Joel Greenblatt - Gotham Asset 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% | 0.02 | $118.10–185.29 · VW $147.21i | SEC | |
| 2025 Q4 | 42,338 | 0.02 | Reduce 15.51% | <0.01 | $112.60–178.39 · VW $148.66i | $6,353,664 | SEC |
| 2025 Q3 | 50,108 | 0.03 | Buy | 0.03 | $95.49–125.76 · VW $114.66i | $5,767,932 | SEC |
| 2025 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $63.67–98.54 · VW $83.79i | SEC | |
| 2025 Q1 | 3,099 | <0.01 | Reduce 1.18% | $72.85–91.12 · VW $80.96i | $236,082 | SEC | |
| 2024 Q4 | 3,136 | <0.01 | Reduce 58.24% | <0.01 | $64.45–86.05 · VW $75.00i | $237,301 | SEC |
| 2024 Q3 | 7,510 | <0.01 | Buy | <0.01 | $61.52–76.84 · VW $69.37i | $514,060 | SEC |
| 2023 Q3 | 0 | 0.00 | Sell 100.00% | 0.02 | $51.90–64.60 · VW $57.11i | SEC | |
| 2023 Q2 | 14,778 | 0.02 | Add 23.78% | <0.01 | $49.07–61.16 · VW $54.63i | $890,670 | SEC |
| 2023 Q1 | 11,939 | 0.02 | Add 26.43% | <0.01 | $55.25–65.58 · VW $60.19i | $728,160 | SEC |
| 2022 Q4 | 9,443 | 0.02 | Add 108.92% | <0.01 | $45.83–69.28 · VW $59.73i | $540,989 | SEC |
| 2022 Q3 | 4,520 | <0.01 | Buy | <0.01 | $39.21–52.14 · VW $46.69i | $208,000 | SEC |
| 2022 Q2 | 0 | 0.00 | Sell 100.00% | 0.01 | $36.35–45.67 · VW $41.30i | SEC | |
| 2022 Q1 | 8,911 | 0.01 | Reduce 48.46% | 0.01 | $35.36–43.27 · VW $39.54i | $360,000 | SEC |
| 2021 Q4 | 17,291 | 0.02 | Reduce 16.90% | <0.01 | $36.30–43.63 · VW $39.35i | $717,000 | SEC |
| 2021 Q3 | 20,807 | 0.03 | Reduce 2.38% | <0.01 | $35.06–40.33 · VW $38.24i | $802,000 | SEC |
| 2021 Q2 | 21,315 | 0.04 | Reduce 33.14% | 0.02 | $37.89–43.36 · VW $40.78i | $830,000 | SEC |
| 2021 Q1 | 31,881 | 0.06 | Reduce 33.13% | 0.02 | $30.59–42.84 · VW $36.21i | $1,319,000 | SEC |
| 2020 Q4 | 47,679 | 0.05 | Reduce 10.02% | <0.01 | $23.80–33.90 · VW $29.36i | $1,520,000 | SEC |
| 2020 Q3 | 52,987 | 0.05 | Reduce 22.18% | 0.01 | $23.75–31.80 · VW $28.06i | $1,433,000 | SEC |
| 2020 Q2 | 68,092 | 0.05 | Add 44.45% | 0.02 | $22.70–29.36 · VW $26.29i | $1,705,000 | SEC |
| 2020 Q1 | 47,138 | 0.04 | Add 49.91% | 0.01 | $18.34–34.96 · VW $27.49i | $1,286,000 | SEC |
| 2019 Q4 | 31,444 | 0.02 | Add 48.50% | <0.01 | $28.75–34.58 · VW $31.80i | $1,077,000 | SEC |
| 2019 Q3 | 21,175 | 0.01 | Add 76.37% | <0.01 | $27.57–33.49 · VW $30.74i | $680,000 | SEC |
| 2019 Q2 | 12,006 | <0.01 | Reduce 7.23% | <0.01 | $26.10–34.71 · VW $30.38i | $364,000 | SEC |
| 2019 Q1 | 12,942 | <0.01 | Reduce 51.06% | <0.01 | $22.52–33.90 · VW $30.28i | $373,000 | SEC |
| 2018 Q4 | 26,442 | <0.01 | Buy | <0.01 | $22.30–28.07 · VW $25.47i | $636,000 | SEC |
| 2017 Q4 | 0 | 0.00 | Sell 100.00% | 0.02 | $29.95–39.40 · VW $33.49i | SEC | |
| 2017 Q3 | 41,115 | 0.02 | Reduce 58.96% | 0.03 | $34.80–42.95 · VW $37.33i | $1,527,000 | SEC |
| 2017 Q2 | 100,178 | 0.05 | Reduce 6.01% | <0.01 | $35.20–40.80 · VW $37.80i | $3,817,000 | SEC |
| 2017 Q1 | 106,580 | 0.06 | Reduce 57.74% | 0.07 | $33.10–41.25 · VW $39.01i | $4,327,000 | SEC |
| 2016 Q4 | 252,225 | 0.12 | Add 39.89% | 0.03 | $26.70–37.20 · VW $31.68i | $9,244,000 | SEC |
| 2016 Q3 | 180,307 | 0.07 | Add 2157.51% | 0.07 | $23.50–29.17 · VW $26.55i | $5,133,000 | SEC |
| 2016 Q2 | 7,987 | <0.01 | Buy | <0.01 | $21.05–28.45 · VW $25.45i | $214,000 | SEC |
| 2015 Q4 | 0 | 0.00 | Sell 100.00% | 0.22 | $19.86–25.64 · VW $21.89i | SEC | |
| 2015 Q3 | 1,022,332 | 0.22 | Add 25.76% | 0.05 | $17.55–22.41 · VW $20.43i | $21,847,000 | SEC |
| 2015 Q2 | 812,927 | 0.14 | Add 10.67% | 0.01 | $19.66–25.23 · VW $21.30i | $16,389,000 | SEC |
| 2015 Q1 | 734,578 | 0.14 | Reduce 38.90% | 0.09 | $20.22–25.27 · VW $22.53i | $17,769,000 | SEC |
| 2014 Q4 | 1,202,336 | 0.24 | Add 68.52% | 0.10 | $16.57–26.08 · VW $23.38i | $28,291,000 | SEC |
| 2014 Q3 | 713,488 | 0.16 | Add 216.20% | 0.11 | $20.85–25.25 · VW $23.09i | $14,883,000 | SEC |
| 2014 Q2 | 225,644 | 0.07 | Reduce 34.80% | 0.03 | $16.35–23.26 · VW $20.48i | $5,140,000 | SEC |
| 2014 Q1 | 346,103 | 0.10 | Reduce 49.00% | 0.14 | $14.76–18.21 · VW $16.62i | $6,039,000 | SEC |
| 2013 Q4 | 678,607 | 0.29 | Add 26.83% | 0.06 | $14.02–18.29 · VW $15.58i | $11,333,000 | SEC |
| 2013 Q3 | 535,065 | 0.32 | Add 113.38% | 0.17 | $14.29–18.44 · VW $16.59i | $9,358,000 | SEC |
| 2013 Q2 | 250,756 | 0.16 | Reduce 7.88% | 0.01 | $10.18–14.60 · VW $13.04i | $3,598,000 | SEC |
| 2013 Q1 | 272,220 | 0.17 | Add 13.10% | 0.02 | $9.12–12.14 · VW $10.43i | $3,095,000 | SEC |
| 2012 Q4 | 240,694 | 0.17 | Buy | 0.17 | $7.58–11.26 · VW $9.48i | $2,664,000 | SEC |