Castleark Management’s Sanmina SANM Stock Holding History

Castleark Management’s Portfolio SANM Stock Details SANM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-72,459	Closed	-$10.9M	–	335
2025 Q4	$10.9M	Buy	72,459 +16,385	+29%	+$2.42M	0.32%	61
2025 Q3	$6.45M	Buy	+56,074	New	+$6.31M	0.18%	125

Other funds holding SANM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AMD

Advanced Micro Devices Santa Clara, California $174M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Castleark Management's SANM Position: Q1 2026 in Review

Castleark Management sold out of Sanmina (SANM) in Q1 2026, closing a stake of 72,459 shares — an estimated $10.9M sold.

Castleark Management first reported a position in SANM in Q3 2025 and held it in 2 quarters. The position peaked at $10.9M in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

Castleark Management reported no remaining Sanmina position as of Q1 2026 after selling out during the quarter.
Castleark Management sold 72,459 Sanmina shares in Q1 2026, an estimated $10.9M.
Castleark Management first reported a position in Sanmina in Q3 2025 and held it in 2 quarters.
Castleark Management's Sanmina position peaked at $10.9M in Q4 2025.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Castleark Management's 13F filing for Q1 2026, filed 15 May 2026.