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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 18 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CMCO COLUMBUS MCKINNON CORP N Y Industrials 76,510.0 $1.2M 0.00% -186K -70.8% $15.13 +16.5%
342 CNS COHEN & STEERS INC Financial Services 14,944.0 $1.1M 0.00% -24K -61.1% $76.14 +6.9%
343 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 26,591.0 $1.1M 0.00% -1K -4.0% $42.18 +4.6%
344 IIIN INSTEEL INDS INC Industrials 37,031.0 $1.1M 0.00% -4K -9.3% $30.20 +2.4%
345 EMBJ EMBRAER S.A. Industrials 17,289.0 $1.1M 0.00% -188K -91.6% $63.80 +19.0%
346 SPOK SPOK HLDGS INC Healthcare 107,475.0 $1.1M 0.00% -89K -45.4% $10.24 +0.7%
347 NFBK NORTHFIELD BANCORP INC DEL Financial Services 74,326.0 $1.1M 0.00% -44K -37.1% $14.73 +3.9%
348 SLAB SILICON LABORATORIES INC Technology 4,966.0 $1.1M 0.00% -61K -92.5% $218.56 -0.3%
349 ATLC ATLANTICUS HOLDINGS CORP Financial Services 10,444.0 $1.1M 0.00% -2K -16.2% $102.25 -6.0%
350 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 83,279.0 $1.1M 0.00% -17K -17.1% $12.61 -4.4%
351 SMBC SOUTHERN MO BANCORP INC Financial Services 13,681.0 $1.0M 0.00% -5K -26.0% $76.21 -2.4%
352 LGND LIGAND PHARMACEUTICALS INC Healthcare 3,291.0 $1.0M 0.00% -3K -45.5% $316.09 -9.4%
353 PLMR PALOMAR HLDGS INC Financial Services 8,120.0 $1.0M 0.00% -25K -75.1% $126.39 +2.9%
354 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 127,107.0 $1.0M 0.00% -932K -88.0% $7.92 +9.8%
355 USCB USCB FINANCIAL HOLDINGS INC Financial Services 48,708.0 $997K 0.00% -13K -21.6% $20.46 +9.7%
356 VZ VERIZON COMMUNICATIONS INC Communication Services 22,884.0 $969K 0.00% -4K -14.3% $42.34 +16.8%
357 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 13,480.0 $967K 0.00% -28K -67.6% $71.74 +1.0%
358 MEG ONTERRIS INC Industrials 47,570.0 $961K 0.00% -55K -53.5% $20.21 -22.6%
359 MLKN MILLERKNOLL INC Consumer Cyclical 46,847.0 $958K 0.00% -51K -52.3% $20.46 +12.6%
360 RMNI RIMINI STR INC DEL Technology 224,761.0 $957K 0.00% -227K -50.2% $4.26 +23.2%
Page 18 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%