SEC 13F Intelligence

Lingohr Asset Management Gmbh / SANM

Lingohr Asset Management Gmbh’s Sanmina Corp Position

Does Lingohr Asset Management Gmbh own Sanmina Corp (SANM)? Not currently — the last reported position was 10.9K shares worth $658,000 in Q2 2023; the fund’s latest 13F (Q3 2025) no longer reports it.

Position Value
$658,000
Q2 2023
Shares
10.9K
% of Portfolio
+1.68%
Quarters Held
16
position exited

Position History SANM

Reported value by quarter
Q1 ’19: $1MQ1 ’19Q4 ’19: $384,000Q1 ’20: $341,000Q1 ’20Q2 ’20: $348,000Q3 ’20: $298,000Q3 ’20Q4 ’20: $352,000Q1 ’21: $475,000Q1 ’21Q2 ’21: $447,000Q3 ’21: $442,000Q3 ’21Q4 ’21: $477,000Q1 ’22: $456,000Q1 ’22Q2 ’22: $519,000Q3 ’22: $469,000Q3 ’22Q4 ’22: $465,000Q1 ’23: $495,000Q1 ’23Q2 ’23: $658,000filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202310.9K$658,000+1.68%
Q1 20238.1K$495,000+1.26%
Q4 20228.1K$465,000+1.30%
Q3 20228.4K$469,000+1.29%
Q2 202211.3K$519,000+1.38%
Q1 202211.3K$456,000+1.20%
Q4 202111.5K$477,000+1.19%
Q3 202111.5K$442,000+1.18%
Q2 202111.5K$447,000+1.13%
Q1 202111.5K$475,000+1.19%
Q4 202011.0K$352,000+1.02%
Q3 202011.0K$298,000+1.06%
Q2 202011.7K$348,000+1.41%
Q1 202012.5K$341,000+1.82%
Q4 201911.2K$384,000+0.37%
Q1 201935.7K$1M+1.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lingohr Asset Management Gmbh’s full portfolio or all institutional holders of SANM.