SANM position history
The shares of Sanmina (SANM) that First Eagle Investment Management, LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2023 Q2: 111,500 shares, $6.7M, 0.02% of portfolio, New
- 2023 Q3: 186,859 shares, $10M, 0.03% of portfolio, Add +67.6%
- 2023 Q4: 242,074 shares, $12M, 0.03% of portfolio, Add +29.5%
- 2024 Q1: 186,542 shares, $12M, 0.03% of portfolio, Reduce −22.9%
- 2024 Q2: 188,672 shares, $12M, 0.03% of portfolio, Add +1.1%
- 2024 Q3: 213,772 shares, $15M, 0.03% of portfolio, Add +13.3%
- 2024 Q4: 200,972 shares, $15M, 0.03% of portfolio, Reduce −6.0%
- 2025 Q1: 110,872 shares, $8.4M, 0.02% of portfolio, Reduce −44.8%
- 2025 Q2: 72,572 shares, $7.1M, 0.01% of portfolio, Reduce −34.5%
- 2025 Q3: 46,708 shares, $5.4M, <0.01% of portfolio, Reduce −35.6%
- 2025 Q4: 15,377 shares, $2.3M, <0.01% of portfolio, Reduce −67.1%
- 2026 Q1: not held, Exit
- 2026 Q2: 3,200 shares, $810K, <0.01% of portfolio, New
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|