Connor, Clark & Lunn Investment Management Ltd.
Comparing Q1 2026 vs Q4 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| SUNCOR ENERGY INC NEW | 0 | 14,519,545 | +14,519,545 | 0 | 960,516,314 | +960,516,314 |
| ENBRIDGE INC | 0 | 17,419,225 | +17,419,225 | 0 | 944,439,869 | +944,439,869 |
| TC ENERGY CORP | 0 | 13,054,490 | +13,054,490 | 0 | 816,260,093 | +816,260,093 |
| MDA SPACE LTD | 0 | 9,708,152 | +9,708,152 | 0 | 245,978,334 | +245,978,334 |
| CHEVRON CORPORATION | 0 | 1,105,006 | +1,105,006 | 0 | 228,625,741 | +228,625,741 |
| ALPHABET INC | 718,730 | 1,533,694 | +814,964 | 224,962,490 | 441,029,047 | +216,066,557 |
| CANADIAN PACIFIC KANSAS CITY | 0 | 7,077,878 | +7,077,878 | 0 | 557,086,003 | +557,086,003 |
| CANADIAN NATL RY CO | 0 | 4,575,185 | +4,575,185 | 0 | 470,986,015 | +470,986,015 |
| ELI LILLY & CO | 0 | 256,933 | +256,933 | 0 | 236,319,265 | +236,319,265 |
| SYNOPSYS INC | 0 | 439,296 | +439,296 | 0 | 174,172,078 | +174,172,078 |
| APPLE INC | 2,278,198 | 3,021,296 | +743,098 | 619,350,908 | 766,774,712 | +147,423,804 |
| NATIONAL GRID PLC | 0 | 1,844,307 | +1,844,307 | 0 | 156,028,372 | +156,028,372 |
| TORONTO DOMINION BK ONT | 0 | 10,640,443 | +10,640,443 | 0 | 992,640,851 | +992,640,851 |
| CANADIAN NAT RES LTD MED TER | 0 | 6,717,486 | +6,717,486 | 0 | 327,671,040 | +327,671,040 |
| LOCKHEED MARTIN CORP | 0 | 277,684 | +277,684 | 0 | 167,829,433 | +167,829,433 |
| WELLS FARGO & CO | 0 | 1,441,784 | +1,441,784 | 0 | 114,780,424 | +114,780,424 |
| CENOVUS ENERGY INC | 0 | 8,831,030 | +8,831,030 | 0 | 233,701,883 | +233,701,883 |
| COSTCO WHOLESALE CORPORATION | 0 | 195,447 | +195,447 | 0 | 194,749,254 | +194,749,254 |
| AMERICAN EXPRESS CO | 9,547 | 353,448 | +343,901 | 3,531,913 | 106,910,951 | +103,379,038 |
| MASTERCARD INCORPORATED | 0 | 573,464 | +573,464 | 0 | 286,537,022 | +286,537,022 |
| ENERFLEX LTD | 0 | 11,193,025 | +11,193,025 | 0 | 234,188,115 | +234,188,115 |
| ROGERS COMMUNICATIONS INC | 0 | 3,181,014 | +3,181,014 | 0 | 122,359,021 | +122,359,021 |
| BAKER HUGHES COMPANY | 126,475 | 1,712,358 | +1,585,883 | 5,759,672 | 104,539,456 | +98,779,784 |
| LAM RESEARCH CORP | 0 | 1,088,123 | +1,088,123 | 0 | 232,488,360 | +232,488,360 |
| BRITISH AMERN TOB PLC | 0 | 1,793,515 | +1,793,515 | 0 | 104,866,822 | +104,866,822 |
| SERVICENOW INC | 0 | 886,304 | +886,304 | 0 | 92,663,083 | +92,663,083 |
| UNITEDHEALTH GROUP INC | 0 | 586,928 | +586,928 | 0 | 158,816,848 | +158,816,848 |
| QUALCOMM INC | 0 | 691,218 | +691,218 | 0 | 89,015,054 | +89,015,054 |
| MCDONALDS CORP | 0 | 763,056 | +763,056 | 0 | 237,150,174 | +237,150,174 |
| GOLDMAN SACHS GROUP INC | 0 | 99,967 | +99,967 | 0 | 84,571,082 | +84,571,082 |
| VERTIV HOLDINGS CO | 0 | 343,258 | +343,258 | 0 | 86,013,590 | +86,013,590 |
| BAYTEX ENERGY CORP | 29,652,066 | 39,829,373 | +10,177,307 | 95,922,086 | 178,122,279 | +82,200,193 |
| COEUR MNG INC | 0 | 4,357,027 | +4,357,027 | 0 | 81,562,078 | +81,562,078 |
| IAMGOLD CORP | 0 | 8,600,025 | +8,600,025 | 0 | 161,756,554 | +161,756,554 |
| THE CIGNA GROUP | 0 | 297,773 | +297,773 | 0 | 79,430,948 | +79,430,948 |
| PDD HOLDINGS INC | 0 | 1,017,683 | +1,017,683 | 0 | 103,986,849 | +103,986,849 |
| NVIDIA CORPORATION | 0 | 5,180,697 | +5,180,697 | 0 | 903,513,557 | +903,513,557 |
| SLB LIMITED | 0 | 1,481,547 | +1,481,547 | 0 | 76,136,700 | +76,136,700 |
| EQUINOR ASA | 0 | 1,794,125 | +1,794,125 | 0 | 75,712,075 | +75,712,075 |
| CSX CORP | 0 | 1,889,926 | +1,889,926 | 0 | 77,581,462 | +77,581,462 |
| MORGAN STANLEY | 0 | 1,252,759 | +1,252,759 | 0 | 206,166,549 | +206,166,549 |
| TECK RESOURCES LTD | 0 | 1,745,733 | +1,745,733 | 0 | 90,334,514 | +90,334,514 |
| KINDER MORGAN INC DEL | 0 | 5,725,664 | +5,725,664 | 0 | 191,981,514 | +191,981,514 |
| STARBUCKS CORP | 0 | 1,201,097 | +1,201,097 | 0 | 107,606,280 | +107,606,280 |
| BANK AMERICA CORP | 1,576,918 | 3,295,934 | +1,719,016 | 86,730,490 | 160,676,783 | +73,946,293 |
| WILLIAMS COS INC | 0 | 1,137,849 | +1,137,849 | 0 | 82,812,650 | +82,812,650 |
| NETFLIX INC. | 0 | 768,799 | +768,799 | 0 | 73,920,024 | +73,920,024 |
| GSK PLC | 0 | 2,817,445 | +2,817,445 | 0 | 155,494,790 | +155,494,790 |
| TJX COS INC NEW | 0 | 479,950 | +479,950 | 0 | 76,648,015 | +76,648,015 |
| RTX CORPORATION | 0 | 465,119 | +465,119 | 0 | 89,721,455 | +89,721,455 |
| BRISTOL-MYERS SQUIBB CO | 0 | 1,100,589 | +1,100,589 | 0 | 66,750,723 | +66,750,723 |
| CVS HEALTH CORP | 0 | 988,761 | +988,761 | 0 | 71,012,815 | +71,012,815 |
| SPROTT INC | 0 | 1,060,940 | +1,060,940 | 0 | 151,435,233 | +151,435,233 |
| BROOKFIELD RENEWABLE ENERGY | 0 | 4,288,912 | +4,288,912 | 0 | 139,938,114 | +139,938,114 |
| GALLAGHER ARTHUR J & CO | 0 | 401,590 | +401,590 | 0 | 86,976,362 | +86,976,362 |
| UNILEVER PLC | 0 | 1,373,912 | +1,373,912 | 0 | 78,271,767 | +78,271,767 |
| NUTRIEN LTD | 0 | 1,678,747 | +1,678,747 | 0 | 126,743,141 | +126,743,141 |
| CAE INC | 0 | 2,344,602 | +2,344,602 | 0 | 61,125,345 | +61,125,345 |
| HUBSPOT INC | 0 | 303,713 | +303,713 | 0 | 74,136,343 | +74,136,343 |
| AGNICO EAGLE MINES LTD | 6,529,513 | 5,749,629 | -779,884 | 1,107,301,251 | 1,167,299,478 | +59,998,227 |
| META PLATFORMS INC | 0 | 407,955 | +407,955 | 0 | 233,403,294 | +233,403,294 |
| CHENIERE ENERGY INC | 0 | 206,773 | +206,773 | 0 | 58,673,906 | +58,673,906 |
| JPMORGAN CHASE & CO | 0 | 484,736 | +484,736 | 0 | 142,589,942 | +142,589,942 |
| SANOFI SA | 0 | 2,223,301 | +2,223,301 | 0 | 107,118,642 | +107,118,642 |
| SAP SE | 0 | 533,732 | +533,732 | 0 | 91,380,256 | +91,380,256 |
| ALMONTY INDS INC | 0 | 3,847,146 | +3,847,146 | 0 | 55,985,243 | +55,985,243 |
| HOME DEPOT INC | 0 | 198,220 | +198,220 | 0 | 65,192,576 | +65,192,576 |
| UNION PAC CORP | 0 | 929,527 | +929,527 | 0 | 225,521,841 | +225,521,841 |
| LINDE PLC | 0 | 109,880 | +109,880 | 0 | 54,474,109 | +54,474,109 |
| ABBVIE INC | 93,374 | 348,241 | +254,867 | 21,335,025 | 75,738,935 | +54,403,910 |
| ANHEUSER BUSCH INBEV SA NV | 268,038 | 985,938 | +717,900 | 17,165,154 | 68,394,519 | +51,229,365 |
| TRAVELERS COMPANIES INC | 0 | 222,322 | +222,322 | 0 | 64,846,881 | +64,846,881 |
| INTERNATIONAL BUSINESS MACHS | 0 | 328,255 | +328,255 | 0 | 79,565,729 | +79,565,729 |
| FORTIS INC | 0 | 4,841,744 | +4,841,744 | 0 | 270,173,490 | +270,173,490 |
| CHUBB LTD SWITZ | 0 | 221,294 | +221,294 | 0 | 72,126,353 | +72,126,353 |
| QUANTA SVCS INC | 0 | 257,230 | +257,230 | 0 | 141,224,415 | +141,224,415 |
| ROSS STORES INC | 0 | 357,435 | +357,435 | 0 | 77,431,144 | +77,431,144 |
| JOHNSON & JOHNSON | 0 | 286,234 | +286,234 | 0 | 69,967,039 | +69,967,039 |
| SOUTH BOW CORP | 0 | 2,793,557 | +2,793,557 | 0 | 92,835,027 | +92,835,027 |
| RESTAURANT BRANDS INTL INC | 0 | 1,153,250 | +1,153,250 | 0 | 85,353,804 | +85,353,804 |
| AMAZON COM INC | 2,012,585 | 2,447,707 | +435,122 | 464,544,870 | 509,783,937 | +45,239,067 |
| WELLTOWER INC | 0 | 361,093 | +361,093 | 0 | 71,391,697 | +71,391,697 |
| BANK NEW YORK MELLON CORP | 0 | 365,623 | +365,623 | 0 | 43,373,856 | +43,373,856 |
| AMERICAN ELEC PWR CO INC | 195,301 | 502,641 | +307,340 | 22,520,158 | 65,886,182 | +43,366,024 |
| DESCARTES SYS GROUP INC | 0 | 1,215,678 | +1,215,678 | 0 | 87,091,679 | +87,091,679 |
| CHIPOTLE MEXICAN GRILL INC | 0 | 1,314,113 | +1,314,113 | 0 | 42,064,757 | +42,064,757 |
| BANCO BILBAO VIZCAYA ARGENTA | 641,305 | 2,531,808 | +1,890,503 | 14,948,820 | 54,838,961 | +39,890,141 |
| WASTE CONNECTIONS INC | 0 | 1,673,089 | +1,673,089 | 0 | 271,873,295 | +271,873,295 |
| IMPERIAL OIL LTD | 0 | 1,206,888 | +1,206,888 | 0 | 158,111,377 | +158,111,377 |
| TASEKO MINES LTD | 0 | 14,832,211 | +14,832,211 | 0 | 96,084,256 | +96,084,256 |
| SCHWAB CHARLES CORP | 0 | 2,062,821 | +2,062,821 | 0 | 193,863,918 | +193,863,918 |
| METHANEX CORP | 0 | 1,778,679 | +1,778,679 | 0 | 106,004,452 | +106,004,452 |
| ORLA MNG LTD NEW | 0 | 8,620,685 | +8,620,685 | 0 | 138,681,530 | +138,681,530 |
| ROCKET LAB CORP | 0 | 935,187 | +935,187 | 0 | 60,057,709 | +60,057,709 |
| DUKE ENERGY CORP NEW | 0 | 460,063 | +460,063 | 0 | 60,240,649 | +60,240,649 |
| WESTERN DIGITAL CORP | 0 | 275,539 | +275,539 | 0 | 74,530,544 | +74,530,544 |
| CARNIVAL CORP | 0 | 1,316,967 | +1,316,967 | 0 | 34,083,106 | +34,083,106 |
| ARIS MINING CORPORATION | 5,488,875 | 6,580,775 | +1,091,900 | 89,020,327 | 122,215,373 | +33,195,046 |
| FORD MTR CO | 0 | 6,955,959 | +6,955,959 | 0 | 80,271,767 | +80,271,767 |
| PROCTER & GAMBLE CO | 0 | 1,114,838 | +1,114,838 | 0 | 161,027,201 | +161,027,201 |