First Eagle Investment's SANM Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 15,377 shares of Sanmina Corporation (SANM) worth $2.31 M, representing 0.00% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 11 quarters.
Based on 13F filings, First Eagle Investment has maintained a strategic position in SANM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 75,359 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 2023 | +111,500 | New Buy | 111,500 | $60.27 |
| Q3 2023 | +75,359 | Add 67.59% | 186,859 | $54.28 |
| Q4 2023 | +55,215 | Add 29.55% | 242,074 | $51.37 |
| Q1 2024 | -55,532 | Reduce 22.94% | 186,542 | $62.18 |
| Q2 2024 | +2,130 | Add 1.14% | 188,672 | $66.25 |
| Q3 2024 | +25,100 | Add 13.30% | 213,772 | $68.45 |
| Q4 2024 | -12,800 | Reduce 5.99% | 200,972 | $75.67 |
| Q1 2025 | -90,100 | Reduce 44.83% | 110,872 | $76.18 |
| Q2 2025 | -38,300 | Reduce 34.54% | 72,572 | $97.83 |
| Q3 2025 | -25,864 | Reduce 35.64% | 46,708 | $115.11 |
| Q4 2025 | -31,331 | Reduce 67.08% | 15,377 | $150.07 |
First Eagle Investment's Sanmina Corporation Investment FAQs
First Eagle Investment first purchased Sanmina Corporation (SANM) in Q2 2023, acquiring 111,500 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 11 quarters since Q2 2023.
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 Q4 2025, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 15,377 shares of Sanmina Corporation (SANM), valued at approximately $2.31 M.
As of the Q4 2025 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.