SEC 13F Intelligence

Value Aligned Research Advisors, LLC / CLS

Value Aligned Research Advisors, LLC’s Celestica Inc Position

Does Value Aligned Research Advisors, LLC own Celestica Inc (CLS)? Yes — 1.49M shares worth $420M (+2.03% of its 13F portfolio) as of Q1 2026, up from 1.15M shares the prior filed quarter.

Position Value
$420M
Q1 2026
Shares
1.49M
% of Portfolio
+2.03%
Quarters Held
8
currently held

Position History CLS

Reported value by quarter
Q2 ’24: $4MQ2 ’24Q3 ’24: $4MQ3 ’24Q4 ’24: $8MQ4 ’24Q1 ’25: $39MQ1 ’25Q2 ’25: $186MQ2 ’25Q3 ’25: $316MQ3 ’25Q4 ’25: $340MQ4 ’25Q1 ’26: $420MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.49M$420M+2.03%
Q4 20251.15M$340M+3.42%
Q3 20251.28M$316M+4.63%
Q2 20251.19M$186M+3.93%
Q1 2025496.5K$39M+2.85%
Q4 202482.7K$8M+2.09%
Q3 202477.2K$4M+1.03%
Q2 202469.4K$4M+0.87%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Value Aligned Research Advisors, LLC’s full portfolio or all institutional holders of CLS.