LEUTHOLD GROUP, LLC

Position in FLEX — Flex Ltd.

CIK 1170152 MINNEAPOLIS, MN

Position in FLEX

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$13,119,624

+$701,260 QoQ

Shares Held

200,422

-2.5% QoQ

Ownership

0.055%

of shares outstanding

% of Portfolio

1.85%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

LEUTHOLD GROUP, LLC holds $52,622,240 across 7 Electronic Components names. FLEX ranks #2 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JBL	Jabil Inc	58,946	$15,657,825
2	FLEX	Flex Ltd. This page	200,422	$13,119,624
3	TEL	TE Connectivity plc	40,987	$8,567,102
4	PLXS	Plexus Corp	26,422	$5,351,511
5	SANM	Sanmina Corp	38,313	$4,966,897
6	BHE	Benchmark Electronics Inc	50,065	$2,806,643
7	CTS	Cts Corp	45,072	$2,152,638

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,119,624	200,422	-2.5%	Shares	Sole	2026-05-06
2025-12-31	$12,418,364	205,534	+0.3%	Shares	Sole	2026-02-05
2025-09-30	$11,875,734	204,860	+3.5%	Shares	Sole	2025-11-06
2025-06-30	$9,879,966	197,916	-1.5%	Shares	Sole	2025-08-13
2025-03-31	$6,648,947	200,996	-6.5%	Shares	Sole	2025-05-13
2024-12-31	$8,255,116	215,033	-3.5%	Shares	Sole	2025-02-03
2024-09-30	$7,450,945	222,882	-3.9%	Shares	Sole	2024-10-24
2024-06-30	$6,842,063	232,013	-0.9%	Shares	Sole	2024-08-12
2024-03-31	$6,697,057	234,081	-0.2%	Shares	Sole	2024-05-06
2023-12-31	$5,384,411	234,574	-0.1%	Shares	Sole	2024-02-06
2023-09-30	$4,772,334	234,725	-1.8%	Shares	Sole	2023-11-07
2023-06-30	$4,979,106	239,048	-3.5%	Shares	Sole	2023-08-08
2023-03-31	$4,295,544	247,726	—	Shares	Sole	2023-04-18
No filing history on record for this holder in this stock.