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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 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 153,846.0 $1.7M 0.00% -53K -25.7% $11.15 -8.3%
302 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 12,992.0 $1.7M 0.00% -1K -8.4% $131.61 -4.2%
303 MTX MINERALS TECHNOLOGIES INC Basic Materials 23,000.0 $1.7M 0.00% -9K -27.8% $73.97 -3.9%
304 TU TELUS CORPORATION Communication Services 158,561.0 $1.7M 0.00% -89K -35.9% $10.71 -7.5%
305 NWL NEWELL BRANDS INC Consumer Defensive 275,202.0 $1.7M 0.00% -156K -36.1% $6.14 -0.8%
306 STRA STRATEGIC ED INC Consumer Defensive 21,922.0 $1.7M 0.00% -1K -6.3% $76.62 +8.9%
307 HL HECLA MINING COMPANY Basic Materials 107,228.0 $1.7M 0.00% -140K -56.6% $15.43 +34.3%
308 AKAM AKAMAI TECHNOLOGIES INC Technology 13,879.0 $1.6M 0.00% -350K -96.2% $118.21 -6.6%
309 RRBI RED RIVER BANCSHARES INC Financial Services 17,608.0 $1.6M 0.00% -306.0 -1.7% $91.28 +11.3%
310 NUS NU SKIN ENTERPRISES INC Consumer Defensive 301,267.0 $1.6M 0.00% -110K -26.7% $5.28 -10.2%
311 VCYT VERACYTE INC Healthcare 26,948.0 $1.6M 0.00% -9K -24.5% $58.73 -28.0%
312 ANGO ANGIODYNAMICS INC Healthcare 121,273.0 $1.6M 0.00% -277K -69.5% $13.01 +21.1%
313 CCK CROWN HLDGS INC Consumer Cyclical 14,004.0 $1.6M 0.00% -54K -79.3% $111.82 +6.8%
314 MRSH MARSH & MCLENNAN COS INC Financial Services 9,305.0 $1.6M 0.00% -5K -35.0% $166.67 +15.2%
315 MSI MOTOROLA SOLUTIONS INC Technology 3,703.0 $1.5M 0.00% -341.0 -8.4% $415.29 +15.7%
316 LIBERTY MEDIA CORP DEL 16,088.0 $1.5M 0.00% -4K -21.5% $95.14
317 MLI MUELLER INDS INC Industrials 12,246.0 $1.5M 0.00% -20K -62.0% $122.93 -48.6%
318 HMN HORACE MANN EDUCATORS CORP N Financial Services 28,922.0 $1.5M 0.00% -108K -78.9% $51.65 -2.0%
319 NAGE NIAGEN BIOSCIENCE INC Healthcare 458,614.0 $1.5M 0.00% -126K -21.5% $3.19 +0.6%
320 MGY MAGNOLIA OIL & GAS CORP Energy 57,017.0 $1.5M 0.00% -412K -87.8% $25.58 +10.0%
Page 16 of 25  ·  493 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%