Chuck Royce's SANM Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 78,305 shares of Sanmina Corporation (SANM) worth $11.75 M, representing 0.12% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in SANM, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2017, adding 278,944 shares. Largest reduction occurred in Q3 2014, reducing 317,500 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Sanmina Corporation (SANM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sanmina Corporation (SANM) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -188,206 | Reduce 70.62% | 78,305 | $150.07 |
| Q3 2025 | -69,450 | Reduce 20.67% | 266,511 | $115.11 |
| Q2 2025 | -55,014 | Reduce 14.07% | 335,961 | $97.83 |
| Q1 2025 | -23,918 | Reduce 5.76% | 390,975 | $76.18 |
| Q4 2024 | +12,795 | Add 3.18% | 414,893 | $75.67 |
| Q3 2024 | +107,906 | Add 36.68% | 402,098 | $68.45 |
| Q2 2024 | +42,109 | Add 16.70% | 294,192 | $66.25 |
| Q1 2024 | +53,633 | Add 27.03% | 252,083 | $62.18 |
| Q4 2023 | +1,821 | Add 0.93% | 198,450 | $51.37 |
| Q3 2023 | -7,002 | Reduce 3.44% | 196,629 | $54.28 |
| Q2 2023 | +3,093 | Add 1.54% | 203,631 | $60.27 |
| Q1 2023 | -9,508 | Reduce 4.53% | 200,538 | $60.99 |
| Q4 2022 | -1,546 | Reduce 0.73% | 210,046 | $57.29 |
| Q3 2022 | -41,924 | Reduce 16.54% | 211,592 | $46.08 |
| Q2 2022 | -162,371 | Reduce 39.04% | 253,516 | $40.73 |
| Q1 2022 | -93,572 | Reduce 18.37% | 415,887 | $40.42 |
| Q4 2021 | +2,123 | Add 0.42% | 509,459 | $41.46 |
| Q3 2021 | -4,022 | Reduce 0.79% | 507,336 | $38.54 |
| Q2 2021 | -7,602 | Reduce 1.46% | 511,358 | $38.96 |
| Q1 2021 | +42,839 | Add 9.00% | 518,960 | $41.38 |
| Q4 2020 | +67,760 | Add 16.59% | 476,121 | $31.89 |
| Q3 2020 | -14,316 | Reduce 3.39% | 408,361 | $27.05 |
| Q2 2020 | -70,019 | Reduce 14.21% | 422,677 | $25.04 |
| Q1 2020 | -87,452 | Reduce 15.07% | 492,696 | $27.28 |
| Q4 2019 | +31,901 | Add 5.82% | 580,148 | $34.24 |
| Q3 2019 | +65,700 | Add 13.62% | 548,247 | $32.11 |
| Q2 2019 | -167,954 | Reduce 25.82% | 482,547 | $30.28 |
| Q1 2019 | -114,500 | Reduce 14.97% | 650,501 | $28.85 |
| Q4 2018 | -124,689 | Reduce 14.01% | 765,001 | $24.06 |
| Q3 2018 | -45,220 | Reduce 4.84% | 889,690 | $27.60 |
| Q2 2018 | -105,012 | Reduce 10.10% | 934,910 | $29.30 |
| Q1 2018 | +53,375 | Add 5.41% | 1.04 M | $26.15 |
| Q4 2017 | +204,980 | Add 26.23% | 986,547 | $33.00 |
| Q3 2017 | +278,944 | Add 55.50% | 781,567 | $37.15 |
| Q2 2017 | +20,900 | Add 4.34% | 502,623 | $38.10 |
| Q1 2017 | -124,500 | Reduce 20.54% | 481,723 | $40.60 |
| Q4 2016 | -25,300 | Reduce 4.01% | 606,223 | $36.65 |
| Q3 2016 | -37,400 | Reduce 5.59% | 631,523 | $28.47 |
| Q2 2016 | -98,000 | Reduce 12.78% | 668,923 | $26.81 |
| Q1 2016 | +38,100 | Add 5.23% | 766,923 | $23.38 |
| Q4 2015 | -68,500 | Reduce 8.59% | 728,823 | $20.58 |
| Q3 2015 | -133,400 | Reduce 14.33% | 797,323 | $21.37 |
| Q2 2015 | -309,500 | Reduce 24.96% | 930,723 | $20.16 |
| Q1 2015 | -86,700 | Reduce 6.53% | 1.24 M | $24.19 |
| Q4 2014 | -183,000 | Reduce 12.12% | 1.33 M | $23.53 |
| Q3 2014 | -317,500 | Reduce 17.37% | 1.51 M | $20.86 |
| Q2 2014 | -34,000 | Reduce 1.83% | 1.83 M | $22.78 |
| Q1 2014 | +64,500 | Add 3.59% | 1.86 M | $17.45 |
| Q4 2013 | +18,092 | Add 1.02% | 1.8 M | $16.70 |
| Q3 2013 | +94,000 | Add 5.58% | 1.78 M | $17.49 |
| Q2 2013 | +1.68 M | Add 0.00% | 1.68 M | $14.35 |
Chuck Royce's Sanmina Corporation Investment FAQs
Chuck Royce first purchased Sanmina Corporation (SANM) in Q2 2013, acquiring 1,684,831 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Sanmina Corporation (SANM) for 51 quarters since Q2 2013.
Chuck Royce's largest addition to Sanmina Corporation (SANM) was in Q2 2013, adding 1,684,831 shares worth $24.18 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 78,305 shares of Sanmina Corporation (SANM), valued at approximately $11.75 M.
As of the Q4 2025 filing, Sanmina Corporation (SANM) represents approximately 0.12% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Sanmina Corporation (SANM) was 1,861,423 shares, as reported at the end of Q1 2014.