First Eagle Investment's SANM Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 3,200 shares of Sanmina Corporation (SANM) worth $809,856, representing 0.00% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, First Eagle Investment has maintained a long-term strategic position in SANM, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2023, adding 102,967 shares. Largest reduction occurred in Q1 2025, reducing 90,100 shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's Sanmina Corporation (SANM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sanmina Corporation (SANM) Trades by First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +3,200 | New Buy | 3,200 | $253.08 |
| Q1 2026 | -15,377 | Sold Out | 0 | $0.00 |
| Q4 2025 | -31,331 | Reduce 67.08% | 15,377 | $150.07 |
| Q3 2025 | -25,864 | Reduce 35.64% | 46,708 | $115.11 |
| Q2 2025 | -38,300 | Reduce 34.54% | 72,572 | $97.83 |
| Q1 2025 | -90,100 | Reduce 44.83% | 110,872 | $76.18 |
| Q4 2024 | -12,800 | Reduce 5.99% | 200,972 | $75.67 |
| Q3 2024 | +25,100 | Add 13.30% | 213,772 | $68.45 |
| Q2 2024 | +2,130 | Add 1.14% | 188,672 | $66.25 |
| Q1 2024 | -55,532 | Reduce 22.94% | 186,542 | $62.18 |
| Q4 2023 | +55,215 | Add 29.55% | 242,074 | $51.37 |
| Q3 2023 | +75,359 | Add 67.59% | 186,859 | $54.28 |
| Q2 2023 | +111,500 | New Buy | 111,500 | $60.27 |
| Q1 1970 | +8,533 | Add 0.00% | 8,533 | $94.91 |
First Eagle Investment's Sanmina Corporation Investment FAQs
First Eagle Investment first purchased Sanmina Corporation (SANM) in Q1 1970, acquiring 8,533 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held Sanmina Corporation (SANM) for 226 quarters since Q1 1970.
First Eagle Investment's largest addition to Sanmina Corporation (SANM) was in Q2 2023, adding 111,500 shares worth $6.72 M.
According to the latest 13F filing for Q2 2026, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 3,200 shares of Sanmina Corporation (SANM), valued at approximately $809,856.
As of the Q2 2026 filing, Sanmina Corporation (SANM) represents approximately 0.00% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in Sanmina Corporation (SANM) was 242,074 shares, as reported at the end of Q4 2023.