CastleKnight Management LP

Position in SANM — Sanmina Corp

CIK 1835751 New York, NY

Back to SANM Full portfolio

Position in SANM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$33,589,724

+$24,405,440 QoQ

Shares Held

259,100

+323.4% QoQ

Ownership

0.483%

of shares outstanding

% of Portfolio

1.50%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 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)

Derivatives in SANM

reported options exposure · as of Mar 31, 2026

CallValue

$10,371,200

CallShares

80,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Electronic Components

Technology · as of Mar 31, 2026

CastleKnight Management LP holds $91,038,848 across 5 Electronic Components names. SANM ranks #2 (36.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CLS	Celestica Inc	185,415	$52,227,697
2	SANM	Sanmina Corp This page	259,100	$33,589,724
3	FLEX	Flex Ltd.	38,800	$2,539,848
4	TTMI	Ttm Technologies Inc	21,800	$2,123,756
5	JBL	Jabil Inc	2,100	$557,823

All Filings in SANM

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$33,589,724	259,100	+223.9%	Shares	Sole	2026-05-15
2026-03-31	$10,371,200	80,000	+30.7%	Call	Sole	2026-05-15
2025-12-31	$9,184,284	61,200	-49.0%	Shares	Sole	2026-02-17
2025-12-31	$18,008,400	120,000	—	Call	Sole	2026-02-17
No filing history on record for this holder in this stock.