Scott Black's FLEX Position Overview
Scott Black (via Delphi Management INC /Ma/) currently holds 27,224 shares of Flex Ltd. (FLEX) worth $1.58 M, representing 1.46% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Scott Black has maintained a long-term strategic position in FLEX, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2014, adding 427,972 shares. Largest reduction occurred in Q4 2022, reducing 539,454 shares.
Analysis based on 13F filings available since 2013 Q2
Scott Black's Flex (FLEX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Flex (FLEX) Trades by Scott Black
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +712,528 | New Buy | 712,528 | $7.77 |
| Q1 2014 | +427,972 | Add 60.06% | 1.14 M | $9.24 |
| Q2 2014 | -372,884 | Reduce 32.69% | 767,616 | $11.07 |
| Q3 2014 | -173,575 | Reduce 22.61% | 594,041 | $10.32 |
| Q4 2014 | -594,041 | Sold Out | 594,041 | $10.32 |
| Q4 2022 | +54,588 | Add 0.00% | 54,587 | $21.45 |
| Q2 2023 | +51,047 | Add 0.00% | 51,046 | $27.64 |
| Q3 2023 | -361 | Reduce 0.71% | 50,685 | $26.97 |
| Q4 2023 | +4,192 | Add 8.27% | 54,877 | $22.34 |
| Q1 2024 | +11,116 | Add 20.26% | 65,993 | $28.61 |
| Q2 2024 | -6,640 | Reduce 10.06% | 59,353 | $29.48 |
| Q3 2024 | -12,968 | Reduce 21.85% | 46,385 | $33.44 |
| Q4 2024 | -4,154 | Reduce 8.96% | 42,231 | $38.38 |
| Q1 2025 | -3,660 | Reduce 8.67% | 38,571 | $33.08 |
| Q2 2025 | -5,274 | Reduce 13.67% | 33,297 | $49.91 |
| Q3 2025 | -6,073 | Reduce 18.24% | 27,224 | $57.96 |
Scott Black's Flex Investment FAQs
Scott Black first purchased Flex Ltd. (FLEX) in Q4 2013, acquiring 712,528 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Scott Black has held Flex Ltd. (FLEX) for 48 quarters since Q4 2013.
Scott Black's largest addition to Flex Ltd. (FLEX) was in Q4 2013, adding 712,528 shares worth $5.54 M.
According to the latest 13F filing for Q3 2025, Scott Black's firm, Delphi Management INC /Ma/, owns 27,224 shares of Flex Ltd. (FLEX), valued at approximately $1.58 M.
As of the Q3 2025 filing, Flex Ltd. (FLEX) represents approximately 1.46% of Scott Black's publicly disclosed stock portfolio, making it one of their key holdings.
Scott Black's peak holding in Flex Ltd. (FLEX) was 1,140,500 shares, as reported at the end of Q1 2014.