Position in FLEX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,901,448
-$1,336,789 QoQ
Shares Held
73,434
-63.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#237
of 1,109 holders
Holding Since
Jun 2022
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FLEX Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026SG Capital Management LLC holds $79,960,650 across 8 Electronic Components names. FLEX ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLXS |
Plexus Corp
|
51,394 | $15,452,633 | |
| 2 | FLEX |
Flex Ltd.
This page
|
73,434 | $11,901,448 | |
| 3 | JBL |
Jabil Inc
|
30,296 | $11,678,502 | |
| 4 | RAL |
Ralliant Corp
|
145,000 | $10,676,350 | |
| 5 | BHE |
Benchmark Electronics Inc
|
97,415 | $9,611,938 | |
| 6 | BELFA |
Bel Fuse Inc /Nj
|
26,875 | $8,950,450 | |
| 7 | TTMI |
Ttm Technologies Inc
|
34,397 | $6,432,926 | |
| 8 | CLS |
Celestica Inc
|
14,409 | $5,256,403 |
All Filings in FLEX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,901,448 | 73,434 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $13,238,237 | 202,234 | Shares | Sole | 2026-05-08 | |
| 2024-12-31 | $9,371,498 | 244,113 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $11,226,371 | 380,684 | Shares | Sole | 2025-02-21 | |
| 2022-09-30 | $1,801,690 | 108,145 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,160,516 | 149,310 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||