SanminaSANM
Market Cap: $3.51B
About: Sanmina Corp is a provider of integrated manufacturing solutions, components, and after-market services to original equipment manufacturers in the communications networks, storage, industrial, defense and aerospace end markets. The company operates in two business segments: Integrated Manufacturing Solutions, which consists of printed circuit board assembly and represents a majority of the firm's revenue; and Components, Products, and Services, which includes interconnect systems and mechanical systems. The firm generates revenue primarily in the United States, China, and Mexico, but has a presence around the world.
Employees: 34,000
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
18% more call options, than puts
Call options by funds: $6.1M | Put options by funds: $5.19M
6% more capital invested
Capital invested by funds: $3.31B [Q1] → $3.49B (+$186M) [Q2]
1% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 106
0.25% less ownership
Funds ownership: 95.33% [Q1] → 95.08% (-0.25%) [Q2]
9% less funds holding
Funds holding: 310 [Q1] → 282 (-28) [Q2]
46% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 61
50% less funds holding in top 10
Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]
Research analyst outlook
We haven’t received any recent analyst ratings for SANM.