2 months ago
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Soumya Eswaran
Thu, July 23, 2026 astatine 8:32 AM CDT 3 min read
Deep Sail Capital Partners, an concern absorption company, released its second-quarter 2026 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 2nd quarter, the money importantly outperformed some of its benchmarks, the Russell 2000 Mid Cap Growth Index and the Russell 2000 Index, returning 41.6% nett of fees portion averaging 88% nett agelong exposure. YTD, the money returned 16.5% nett of fees. agelong portfolio importantly outperformed some benchmarks, portion the abbreviated portfolio was mixed successful the quarter. The missive states that determination was a notable show propulsion successful Q1, which was reflected successful Q2, driven by some the Iran War and idiosyncratic impacts connected positions successful the fund. In addition, delight cheque the Fund's apical 5 holdings to cognize its champion picks successful 2026.
In its Q2 2026 capitalist letter, Deep Sail Capital Partners highlighted Celestica Inc. (NYSE:CLS). Celestica Inc. (NYSE:CLS) is simply a starring exertion and physics manufacturing services institution that offers proviso concatenation solutions crossed aggregate countries. On July 22, 2026, Celestica Inc. (NYSE:CLS) closed astatine $335.50 per share, reflecting a marketplace capitalization of $38.57 billion. Celestica Inc. (NYSE:CLS) posted a one-month instrumentality of -7.17%, portion its shares gained 104.60% implicit the past 52 weeks.
Deep Sail Capital Partners stated the pursuing regarding Celestica Inc. (NYSE:CLS) successful its Q2 2026 capitalist update:
"Celestica Inc. (NYSE:CLS) has transitioned from its bequest roots arsenic an IBM captive shaper to go a plan and exertion integration person wrong the AI and unreality infrastructure space. Celestica was founded successful 1994 arsenic a subsidiary of IBM Canada. It was subsequently acquired by PE, and past IPOed successful the precocious 1990s. The company's strategy from determination was an acquisition exemplary for the adjacent 2 decades, acquiring assorted electronics and machine peripherals manufacturing and proviso companies, highly tied to large OEMs similar IBM, Avaya, and Lucent. At the opening of the AI boom, the institution recovered itself incredibly good positioned to supply specialized design, operational, and engineering services to ample exertion companies looking to physique information centers oregon associated integrated rack systems.
The concern segments of Celestica are divided into 2 highly specialized operational segments: Advanced Technology Solutions (ATS) and Connectivity & Cloud Solutions (CCS). Within the CCS segment, the institution serves endeavor AI companies and the hyperscalers, including Google, Meta, Dell, HPE, IBM, Juniper Networks, and Oracle Corporation, among others. Within the ATS segment, Celestica supports highly analyzable superior equipment, aerospace, and defence programs for Tier-1 customers specified arsenic Applied Materials, Honeywell, Lam Research, and Raytheon..." (Click present to work the afloat text)
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