Joel Greenblatt's SGI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 406,654 shares of Somnigroup International Inc. (SGI) worth $36.31 M, representing 0.13% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in SGI, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 697,872 shares. Largest reduction occurred in Q2 2016, reducing 1.29 M shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Somnigroup International (SGI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Somnigroup International (SGI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +160,116 | Add 64.95% | 406,654 | $89.28 |
| Q3 2025 | +246,538 | New Buy | 246,538 | $84.33 |
| Q1 2025 | -51,547 | Sold Out | 0 | $0.00 |
| Q4 2024 | +22,676 | Add 78.54% | 51,547 | $56.69 |
| Q3 2024 | -18,926 | Reduce 39.60% | 28,871 | $54.60 |
| Q2 2024 | +31,280 | Add 189.38% | 47,797 | $47.34 |
| Q1 2024 | -1,009 | Reduce 5.76% | 16,517 | $56.82 |
| Q4 2023 | -23,917 | Reduce 57.71% | 17,526 | $50.97 |
| Q3 2023 | +21,119 | Add 103.91% | 41,443 | $43.34 |
| Q2 2023 | +3,813 | Add 23.09% | 20,324 | $40.07 |
| Q1 2023 | -1,609 | Reduce 8.88% | 16,511 | $39.49 |
| Q4 2022 | -1,300 | Reduce 6.69% | 18,120 | $34.33 |
| Q3 2022 | -10,175 | Reduce 34.38% | 19,420 | $24.15 |
| Q2 2022 | -30,017 | Reduce 50.35% | 29,595 | $21.35 |
| Q1 2022 | +21,192 | Add 55.16% | 59,612 | $27.91 |
| Q4 2021 | +1,060 | Add 2.84% | 38,420 | $47.03 |
| Q3 2021 | +929 | Add 2.55% | 37,360 | $46.41 |
| Q2 2021 | -43,261 | Reduce 54.29% | 36,431 | $39.20 |
| Q1 2021 | -82,835 | Reduce 50.97% | 79,692 | $36.57 |
| Q4 2020 | -7,165 | Reduce 4.22% | 162,527 | $27.00 |
| Q3 2020 | +49,080 | Add 40.69% | 169,692 | $22.30 |
| Q2 2020 | -286,128 | Reduce 70.35% | 120,612 | $17.99 |
| Q1 2020 | +345,788 | Add 567.31% | 406,740 | $10.93 |
| Q4 2019 | +60,952 | New Buy | 60,952 | $21.77 |
| Q3 2019 | -29,580 | Sold Out | 0 | $0.00 |
| Q2 2019 | -23,856 | Reduce 44.64% | 29,580 | $18.36 |
| Q1 2019 | +53,436 | New Buy | 53,436 | $14.41 |
| Q2 2018 | -52,868 | Sold Out | 0 | $0.00 |
| Q1 2018 | +26,844 | Add 103.15% | 52,868 | $11.33 |
| Q4 2017 | +11,208 | Add 75.65% | 26,024 | $15.68 |
| Q3 2017 | -96,512 | Reduce 86.69% | 14,816 | $16.13 |
| Q2 2017 | -30,228 | Reduce 21.35% | 111,328 | $13.35 |
| Q1 2017 | -198,556 | Reduce 58.38% | 141,556 | $11.61 |
| Q4 2016 | +268,684 | Add 376.16% | 340,112 | $17.07 |
| Q3 2016 | +71,428 | New Buy | 71,428 | $14.18 |
| Q2 2016 | -1.29 M | Sold Out | 0 | $0.00 |
| Q1 2016 | +697,872 | Add 117.08% | 1.29 M | $15.20 |
| Q4 2015 | +195,976 | Add 48.98% | 596,088 | $17.61 |
| Q3 2015 | -21,132 | Reduce 5.02% | 400,112 | $17.86 |
| Q2 2015 | -81,848 | Reduce 16.27% | 421,244 | $16.48 |
| Q1 2015 | +6,920 | Add 1.39% | 503,092 | $14.43 |
| Q4 2014 | +225,732 | Add 83.47% | 496,172 | $13.73 |
| Q3 2014 | +114,636 | Add 73.58% | 270,440 | $14.04 |
| Q2 2014 | +155,804 | New Buy | 155,804 | $14.92 |
| Q4 2013 | -73,048 | Sold Out | 0 | $0.00 |
| Q3 2013 | -1.09 M | Reduce 93.73% | 73,048 | $10.99 |
| Q2 2013 | +1.16 M | Add 0.00% | 1.16 M | $10.98 |
Joel Greenblatt's Somnigroup International Investment FAQs
Joel Greenblatt first purchased Somnigroup International Inc. (SGI) in Q2 2013, acquiring 1,164,620 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Somnigroup International Inc. (SGI) for 47 quarters since Q2 2013.
Joel Greenblatt's largest addition to Somnigroup International Inc. (SGI) was in Q2 2013, adding 1,164,620 shares worth $12.78 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 406,654 shares of Somnigroup International Inc. (SGI), valued at approximately $36.31 M.
As of the Q4 2025 filing, Somnigroup International Inc. (SGI) represents approximately 0.13% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Somnigroup International Inc. (SGI) was 1,293,960 shares, as reported at the end of Q1 2016.