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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 37 of 82  ·  1,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 LQDT LIQUIDITY SVCS INC Consumer Cyclical 131,049.0 $5.1M 0.01% -10K -7.4% $39.12 +10.6%
722 HRB BLOCK H & R INC Consumer Cyclical 134,150.0 $5.1M 0.01% NEW $38.08 +41.0%
723 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 13,203.0 $5.1M 0.01% NEW $386.73 +3.6%
724 KD KYNDRYL HLDGS INC Technology 446,673.0 $5.1M 0.01% -379K -45.9% $11.31 +11.0%
725 DCI DONALDSON INC Industrials 56,181.0 $5.0M 0.01% -30K -35.2% $89.77 +3.9%
726 IRTC IRHYTHM HOLDINGS INC Healthcare 42,314.0 $5.0M 0.01% $118.95 +8.0%
727 CTBI COMMUNITY TR BANCORP INC Financial Services 69,535.0 $5.0M 0.01% +6K +9.7% $72.36 +5.7%
728 LPL LG DISPLAY CO LTD Technology 1,288,840.0 $5.0M 0.01% -1.1M -47.1% $3.89 -15.7%
729 FSK FS KKR CAP CORP Financial Services 476,366.0 $5.0M 0.01% -743K -60.9% $10.50 +13.4%
730 AROW ARROW FINL CORP Financial Services 121,870.0 $5.0M 0.01% +48K +64.0% $40.99 -6.1%
731 AQN ALGONQUIN POWER & UTILITIES Utilities 847,500.0 $5.0M 0.01% -4.1M -82.9% $5.87 -3.0%
732 AFL AFLAC INC Financial Services 42,440.0 $5.0M 0.01% -162K -79.2% $117.25 -1.0%
733 TEX TEREX CORP NEW Industrials 68,526.0 $5.0M 0.01% +11K +18.2% $72.39 -8.2%
734 TCBX THIRD COAST BANCSHARES INC Financial Services 122,555.0 $5.0M 0.01% +5K +4.4% $40.40 +12.6%
735 MRK MERCK & CO INC Healthcare 38,087.0 $4.9M 0.01% -45K -54.2% $128.50 +18.7%
736 PRG PROG HOLDINGS INC Industrials 104,903.0 $4.9M 0.01% +9K +9.8% $46.61 -16.8%
737 GATX GATX CORP Industrials 27,576.0 $4.9M 0.01% +5K +22.0% $177.19 -0.1%
738 PLAB PHOTRONICS INC Technology 150,058.0 $4.9M 0.01% NEW $32.53 -6.2%
739 ALTO ALTO INGREDIENTS INC Basic Materials 855,702.0 $4.9M 0.01% +711K +491.4% $5.70 -23.2%
740 ACM AECOM Industrials 69,689.0 $4.9M 0.01% NEW $69.80 -7.2%
Page 37 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%