Delphi Management Inc /Ma/ / SANM
Delphi Management Inc /Ma/’s Sanmina Corp Position
Does Delphi Management Inc /Ma/ own Sanmina Corp (SANM)? Yes — 8.0K shares worth $1M (+1.23% of its 13F portfolio) as of Q1 2026, down from 10.3K shares the prior filed quarter.
Position Value
$1M
Q1 2026
Shares
8.0K
% of Portfolio
+1.23%
Quarters Held
15
currently held
Position History SANM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 8.0K | $1M | +1.23% |
| Q4 2025 | 10.3K | $2M | +1.50% |
| Q3 2025 | 13.1K | $2M | +1.40% |
| Q2 2025 | 15.9K | $2M | +1.51% |
| Q1 2025 | 17.2K | $1M | +1.34% |
| Q4 2024 | 8.5K | $641,000 | +0.62% |
| Q2 2024 | 10.5K | $693,000 | +0.57% |
| Q1 2024 | 9.9K | $618,000 | +0.48% |
| Q4 2023 | 23.5K | $1M | +1.31% |
| Q2 2023 | 23.7K | $1M | +1.48% |
| Q3 2021 | 7.0K | $268,000 | +0.28% |
| Q2 2021 | 7.9K | $308,000 | +0.29% |
| Q3 2019 | 46.1K | $1M | +1.44% |
| Q2 2019 | 45.0K | $1M | +1.22% |
| Q1 2019 | 34.8K | $1M | +0.93% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Delphi Management Inc /Ma/’s full portfolio or all institutional holders of SANM.