moatshark My

All holdings

Sanmina

SANM

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
2
In their latest 13F (Q3 2026)
See who
Value held
$1.0m
Combined value at quarter end
Last quarter
2 bought
0 sold or trimmed
Price at Q2 ’26 end
$253.08

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+6.5%Q2 ’24
+3.3%Q3 ’24
+10.5%Q4 ’24
+0.7%Q1 ’25
+28.4%Q2 ’25
+17.7%Q3 ’25
+30.4%Q4 ’25
Q2 ’24: +6.5%; Q3 ’24: +3.3%; Q4 ’24: +10.5%; Q1 ’25: +0.7%; Q2 ’25: +28.4%; Q3 ’25: +17.7%; Q4 ’25: +30.4%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

1Q4 ’23
1Q1 ’24
1Q2 ’24
1Q3 ’24
1Q4 ’24
1Q1 ’25
1Q2 ’25
1Q3 ’25
1Q4 ’25
0Q1 ’26
2Q2 ’26
0Q3 ’26
Q4 ’23: 1; Q1 ’24: 1; Q2 ’24: 1; Q3 ’24: 1; Q4 ’24: 1; Q1 ’25: 1; Q2 ’25: 1; Q3 ’25: 1; Q4 ’25: 1; Q1 ’26: 0; Q2 ’26: 2; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Sanmina.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Sanmina
First Eagle Investment Management0.0%$810k$810kNew1 qtr
Polen Capital Management0.0%$224k$224kNew1 qtr

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Sanmina
Bought or soldFiling
17 Sep 2026Johnson Susan ADirector▼ Sold120$200.46$24kForm 4
28 Aug 2026Johnson Susan ADirector▼ Sold120$202.69$24kForm 4

About the company

Sector
Technology · Printed Circuit Boards
Incorporated in
Delaware
Financial year ends
3 October
Shares outstanding
54m at 20 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$5.9bnSep ’13
$6.4bnOct ’15
$6.9bnSep ’17
$8.2bnSep ’19
$6.7bnOct ’21
$8.9bnSep ’23
$8.1bnSep ’25
Sep ’13: $5.9bn; Sep ’14: $6.2bn; Oct ’15: $6.4bn; Oct ’16: $6.5bn; Sep ’17: $6.9bn; Sep ’18: $7.1bn; Sep ’19: $8.2bn; Oct ’20: $7.0bn; Oct ’21: $6.7bn; Oct ’22: $7.9bn; Sep ’23: $8.9bn; Sep ’24: $7.6bn; Sep ’25: $8.1bn
Sanmina revenue and net income by year
YearRevenueNet income
Year to Sep 2025$8.1bn$246m
Year to Sep 2024$7.6bn$223m
Year to Sep 2023$8.9bn$310m
Year to Oct 2022$7.9bn$240m
Year to Oct 2021$6.7bn$250m
Year to Oct 2020$7.0bn$133m
Year to Sep 2019$8.2bn$142m
Year to Sep 2018$7.1bn−$95.5m
Year to Sep 2017$6.9bn$139m
Year to Oct 2016$6.5bn$188m
Year to Oct 2015$6.4bn$377m
Year to Sep 2014$6.2bn$197m
Year to Sep 2013$5.9bn$79.4m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.