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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 8 of 82  ·  1,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CDE COEUR MNG INC Basic Materials 4,292,878.0 $70.1M 0.13% NEW $16.33 +30.4%
142 BB BLACKBERRY LTD Technology 5,533,805.0 $69.8M 0.13% -6.6M -54.2% $12.61 -35.4%
143 RCI ROGERS COMMUNICATIONS INC Communication Services 2,116,284.0 $68.8M 0.13% +1.5M +265.2% $32.50 +12.5%
144 OCEANAGOLD CORP 2,738,129.0 $68.6M 0.13% NEW $25.04
145 TSCO TRACTOR SUPPLY CO Consumer Cyclical 2,165,709.0 $68.5M 0.13% +1.2M +125.7% $31.61 +10.4%
146 GS GOLDMAN SACHS GROUP INC Financial Services 66,897.0 $67.7M 0.13% +66K +7854.5% $1011.37 +1.0%
147 VRTX VERTEX PHARMACEUTICALS INC Healthcare 135,236.0 $67.2M 0.13% -210K -60.8% $496.73 +10.1%
148 TWLO TWILIO INC Communication Services 320,749.0 $66.2M 0.12% +63K +24.5% $206.33 +5.3%
149 CIFR CIPHER DIGITAL INC Financial Services 2,678,695.0 $65.6M 0.12% +263K +10.9% $24.50 -28.0%
150 MRVL MARVELL TECHNOLOGY INC Technology 220,226.0 $65.6M 0.12% NEW $297.89 -17.4%
151 CAE CAE INC Industrials 2,607,255.0 $65.2M 0.12% NEW $25.01 -0.3%
152 AEP AMERICAN ELEC PWR CO INC Utilities 475,656.0 $65.1M 0.12% +280K +143.6% $136.81 -9.6%
153 AEHR AEHR TEST SYS Technology 670,758.0 $64.4M 0.12% NEW $96.06 +7.0%
154 HAL HALLIBURTON CO Energy 1,849,485.0 $62.8M 0.12% +1.2M +196.5% $33.95 +4.8%
155 BSX BOSTON SCIENTIFIC CORP Healthcare 1,467,148.0 $62.6M 0.12% +648K +79.2% $42.68 +16.3%
156 WULF TERAWULF INC Financial Services 2,508,580.0 $62.0M 0.12% -145K -5.5% $24.70 -30.3%
157 VALE VALE S A Basic Materials 4,051,623.0 $60.9M 0.12% -13.9M -77.4% $15.04 -3.1%
158 BE BLOOM ENERGY CORP Industrials 201,107.0 $60.9M 0.12% -99K -33.1% $302.70 -32.2%
159 FORM FORMFACTOR INC Technology 378,075.0 $60.5M 0.12% +175K +86.5% $159.93 -28.4%
160 PNC PNC FINL SVCS GROUP INC Financial Services 244,739.0 $60.3M 0.11% +130K +113.2% $246.22 -0.9%
Page 8 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 25.8%
Financial Services 22.2%
Energy 11.8%
Industrials 8.4%
Basic Materials 8.3%
Consumer Cyclical 7.7%
Healthcare 5.3%
Communication Services 4.6%
Consumer Defensive 2.7%
Utilities 2.3%