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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 82  ·  1,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ATS CORPORATION 1,089,460.0 $31.4M 0.06% -1.4M -56.2% $28.80
282 HIG HARTFORD INSURANCE GROUP INC Financial Services 235,913.0 $31.3M 0.06% +182K +337.8% $132.52 +2.7%
283 AGNC AGNC INVT CORP Real Estate 2,860,986.0 $31.2M 0.06% +1.8M +175.2% $10.90 -0.1%
284 TXT TEXTRON INC Industrials 339,517.0 $31.1M 0.06% +298K +708.1% $91.73 -9.6%
285 BAND BANDWIDTH INC Technology 486,523.0 $30.8M 0.06% -42K -8.0% $63.30 -24.9%
286 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 398,804.0 $30.7M 0.06% +328K +460.6% $76.88 -1.1%
287 IT GARTNER INC Technology 233,703.0 $30.3M 0.06% +44K +23.4% $129.62 +51.1%
288 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 636,893.0 $30.1M 0.06% +432K +211.4% $47.33 -44.2%
289 KGS KODIAK GAS SVCS INC Energy 397,966.0 $29.9M 0.06% NEW $75.13 -18.2%
290 SHEL SHELL PLC Energy 379,130.0 $29.4M 0.06% -2.1M -84.8% $77.54 +20.4%
291 TRIPLE FLAG PRECIOUS METAL 978,400.0 $29.3M 0.06% +382K +64.0% $29.93
292 AMERICAS GOLD AND SILVER COR 6,183,097.0 $29.2M 0.06% +2.5M +67.6% $4.72
293 PAYX PAYCHEX INC Industrials 294,257.0 $28.9M 0.06% +90K +44.1% $98.33 +26.6%
294 HMC HONDA MOTOR CO LTD Consumer Cyclical 1,065,605.0 $28.9M 0.06% +201K +23.2% $27.11 +23.1%
295 LYFT LYFT INC Technology 1,954,029.0 $28.5M 0.05% +1.2M +169.2% $14.61 +19.6%
296 JOYY JOYY INC Communication Services 429,963.0 $28.4M 0.05% +75K +21.1% $65.99 +11.5%
297 BBWI BATH & BODY WORKS INC Consumer Cyclical 1,225,945.0 $28.4M 0.05% +539K +78.3% $23.13 -15.9%
298 PII POLARIS INC Consumer Cyclical 413,173.0 $28.3M 0.05% +75K +22.1% $68.44 -5.9%
299 WF WOORI FINL GROUP INC Financial Services 491,804.0 $28.2M 0.05% -10K -2.0% $57.40 +19.2%
300 BK BANK OF NY MELLON CORP Financial Services 192,003.0 $27.8M 0.05% +186K +3298.3% $144.61 -1.9%
Page 15 of 82  ·  1,622 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%