Jean-Marie Eveillard - First Eagle Investment Management
Holding/activity history for Sanmina Corporation (SANM)
← All SANM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $118.10–185.29 · VW $147.21i | SEC | |
| 2025 Q4 | 15,377 | <0.01 | Reduce 67.08% | <0.01 | $112.60–178.39 · VW $148.66i | $2,307,626 | SEC |
| 2025 Q3 | 46,708 | 0.01 | Reduce 35.64% | <0.01 | $95.49–125.76 · VW $114.66i | $5,376,558 | SEC |
| 2025 Q2 | 72,572 | 0.01 | Reduce 34.54% | <0.01 | $63.67–98.54 · VW $83.79i | $7,099,719 | SEC |
| 2025 Q1 | 110,872 | 0.02 | Reduce 44.83% | 0.01 | $72.85–91.12 · VW $80.96i | $8,446,229 | SEC |
| 2024 Q4 | 200,972 | 0.03 | Reduce 5.99% | <0.01 | $64.45–86.05 · VW $75.00i | $15,207,551 | SEC |
| 2024 Q3 | 213,772 | 0.03 | Add 13.30% | <0.01 | $61.52–76.84 · VW $69.37i | $14,632,693 | SEC |
| 2024 Q2 | 188,672 | 0.03 | Add 1.14% | <0.01 | $57.52–69.80 · VW $64.27i | $12,499,520 | SEC |
| 2024 Q1 | 186,542 | 0.03 | Reduce 22.94% | <0.01 | $48.83–69.69 · VW $60.84i | $11,599,182 | SEC |
| 2023 Q4 | 242,074 | 0.03 | Add 29.55% | <0.01 | $43.41–54.81 · VW $50.53i | $12,435,341 | SEC |
| 2023 Q3 | 186,859 | 0.03 | Add 67.59% | 0.01 | $51.90–64.60 · VW $57.11i | $10,142,707 | SEC |
| 2023 Q2 | 111,500 | 0.02 | Buy | 0.02 | $49.07–61.16 · VW $54.63i | $6,720,105 | SEC |
| 2009 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $1.08–3.18 · VW $1.99i | SEC | |
| 2008 Q4 | 25,000 | <0.01 | $2.82 | $71,000 | SEC | ||
| 2008 Q3 | 25,000 | <0.01 | $8.40 | $210,000 | SEC | ||
| 2008 Q2 | 25,000 | <0.01 | $7.68 | $192,000 | SEC | ||
| 2008 Q1 | 25,000 | <0.01 | $9.72 | $243,000 | SEC | ||
| 2007 Q4 | 25,000 | <0.01 | $10.92 | $273,000 | SEC | ||
| 2007 Q3 | 25,000 | <0.01 | Buy | <0.01 | $11.28–19.86 · VW $15.17i | $318,000 | SEC |
| 2007 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $19.44–23.64 · VW $21.48i | SEC | |
| 2006 Q4 | 5,833 | <0.01 | Buy | <0.01 | $20.52–26.64 · VW $22.71i | $121,000 | SEC |
| 2006 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $18.24–29.40 · VW $21.77i | SEC | |
| 2006 Q2 | 5,833 | <0.01 | $27.60 | $161,000 | SEC |