SCM
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SG Capital Management’s Sanmina SANM Stock Holding History

SG Capital 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
2025
Q4 		– Sell
-87,399
Closed -$10.1M – 89
2025
Q3 		$10.1M Buy
+87,399
New +$9.83M 0.9% 38
2015
Q3 		– Sell
-418,702
Closed -$8.44M – 82
2015
Q2 		$8.44M Buy
+418,702
New +$9.15M 2.12% 26
2013
Q3 		– Sell
-320,646
Closed -$4.6M – 53
2013
Q2 		$4.6M Buy
+320,646
New +$4.12M 1.99% 31

Other funds holding SANM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

SG Capital Management's SANM Position: Q4 2025 in Review

SG Capital Management sold out of Sanmina (SANM) in Q4 2025, closing a stake of 87,399 shares — an estimated $10.1M sold.

SG Capital Management first reported a position in SANM in Q2 2013 and held it in 3 quarters. The position peaked at $10.1M in Q3 2025. 451 funds tracked by Wall St. Rank hold SANM as of Q4 2025.

  • SG Capital Management reported no remaining Sanmina position as of Q4 2025 after selling out during the quarter.
  • SG Capital Management sold 87,399 Sanmina shares in Q4 2025, an estimated $10.1M.
  • SG Capital Management first reported a position in Sanmina in Q2 2013 and held it in 3 quarters.
  • SG Capital Management's Sanmina position peaked at $10.1M in Q3 2025.
  • 451 funds tracked by Wall St. Rank held Sanmina as of Q4 2025.

Based on SG Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.