Position in SANM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,315,743
+$14,483,240 QoQ
Shares Held
80,274
+78.4% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#65
of 573 holders
Holding Since
Dec 2025
3 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, 2026Freestone Grove Partners LP holds $165,064,911 across 13 Electronic Components names. SANM ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
|
927,636 | $81,780,389 | |
| 2 | CLS |
Celestica Inc
|
105,238 | $38,390,822 | |
| 3 | SANM |
Sanmina Corp
This page
|
80,274 | $20,315,743 | |
| 4 | RAL |
Ralliant Corp
|
206,590 | $15,211,221 | |
| 5 | GLW |
Corning Inc /Ny
|
23,852 | $6,092,516 | |
| 6 | ROG |
Rogers Corp
|
6,107 | $999,899 | |
| 7 | CTS |
Cts Corp
|
10,002 | $652,030 | |
| 8 | PLXS |
Plexus Corp
|
1,783 | $536,094 |
All Filings in SANM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,315,743 | 80,274 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,832,503 | 44,990 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,338,973 | 28,913 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||