Flex Ltd.
US ˙ NasdaqGS ˙ SG9999000020

SecurityFLEX / Flex Ltd.
InstitutionLeuthold Group, Llc
Latest Disclosed Ownership200,422 shares
Latest Disclosed Value $ 13,119,624
Leuthold Group, Llc reports 2.49% decrease in ownership of FLEX / Flex Ltd.

On May 6, 2026 - Leuthold Group, Llc filed a 13F-HR form disclosing ownership of 200,422 shares of Flex Ltd. (US:FLEX) valued at $13,119,624 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 205,534 shares of Flex Ltd.. This represents a change in shares of -2.49% during the quarter. The current value of the position is $32,456,339 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F Flex COM Y2573F102 200,422 -5,112 -2.49 13,120 5.65 1.3976
2026-02-05 2025-12-31 13F Flex COM Y2573F102 205,534 674 0.33 12,418 4.57 1.3410
2025-11-06 2025-09-30 13F Flex COM Y2573F102 204,860 6,944 3.51 11,876 20.20 1.2993
2025-08-13 2025-06-30 13F Flex COM Y2573F102 197,916 -3,080 -1.53 9,880 48.60 1.1804
2025-05-13 2025-03-31 13F Flex COM Y2573F102 200,996 -14,037 -6.53 6,649 -19.47 0.8634
2025-02-03 2024-12-31 13F Fiserv COM Y2573F102 215,033 -7,849 -3.52 8,255 10.81 0.9915
2024-10-24 2024-09-30 13F Flex COM Y2573F102 222,882 -9,131 -3.94 7,451 8.89 0.8282
2024-08-12 2024-06-30 13F Flex COM Y2573F102 232,013 -2,068 -0.88 6,842 2.17 0.7908
2024-05-06 2024-03-31 13F Flex COM Y2573F102 234,081 -493 -0.21 6,697 -6.27 0.7541
2024-02-06 2023-12-31 13F Flex COM Y2573F102 234,574 -151 -0.06 7,145 12.84 0.8940
2023-11-07 2023-09-30 13F Flex COM Y2573F102 234,725 -4,323 -1.81 6,333 -4.16 0.8882
2023-08-08 2023-06-30 13F Flex COM Y2573F102 239,048 -8,678 -3.50 6,607 15.91 0.8561
2023-04-18 2023-03-31 13F Flex ORD Y2573F102 247,726 247,726 5,700 0.7528
2018-08-14 2018-06-30 13F Flextronics International ORD Y2573F102 0 -415,130 -100.00 0 -100.00
2018-05-15 2018-03-31 13F Flextronics International ORD Y2573F102 415,130 -62,865 -13.15 6,779 -21.17 0.7714
2018-02-14 2017-12-31 13F Flextronics International ORD Y2573F102 477,995 -18,330 -3.69 8,599 4.56 0.8588
2017-11-14 2017-09-30 13F Flextronics International ORD Y2573F102 496,325 -10,829 -2.14 8,224 -0.58 0.8305
2017-08-14 2017-06-30 13F Flextronics International ORD Y2573F102 507,154 -17,401 -3.32 8,272 -6.14 0.8863
2017-05-15 2017-03-31 13F Flextronics International ORD Y2573F102 524,555 -11,511 -2.15 8,813 14.41 0.9495
2017-02-14 2016-12-31 13F Flextronics International ORD Y2573F102 536,066 -48,791 -8.34 7,703 -3.30 0.8617
2016-11-14 2016-09-30 13F Flextronics International ORD SHS Y2573F102 584,857 -17,163 -2.85 7,966 12.13 0.8371
2016-08-15 2016-06-30 13F Flextronics International ORD Y2573F102 602,020 602,020 0.00 7,104 0.7518
2016-02-12 2015-12-31 13F Flextronics International ORD Y2573F102 0 -413,370 -100.00 0 -100.00
2015-11-16 2015-09-30 13F Flextronics International ORD Y2573F102 413,370 -56,980 -12.11 4,357 -18.10 0.4602
2015-08-14 2015-06-30 13F Flextronics International ORD Y2573F102 470,350 19,660 4.36 5,320 -6.86 0.4976
2015-05-15 2015-03-31 13F Flextronics International ORD Y2573F102 450,690 3,404 0.76 5,712 14.22 0.5304
2015-02-17 2014-12-31 13F Flextronics International ORD Y2573F102 447,286 -95,066 -17.53 5,001 -10.65 0.4914
2014-11-14 2014-09-30 13F Flextronics International ORD Y2573F102 542,352 -33,042 -5.74 5,597 -12.14 0.5049
2014-08-13 2014-06-30 13F Flextronics International ORD Y2573F102 575,394 -435 -0.08 6,370 19.71 0.5406
2014-05-15 2014-03-31 13F Flextronics International ORD Y2573F102 575,829 -6,676 -1.15 5,321 17.57 0.4724
2014-02-14 2013-12-31 13F Flextronics International ORD Y2573F102 582,505 100,968 20.97 4,526 3.40 0.4052
2013-11-14 2013-09-30 13F Flextronics International ORD Y2573F102 481,537 481,537 4,377 0.4048
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.