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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CastleKnight Management's SANM Position: Q1 2026 in Review

CastleKnight Management increased its Sanmina (SANM) stake by 323% in Q1 2026, buying an estimated $29.1M and bringing the position to 259,100 shares worth $33.6M. The position accounts for 0.56% of the portfolio, ranked #20.

CastleKnight Management first reported a position in SANM in Q4 2025 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • CastleKnight Management held 259,100 shares of Sanmina worth $33.6M as of Q1 2026.
  • CastleKnight Management bought 197,900 Sanmina shares in Q1 2026, an estimated $29.1M.
  • Sanmina made up 0.56% of CastleKnight Management's portfolio in Q1 2026, its #20 holding.
  • CastleKnight Management first reported a position in Sanmina in Q4 2025 and has held it in 2 quarters since.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

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