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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 59 of 82  ·  1,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 THM INTERNATIONAL TOWER HILL MIN Basic Materials 562,742.0 $1.1M 0.00% +296K +110.6% $2.02 +39.0%
1162 WAFD WAFD INC Financial Services 29,454.0 $1.1M 0.00% NEW $38.37 -5.2%
1163 BKD BROOKDALE SR LIVING INC Healthcare 69,718.0 $1.1M 0.00% NEW $16.09 -26.7%
1164 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 26,591.0 $1.1M 0.00% -1K -4.0% $42.18 +4.6%
1165 AFG AMERICAN FINANCIAL GROUP INC Financial Services 8,011.0 $1.1M 0.00% NEW $139.94 +2.7%
1166 IIIN INSTEEL INDS INC Industrials 37,031.0 $1.1M 0.00% -4K -9.3% $30.20 +2.4%
1167 BMRC BANK OF MARIN BANCORP Financial Services 40,253.0 $1.1M 0.00% +4K +12.1% $27.70 -2.9%
1168 PRAA PRA GROUP INC Financial Services 58,637.0 $1.1M 0.00% +5K +8.7% $18.99 +3.1%
1169 EMBJ EMBRAER S.A. Industrials 17,289.0 $1.1M 0.00% -188K -91.6% $63.80 +19.0%
1170 SPOK SPOK HLDGS INC Healthcare 107,475.0 $1.1M 0.00% -89K -45.4% $10.24 +0.7%
1171 NFBK NORTHFIELD BANCORP INC DEL Financial Services 74,326.0 $1.1M 0.00% -44K -37.1% $14.73 +3.9%
1172 TMUS T-MOBILE US INC Communication Services 6,526.0 $1.1M 0.00% NEW $167.73 +9.1%
1173 FCCO FIRST CMNTY CORP S C Financial Services 33,483.0 $1.1M 0.00% +2K +6.5% $32.68 +3.2%
1174 SLAB SILICON LABORATORIES INC Technology 4,966.0 $1.1M 0.00% -61K -92.5% $218.56 -0.3%
1175 LCNB LCNB CORP Financial Services 61,680.0 $1.1M 0.00% +751.0 +1.2% $17.59 +10.5%
1176 ORC ORCHID IS CAP INC Real Estate 154,419.0 $1.1M 0.00% NEW $6.97 -3.9%
1177 SCVL SHOE STA GROUP INC Consumer Cyclical 72,463.0 $1.1M 0.00% +39K +116.2% $14.83 +5.3%
1178 ATLC ATLANTICUS HOLDINGS CORP Financial Services 10,444.0 $1.1M 0.00% -2K -16.2% $102.25 -6.0%
1179 UHS UNIVERSAL HLTH SVCS INC Healthcare 7,143.0 $1.1M 0.00% NEW $148.69 +19.2%
1180 FOSL FOSSIL GROUP INC Consumer Cyclical 254,323.0 $1.1M 0.00% +15K +6.1% $4.14 +35.5%
Page 59 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%