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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 77 of 82  ·  1,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 SVV SAVERS VALUE VLG INC Consumer Cyclical 26,019.0 $263K +12K +81.5% $10.09 +6.5%
1522 POST POST HLDGS INC Consumer Defensive 2,955.0 $261K NEW $88.26 -8.8%
1523 MEC MAYVILLE ENGR CO INC Industrials 6,918.0 $259K NEW $37.46 -42.0%
1524 ALOT ASTRONOVA INC Technology 9,027.0 $257K NEW $28.47 +1.6%
1525 IMNM IMMUNOME INC Healthcare 11,991.0 $254K NEW $21.19 +34.6%
1526 SIGA SIGA TECHNOLOGIES INC Healthcare 69,708.0 $254K NEW $3.64 -16.5%
1527 WAY WAYSTAR HLDG CORP Technology 12,323.0 $253K +2K +22.1% $20.53 +21.8%
1528 NATL NCR ATLEOS CORPORATION Technology 5,689.0 $247K NEW $43.41 +6.9%
1529 FLXS FLEXSTEEL INDS INC Consumer Cyclical 3,303.0 $246K NEW $74.48 +9.3%
1530 NNN NNN REIT INC Real Estate 5,259.0 $245K NEW $46.53 -1.5%
1531 APOGEE THERAPEUTICS INC 1,834.0 $243K -11K -85.5% $132.73
1532 AOS SMITH A O CORP Industrials 3,878.0 $243K -99K -96.2% $62.72 +0.6%
1533 U HAUL HOLDING COMPANY 4,171.0 $241K NEW $57.70
1534 OHI OMEGA HEALTHCARE INVS INC Real Estate 5,029.0 $240K NEW $47.68 -2.2%
1535 NSA NATIONAL STORAGE AFFILIATES Real Estate 5,329.0 $237K NEW $44.47 -2.4%
1536 CYRX CRYOPORT INC Industrials 14,988.0 $235K NEW $15.70 +9.1%
1537 JKS JINKOSOLAR HLDG CO LTD Energy 14,000.0 $235K NEW $16.80 -5.2%
1538 BLD TOPBUILD COR Industrials 660.0 $234K NEW $354.53 -0.0%
1539 TWI TITAN INTL INC ILL Industrials 30,334.0 $234K NEW $7.71 -7.3%
1540 MYPS PLAYSTUDIOS INC Technology 467,339.0 $233K -176K -27.3% $0.50 +5.6%
Page 77 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%