CLS
Celestica Inc
5 super-investors hold CLS worth a combined $534M. The largest position: Viking Global Investors at 1.3% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 25 — ranked #534 of 724 scored stocks.
Why super-investors own CLS
Viking Global dominates the cohort's exposure, holding $466M — roughly 87% of the $534M combined position — at 1.3% of its portfolio, making it the sole high-conviction owner by any meaningful measure. The notable development in 2026Q1 is Stanley Druckenmiller initiating a new position worth $9M, a modest 0.3% allocation that nonetheless signals fresh interest from a closely watched macro investor. Joel Greenblatt holds $48M but at a negligible portfolio weight. With the cohort count holding at just five and no trims or exits this quarter, interest appears stable rather than accelerating — the Druckenmiller entry is the only directional signal worth noting.
AI-synthesized from 13F filings. Not investment advice.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Viking Global Investors | 1.3% | 3q | $466M | 1,654,989 |
| 2 | Joel Greenblatt | <0.1% | 8q | $48M | 169,544 |
| 3 | Stanley Druckenmiller | 0.3% | — 1q | $9M | 33,275 |
| 4 | Sarah Ketterer | 0.1% | 5q | $7M | 24,809 |
| 5 | Lee Ainslie | <0.1% | — 1q | $3M | 11,573 |
Owners of CLS also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | NEW | 0.3% | +100% | $9M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 15101Q207. Not investment advice.