Flex Ltd.
US ˙ NasdaqGS ˙ SG9999000020

SecurityFLEX / Flex Ltd.
InstitutionCwm, Llc
Latest Disclosed Ownership13,362 shares
Latest Disclosed Value $ 874,677
Cwm, Llc reports 3.78% increase in ownership of FLEX / Flex Ltd.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 13,362 shares of Flex Ltd. (US:FLEX) valued at $874,677 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 12,875 shares of Flex Ltd.. The current value of the position is $2,163,842 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)
2026-05-14 2026-03-31 13F FLEXTRONICS INTL ORD Y2573F102 13,362 487 3.78 875 0.0023
2026-01-26 2025-12-31 13F FLEX ORD Y2573F102 12,875 7,196 126.71 1 0.0021
2025-10-15 2025-09-30 13F FLEX ORD Y2573F102 5,679 1,084 23.59 0 0.0010
2025-07-25 2025-06-30 13F FLEX ORD Y2573F102 4,595 3,314 258.70 0 0.0008
2025-05-01 2025-03-31 13F FLEX ORD Y2573F102 1,281 542 73.34 0 0.0002
2025-02-04 2024-12-31 13F FLEX ORD Y2573F102 739 -101 -12.02 0 0.0001
2024-10-08 2024-09-30 13F FLEX ORD Y2573F102 840 -70 -7.69 0 0.0001
2024-07-10 2024-06-30 13F FLEX ORD Y2573F102 910 1 0.11 0 0.0001
2024-04-05 2024-03-31 13F FLEX ORD Y2573F102 909 -700 -43.51 0 0.0001
2024-02-01 2023-12-31 13F FLEX ORD Y2573F102 1,609 773 92.46 0 0.0003
2023-10-11 2023-09-30 13F FLEX ORD Y2573F102 836 -464 -35.69 0 0.0001
2023-08-03 2023-06-30 13F FLEX ORD Y2573F102 1,300 -1,159 -47.13 0 0.0002
2023-05-01 2023-03-31 13F FLEX ORD Y2573F102 2,459 -1,799 -42.25 0 0.0004
2023-02-01 2022-12-31 13F FLEX ORD Y2573F102 4,258 3,850 943.63 0 -100.00 0.0007
2022-10-27 2022-09-30 13F FLEX ORD Y2573F102 408 0 0.00 7 16.67 0.0001
2022-07-28 2022-06-30 13F FLEX ORD Y2573F102 408 0 0.00 6 -25.00 0.0000
2022-04-21 2022-03-31 13F FLEX ORD Y2573F102 408 -368 -47.42 8 -42.86 0.0001
2022-01-31 2021-12-31 13F FLEX ORD Y2573F102 776 368 90.20 14 100.00 0.0001
2021-09-15 2021-06-30 13F/A-1 FLEX ORD Y2573F102 408 0 0.00 7 0.00 0.0001
2021-07-29 2021-06-30 13F FLEX ORD Y2573F102 408 0 7 0.0001
2021-09-15 2021-03-31 13F/A-1 FLEX ORD Y2573F102 408 0 0.00 7 0.00 0.0001
2021-04-27 2021-03-31 13F FLEX ORD Y2573F102 408 0 7 0.0001
2021-09-15 2020-12-31 13F/A-1 FLEX ORD Y2573F102 408 0 0.00 7 0.00 0.0001
2021-01-27 2020-12-31 13F FLEX ORD Y2573F102 408 0 7 0.0001
2021-09-15 2020-09-30 13F/A-1 FLEX ORD Y2573F102 408 0 0.00 7 0.00 0.0001
2020-10-19 2020-09-30 13F FLEX ORD Y2573F102 607 199 7 0.0001
2021-09-15 2020-06-30 13F/A-1 FLEX ORD Y2573F102 408 0 0.00 7 0.00 0.0001
2020-07-22 2020-06-30 13F FLEX ORD Y2573F102 708 300 7 0.0001
2021-09-15 2020-03-31 13F/A-1 FLEX ORD Y2573F102 408 0 0.00 7 0.00 0.0001
2020-04-28 2020-03-31 13F FLEX ORD Y2573F102 408 0 3 0.0000
2021-09-14 2019-12-31 13F/A-1 FLEX ORD Y2573F102 408 0 0.00 7 0.00 0.0001
2020-01-27 2019-12-31 13F FLEX ORD Y2573F102 816 408 10 0.0001
2021-09-14 2019-09-30 13F/A-1 FLEX ORD Y2573F102 408 0 0.00 7 0.00 0.0001
2019-10-22 2019-09-30 13F FLEX ORD Y2573F102 604 196 6 0.0001
2021-09-14 2019-06-30 13F/A-1 FLEX ORD Y2573F102 408 0 0.00 7 0.00 0.0001
2019-07-31 2019-06-30 13F FLEX ORD Y2573F102 391 -17 4 0.0001
2021-09-02 2019-03-31 13F/A-1 FLEX ORD Y2573F102 408 147 56.32 7 250.00 0.0001
2019-01-25 2018-12-31 13F FLEX ORD Y2573F102 261 -589 -69.29 2 -81.82 0.0000
2018-10-29 2018-09-30 13F FLEX ORD Y2573F102 850 0 0.00 11 -8.33 0.0003
2018-07-31 2018-06-30 13F FLEX ORD Y2573F102 850 489 135.46 12 100.00 0.0004
2018-04-26 2018-03-31 13F FLEX ORD Y2573F102 361 100 38.31 6 20.00 0.0002
2018-01-16 2017-12-31 13F FLEX ORD Y2573F102 261 0 0.00 5 25.00 0.0002
2017-10-16 2017-09-30 13F FLEX ORD Y2573F102 261 -341 -56.64 4 -60.00 0.0002
2017-07-17 2017-06-30 13F FLEX ORD Y2573F102 602 0 0.00 10 0.00 0.0005
2017-04-17 2017-03-31 13F FLEX ORD Y2573F102 602 439 269.33 10 400.00 0.0006
2017-01-19 2016-12-31 13F FLEX ORD Y2573F102 163 163 2 0.0001
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.