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Somnigroup International Inc.

SGI Consumer Discretionary
$67.16 +$1.05 (1.59%)
Market Cap: $14.04 B
Gurus Holding
9
Popularity Rank
#575
% of Shares Held
5.78%
Net Activity (Q2 2026)
+$52.13 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 Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $817.19 M.

Top institutional holders include David Abrams and Steven Cohen.

Notably, David Abrams has expressed high conviction in this stock, allocating 8.30% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $52.13 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 105.7%. Conversely, George Soros reduced exposure by 92.4%.

Key Holders

Top 5 by Value

$454.62 M
$225.67 M
$201.55 M
$55.06 M
$10.39 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$105.05 M
Total Buy Value
New Buys 1
Additions 4
-$52.92 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for Somnigroup International Inc. (SGI)

Major holders include David Abrams ($454.62 M), Steven Cohen ($225.67 M), Daniel Loeb ($201.55 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 12.17 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $52.13 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited SGI. The total reported sell value was $52.92 M.

Yes, 1 managers opened new positions in SGI, and 4 increased their existing holdings. The total reported buy value was $105.05 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
8.30% 5,798,776 $454.62 M Q2 2026
0.25% Add 29.8% 2,878,441 $225.67 M Q2 2026
4.31% Add 13.2% 2,570,769 $201.55 M Q2 2026
0.13% Add 105.7% 702,339 $55.06 M Q2 2026
0.01% Reduce -22.2% 132,528 $10.39 M Q2 2026
0.00% Add 24.6% 62,372 $4.84 M Q2 2026
0.01% Reduce -92.4% 13,542 $1.06 M Q2 2026
0.00% New Buy 6,036 $473,222 Q2 2026
0.00% Reduce -67.0% 2,965 $232,456 Q2 2026
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