HOTCHKIS & WILEY's SANM Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 69,076 shares of Sanmina Corporation (SANM) worth $10.37 M, representing 0.03% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in SANM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2018, adding 105,564 shares. Largest reduction occurred in Q3 2024, reducing 92,455 shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's Sanmina Corporation (SANM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sanmina Corporation (SANM) Trades by HOTCHKIS & WILEY
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -13,458 | Reduce 16.31% | 69,076 | $150.07 |
| Q3 2025 | +1,968 | Add 2.44% | 82,534 | $115.11 |
| Q2 2025 | +5,490 | Add 7.31% | 80,566 | $97.83 |
| Q1 2025 | -17,635 | Reduce 19.02% | 75,076 | $76.18 |
| Q4 2024 | +4,490 | Add 5.09% | 92,711 | $75.67 |
| Q3 2024 | -92,455 | Reduce 51.17% | 88,221 | $68.45 |
| Q2 2024 | -29,280 | Reduce 13.95% | 180,676 | $66.25 |
| Q1 2024 | -13,180 | Reduce 5.91% | 209,956 | $62.18 |
| Q4 2023 | +24,000 | Add 12.05% | 223,136 | $51.37 |
| Q3 2023 | +58,195 | Add 41.29% | 199,136 | $54.28 |
| Q2 2023 | +8,260 | Add 6.23% | 140,941 | $60.27 |
| Q1 2023 | +11,320 | Add 9.33% | 132,681 | $60.99 |
| Q4 2022 | -26,160 | Reduce 17.73% | 121,361 | $57.29 |
| Q3 2022 | -90,290 | Reduce 37.97% | 147,521 | $46.08 |
| Q2 2022 | -8,990 | Reduce 3.64% | 237,811 | $40.73 |
| Q1 2022 | +13,605 | Add 5.83% | 246,801 | $40.42 |
| Q4 2021 | +1,800 | Add 0.78% | 233,196 | $41.46 |
| Q3 2021 | -1,350 | Reduce 0.58% | 231,396 | $38.54 |
| Q2 2021 | +19,870 | Add 9.33% | 232,746 | $38.96 |
| Q1 2021 | -3,390 | Reduce 1.57% | 212,876 | $41.38 |
| Q4 2020 | +34,460 | Add 18.95% | 216,266 | $31.89 |
| Q3 2020 | -490 | Reduce 0.27% | 181,806 | $27.05 |
| Q2 2020 | -27,000 | Reduce 12.90% | 182,296 | $25.04 |
| Q1 2020 | -7,150 | Reduce 3.30% | 209,296 | $27.28 |
| Q4 2019 | +27,520 | Add 14.57% | 216,446 | $34.24 |
| Q3 2019 | +1,500 | Add 0.80% | 188,926 | $32.11 |
| Q2 2019 | +50,450 | Add 36.83% | 187,426 | $30.28 |
| Q1 2019 | -25,120 | Reduce 15.50% | 136,976 | $28.85 |
| Q4 2018 | +673 | Add 0.42% | 162,096 | $24.06 |
| Q3 2018 | +44,167 | Add 37.67% | 161,423 | $27.60 |
| Q2 2018 | +105,564 | Add 902.87% | 117,256 | $29.30 |
| Q4 2017 | +11,692 | New Buy | 11,692 | $33.01 |
HOTCHKIS & WILEY's Sanmina Corporation Investment FAQs
HOTCHKIS & WILEY first purchased Sanmina Corporation (SANM) in Q4 2017, acquiring 11,692 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held Sanmina Corporation (SANM) for 33 quarters since Q4 2017.
HOTCHKIS & WILEY's largest addition to Sanmina Corporation (SANM) was in Q2 2018, adding 117,256 shares worth $3.44 M.
According to the latest 13F filing for Q4 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 69,076 shares of Sanmina Corporation (SANM), valued at approximately $10.37 M.
As of the Q4 2025 filing, Sanmina Corporation (SANM) represents approximately 0.03% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.
HOTCHKIS & WILEY's peak holding in Sanmina Corporation (SANM) was 246,801 shares, as reported at the end of Q1 2022.