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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 75 of 82  ·  1,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,351.0 $327K 0.00% -198K -98.8% $139.09 -2.5%
1482 GENC GENCOR INDS INC Industrials 21,823.0 $326K 0.00% +3K +14.2% $14.92 +27.5%
1483 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 21,921.0 $324K 0.00% NEW $14.76 +4.7%
1484 NIC NICOLET BANKSHARES INC Financial Services 1,949.0 $322K 0.00% -2K -54.8% $165.39 +4.7%
1485 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 10,253.0 $320K 0.00% NEW $31.20 +3.7%
1486 ASCENT INDUSTRIES CO 21,223.0 $319K 0.00% +290.0 +1.4% $15.03
1487 SOLV SOLVENTUM CORP Healthcare 4,061.0 $313K 0.00% NEW $77.15 +16.1%
1488 CGON CG ONCOLOGY INC Healthcare 4,407.0 $313K 0.00% NEW $71.05 +12.3%
1489 SRI STONERIDGE INC Consumer Cyclical 42,185.0 $309K 0.00% -69K -62.1% $7.32 -1.6%
1490 UHAL U HAUL HOLDING COMPANY 4,664.0 $305K 0.00% NEW $65.44
1491 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 20,215.0 $305K 0.00% NEW $15.08 -18.2%
1492 OBT ORANGE CNTY BANCORP INC Financial Services 8,278.0 $304K 0.00% -74.0 -0.9% $36.78 +3.3%
1493 PECO PHILLIPS EDISON & CO INC Real Estate 7,293.0 $304K 0.00% NEW $41.62 -5.6%
1494 EGBN EAGLE BANCORPORATION INC Financial Services 10,646.0 $302K 0.00% NEW $28.39 -0.5%
1495 TKC TURKCELL ILETISIM Communication Services 50,055.0 $294K 0.00% -16K -24.1% $5.88 -7.1%
1496 CYTK CYTOKINETICS INC Healthcare 3,452.0 $294K 0.00% NEW $85.19 -9.8%
1497 RELL RICHARDSON ELECTRS LTD Technology 15,408.0 $293K 0.00% NEW $19.01 -9.5%
1498 ITIC INVESTORS TITLE CO NC Financial Services 1,061.0 $290K 0.00% $273.68 +5.7%
1499 QXO QXO INC Industrials 16,616.0 $287K 0.00% NEW $17.28 -20.4%
1500 BOOM DMC GLOBAL INC Energy 49,346.0 $287K 0.00% NEW $5.81 +20.7%
Page 75 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%