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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 30 of 82  ·  1,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 OLN OLIN CORP Basic Materials 428,602.0 $8.5M 0.02% -71K -14.2% $19.82 -7.2%
582 DHT DHT HOLDINGS INC Energy 513,174.0 $8.5M 0.02% +22K +4.4% $16.53 +19.9%
583 KVUE KENVUE INC Consumer Defensive 443,373.0 $8.5M 0.02% +112K +33.9% $19.11 -0.3%
584 UNFI UNITED NAT FOODS INC Consumer Defensive 183,272.0 $8.4M 0.02% -55K -23.1% $45.67 +5.2%
585 ESI ELEMENT SOLUTIONS INC Basic Materials 175,131.0 $8.4M 0.02% +72K +70.0% $47.75 -26.1%
586 FLO FLOWERS FOODS INC Consumer Defensive 1,058,204.0 $8.4M 0.02% +831K +365.3% $7.90 -12.0%
587 WT WISDOMTREE INC Financial Services 487,766.0 $8.3M 0.02% NEW $16.94 +38.8%
588 VYX NCR VOYIX CORPORATION Technology 1,006,840.0 $8.2M 0.02% +91K +9.9% $8.17 -3.2%
589 ELVN ENLIVEN THERAPEUTICS INC Healthcare 160,879.0 $8.2M 0.01% -34K -17.4% $50.75 +17.9%
590 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 288,339.0 $8.1M 0.01% -193K -40.1% $28.24 +10.1%
591 TTMI TTM TECHNOLOGIES INC Technology 43,484.0 $8.1M 0.01% NEW $187.02 -40.9%
592 TDS TELEPHONE & DATA SYS INC Communication Services 219,431.0 $8.1M 0.01% NEW $37.01 -9.2%
593 MYGN MYRIAD GENETICS INC Healthcare 1,407,860.0 $8.0M 0.01% +251K +21.7% $5.71 -44.0%
594 NOA NORTH AMERN CONSTR GROUP LTD Energy 604,396.0 $8.0M 0.01% +243K +67.3% $13.28 +5.5%
595 MYRG MYR GROUP INC Industrials 15,983.0 $8.0M 0.01% -6K -28.1% $500.40 -37.9%
596 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 168,697.0 $8.0M 0.01% +154K +1035.7% $47.13 -2.8%
597 GNW GENWORTH FINL INC Financial Services 837,201.0 $7.9M 0.01% +516K +160.9% $9.47 +4.3%
598 CSTL CASTLE BIOSCIENCES INC Healthcare 331,727.0 $7.9M 0.01% -57K -14.6% $23.85 +43.4%
599 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 919,627.0 $7.9M 0.01% +5K +0.6% $8.57 +53.6%
600 GIS GENERAL MILLS INC Consumer Defensive 225,809.0 $7.9M 0.01% +216K +2093.8% $34.80 +14.9%
Page 30 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%