Sanmina Corporation (NASDAQ:SANM) Q2 2026 Earnings Call Transcript
Operator: Good afternoon, ladies and gentlemen, and welcome to the Sanmina Second Quarter Fiscal 2026 Earnings Conference Call.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 833,845 | $108,099,664 | +29% | 0.04% |
| 2. | Millennium Management Israel Englander | 420,155 | $54,468,894 | +57% | 0.02% |
| 3. | CastleKnight Management Aaron Weitman | 259,100 | $33,589,724 | +324% | 0.56% |
| 4. | Citadel Investment Group Ken Griffin | 177,721 | $23,039,750 | +1084% | 0% |
| 5. | D E Shaw D. E. Shaw | 116,250 | $15,070,650 | -12% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $142.46 | 700 | $99,722.00 | 3,196 | 2026-01-30 | Filing | |
| $26.33 | 1,500 | $39,496.50 | 18,004 | 2018-02-05 | Filing | |
| $9.62 | 2,080 | $20,002.53 | 117,918 | 2010-08-30 | Filing | |
| $14.47 | 50,000 | $723,440.00 | 125,738 | 2010-05-21 | Filing | |
| $7.88 | 50,000 | $394,000.00 | 50,000 | 2009-11-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $265.86 | 5,038 | $1,339,402.68 | 77,000 | 2026-05-29 | Filing | |
| $265.73 | 5,038 | $1,338,747.74 | 82,038 | 2026-05-29 | Filing | |
| $254.39 | 5,000 | $1,271,950.00 | 24,481 | 2026-05-26 | Filing | |
| $248.60 | 1,000 | $248,600.00 | 29,481 | 2026-05-08 | Filing | |
| $228.84 | 118,368 | $27,087,333.12 | 1,227,573 | 2026-05-06 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,592,515 | $1,113,933,613 | 0.02% | |
| 2. | 7,256,500 | $940,732,697 | 0.05% | |
| 3. | 4,025,518 | $521,868,153 | 0.02% | |
| 4. | 2,415,360 | $313,127,270 | 0.05% | |
| 5. | 2,352,192 | $304,938,171 | 0% |