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CLS position history

The shares of Celestica (CLS) that Value Aligned Research Advisors, LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q2: 69,356 shares, $4M, 0.87% of portfolio, New
  2. 2024 Q3: 77,210 shares, $4M, 1.0% of portfolio, Add +11.3%
  3. 2024 Q4: 165,352 shares, $15M, 4.2% of portfolio, Add +114.2%
  4. 2025 Q1: 496,453 shares, $39M, 2.9% of portfolio, Add +200.2%
  5. 2025 Q2: 1,191,321 shares, $186M, 3.9% of portfolio, Add +140.0%
  6. 2025 Q3: 2,643,860 shares, $651M, 8.7% of portfolio, Add +121.9%
  7. 2025 Q4: 1,149,828 shares, $340M, 3.4% of portfolio, Reduce −56.5%
  8. 2026 Q1: 1,491,494 shares, $420M, 2.0% of portfolio, Add +29.7%
  9. 2026 Q2: 1,576,402 shares, $575M, 1.4% of portfolio, Add +5.7%
Holdings date Value % of holdings Shares Filing date All 13F holders