Seldon Capital’s Celestica CLS Stock Holding History

Seldon Capital’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 Q2	$25.8M	Hold	70,785	–	–	8.08%	2
2026 Q1	$19.9M	Sell	70,785 -22,852	-24%	-$6.63M	7.33%	2
2025 Q4	$27.7M	Sell	93,637 -18,305	-16%	-$5.52M	9.58%	2
2025 Q3	$27.6M	Hold	111,942	–	–	9.69%	3
2025 Q2	$17.5M	Sell	111,942 -109,014	-49%	-$11.6M	7.59%	3
2025 Q1	$17.4M	Sell	220,956 -10,835	-5%	-$1.15M	10.96%	1
2024 Q4	$21.4M	Hold	231,791	–	–	8.76%	2
2024 Q3	$11.8M	Hold	231,791	–	–	6.68%	4
2024 Q2	$13.3M	Hold	231,791	–	–	7.26%	4
2024 Q1	$10.4M	Hold	231,791	–	–	6.31%	5
2023 Q4	$6.79M	Buy	+231,791	New	+$6.17M	4.92%	9

Other funds holding CLS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Seldon Capital's CLS Position: Q2 2026 in Review

Seldon Capital held its Celestica (CLS) position steady in Q2 2026 at 70,785 shares worth $25.8M. The position accounts for 8.08% of the portfolio, ranked #2.

Seldon Capital first reported a position in CLS in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.7M in Q4 2025. 875 funds tracked by Wall St. Rank hold CLS as of Q2 2026.

Seldon Capital held 70,785 shares of Celestica worth $25.8M as of Q2 2026.
Seldon Capital left its Celestica share count unchanged in Q2 2026.
Celestica made up 8.08% of Seldon Capital's portfolio in Q2 2026, its #2 holding.
Seldon Capital first reported a position in Celestica in Q4 2023 and has held it in 11 quarters since.
Seldon Capital's Celestica position peaked at $27.7M in Q4 2025.
875 funds tracked by Wall St. Rank held Celestica as of Q2 2026.

Based on Seldon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.