Mangrove Partners’s Sanmina SANM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$512K Sell
2,024
-2,018
-50% -$442K 0.03% 208
2026
Q1
$524K Buy
+4,042
New +$594K 0.04% 183

Other funds holding SANM

Mangrove Partners's SANM Position: Q2 2026 in Review

Mangrove Partners reduced its Sanmina (SANM) stake by 50% in Q2 2026, selling an estimated $442K and leaving 2,024 shares worth $512K. The position accounts for 0.03% of the portfolio, ranked #208.

Mangrove Partners first reported a position in SANM in Q1 2026 and has held it in 2 quarters since. The position peaked at $524K in Q1 2026. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Mangrove Partners held 2,024 shares of Sanmina worth $512K as of Q2 2026.
  • Mangrove Partners sold 2,018 Sanmina shares in Q2 2026, an estimated $442K.
  • Sanmina made up 0.03% of Mangrove Partners's portfolio in Q2 2026, its #208 holding.
  • Mangrove Partners first reported a position in Sanmina in Q1 2026 and has held it in 2 quarters since.
  • Mangrove Partners's Sanmina position peaked at $524K in Q1 2026.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Mangrove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.