Position in SANM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$4,966,897
-$684,739 QoQ
Shares Held
38,313
+1.7% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SANM Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Mar 31, 2026LEUTHOLD GROUP, LLC holds $52,622,240 across 7 Electronic Components names. SANM ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBL |
Jabil Inc
|
58,946 | $15,657,825 | |
| 2 | FLEX |
Flex Ltd.
|
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
This page
|
38,313 | $4,966,897 | |
| 6 | BHE |
Benchmark Electronics Inc
|
50,065 | $2,806,643 | |
| 7 | CTS |
Cts Corp
|
45,072 | $2,152,638 |
All Filings in SANM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,966,897 | 38,313 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,651,636 | 37,660 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,315,704 | 37,492 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,542,228 | 36,208 | Shares | Sole | 2025-08-13 | |
| 2023-06-30 | $2,849,866 | 47,285 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,988,449 | 48,999 | Shares | Sole | 2023-04-18 | |
| No filing history on record for this holder in this stock. | ||||||