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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 16 of 32  ·  622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DIOD DIODES INC Technology 98,146.0 $10.7M 0.02% +71K +266.1% $109.44 -14.1%
302 LII LENNOX INTL INC Industrials 18,494.0 $10.6M 0.02% +15K +366.3% $572.95 -29.7%
303 UVE UNIVERSAL INS HLDGS INC Financial Services 254,595.0 $10.5M 0.02% +13K +5.3% $41.36 +2.3%
304 NOK NOKIA CORP Technology 788,510.0 $10.5M 0.02% +33K +4.4% $13.28 -23.2%
305 EA ELECTRONIC ARTS INC Communication Services 51,044.0 $10.5M 0.02% +14K +38.5% $205.04 +2.3%
306 WM WASTE MGMT INC DEL Industrials 46,369.0 $10.3M 0.02% +45K +3233.5% $222.88 +0.5%
307 VIV TELEFONICA BRASIL SA Communication Services 769,179.0 $10.1M 0.02% +723K +1564.5% $13.16 -13.1%
308 NUE NUCOR CORP Basic Materials 45,329.0 $10.1M 0.02% +6K +15.2% $222.75 +9.4%
309 CIGI COLLIERS INTL GROUP INC Real Estate 107,164.0 $10.0M 0.02% +2K +1.9% $93.76 +14.2%
310 NUVB NUVATION BIO INC Healthcare 1,756,820.0 $10.0M 0.02% +1.6M +815.0% $5.68 +22.0%
311 LINC LINCOLN EDL SVCS CORP Consumer Defensive 198,992.0 $9.9M 0.02% +11K +5.6% $49.90 -48.5%
312 BYD BOYD GAMING CORP Consumer Cyclical 111,414.0 $9.8M 0.02% +56K +99.5% $88.33 -8.5%
313 RVTY REVVITY INC Healthcare 87,145.0 $9.7M 0.02% +46K +112.2% $111.26 +12.1%
314 PCTY PAYLOCITY HLDG CORP Technology 92,473.0 $9.7M 0.02% +7K +8.0% $104.53 +46.7%
315 ENTG ENTEGRIS INC Technology 53,387.0 $9.6M 0.02% +18K +48.8% $179.86 -20.1%
316 CELC CELCUITY INC Healthcare 91,449.0 $9.6M 0.02% +80K +677.8% $104.62 -10.6%
317 ANAB ANAPTYSBIO INC Healthcare 141,026.0 $9.5M 0.02% +19K +15.2% $67.50 -14.5%
318 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 274,870.0 $9.5M 0.02% +215K +360.0% $34.53 +22.4%
319 GRC GORMAN RUPP CO Industrials 100,385.0 $9.2M 0.02% +3K +2.6% $91.74 -14.9%
320 DTM DT MIDSTREAM INC Energy 61,955.0 $9.1M 0.02% +16K +33.9% $146.74 -13.6%
Page 16 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%