Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Sanmina SANM Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$71.4M Buy
282,164
+187,799
+199% +$41.2M 0.14% 140
2026
Q1 		$12.2M Buy
94,365
+20,732
+28% +$3.05M 0.03% 430
2025
Q4 		$11.1M Buy
73,633
+15,047
+26% +$2.22M 0.03% 443
2025
Q3 		$6.74M Buy
58,586
+31,417
+116% +$3.53M 0.02% 501
2025
Q2 		$2.66M Buy
27,169
+5,338
+24% +$441K 0.01% 772
2025
Q1 		$1.66M Sell
21,831
-1,684
-7% -$137K 0.01% 782
2024
Q4 		$1.78M Buy
23,515
+2,554
+12% +$190K 0.01% 762
2024
Q3 		$1.43M Sell
20,961
-90,618
-81% -$6.25M 0.01% 759
2024
Q2 		$7.39M Buy
111,579
+10,473
+10% +$670K 0.03% 330
2024
Q1 		$6.29M Sell
101,106
-7,456
-7% -$434K 0.03% 380
2023
Q4 		$5.58M Buy
108,562
+27,867
+35% +$1.42M 0.03% 392
2023
Q3 		$4.38M Buy
80,695
+57,095
+242% +$3.21M 0.02% 430
2023
Q2 		$1.42M Buy
23,600
+10,115
+75% +$554K 0.01% 691
2023
Q1 		$822K Buy
13,485
+8,194
+155% +$491K ﹤0.01% 765
2022
Q4 		$303K Buy
+5,291
New +$313K ﹤0.01% 975
2019
Q4 		– Sell
-7,150
Closed -$230K – 1069
2019
Q3 		$230K Sell
7,150
-2,260
-24% -$69.4K ﹤0.01% 838
2019
Q2 		$285K Buy
+9,410
New +$285K ﹤0.01% 834
2017
Q4 		– Sell
-49,008
Closed -$1.82M – 846
2017
Q3 		$1.82M Buy
49,008
+8,428
+21% +$315K 0.01% 437
2017
Q2 		$1.55M Buy
40,580
+34,005
+517% +$1.29M 0.01% 429
2017
Q1 		$267K Buy
+6,575
New +$254K ﹤0.01% 752
2015
Q2 		– Sell
-19,000
Closed -$460K – 657
2015
Q1 		$460K Buy
19,000
+6,900
+57% +$158K ﹤0.01% 405
2014
Q4 		$285K Buy
+12,100
New +$277K ﹤0.01% 468
2014
Q2 		– Sell
-16,500
Closed -$318K – 618
2014
Q1 		$318K Buy
16,500
+900
+6% +$15.1K ﹤0.01% 564
2013
Q4 		$277K Sell
15,600
-33,150
-68% -$533K ﹤0.01% 618
2013
Q3 		$876K Buy
48,750
+9,550
+24% +$156K 0.01% 280
2013
Q2 		$593K Buy
+39,200
New +$504K 0.01% 339

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

Connor, Clark & Lunn Investment Management (CC&L)'s SANM Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its Sanmina (SANM) stake by 199% in Q2 2026, buying an estimated $41.2M and bringing the position to 282,164 shares worth $71.4M. The position accounts for 0.14% of the portfolio, ranked #140.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SANM in Q2 2013 and has held it in 26 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 282,164 shares of Sanmina worth $71.4M as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) bought 187,799 Sanmina shares in Q2 2026, an estimated $41.2M.
  • Sanmina made up 0.14% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #140 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Sanmina in Q2 2013 and has held it in 26 quarters since.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.