Jeremy Grantham's SANM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 2,618 shares of Sanmina Corporation (SANM) worth $392,883, representing 0.00% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in SANM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 374,000 shares. Largest reduction occurred in Q4 2020, reducing 476,200 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Sanmina Corporation (SANM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sanmina Corporation (SANM) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2,618 | New Buy | 2,618 | $150.07 |
| Q4 2023 | -7,728 | Sold Out | 0 | $0.00 |
| Q3 2023 | -55,206 | Reduce 87.72% | 7,728 | $54.28 |
| Q2 2023 | +2,589 | Add 4.29% | 62,934 | $60.27 |
| Q1 2023 | +19,300 | Add 47.02% | 60,345 | $60.99 |
| Q4 2022 | +20,000 | Add 95.03% | 41,045 | $57.29 |
| Q3 2022 | -16,700 | Reduce 44.24% | 21,045 | $46.09 |
| Q2 2022 | -52,700 | Reduce 58.27% | 37,745 | $40.72 |
| Q1 2022 | +25,400 | Add 39.05% | 90,445 | $40.42 |
| Q4 2021 | -106,286 | Reduce 62.04% | 65,045 | $41.46 |
| Q3 2021 | -195,454 | Reduce 53.29% | 171,331 | $38.54 |
| Q2 2021 | -80,000 | Reduce 17.91% | 366,785 | $38.96 |
| Q1 2021 | -15,300 | Reduce 3.31% | 446,785 | $41.38 |
| Q4 2020 | -476,200 | Reduce 50.75% | 462,085 | $31.89 |
| Q3 2020 | -31,400 | Reduce 3.24% | 938,285 | $27.05 |
| Q2 2020 | -58,200 | Reduce 5.66% | 969,685 | $25.04 |
| Q1 2020 | +28,600 | Add 2.86% | 1.03 M | $27.28 |
| Q4 2019 | +27,350 | Add 2.81% | 999,285 | $34.24 |
| Q3 2019 | +343,335 | Add 54.62% | 971,935 | $32.11 |
| Q2 2019 | +231,800 | Add 58.42% | 628,600 | $30.28 |
| Q1 2019 | +374,000 | Add 1640.35% | 396,800 | $28.85 |
| Q4 2018 | +22,800 | New Buy | 22,800 | $24.08 |
| Q1 2018 | -15,900 | Sold Out | 0 | $0.00 |
| Q4 2017 | -98,993 | Reduce 86.16% | 15,900 | $33.02 |
| Q3 2017 | -62,200 | Reduce 35.12% | 114,893 | $37.15 |
| Q2 2017 | -17,800 | Reduce 9.13% | 177,093 | $38.10 |
| Q1 2017 | -18,588 | Reduce 8.71% | 194,893 | $40.60 |
| Q4 2016 | -72,714 | Reduce 25.41% | 213,481 | $36.65 |
| Q3 2016 | -70,698 | Reduce 19.81% | 286,195 | $28.47 |
| Q2 2016 | +116,093 | Add 48.21% | 356,893 | $26.81 |
| Q1 2016 | +67,400 | Add 38.87% | 240,800 | $23.38 |
| Q4 2015 | +173,400 | New Buy | 173,400 | $20.58 |
| Q1 2014 | -11,823 | Sold Out | 0 | $0.00 |
| Q4 2013 | +11,823 | New Buy | 11,823 | $16.66 |
Jeremy Grantham's Sanmina Corporation Investment FAQs
Jeremy Grantham first purchased Sanmina Corporation (SANM) in Q4 2013, acquiring 11,823 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Sanmina Corporation (SANM) for 34 quarters since Q4 2013.
Jeremy Grantham's largest addition to Sanmina Corporation (SANM) was in Q1 2019, adding 396,800 shares worth $11.45 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 2,618 shares of Sanmina Corporation (SANM), valued at approximately $392,883.
As of the Q4 2025 filing, Sanmina Corporation (SANM) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Sanmina Corporation (SANM) was 1,027,885 shares, as reported at the end of Q1 2020.