SANMINA CORP (SANM) research
SANMINA CORP- Sector
- Electrical Equipment
- Last price
- $229.04
- As of
SANMINA CORP (SANM): 6 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-09-15.
As of . Source: SEC EDGAR filings for SANM. Method and limitations.
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Preview the SANM dossierActive signals for SANM
- highCONSENSUS_BUY
10 tracked funds increased SANM this 2026Q2, institutional consensus
- highCONSENSUS_BUY
4 tracked funds increased SANM this 2026Q2, institutional consensus
- highINSTITUTIONAL_SURGE
Point72 Asset Management, L.P. added +342% to SANM (2026Q2)
- highINSTITUTIONAL_SURGE
Point72 Asset Management, L.P. added +2958% to SANM (2026Q2)
- highINSTITUTIONAL_EXIT
MILLENNIUM MANAGEMENT LLC cut 100% of SANM (2026Q2)
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Every signal on SANM, as it fires
You are seeing 5 of 21 signals recorded on SANM since 2026-05-31.
The five above landed across 2 days. The other 16 were recorded on 4 other days. 12 of the 21 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in SANM (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| D. E. Shaw & Co., Inc.CUSIP 801056102 · 2026Q2 | $214.3M | 0.10% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 801056102 · 2026Q2 | $174.2M | 0.06% | , |
| CITADEL ADVISORS LLCCUSIP 801056102 · 2026Q2 | $99.1M | 0.01% | , |
| RENAISSANCE TECHNOLOGIES LLCCUSIP 801056102 · 2026Q2 | $34.9M | 0.05% | , |
| Bridgewater Associates, LPCUSIP 801056102 · 2026Q2 | $26.3M | 0.11% | , |
| Point72 Asset Management, L.P.CUSIP 801056102 · 2026Q2 | $14.7M | 0.02% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, SANM
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
SANM against its peers
SANM's operating margin of 4.4% ranks in the 35th percentile of 23 Electrical Equipment sub-industry peers, fiscal periods ending between 2025-08-31 and 2026-03-31.
| Metric | SANM | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 8.1B USD | 2.4B USD | 85 | 23 |
| Gross margin | 8.8% | 37.7% | 7 | 22 |
| Operating margin | 4.4% | 11.4% | 35 | 23 |
| Net margin | 3.0% | 7.5% | 31 | 23 |
| Return on equity | 9.7% | 9.8% | 48 | 23 |
| P / E | 51.4x | 33.1x | 63 | 19 |
Peers (23): NXT, LFUS, ARW, AEIS, TTMI, VICR, RRX, CGNX, AYI, RAL, POWL, SNX, ENS, NOVT, VSH, NSIT, VNT, BDC, ITRI, BMI, IPGP, SMR, KN. Left out: AVT (period gap), LPL (period gap). Fiscal periods ending between 2025-08-31 and 2026-03-31. Every figure is one full fiscal year read from one annual filing (SANM: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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