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Somnigroup International Inc.

SGI Consumer Discretionary
$76.94 +$0.31 (0.40%)
Market Cap: $16.18 B
Gurus Holding
11
Popularity Rank
#319
% of Shares Held
5.52%
Net Activity (Q4 2025)
+$50.28 M

Guru Ownership Trend

Guru Analysis for Somnigroup International Inc. (SGI)

Somnigroup International Inc. (SGI), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $893.65 M.

Top institutional holders include David Abrams and Daniel Loeb.

Notably, David Abrams has expressed high conviction in this stock, allocating 9.13% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $50.28 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 210.5%. Conversely, George Soros reduced exposure by 64.8%.

Key Holders

Top 5 by Value

$518.19 M
$303.55 M
$101.94 M
$36.31 M
$32.55 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$91.08 M
Total Buy Value
New Buys 3
Additions 5
-$40.8 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
8

FAQs for Somnigroup International Inc. (SGI)

Major holders include David Abrams ($518.19 M), Daniel Loeb ($303.55 M), Lee Ainslie ($101.94 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 11.61 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $50.28 M, with 8 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited SGI. The total reported sell value was $40.8 M.

Yes, 3 managers opened new positions in SGI, and 5 increased their existing holdings. The total reported buy value was $91.08 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
9.13% Reduce -0.7% 5,804,136 $518.19 M Q4 2025
4.17% Add 13.3% 3,400,000 $303.55 M Q4 2025
1.09% Reduce -0.9% 1,141,820 $101.94 M Q4 2025
0.13% Add 65.0% 406,654 $36.31 M Q4 2025
0.04% Add 210.5% 364,564 $32.55 M Q4 2025
0.23% Reduce -64.8% 220,000 $19.64 M Q4 2025
0.02% New Buy 168,400 $15.03 M Q4 2025
0.00% Add 23.1% 56,720 $5.06 M Q4 2025
0.04% Add 56.1% 29,081 $2.6 M Q4 2025
0.00% New Buy 16,681 $1.49 M Q4 2025
0.00% New Buy 6,788 $606,033 Q4 2025
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