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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 15 of 32  ·  622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VET VERMILION ENERGY INC Energy 1,321,785.0 $12.4M 0.02% +470K +55.1% $9.35 +36.2%
282 NSC NORFOLK SOUTHN CORP Industrials 38,876.0 $12.2M 0.02% +2K +5.2% $314.59 +11.5%
283 PHM PULTE GROUP INC Consumer Cyclical 88,065.0 $12.1M 0.02% +69K +369.3% $137.21 -6.0%
284 CACI CACI INTL INC Technology 25,924.0 $12.0M 0.02% +7K +34.8% $463.26 +39.7%
285 FLYW FLYWIRE CORPORATION Technology 682,329.0 $12.0M 0.02% +383K +128.0% $17.57 +11.2%
286 BW BABCOCK & WILCOX ENTERPRISES Industrials 844,854.0 $11.9M 0.02% +550K +186.5% $14.10 -41.3%
287 GAU GALIANO GOLD INC Basic Materials 6,323,862.0 $11.8M 0.02% +2.9M +83.5% $1.87 +25.4%
288 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 166,188.0 $11.8M 0.02% +78K +89.3% $70.88 +2.8%
289 FR FIRST INDL RLTY TR INC Real Estate 188,641.0 $11.6M 0.02% +121K +177.1% $61.31 +2.6%
290 ADI ANALOG DEVICES INC Technology 28,637.0 $11.4M 0.02% +19K +202.6% $397.17 -6.1%
291 NMIH NMI HLDGS INC Financial Services 276,251.0 $11.4M 0.02% +82K +42.5% $41.09 +9.9%
292 WU WESTERN UN CO Financial Services 1,460,730.0 $11.2M 0.02% +229K +18.6% $7.70 -5.3%
293 BRO BROWN & BROWN INC Financial Services 174,180.0 $11.2M 0.02% +171K +5048.7% $64.15 +13.7%
294 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 209,229.0 $11.2M 0.02% +47K +29.2% $53.30 +8.2%
295 KURA KURA ONCOLOGY INC Healthcare 996,114.0 $10.9M 0.02% +378K +61.0% $10.97 +8.4%
296 ENIC ENEL CHILE SA Utilities 2,421,478.0 $10.9M 0.02% +1.2M +95.3% $4.50 -1.3%
297 AUR AURORA INNOVATION INC Technology 1,594,062.0 $10.9M 0.02% +346K +27.7% $6.82 -8.5%
298 CXT CRANE NXT CO Industrials 211,321.0 $10.8M 0.02% +119K +128.8% $51.16 -1.9%
299 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 625,039.0 $10.8M 0.02% +591K +1730.0% $17.20 -6.0%
300 JBLU JETBLUE AIRWAYS CORP Industrials 1,875,825.0 $10.7M 0.02% +340K +22.1% $5.73 -14.7%
Page 15 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%