HOTCHKIS & WILEY's SANM Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 82,534 shares of Sanmina Corporation (SANM) worth $9.5 M, representing 0.03% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 32 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2017 | +11,692 | New Buy | 11,692 | $33.01 |
| Q2 2018 | +105,564 | Add 902.87% | 117,256 | $29.30 |
| Q3 2018 | +44,167 | Add 37.67% | 161,423 | $27.60 |
| Q4 2018 | +673 | Add 0.42% | 162,096 | $24.06 |
| Q1 2019 | -25,120 | Reduce 15.50% | 136,976 | $28.85 |
| Q2 2019 | +50,450 | Add 36.83% | 187,426 | $30.28 |
| Q3 2019 | +1,500 | Add 0.80% | 188,926 | $32.11 |
| Q4 2019 | +27,520 | Add 14.57% | 216,446 | $34.24 |
| Q1 2020 | -7,150 | Reduce 3.30% | 209,296 | $27.28 |
| Q2 2020 | -27,000 | Reduce 12.90% | 182,296 | $25.04 |
| Q3 2020 | -490 | Reduce 0.27% | 181,806 | $27.05 |
| Q4 2020 | +34,460 | Add 18.95% | 216,266 | $31.89 |
| Q1 2021 | -3,390 | Reduce 1.57% | 212,876 | $41.38 |
| Q2 2021 | +19,870 | Add 9.33% | 232,746 | $38.96 |
| Q3 2021 | -1,350 | Reduce 0.58% | 231,396 | $38.54 |
| Q4 2021 | +1,800 | Add 0.78% | 233,196 | $41.46 |
| Q1 2022 | +13,605 | Add 5.83% | 246,801 | $40.42 |
| Q2 2022 | -8,990 | Reduce 3.64% | 237,811 | $40.73 |
| Q3 2022 | -90,290 | Reduce 37.97% | 147,521 | $46.08 |
| Q4 2022 | -26,160 | Reduce 17.73% | 121,361 | $57.29 |
| Q1 2023 | +11,320 | Add 9.33% | 132,681 | $60.99 |
| Q2 2023 | +8,260 | Add 6.23% | 140,941 | $60.27 |
| Q3 2023 | +58,195 | Add 41.29% | 199,136 | $54.28 |
| Q4 2023 | +24,000 | Add 12.05% | 223,136 | $51.37 |
| Q1 2024 | -13,180 | Reduce 5.91% | 209,956 | $62.18 |
| Q2 2024 | -29,280 | Reduce 13.95% | 180,676 | $66.25 |
| Q3 2024 | -92,455 | Reduce 51.17% | 88,221 | $68.45 |
| Q4 2024 | +4,490 | Add 5.09% | 92,711 | $75.67 |
| Q1 2025 | -17,635 | Reduce 19.02% | 75,076 | $76.18 |
| Q2 2025 | +5,490 | Add 7.31% | 80,566 | $97.83 |
| Q3 2025 | +1,968 | Add 2.44% | 82,534 | $115.11 |
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 32 quarters since Q4 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY's largest addition to Sanmina Corporation (SANM) was in Q2 2018, adding 117,256 shares worth $3.44 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 82,534 shares of Sanmina Corporation (SANM), valued at approximately $9.5 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Sanmina Corporation (SANM) represents approximately 0.03% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY's peak holding in Sanmina Corporation (SANM) was 246,801 shares, as reported at the end of Q1 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.