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SANM Sanmina Corporation

Information Technology, filed as SANMINA CORPORATION (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2

  • 3 Owners
  • Max 0.0%
  • $1.6M
  • 3 new

In 2026 Q2 Lee Ainslie, First Eagle Investment Management, and Polen Capital Management opened positions in Sanmina.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (Lee Ainslie, Maverick Capital). Not free-float ownership.

  1. Lee Ainslie New 0.01%

Who owns SANM

Sorted by value, long equity only, as of 2026 Q2.

History
First Eagle Investment Management <0.01% New <0.01% 3,200 $810K History
Lee Ainslie, Maverick Capital 0.01% New 0.01% 2,300 $582K History
Polen Capital Management <0.01% New <0.01% 886 $224K History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by SANM's executives, directors and 10% owners in the last 12 months, from their Form 4s

All SANM insider trades
  • $100K bought by 1 insider
  • $38.5M sold by 7 insiders outside a trading plan
  • $4.6M sold by 4 insiders under 10b5-1 plans
  1. Susan A Johnson Director
    Planned sale
    $24K 120 shares at $200.46 1.2% of stake
    Traded Sep 17 Filed Sep 21
    ↗
  2. Susan A Johnson Director
    Planned sale
    $24K 120 shares at $202.69 1.2% of stake
    Traded Aug 28 Filed Sep 1
    ↗
  3. Jonathan P Faust CFO
    Planned sale
    $2.7M 10,076 shares at $265.80 12% of stake
    Traded May 29 Filed Jun 1
    ↗
  4. Alan McWILLIAMS Reid EVP, Global Human Resources
    Planned sale
    $1.3M 5,000 shares at $254.39 17% of stake
    Traded May 26 Filed May 28
    ↗
  5. Alan McWILLIAMS Reid EVP, Global Human Resources
    Sale
    $249K 1,000 shares at $248.60 3.3% of stake
    Traded May 8 Filed May 12
    ↗
  6. Jure Sola CEO
    Sale
    $27.1M 118,368 shares at $228.84 8.8% of stake
    Traded May 6 Filed May 8
    ↗
  7. Alan McWILLIAMS Reid EVP, Global Human Resources
    Sale
    $225K 1,000 shares at $225.00 3.2% of stake
    Traded May 4 Filed May 6
    ↗
  8. David V Hedley III Director
    Sale
    $110K 500 shares at $219.52 6.3% of stake
    Traded May 1 Filed May 4
    ↗
  9. Alan McWILLIAMS Reid EVP, Global Human Resources
    Sale
    $218K 1,000 shares at $218.17 3.1% of stake
    Traded May 1 Filed May 4
    ↗
  10. Vishnu Venkatesh See Remarks
    Planned sale
    $484K 2,275 shares at $212.80 11% of stake
    Traded Apr 30 Filed May 1
    ↗
  11. Joseph G Licata Jr. Director
    Sale
    $5.6M 26,565 shares at $211.03 49% of stake
    Traded Apr 29 Filed May 1
    ↗
  12. Alan McWILLIAMS Reid EVP, Global Human Resources
    Sale
    $241K 1,500 shares at $160.64 4.4% of stake
    Traded Feb 26 Filed Feb 27
    ↗
  13. Jonathan P Faust CFO
    Sale
    $1.6M 10,075 shares at $159.30 10% of stake
    Traded Feb 24 Filed Feb 25
    ↗
  14. David V Hedley III Director
    Sale
    $166K 1,024 shares at $162.31 14% of stake
    Traded Feb 24 Filed Feb 25
    ↗
  15. Mythili Sankaran Director
    Sale
    $500K 3,424 shares at $145.95 42% of stake
    Traded Feb 19 Filed Feb 20
    ↗

Also filed in the last 12 months, not counted as buying or selling: 15 stock grants, 14 share withholdings for taxes, and 1 gift.

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
8-K 5.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $8.94B $7.57B $8.13B
Gross profit $743.21M $640.43M $716.36M
Gross margin * 8.3% 8.5% 8.8%
Net income $309.97M $222.54M $245.89M
Net margin * 3.5% 2.9% 3.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $3.88B $3.87B $4.87B
Total non-current assets * $994.4M $952.42M $992.72M
Total assets $4.87B $4.82B $5.86B
Total current liabilities $2.03B $1.94B $2.82B
Total non-current liabilities $522.01M $520.66M $497M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $235.17M $340.22M $620.66M
Cash from investing -$192.46M -$114.4M -$108.21M
Cash from financing $94.5M -$269.71M -$173.84M
Net change in cash $137.71M -$41.71M $340.36M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.