Jefferies Group's SANM Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 8,331 shares of Sanmina Corporation (SANM) worth $1.25 M, representing 0.01% of the portfolio. First purchased in 2023-Q2, this short-term holding has been held for 7 quarters.
Based on 13F filings, Jefferies Group has maintained this position in SANM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2023, adding 21,200 shares. Largest reduction occurred in Q1 2024, reducing 33,000 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Sanmina Corporation (SANM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sanmina Corporation (SANM) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +14,675 | New Buy | 14,675 | $60.27 |
| Q3 2023 | -2,875 | Reduce 19.59% | 11,800 | $54.28 |
| Q4 2023 | +21,200 | Add 179.66% | 33,000 | $51.37 |
| Q1 2024 | -33,000 | Sold Out | 0 | $0.00 |
| Q3 2024 | +3,849 | New Buy | 3,849 | $68.45 |
| Q4 2024 | -3,849 | Sold Out | 0 | $0.00 |
| Q4 2025 | +8,331 | New Buy | 8,331 | $150.07 |
Jefferies Group's Sanmina Corporation Investment FAQs
Jefferies Group first purchased Sanmina Corporation (SANM) in Q2 2023, acquiring 14,675 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Sanmina Corporation (SANM) for 7 quarters since Q2 2023.
Jefferies Group's largest addition to Sanmina Corporation (SANM) was in Q4 2023, adding 33,000 shares worth $1.7 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 8,331 shares of Sanmina Corporation (SANM), valued at approximately $1.25 M.
As of the Q4 2025 filing, Sanmina Corporation (SANM) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Sanmina Corporation (SANM) was 33,000 shares, as reported at the end of Q4 2023.