GACM
Global Alpha Capital Management’s Sanmina SANM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85M | Buy |
868,891
+54,200
| +7% | +$5.3M | 5.3% | 2 |
|
|
2025
Q1 | $62.1M | Buy |
814,691
+63,500
| +8% | +$4.84M | 4.52% | 2 |
|
|
2024
Q4 | $56.8M | Sell |
751,191
-171,200
| -19% | -$13M | 4.12% | 4 |
|
|
2024
Q3 | $63.1M | Buy |
922,391
+149,600
| +19% | +$10.2M | 4.1% | 6 |
|
|
2024
Q2 | $51.2M | Buy |
772,791
+25,600
| +3% | +$1.7M | 3.73% | 7 |
|
|
2024
Q1 | $46.5M | Buy |
747,191
+69,300
| +10% | +$4.31M | 3.45% | 9 |
|
|
2023
Q4 | $34.8M | Buy |
677,891
+145,780
| +27% | +$7.49M | 2.8% | 12 |
|
|
2023
Q3 | $28.9M | Buy |
532,111
+200
| +0% | +$10.9K | 2.9% | 12 |
|
|
2023
Q2 | $32.1M | Sell |
531,911
-12,667
| -2% | -$763K | 3% | 12 |
|
|
2023
Q1 | $33.2M | Buy |
544,578
+189,138
| +53% | +$11.5M | 3.01% | 11 |
|
|
2022
Q4 | $20.4M | Buy |
355,440
+18,900
| +6% | +$1.08M | 1.99% | 23 |
|
|
2022
Q3 | $15.5M | Buy |
336,540
+84,700
| +34% | +$3.9M | 1.55% | 28 |
|
|
2022
Q2 | $10.3M | Buy |
+251,840
| New | +$10.3M | 1.11% | 31 |
|