Leuthold Group, LLC
- SEC CIK
- 0001170152
- Latest filing
- Aug 4, 2026
SANM holding history
Sanmina Corp in every 13F filed by Leuthold Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SANM overviewAll 13F holders of SANMFull Q2 2026 holdings
- Shares (Q2 2026)
- 36,379
- Value
- $9.21M
- % of portfolio
- 0.9%
- Quarters held
- 7
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 36,379 | $9.21M | 0.9% | −1,934−5.0% | Reduced | Holders |
| Q1 2026 | 38,313 | $4.97M | 0.5% | +653+1.7% | Added | Holders |
| Q4 2025 | 37,660 | $5.65M | 0.6% | +168+0.4% | Added | Holders |
| Q3 2025 | 37,492 | $4.32M | 0.5% | +1,284+3.5% | Added | Holders |
| Q2 2025 | 36,208 | $3.54M | 0.4% | +36,208 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −47,285−100.0% | Sold out | Holders |
| Q2 2023 | 47,285 | $2.85M | 0.4% | −1,714−3.5% | Reduced | Holders |
| Q1 2023 | 48,999 | $2.99M | 0.4% | +48,999 | New | Holders |