Guru Ownership Over Time
Guru Analysis for Sanmina Corporation (SANM)
Sanmina Corporation (SANM), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $126.49 M.
Top institutional holders include Chuck Royce and Ken Fisher.
Institutional sentiment is currently Bullish. This is evidenced by a $11.94 M net inflow during the quarter.
Recent activity highlights Ken Fisher who opened a new position. Conversely, First Eagle Investment reduced exposure by 35.6%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.31% | Reduce -20.7% | 266,511 | $30.68 M | Q3 2025 | |
| 0.01% | New Buy | 166,861 | $19.21 M | Q3 2025 | |
| 0.03% | Add 2.4% | 82,534 | $9.5 M | Q3 2025 | |
| 0.01% | Reduce -6.7% | 77,934 | $8.97 M | Q3 2025 | |
| 0.03% | Reduce -9.5% | 73,453 | $8.46 M | Q3 2025 | |
| 0.03% | New Buy | 50,108 | $5.77 M | Q3 2025 | |
| 0.01% | Reduce -35.6% | 46,708 | $5.38 M | Q3 2025 | |
| 0.03% | Reduce -14.5% | 22,481 | $2.59 M | Q3 2025 | |
| 1.40% | Reduce -17.7% | 13,119 | $1.51 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Sanmina Corporation (SANM)
Top Guru holders include Chuck Royce ($30.68 M), Ken Fisher ($19.21 M), HOTCHKIS & WILEY ($9.5 M). Collectively, tracked Gurus hold 799,709 shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $11.94 M, with 3 Gurus buying and 6 Gurus selling.
In the recent quarter, 6 Gurus reduced their positions, and 0 Gurus sold out of SANM completely. Total sell value was $13.26 M.
Yes, 2 Gurus opened new positions in SANM, and 1 added to their existing holdings. Total buy value was $25.2 M.