Guru Ownership Trend
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 $113.62 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 | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 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 | |
| 1.50% | Reduce -21.7% | 10,277 | $1.54 M | Q4 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Sanmina Corporation (SANM)
Major holders include Chuck Royce ($30.68 M), Ken Fisher ($19.21 M), HOTCHKIS & WILEY ($9.5 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 796,867 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $11.94 M, with 3 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited SANM. The total reported sell value was $13.26 M.
Yes, 2 managers opened new positions in SANM, and 1 increased their existing holdings. The total reported buy value was $25.2 M.