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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 36 of 82  ·  1,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 NRIM NORTHRIM BANCORP INC Financial Services 198,965.0 $5.5M 0.01% +55K +38.6% $27.74 -7.0%
702 EPAM EPAM SYS INC Technology 69,400.0 $5.5M 0.01% NEW $79.35 +39.1%
703 CFR CULLEN FROST BANKERS INC Financial Services 35,611.0 $5.5M 0.01% NEW $154.52 +6.3%
704 SEI SOLARIS ENERGY INFRAS INC Energy 67,460.0 $5.4M 0.01% NEW $80.46 -33.8%
705 WEX WEX INC Technology 38,186.0 $5.4M 0.01% +19K +96.0% $141.09 +41.7%
706 ITUB ITAU UNIBANCO HLDG S A Financial Services 658,750.0 $5.4M 0.01% -147K -18.2% $8.17 -8.4%
707 NPO ENPRO INC Industrials 14,248.0 $5.4M 0.01% +7K +97.8% $376.93 -17.1%
708 TDUP THREDUP INC Consumer Cyclical 781,868.0 $5.4M 0.01% -418K -34.9% $6.85 -59.3%
709 ETSY INC 70,982.0 $5.3M 0.01% +57K +425.6% $75.33
710 LAMR LAMAR ADVERTISING CO Real Estate 34,239.0 $5.3M 0.01% +15K +76.5% $155.98 -3.3%
711 CGEM CULLINAN THERAPEUTICS INC Healthcare 292,500.0 $5.3M 0.01% +48K +19.9% $18.21 +19.1%
712 VICI VICI PPTYS INC Real Estate 200,397.0 $5.3M 0.01% NEW $26.55 -0.2%
713 DOCU DOCUSIGN INC Technology 118,306.0 $5.3M 0.01% NEW $44.42 +39.6%
714 BH BIGLARI HLDGS INC Consumer Cyclical 12,309.0 $5.2M 0.01% +1K +11.7% $426.03 -8.7%
715 PBYI PUMA BIOTECHNOLOGY INC Healthcare 642,946.0 $5.2M 0.01% -232K -26.6% $8.11 +13.9%
716 FCPT FOUR CORNERS PPTY TR INC Real Estate 212,239.0 $5.2M 0.01% +94K +78.8% $24.55 +2.8%
717 HOG HARLEY DAVIDSON INC Consumer Cyclical 212,781.0 $5.2M 0.01% -62K -22.6% $24.46 +15.3%
718 RBBN RIBBON COMMUNICATIONS INC Communication Services 2,213,134.0 $5.2M 0.01% +217K +10.9% $2.34 -13.2%
719 SPXC SPX TECHNOLOGIES INC Industrials 20,990.0 $5.1M 0.01% NEW $245.17 -15.5%
720 OTTR OTTER TAIL CORP Utilities 57,071.0 $5.1M 0.01% +25K +78.8% $89.98 +1.0%
Page 36 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%