# Sanmina (SANM): value investors who own it | moatshark

2 value investors held Sanmina in their Q3 2026 13F, led by First Eagle Investment Management, Polen Capital Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| First Eagle Investment Management | 0.0% | $810k | New | 1 |
| Polen Capital Management | 0.0% | $224k | New | 1 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-17 | Johnson Susan A | Director | Sold | 120 | $24k |
| 2026-08-28 | Johnson Susan A | Director | Sold | 120 | $24k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/sanm). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.