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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 73 of 82  ·  1,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 23,596.0 $400K 0.00% NEW $16.96 -5.5%
1442 IDXX IDEXX LABS INC Healthcare 760.0 $400K 0.00% NEW $526.44 +5.8%
1443 CLBT CELLEBRITE DI LTD Technology 27,313.0 $399K 0.00% NEW $14.60 -24.3%
1444 LMB LIMBACH HLDGS INC Industrials 5,176.0 $399K 0.00% -7K -58.7% $77.00 -44.3%
1445 CTRN CITI TRENDS INC Consumer Cyclical 6,880.0 $398K 0.00% NEW $57.84 +24.0%
1446 LILA LIBERTY LATIN AMERICA LTD 50,709.0 $398K 0.00% +32K +171.0% $7.84
1447 MHO M/I HOMES INC Consumer Cyclical 2,464.0 $396K 0.00% NEW $160.79 -5.2%
1448 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 11,251.0 $395K 0.00% NEW $35.09 +1.4%
1449 DFTX DEFINIUM THERAPEUTICS INC Healthcare 8,295.0 $390K 0.00% NEW $47.04 -4.5%
1450 THFF FIRST FINANCIAL CORPORATION Financial Services 5,035.0 $390K 0.00% NEW $77.44 +2.1%
1451 PRI PRIMERICA INC Financial Services 1,369.0 $389K 0.00% -6K -81.1% $284.20 +4.1%
1452 SAM BOSTON BEER INC Consumer Defensive 2,171.0 $384K 0.00% -10K -82.1% $177.03 +5.0%
1453 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 176,226.0 $381K 0.00% -13K -6.7% $2.16 -4.2%
1454 KRG KITE REALTY GROUP TRUST Real Estate 13,260.0 $376K 0.00% $28.38 -7.9%
1455 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 15,259.0 $373K 0.00% $24.44 -5.4%
1456 BKE BUCKLE INC Consumer Cyclical 8,764.0 $370K 0.00% NEW $42.20 +3.8%
1457 USNA USANA HEALTH SCIENCES INC Consumer Defensive 17,182.0 $367K 0.00% -67K -79.6% $21.35 -36.5%
1458 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 5,880.0 $364K 0.00% NEW $61.82 -2.4%
1459 IMAX IMAX CORP Communication Services 9,028.0 $360K 0.00% NEW $39.86 +32.3%
1460 STRATA CRITICAL MEDICAL INC 68,095.0 $359K 0.00% NEW $5.27
Page 73 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%