Joel Greenblatt's SANM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 50,108 shares of Sanmina Corporation (SANM) worth $5.77 M, representing 0.03% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 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 Q2 2016, reducing 1.01 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +250,757 | Add 0.00% | 250,756 | $14.35 |
| Q3 2013 | +284,309 | Add 113.38% | 535,065 | $17.49 |
| Q4 2013 | +143,542 | Add 26.83% | 678,607 | $16.70 |
| Q1 2014 | -332,504 | Reduce 49.00% | 346,103 | $17.45 |
| Q2 2014 | -120,459 | Reduce 34.80% | 225,644 | $22.78 |
| Q3 2014 | +487,844 | Add 216.20% | 713,488 | $20.86 |
| Q4 2014 | +488,848 | Add 68.52% | 1.2 M | $23.53 |
| Q1 2015 | -467,758 | Reduce 38.90% | 734,578 | $24.19 |
| Q2 2015 | +78,349 | Add 10.67% | 812,927 | $20.16 |
| Q3 2015 | +209,405 | Add 25.76% | 1.02 M | $21.37 |
| Q4 2015 | -1.02 M | Sold Out | 1.02 M | $0.00 |
| Q2 2016 | +7,987 | New Buy | 7,987 | $26.79 |
| Q3 2016 | +172,320 | Add 2157.51% | 180,307 | $28.47 |
| Q4 2016 | +71,918 | Add 39.89% | 252,225 | $36.65 |
| Q1 2017 | -145,645 | Reduce 57.74% | 106,580 | $40.60 |
| Q2 2017 | -6,402 | Reduce 6.01% | 100,178 | $38.10 |
| Q3 2017 | -59,063 | Reduce 58.96% | 41,115 | $37.14 |
| Q4 2017 | -41,115 | Sold Out | 41,115 | $0.00 |
| Q4 2018 | +26,442 | New Buy | 26,442 | $24.05 |
| Q1 2019 | -13,500 | Reduce 51.06% | 12,942 | $28.82 |
| Q2 2019 | -936 | Reduce 7.23% | 12,006 | $30.32 |
| Q3 2019 | +9,169 | Add 76.37% | 21,175 | $32.11 |
| Q4 2019 | +10,269 | Add 48.50% | 31,444 | $34.25 |
| Q1 2020 | +15,694 | Add 49.91% | 47,138 | $27.28 |
| Q2 2020 | +20,954 | Add 44.45% | 68,092 | $25.04 |
| Q3 2020 | -15,105 | Reduce 22.18% | 52,987 | $27.04 |
| Q4 2020 | -5,308 | Reduce 10.02% | 47,679 | $31.88 |
| Q1 2021 | -15,798 | Reduce 33.13% | 31,881 | $41.37 |
| Q2 2021 | -10,566 | Reduce 33.14% | 21,315 | $38.94 |
| Q3 2021 | -508 | Reduce 2.38% | 20,807 | $38.54 |
| Q4 2021 | -3,516 | Reduce 16.90% | 17,291 | $41.47 |
| Q1 2022 | -8,380 | Reduce 48.46% | 8,911 | $40.40 |
| Q2 2022 | -8,911 | Sold Out | 8,911 | $0.00 |
| Q3 2022 | +4,520 | New Buy | 4,520 | $46.02 |
| Q4 2022 | +4,923 | Add 108.92% | 9,443 | $57.29 |
| Q1 2023 | +2,496 | Add 26.43% | 11,939 | $60.99 |
| Q2 2023 | +2,839 | Add 23.78% | 14,778 | $60.27 |
| Q3 2023 | -14,778 | Sold Out | 14,778 | $0.00 |
| Q3 2024 | +7,510 | New Buy | 7,510 | $68.45 |
| Q4 2024 | -4,374 | Reduce 58.24% | 3,136 | $75.67 |
| Q1 2025 | -37 | Reduce 1.18% | 3,099 | $76.18 |
| Q2 2025 | -3,099 | Sold Out | 3,099 | $0.00 |
| Q3 2025 | +50,108 | New Buy | 50,108 | $115.11 |
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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Sanmina Corporation (SANM) was in Q4 2014, adding 1,202,336 shares worth $28.29 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 50,108 shares of Sanmina Corporation (SANM), valued at approximately $5.77 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 Joel Greenblatt'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.
Joel Greenblatt's peak holding in Sanmina Corporation (SANM) was 1,202,336 shares, as reported at the end of Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.