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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 82  ·  1,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RELY REMITLY GLOBAL INC Technology 982,011.0 $22.0M 0.04% -40K -3.9% $22.41 +19.0%
342 EXTR EXTREME NETWORKS INC Technology 673,134.0 $21.8M 0.04% +41K +6.4% $32.37 -28.9%
343 BHP BHP BILLITON LIMITED Basic Materials 261,513.0 $21.8M 0.04% +63K +32.0% $83.31 +16.5%
344 DHR DANAHER CORP DEL Healthcare 114,010.0 $21.7M 0.04% +85K +288.6% $190.48 +14.9%
345 KEYS KEYSIGHT TECHNOLOGIES INC Technology 61,851.0 $21.7M 0.04% NEW $350.07 -9.7%
346 MGA MAGNA INTL INC Consumer Cyclical 329,596.0 $21.7M 0.04% -1.6M -82.8% $65.69 +11.2%
347 NET CLOUDFLARE INC Technology 88,088.0 $21.6M 0.04% NEW $245.28 +19.5%
348 PENN PENN ENTERTAINMENT INC Consumer Cyclical 1,004,659.0 $21.5M 0.04% +454K +82.5% $21.36 -12.7%
349 ULS UL SOLUTIONS INC Industrials 209,090.0 $21.3M 0.04% +182K +682.6% $101.86 -26.3%
350 LBRT LIBERTY ENERGY INC Energy 811,863.0 $21.3M 0.04% NEW $26.19 -26.1%
351 BUNGE GLOBAL SA 199,115.0 $21.3M 0.04% +75K +60.5% $106.73
352 MKTX MARKETAXESS HLDGS INC Financial Services 186,658.0 $21.2M 0.04% +16K +9.4% $113.49 +42.8%
353 CTRE CARETRUST REIT INC Real Estate 522,543.0 $21.1M 0.04% +143K +37.7% $40.35 -1.9%
354 DINO HF SINCLAIR CORP Energy 302,382.0 $21.1M 0.04% +196K +183.8% $69.65 +39.7%
355 TT TRANE TECHNOLOGIES PLC Industrials 42,871.0 $21.1M 0.04% NEW $491.16 -7.7%
356 KN KNOWLES CORP Technology 506,867.0 $21.0M 0.04% +304K +149.7% $41.48 -19.7%
357 COMP COMPASS INC Technology 1,701,487.0 $21.0M 0.04% -600K -26.1% $12.33 -4.7%
358 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 397,798.0 $20.9M 0.04% NEW $52.65 +28.3%
359 EXPE EXPEDIA GROUP INC Consumer Cyclical 81,568.0 $20.9M 0.04% +32K +66.1% $255.88 +25.7%
360 UDR UDR INC Real Estate 519,196.0 $20.7M 0.04% NEW $39.92 -5.4%
Page 18 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%