Scott Black's SANM Position Overview
Scott Black (via Delphi Management INC /Ma/) currently holds 10,277 shares of Sanmina Corporation (SANM) worth $1.54 M, representing 1.50% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Scott Black has maintained a strategic position in SANM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 34,822 shares. Largest reduction occurred in Q1 2018, reducing 66,444 shares.
Analysis based on 13F filings available since 2013 Q2
Scott Black's Sanmina Corporation (SANM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sanmina Corporation (SANM) Trades by Scott Black
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2016 | +62,149 | New Buy | 62,149 | $26.81 |
| Q3 2016 | +22,230 | Add 35.77% | 84,379 | $28.47 |
| Q4 2016 | -8,713 | Reduce 10.33% | 75,666 | $36.65 |
| Q1 2017 | -12,966 | Reduce 17.14% | 62,700 | $40.61 |
| Q2 2017 | +3,677 | Add 5.86% | 66,377 | $38.10 |
| Q3 2017 | +205 | Add 0.31% | 66,582 | $37.16 |
| Q4 2017 | -138 | Reduce 0.21% | 66,444 | $33.01 |
| Q1 2018 | -66,444 | Sold Out | 0 | $0.00 |
| Q1 2019 | +34,822 | New Buy | 34,822 | $28.86 |
| Q2 2019 | +10,170 | Add 29.21% | 44,992 | $30.27 |
| Q3 2019 | +1,093 | Add 2.43% | 46,085 | $32.11 |
| Q2 2021 | +7,900 | New Buy | 7,900 | $38.99 |
| Q3 2021 | -935 | Reduce 11.84% | 6,965 | $38.48 |
| Q4 2021 | -6,965 | Sold Out | 0 | $0.00 |
| Q2 2023 | +23,662 | Add 0.00% | 23,661 | $60.27 |
| Q3 2023 | -138 | Reduce 0.58% | 23,523 | $54.29 |
| Q4 2023 | -13,913 | Reduce 59.15% | 9,610 | $51.40 |
| Q1 2024 | +322 | Add 3.35% | 9,932 | $62.22 |
| Q2 2024 | +529 | Add 5.33% | 10,461 | $66.25 |
| Q3 2024 | -1,607 | Reduce 15.36% | 8,854 | $68.44 |
| Q4 2024 | -384 | Reduce 4.34% | 8,470 | $75.68 |
| Q1 2025 | +8,739 | Add 103.18% | 17,209 | $76.18 |
| Q2 2025 | -1,265 | Reduce 7.35% | 15,944 | $97.84 |
| Q3 2025 | -2,825 | Reduce 17.72% | 13,119 | $115.10 |
| Q4 2025 | -2,842 | Reduce 21.66% | 10,277 | $150.04 |
Scott Black's Sanmina Corporation Investment FAQs
Scott Black first purchased Sanmina Corporation (SANM) in Q2 2016, acquiring 62,149 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 Sanmina Corporation (SANM) for 31 quarters since Q2 2016.
Scott Black's largest addition to Sanmina Corporation (SANM) was in Q2 2016, adding 62,149 shares worth $1.67 M.
According to the latest 13F filing for Q4 2025, Scott Black's firm, Delphi Management INC /Ma/, owns 10,277 shares of Sanmina Corporation (SANM), valued at approximately $1.54 M.
As of the Q4 2025 filing, Sanmina Corporation (SANM) represents approximately 1.50% of Scott Black's publicly disclosed stock portfolio, making it one of their key holdings.
Scott Black's peak holding in Sanmina Corporation (SANM) was 84,379 shares, as reported at the end of Q3 2016.