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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 14 of 32  ·  622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MAN MANPOWERGROUP INC WIS Industrials 474,059.0 $16.0M 0.03% +188K +66.0% $33.77 +82.0%
262 AXS AXIS CAP HLDGS LTD Financial Services 148,996.0 $16.0M 0.03% +38K +34.7% $107.44 -8.1%
263 ESE ESCO TECHNOLOGIES INC Technology 44,725.0 $15.7M 0.03% +4K +10.2% $350.04 -17.9%
264 AXIA ENERGIA SA 1,481,790.0 $15.6M 0.03% +744K +100.9% $10.56
265 TNK TEEKAY TANKERS LTD Energy 237,234.0 $15.4M 0.03% +186K +362.8% $64.87 +40.3%
266 PHG KONINKLIJKE PHILIPS N V Healthcare 563,724.0 $15.3M 0.03% +430K +320.1% $27.19 +0.8%
267 NTLA INTELLIA THERAPEUTICS INC Healthcare 898,963.0 $15.2M 0.03% +639K +246.1% $16.92 -24.1%
268 DRD DRDGOLD LIMITED Basic Materials 711,999.0 $15.2M 0.03% +58K +8.9% $21.30 +44.1%
269 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 389,114.0 $15.0M 0.03% +75K +23.8% $38.52 +2.7%
270 PAGP PLAINS GP HLDGS L P Energy 613,587.0 $14.9M 0.03% +383K +166.0% $24.27 +10.6%
271 TAC TRANSALTA CORP Utilities 1,058,999.0 $14.6M 0.03% +79K +8.1% $13.82 -11.7%
272 CYD CHINA YUCHAI INTL LTD Industrials 308,510.0 $14.6M 0.03% +67K +27.9% $47.41 -15.9%
273 FAST FASTENAL CO Industrials 300,398.0 $14.4M 0.03% +28K +10.4% $48.03 +6.7%
274 RRR RED ROCK RESORTS INC Consumer Cyclical 218,850.0 $14.2M 0.03% +161K +278.1% $65.06 -6.1%
275 EMN EASTMAN CHEM CO Basic Materials 211,019.0 $14.1M 0.03% +18K +9.5% $66.98 +10.6%
276 REXR REXFORD INDL RLTY INC Real Estate 386,856.0 $13.0M 0.03% +60K +18.2% $33.50 +11.1%
277 MMSI MERIT MED SYS INC Healthcare 186,372.0 $12.9M 0.02% +111K +147.8% $69.34 +30.9%
278 TIMB TIM S A Communication Services 595,184.0 $12.7M 0.02% +404K +211.9% $21.42 -16.7%
279 BRZE BRAZE INC Technology 584,974.0 $12.7M 0.02% +287K +96.0% $21.69 +43.2%
280 PEP PEPSICO INC Consumer Defensive 91,908.0 $12.4M 0.02% +30K +48.6% $135.40 +6.0%
Page 14 of 32  ·  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%