Position in CLS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$575,071,449
+$154,947,420 QoQ
Shares Held
1,576,402
+5.7% QoQ
Ownership
1.37%
of shares outstanding
% of Portfolio
3.44%
of 13F equity value
Holder Rank
#9
of 869 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLS Over Time
Shares Held
Position Value (USD)
Derivatives in CLS
reported options exposure · as of Jun 30, 2026CallValue
$59,790,720
CallShares
163,900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electronic Components
Technology · as of Jun 30, 2026Value Aligned Research Advisors, LLC holds $575,071,449 across 1 Electronic Components name. CLS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLS |
Celestica Inc
This page
|
1,576,402 | $575,071,449 |
All Filings in CLS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,071,449 | 1,576,402 | Shares | Sole | 2026-08-17 | |
| 2026-06-30 | $59,790,720 | 163,900 | Call | Sole | 2026-08-17 | |
| 2026-03-31 | $3,802,680 | 13,500 | Call | Sole | 2026-05-18 | |
| 2026-03-31 | $420,124,029 | 1,491,494 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,990,735 | 13,500 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $339,900,655 | 1,149,828 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $335,005,596 | 1,359,711 | Shares | Sole | 2025-12-03 | |
| 2025-09-30 | $3,326,130 | 13,500 | Call | Sole | 2025-12-03 | |
| 2025-06-30 | $185,977,121 | 1,191,321 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $2,107,485 | 13,500 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $39,125,460 | 496,453 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $630,480 | 8,000 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $124,720 | 9,600 | Call | Sole | 2025-02-18 | |
| 2024-12-31 | $7,630,994 | 82,676 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $3,946,975 | 77,210 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,976,179 | 69,356 | Shares | Sole | 2024-08-09 | |
| 2024-06-30 | $3,527 | 500 | Call | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||