Joel Greenblatt's SANM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 42,338 shares of Sanmina Corporation (SANM) worth $6.35 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 44 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in SANM, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 488,848 shares. Largest reduction occurred in Q4 2015, reducing 1.02 M shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Sanmina Corporation (SANM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sanmina Corporation (SANM) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -7,770 | Reduce 15.51% | 42,338 | $150.07 |
| Q3 2025 | +50,108 | New Buy | 50,108 | $115.11 |
| Q2 2025 | -3,099 | Sold Out | 0 | $0.00 |
| Q1 2025 | -37 | Reduce 1.18% | 3,099 | $76.18 |
| Q4 2024 | -4,374 | Reduce 58.24% | 3,136 | $75.67 |
| Q3 2024 | +7,510 | New Buy | 7,510 | $68.45 |
| Q3 2023 | -14,778 | Sold Out | 0 | $0.00 |
| Q2 2023 | +2,839 | Add 23.78% | 14,778 | $60.27 |
| Q1 2023 | +2,496 | Add 26.43% | 11,939 | $60.99 |
| Q4 2022 | +4,923 | Add 108.92% | 9,443 | $57.29 |
| Q3 2022 | +4,520 | New Buy | 4,520 | $46.02 |
| Q2 2022 | -8,911 | Sold Out | 0 | $0.00 |
| Q1 2022 | -8,380 | Reduce 48.46% | 8,911 | $40.40 |
| Q4 2021 | -3,516 | Reduce 16.90% | 17,291 | $41.47 |
| Q3 2021 | -508 | Reduce 2.38% | 20,807 | $38.54 |
| Q2 2021 | -10,566 | Reduce 33.14% | 21,315 | $38.94 |
| Q1 2021 | -15,798 | Reduce 33.13% | 31,881 | $41.37 |
| Q4 2020 | -5,308 | Reduce 10.02% | 47,679 | $31.88 |
| Q3 2020 | -15,105 | Reduce 22.18% | 52,987 | $27.04 |
| Q2 2020 | +20,954 | Add 44.45% | 68,092 | $25.04 |
| Q1 2020 | +15,694 | Add 49.91% | 47,138 | $27.28 |
| Q4 2019 | +10,269 | Add 48.50% | 31,444 | $34.25 |
| Q3 2019 | +9,169 | Add 76.37% | 21,175 | $32.11 |
| Q2 2019 | -936 | Reduce 7.23% | 12,006 | $30.32 |
| Q1 2019 | -13,500 | Reduce 51.06% | 12,942 | $28.82 |
| Q4 2018 | +26,442 | New Buy | 26,442 | $24.05 |
| Q4 2017 | -41,115 | Sold Out | 0 | $0.00 |
| Q3 2017 | -59,063 | Reduce 58.96% | 41,115 | $37.14 |
| Q2 2017 | -6,402 | Reduce 6.01% | 100,178 | $38.10 |
| Q1 2017 | -145,645 | Reduce 57.74% | 106,580 | $40.60 |
| Q4 2016 | +71,918 | Add 39.89% | 252,225 | $36.65 |
| Q3 2016 | +172,320 | Add 2157.51% | 180,307 | $28.47 |
| Q2 2016 | +7,987 | New Buy | 7,987 | $26.79 |
| Q4 2015 | -1.02 M | Sold Out | 0 | $0.00 |
| Q3 2015 | +209,405 | Add 25.76% | 1.02 M | $21.37 |
| Q2 2015 | +78,349 | Add 10.67% | 812,927 | $20.16 |
| Q1 2015 | -467,758 | Reduce 38.90% | 734,578 | $24.19 |
| Q4 2014 | +488,848 | Add 68.52% | 1.2 M | $23.53 |
| Q3 2014 | +487,844 | Add 216.20% | 713,488 | $20.86 |
| Q2 2014 | -120,459 | Reduce 34.80% | 225,644 | $22.78 |
| Q1 2014 | -332,504 | Reduce 49.00% | 346,103 | $17.45 |
| Q4 2013 | +143,542 | Add 26.83% | 678,607 | $16.70 |
| Q3 2013 | +284,309 | Add 113.38% | 535,065 | $17.49 |
| Q2 2013 | +250,756 | Add 0.00% | 250,756 | $14.35 |
Joel Greenblatt's Sanmina Corporation Investment FAQs
Joel Greenblatt first purchased Sanmina Corporation (SANM) in Q2 2013, acquiring 250,756 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Sanmina Corporation (SANM) for 44 quarters since Q2 2013.
Joel Greenblatt's largest addition to Sanmina Corporation (SANM) was in Q4 2014, adding 1,202,336 shares worth $28.29 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 42,338 shares of Sanmina Corporation (SANM), valued at approximately $6.35 M.
As of the Q4 2025 filing, Sanmina Corporation (SANM) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Sanmina Corporation (SANM) was 1,202,336 shares, as reported at the end of Q4 2014.