Picton Mahoney Asset Management’s Celestica CLS Stock Holding History

Picton Mahoney Asset Management’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	$93.3M	Buy	330,699 +44,989	+16%	+$13.1M	0.69%	29
2025 Q4	$84.6M	Sell	285,710 -71,631	-20%	-$21.6M	0.66%	30
2025 Q3	$87.9M	Sell	357,341 -223,748	-39%	-$45.1M	0.79%	25
2025 Q2	$90.4M	Buy	+581,089	New	+$61.8M	0.93%	19

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

Picton Mahoney Asset Management's CLS Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its Celestica (CLS) stake by 16% in Q1 2026, buying an estimated $13.1M and bringing the position to 330,699 shares worth $93.3M. The position accounts for 0.69% of the portfolio, ranked #29.

Picton Mahoney Asset Management first reported a position in CLS in Q2 2025 and has held it in 4 quarters since. 775 funds tracked by Wall St. Rank hold CLS as of Q1 2026.

Picton Mahoney Asset Management held 330,699 shares of Celestica worth $93.3M as of Q1 2026.
Picton Mahoney Asset Management bought 44,989 Celestica shares in Q1 2026, an estimated $13.1M.
Celestica made up 0.69% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #29 holding.
Picton Mahoney Asset Management first reported a position in Celestica in Q2 2025 and has held it in 4 quarters since.
775 funds tracked by Wall St. Rank held Celestica as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.