Munro Partners’s Celestica CLS Stock Holding History

Munro Partners’s Portfolio CLS Stock Details CLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.5M	Sell	19,510 -151,470	-89%	-$43.9M	0.19%	53
2025 Q4	$50.5M	Buy	170,980 +119,285	+231%	+$35.9M	1.31%	28
2025 Q3	$12.7M	Buy	51,695 +26,840	+108%	+$5.41M	0.35%	40
2025 Q2	$3.88M	Buy	+24,855	New	+$2.64M	0.12%	49

Other funds holding CLS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Munro Partners's CLS Position: Q1 2026 in Review

Munro Partners reduced its Celestica (CLS) stake by 89% in Q1 2026, selling an estimated $43.9M and leaving 19,510 shares worth $5.5M. The position accounts for 0.19% of the portfolio, ranked #53.

Munro Partners first reported a position in CLS in Q2 2025 and has held it in 4 quarters since. The position peaked at $50.5M in Q4 2025. 775 funds tracked by Wall St. Rank hold CLS as of Q1 2026.

Munro Partners held 19,510 shares of Celestica worth $5.5M as of Q1 2026.
Munro Partners sold 151,470 Celestica shares in Q1 2026, an estimated $43.9M.
Celestica made up 0.19% of Munro Partners's portfolio in Q1 2026, its #53 holding.
Munro Partners first reported a position in Celestica in Q2 2025 and has held it in 4 quarters since.
Munro Partners's Celestica position peaked at $50.5M in Q4 2025.
775 funds tracked by Wall St. Rank held Celestica as of Q1 2026.

Based on Munro Partners's 13F filing for Q1 2026, filed 6 May 2026.