NEW $2.55
1405 CZFS CITIZENS FINL SVCS INC Financial Services 6,396.0 $463K 0.00% +949.0 +17.4% $72.44 +12.8%
1406 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 2,670.0 $462K 0.00% -50K -94.9% $173.12 -7.6%
1407 SVRA SAVARA INC Healthcare 74,876.0 $461K 0.00% $6.16 -9.3%
1408 SLQT SELECTQUOTE INC Financial Services 548,012.0 $461K 0.00% -567K -50.9% $0.84 -1.5%
1409 HAMILTON INSURANCE GROUP LTD 13,537.0 $459K 0.00% NEW $33.94
1410 NPCE NEUROPACE INC Healthcare 28,692.0 $456K 0.00% -30K -50.8% $15.89 -11.7%
1411 AHR AMERICAN HEALTHCARE REIT INC Real Estate 8,715.0 $454K 0.00% +1K +20.0% $52.15 +7.2%
1412 RGNX REGENXBIO INC Healthcare 37,657.0 $451K 0.00% NEW $11.98 -10.5%
1413 HSY HERSHEY CO Consumer Defensive 2,570.0 $451K 0.00% +284.0 +12.4% $175.45 +6.3%
1414 BIO BIO RAD LABS INC Healthcare 1,532.0 $450K 0.00% NEW $293.61 +29.4%
1415 APLD APPLIED DIGITAL CORP Technology 12,025.0 $449K 0.00% -579K -98.0% $37.30 -27.1%
1416 COCO VITA COCO CO INC Consumer Defensive 6,744.0 $446K 0.00% NEW $66.14 -4.2%
1417 FRAF FRANKLIN FINL SVCS CORP Financial Services 7,110.0 $445K 0.00% +3K +66.8% $62.60 -0.9%
1418 COFS CHOICEONE FINANCIA Financial Services 13,088.0 $445K 0.00% -889.0 -6.4% $34.00 -2.5%
1419 KWR QUAKER HOUGHTON Basic Materials 2,796.0 $444K 0.00% +982.0 +54.1% $158.87 +2.6%
1420 MOD MODINE MFG CO Consumer Cyclical 1,661.0 $444K 0.00% NEW $267.02 -26.0%
Page 71 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 26.1%
Financial Services 22.4%
Energy 11.9%
Industrials 8.5%
Basic Materials 8.4%
Consumer Cyclical 7.7%
Healthcare 5.3%
Communication Services 3.6%
Consumer Defensive 2.8%
Utilities 2.3%