← Top Holdings

SANMSANMINA CORPORATION

CUSIP: 801056102

1

Guru Owners

$20.3M

Total Value Held

135,511

Total Shares

$20.3M
0.07%

📊 Fundamentals

Market Cap$9.6B
P/E Ratio42.2x
Above market avg
Forward P/E14.5x
EPS (TTM)$4.19
Revenue (TTM)$9.3B
Profit Margin2.47%
Beta1.05

52-Week Range

$73.56
$185.29

Current: $176.64

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 42.2x trailing earnings → 14.5x forward · 2.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$5.1M$10.2M$15.3M$20.3MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $20.3M
REDUCEDRay Dalio$20.3M
Q3 '251 owners · $8.5M
REDUCEDRay Dalio$8.5M
Q2 '251 owners · $7.9M
INCREASEDRay Dalio$7.9M
Q1 '251 owners · $4.1M
REDUCEDRay Dalio$4.1M
Q4 '241 owners · $5.7M
INCREASEDRay Dalio$5.7M
Q3 '241 owners · $4.0M
REDUCEDRay Dalio$4.0M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
14%analyst est. 14.1%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -4.0%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data