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Value Aligned Research Advisors, LLC: CLS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Value Aligned Research Advisors, LLC on CLS, newest first. How the timeline and the estimate are built.

Value Aligned Research Advisors, LLC held 1,576,402 CLS shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,576,402 shares
    Change vs previous 13F +84,908 shares

    3.44% of the 13F portfolio, value $575,071,450.

    13F-HR 0001963565-26-000005 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,491,494 shares
    Change vs previous 13F +341,666 shares

    4.98% of the 13F portfolio, value $420,124,030.

    13F-HR 0001963565-26-000003 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,149,828 shares
    Change vs previous 13F -209,883 shares

    6.96% of the 13F portfolio, value $339,900,655.

    13F-HR 0001963565-26-000002 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 1,359,711 shares
    Change vs previous 13F +168,390 shares

    7.73% of the 13F portfolio, value $335,005,596.

    13F-HR/A 0001963565-25-000005 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,191,321 shares
    Change vs previous 13F +694,868 shares

    8.31% of the 13F portfolio, value $185,977,121.

    13F-HR 0001085146-25-005297 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 496,453 shares
    Change vs previous 13F +413,777 shares

    3.18% of the 13F portfolio, value $39,125,461.

    13F-HR 0001085146-25-003278 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 82,676 shares
    Change vs previous 13F +5,466 shares

    2.13% of the 13F portfolio, value $7,630,995.

    13F-HR/A 0001085146-25-001746 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 77,210 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $3,952,822.

    13F-HR 0001085146-24-005462 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).