FULLER & THALER ASSET MANAGEMENT, INC.

Position in SANM — Sanmina Corp

CIK 1082327 SAN MATEO, CA

Back to SANM Full portfolio

Position in SANM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$99,746,420

+$9,169,805 QoQ

Shares Held

394,130

-43.6% QoQ

Ownership

0.735%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#25

of 573 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SANM Over Time

Shares Held

Position Value (USD)

Position in Electronic Components

Technology · as of Jun 30, 2026

FULLER & THALER ASSET MANAGEMENT, INC. holds $612,742,176 across 5 Electronic Components names. SANM ranks #4 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLXS	Plexus Corp	732,397	$220,209,805
2	RAL	Ralliant Corp	2,255,379	$166,063,555
3	JBL	Jabil Inc	326,019	$125,673,804
4	SANM	Sanmina Corp This page	394,130	$99,746,420
5	FLEX	Flex Ltd.	6,470	$1,048,592

All Filings in SANM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,746,420	394,130	-43.6%	Shares	Sole	2026-08-12
2026-03-31	$90,576,615	698,678	-4.6%	Shares	Sole	2026-05-14
2025-12-31	$109,906,615	732,369	+17.3%	Shares	Sole	2026-02-12
2025-09-30	$71,847,863	624,167	-15.3%	Shares	Sole	2025-11-13
2025-06-30	$72,061,088	736,595	+54.0%	Shares	Sole	2025-08-14
2025-03-31	$36,429,885	478,208	+7.6%	Shares	Sole	2025-05-13
2024-12-31	$33,615,792	444,242	-9.5%	Shares	Sole	2025-02-14
2024-09-30	$33,607,923	490,985	-58.8%	Shares	Sole	2024-11-13
2024-06-30	$78,940,783	1,191,559	+2.9%	Shares	Sole	2024-08-09
2024-03-31	$71,978,821	1,157,588	+14.3%	Shares	Sole	2024-05-13
2023-12-31	$52,040,275	1,013,048	-45.3%	Shares	Sole	2024-02-13
2023-09-30	$100,475,753	1,851,064	-14.7%	Shares	Sole	2023-11-13
2023-06-30	$130,791,505	2,170,093	+1.5%	Shares	Sole	2023-08-14
2023-03-31	$130,406,195	2,138,157	+15.8%	Shares	Sole	2023-05-15
2022-12-31	$105,783,349	1,846,454	-8.1%	Shares	Sole	2023-02-13
2022-09-30	$92,595,732	2,009,456	-0.1%	Shares	Sole	2022-11-14
2022-06-30	$81,891,167	2,010,586	-6.6%	Shares	Sole	2022-08-12
2022-03-31	$87,030,040	2,153,143	+13.0%	Shares	Sole	2022-05-13
2021-12-31	$78,981,838	1,905,013	-0.3%	Shares	Sole	2022-02-09
2021-09-30	$73,610,475	1,909,976	-6.1%	Shares	Sole	2021-11-10
2021-06-30	$79,220,367	2,033,377	+0.2%	Shares	Sole	2021-08-13
2021-03-31	$83,972,682	2,029,306	-5.8%	Shares	Sole	2021-05-13
2020-12-31	$68,713,925	2,154,717	+15.7%	Shares	Sole	2021-02-11
2020-09-30	$50,382,248	1,862,560	+80.3%	Shares	Sole	2020-11-09
2020-06-30	$25,872,204	1,033,235	+0.7%	Shares	Sole	2020-08-13
2020-03-31	$27,982,787	1,025,762	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.