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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 22 of 82  ·  1,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AXS AXIS CAP HLDGS LTD Financial Services 148,996.0 $16.0M 0.03% +38K +34.7% $107.44 -8.1%
422 VSH VISHAY INTERTECHNOLOGY INC Technology 294,737.0 $15.9M 0.03% -40K -11.9% $53.78 -41.2%
423 FE FIRSTENERGY CORP Utilities 333,283.0 $15.8M 0.03% NEW $47.54 -3.3%
424 ABNB AIRBNB INC Consumer Cyclical 110,607.0 $15.8M 0.03% -141K -56.1% $143.10 +30.9%
425 ESE ESCO TECHNOLOGIES INC Technology 44,725.0 $15.7M 0.03% +4K +10.2% $350.04 -17.9%
426 AXIA ENERGIA SA 1,481,790.0 $15.6M 0.03% +744K +100.9% $10.56
427 BURL BURLINGTON STORES INC Consumer Cyclical 49,046.0 $15.5M 0.03% NEW $316.80 +3.1%
428 NTRS NORTHERN TR CORP Financial Services 89,232.0 $15.5M 0.03% NEW $173.84 +5.8%
429 SAP SAP SE Technology 100,549.0 $15.5M 0.03% -41K -29.1% $154.11 +41.9%
430 TNK TEEKAY TANKERS LTD Energy 237,234.0 $15.4M 0.03% +186K +362.8% $64.87 +40.3%
431 DRI DARDEN RESTAURANTS INC Consumer Cyclical 74,608.0 $15.4M 0.03% NEW $206.01 +7.6%
432 PHG KONINKLIJKE PHILIPS N V Healthcare 563,724.0 $15.3M 0.03% +430K +320.1% $27.19 +0.8%
433 CCI CROWN CASTLE INC Real Estate 201,617.0 $15.3M 0.03% -419K -67.5% $75.73 -0.3%
434 NTLA INTELLIA THERAPEUTICS INC Healthcare 898,963.0 $15.2M 0.03% +639K +246.1% $16.92 -24.1%
435 VRSN VERISIGN INC Technology 60,461.0 $15.2M 0.03% -41K -40.2% $251.56 +12.0%
436 DRD DRDGOLD LIMITED Basic Materials 711,999.0 $15.2M 0.03% +58K +8.9% $21.30 +44.1%
437 PPTA PERPETUA RESOURCES CORP Basic Materials 729,520.0 $15.1M 0.03% -572K -43.9% $20.74 +23.9%
438 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 135,867.0 $15.1M 0.03% -14K -9.0% $111.03 -0.9%
439 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 389,114.0 $15.0M 0.03% +75K +23.8% $38.52 +2.7%
440 PAGP PLAINS GP HLDGS L P Energy 613,587.0 $14.9M 0.03% +383K +166.0% $24.27 +10.6%
Page 22 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%