Waratah Capital Advisors’s Sanmina SANM Stock Holding History

Waratah Capital Advisors’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 Q3	–	Sell	-33,570	Closed	-$3.28M	–	224
2025 Q2	$3.28M	Buy	+33,570	New	+$2.77M	0.09%	119

Other funds holding SANM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Waratah Capital Advisors's SANM Position: Q3 2025 in Review

Waratah Capital Advisors sold out of Sanmina (SANM) in Q3 2025, closing a stake of 33,570 shares — an estimated $3.28M sold.

Waratah Capital Advisors first reported a position in SANM in Q2 2025 and held it in 1 quarter. The position peaked at $3.28M in Q2 2025. 384 funds tracked by Wall St. Rank hold SANM as of Q3 2025.

Waratah Capital Advisors reported no remaining Sanmina position as of Q3 2025 after selling out during the quarter.
Waratah Capital Advisors sold 33,570 Sanmina shares in Q3 2025, an estimated $3.28M.
Waratah Capital Advisors first reported a position in Sanmina in Q2 2025 and held it in 1 quarter.
Waratah Capital Advisors's Sanmina position peaked at $3.28M in Q2 2025.
384 funds tracked by Wall St. Rank held Sanmina as of Q3 2025.

Based on Waratah Capital Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.