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CastleKnight Management’s Sanmina SANM Stock Holding History

CastleKnight 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
Q2 		$5.06M Sell
20,000
-60,000
-75% -$13.1M 0.07% 189
2026
Q1 		$10.4M Sell
80,000
-40,000
-33% -$5.88M 0.17% 78
2025
Q4 		$18M Buy
+120,000
New +$17.7M 0.4% 39

Other funds holding SANM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $1.31B AUM

CastleKnight Management's SANM Position: Q2 2026 in Review

CastleKnight Management reduced its Sanmina (SANM) stake by 74% in Q2 2026, selling an estimated $42.1M and leaving 66,883 shares worth $16.9M. The position accounts for 0.23% of the portfolio, ranked #63.

CastleKnight Management first reported a position in SANM in Q4 2025 and has held it in 3 quarters since. The position peaked at $33.6M in Q1 2026. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • CastleKnight Management held 66,883 shares of Sanmina worth $16.9M as of Q2 2026.
  • CastleKnight Management sold 192,217 Sanmina shares in Q2 2026, an estimated $42.1M.
  • Sanmina made up 0.23% of CastleKnight Management's portfolio in Q2 2026, its #63 holding.
  • CastleKnight Management first reported a position in Sanmina in Q4 2025 and has held it in 3 quarters since.
  • CastleKnight Management's Sanmina position peaked at $33.6M in Q1 2026.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on CastleKnight Management's 13F filing for Q2 2026, filed 14 Aug 2026.