What smart money is saying about SANM
SANM
No fund has written a full thesis on SANM in our archive, but 2 fund letters report a position in it — most recently Towle Small-Cap Value Strategy in September 2026.
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2
Reported positions
1
Bought
1
Sold
2
Letters
Position history
Between Q4 2024 and Q3 2026, 2 fund letters reported a position in SANM, with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
| Q4 2024 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 2 moves
- New positionTowle Small-Cap Value StrategySeptember 2026
Listed in Towle Small-Cap Value Strategy’s reported holdings.
SANM - December 2024
“We funded these purchases in part with proceeds from the sales of engineered power transmission and fluid power solutions provider Gates Industrial, integrated manufacturing solutions provider Sanmina Corporation and business process management company WNS Holdings, all of which we exited in favor of more compelling opportunities elsewhere.”
SANM
Read the letters behind these SANM positions
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