D1 Capital Partners L.P. 13F: New $198M Stake in Celestica (CLS)

D1 Capital Partners Initiates Stake in Celestica Inc.

D1 Capital Partners opened a brand-new position in Celestica Inc. (NYSE: CLS) during the period ended May 15, 2026, according to its latest Form 13F filing with the SEC. The fund bought 541,556 shares, giving the newly established holding an estimated value of $197.6 million based on costs at the time.

Celestica Stock Trades Above Moving Averages

Celestica shares trade at $364.80, sitting comfortably above the 50-day moving average of $323.11 and the 200-day moving average of $328.93. The electronics components maker has a market capitalization of $43.43 billion and a trailing price-to-earnings ratio of 35.8. Investors look toward a forward P/E ratio of 17.6, while the stock continues to trade within a 52-week range spanning from $227.00 to $474.03.

Insider Buying and Selling at Celestica Inc.

Chief Executive Officer Robert Mionis executed planned stock sales under a rule 10b5-1 trading plan. On June 16, 2026, Mionis sold 55,768 shares at an average price of $386.96, totaling $21.58 million. The following day on June 17, 2026, the chief executive sold an additional 18,176 shares at $385.17 per share for a total value of $7.0 million.

Analysts Set New Price Targets

Wall Street firms continue to update their outlooks on the hardware and supply chain solutions provider. On September 30, 2026, Bernstein initiated coverage with an Outperform rating and a $520.00 price target. Earlier on September 15, 2026, FBN Securities started coverage with an Outperform rating and a $375.00 price target. UBS upgraded the stock to Buy on August 24, 2026, lifting its target to $430.00 from $410.00. Overall, the stock carries a consensus strong buy rating with a mean price target of $471.20 across 17 analyst opinions.

Inside Celestica Operations

Celestica Inc. provides supply chain solutions, advanced technology hardware, and cloud connectivity services across Asia, North America, and international markets. The company builds manufacturing platforms, handles engineering services, and partners with major technology companies on infrastructure solutions. This operational scope has drawn fresh capital from institutional investors looking at electronics manufacturing.

Looking Ahead for Celestica

Investors will track upcoming corporate updates and the next earnings report scheduled for October 26, 2026. Because 13F filings are backward-looking snapshots, they reflect portfolio choices made at the close of the reporting period and may not match current holdings. This report provides factual tracking data only and does not offer financial advice.