Position in CLS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$420,124,029
+$80,223,374 QoQ
Shares Held
1,491,494
+29.7% QoQ
Ownership
1.30%
of shares outstanding
% of Portfolio
5.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CLS Over Time
Shares Held
Position Value (USD)
Derivatives in CLS
reported options exposure · as of Mar 31, 2026CallValue
$3,802,680
CallShares
13,500
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 Mar 31, 2026Value Aligned Research Advisors, LLC holds $420,124,029 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
|
1,491,494 | $420,124,029 |
All Filings in CLS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $886,080 | 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 | $28,665 | 500 | Call | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||