Value Aligned Research Advisors’s Celestica CLS Stock Holding History

Value Aligned Research Advisors’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	$420M	Buy	1,491,494 +341,666	+30%	+$99.1M	2.03%	12
2025 Q4	$340M	Sell	1,149,828 -209,883	-15%	-$63.3M	3.42%	10
2025 Q3	$335M	Buy	1,359,711 +168,390	+14%	+$33.9M	4.09%	7
2025 Q2	$186M	Buy	1,191,321 +694,868	+140%	+$73.9M	3.93%	12
2025 Q1	$39.1M	Buy	496,453 +413,777	+500%	+$43.9M	2.85%	10
2024 Q4	$7.63M	Buy	82,676 +5,466	+7%	+$428K	2.09%	14
2024 Q3	$3.95M	Buy	77,210 +7,854	+11%	+$406K	1.03%	13
2024 Q2	$3.98M	Buy	+69,356	New	+$3.5M	0.87%	15

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

Value Aligned Research Advisors's CLS Position: Q1 2026 in Review

Value Aligned Research Advisors increased its Celestica (CLS) stake by 30% in Q1 2026, buying an estimated $99.1M and bringing the position to 1,491,494 shares worth $420M. The position accounts for 2.03% of the portfolio, ranked #12.

Value Aligned Research Advisors first reported a position in CLS in Q2 2024 and has held it in 8 quarters since. 773 funds tracked by Wall St. Rank hold CLS as of Q1 2026.

Value Aligned Research Advisors held 1,491,494 shares of Celestica worth $420M as of Q1 2026.
Value Aligned Research Advisors bought 341,666 Celestica shares in Q1 2026, an estimated $99.1M.
Celestica made up 2.03% of Value Aligned Research Advisors's portfolio in Q1 2026, its #12 holding.
Value Aligned Research Advisors first reported a position in Celestica in Q2 2024 and has held it in 8 quarters since.
773 funds tracked by Wall St. Rank held Celestica as of Q1 2026.

Based on Value Aligned Research Advisors's 13F filing for Q1 2026, filed 18 May 2026.