StockDriftsStockDriftsTop 50 Connor Clark & Lunn Investment Management LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RY | ROYAL BK CDA | 4.28% | 10.93M | $2.26B | +0.87%(+94.30K) | $89.45(+142.43%) | 2026-06-30 | |
| TD | TORONTO DOMINION BK ONT | 2.73% | 11.85M | $1.44B | +11.41%(+1.21M) | $65.08(+89.39%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.23% | 5.89M | $1.18B | +13.76%(+712.89K) | $109.39(+106.66%) | 2026-06-30 | |
| ENB | ENBRIDGE INC | 2.12% | 20.62M | $1.12B | +18.40%(+3.21M) | $47.26(+8.61%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.01% | 3.68M | $1.06B | +21.65%(+654.14K) | $219.18(+39.33%) | 2026-06-30 | |
| TRP | TC ENERGY CORP | 1.85% | 14.78M | $978.0M | +13.23%(+1.73M) | $51.10(+25.28%) | 2026-06-30 | |
| AEM | AGNICO EAGLE MINES LTD | 1.76% | 6.00M | $927.6M | +4.27%(+245.74K) | $67.66(+180.33%) | 2026-06-30 | |
| CM | CANADIAN IMPERIAL BANK OF CO | 1.74% | 7.97M | $916.8M | -12.75%(-1.17M) | $50.60(+142.56%) | 2026-06-30 | |
| SU | SUNCOR ENERGY INC NEW | 1.55% | 15.20M | $816.6M | +4.66%(+676.00K) | $42.16(+56.11%) | 2026-06-30 | |
| CP | CANADIAN PACIFIC KANSAS CITY | 1.52% | 9.27M | $803.0M | +30.99%(+2.19M) | $67.28(+40.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.81% | +71.99% | +9.39% | +56.60% |
| Top 20 Holdings Unweighted | +20.62% | +75.49% | +11.31% | +70.89% |
Connor Clark & Lunn Investment Management LTD reports $52.79B in US-listed equity holdings across 1,622 positions in its most recent 13F filing. Its largest disclosed positions are RY (4.3%), TD (2.7%) and NVDA (2.2%). The top 20 holdings account for 34.07% of reported assets. Its disclosed equity book has returned +71.99% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Connor Clark & Lunn Investment Management LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1596800). View Connor Clark & Lunn Investment Management LTD’s 13F filings on SEC