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Polunin Capital Partners’s Canadian Solar CSIQ Stock Holding History

Polunin Capital Partners’s Portfolio CSIQ Stock Details CSIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.8M Buy
2,120,414
+118,545
+6% +$1.9M 7.82% 6
2026
Q1 		$25.6M Sell
2,001,869
-7,900
-0.4% -$150K 6.65% 8
2025
Q4 		$43.7M Buy
+2,009,769
New +$43.8M 6.73% 6

Other funds holding CSIQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $526M AUM 46.41% 1-Year Est. Return
CCAM
Crystal Cove Asset Management Newport Beach, California $91.7M AUM

Polunin Capital Partners's CSIQ Position: Q2 2026 in Review

Polunin Capital Partners increased its Canadian Solar (CSIQ) stake by 5.9% in Q2 2026, buying an estimated $1.9M and bringing the position to 2,120,414 shares worth $31.8M. The position accounts for 7.82% of the portfolio, ranked #6.

Polunin Capital Partners first reported a position in CSIQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $43.7M in Q4 2025. 154 funds tracked by Wall St. Rank hold CSIQ as of Q2 2026.

  • Polunin Capital Partners held 2,120,414 shares of Canadian Solar worth $31.8M as of Q2 2026.
  • Polunin Capital Partners bought 118,545 Canadian Solar shares in Q2 2026, an estimated $1.9M.
  • Canadian Solar made up 7.82% of Polunin Capital Partners's portfolio in Q2 2026, its #6 holding.
  • Polunin Capital Partners first reported a position in Canadian Solar in Q4 2025 and has held it in 3 quarters since.
  • Polunin Capital Partners's Canadian Solar position peaked at $43.7M in Q4 2025.
  • 154 funds tracked by Wall St. Rank held Canadian Solar as of Q2 2026.

Based on Polunin Capital Partners's 13F filing for Q2 2026, filed 15 Jul 2026.