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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 34 of 82  ·  1,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 TLN TALEN ENERGY CORP Utilities 15,869.0 $6.1M 0.01% +14K +681.7% $384.26 -18.2%
662 CMRE COSTAMARE INC Industrials 434,857.0 $6.1M 0.01% +232K +114.6% $14.02 +11.4%
663 DGICA DONEGAL GROUP INC Financial Services 322,288.0 $6.1M 0.01% -41K -11.3% $18.86 -1.0%
664 CSL CARLISLE COS INC Industrials 16,749.0 $6.1M 0.01% -46K -73.2% $362.75 +1.4%
665 ASTE ASTEC INDS INC Industrials 99,287.0 $6.1M 0.01% +5K +4.8% $61.19 -28.8%
666 WDAY WORKDAY INC Technology 49,428.0 $6.1M 0.01% NEW $122.42 +63.4%
667 AMN AMN HEALTHCARE SVCS INC Healthcare 186,796.0 $6.0M 0.01% NEW $32.37 +6.5%
668 ANDE ANDERSONS INC Consumer Defensive 88,374.0 $6.0M 0.01% -39K -30.6% $68.40 -0.5%
669 CSTM CONSTELLIUM SE Basic Materials 189,261.0 $6.0M 0.01% +82K +77.0% $31.87 -15.2%
670 WPP WPP PLC NEW Communication Services 387,129.0 $6.0M 0.01% -225K -36.7% $15.49 +70.2%
671 BERKSHIRE HATHAWAY INC DEL 8.0 $6.0M 0.01% -5.0 -38.5% $748850.00
672 FIGS FIGS INC Consumer Cyclical 584,574.0 $6.0M 0.01% NEW $10.23 +43.5%
673 ANNALY CAPITAL MANAGEMENT IN 267,015.0 $6.0M 0.01% -515K -65.8% $22.36
674 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 252,927.0 $6.0M 0.01% +188K +291.6% $23.58 +6.2%
675 AESI ATLAS ENERGY SOLUTIONS INC Energy 358,167.0 $5.9M 0.01% NEW $16.61 -24.3%
676 GILD GILEAD SCIENCES INC Healthcare 46,429.0 $5.9M 0.01% +44K +1877.4% $126.34 +15.7%
677 CX CEMEX SA EURO MTN BE 144A Basic Materials 485,788.0 $5.8M 0.01% $12.00 -7.4%
678 KMT KENNAMETAL INC Industrials 165,088.0 $5.8M 0.01% +130K +377.2% $35.05 -14.5%
679 HCSG HEALTHCARE SVCS GROUP INC Healthcare 234,352.0 $5.8M 0.01% +62K +36.0% $24.56 -7.3%
680 CDP COPT DEFENSE PROPERTIES Real Estate 157,727.0 $5.7M 0.01% -104K -39.7% $36.39 +2.4%
Page 34 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%