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Somnigroup International Inc.

SGI Consumer Discretionary
$72.25 $-0.07 (-0.10%)
Market Cap: $15.2 B
Gurus Holding
9
Popularity Rank
#613
% of Shares Held
5.48%
Net Activity (Q1 2026)
-$23.84 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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $833.11 M.

Top institutional holders include David Abrams and Daniel Loeb.

Notably, David Abrams has expressed high conviction in this stock, allocating 9.24% of their equity portfolio to it.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $23.84 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 921.5%. Conversely, Louis Moore Bacon reduced exposure by 69.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$172.42 M
Total Buy Value
New Buys 0
Additions 3
-$196.26 M
Total Sell Value
Reductions 6
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
8
Net Buyers
3

FAQs for Somnigroup International Inc. (SGI)

Major holders include David Abrams ($428.65 M), Daniel Loeb ($167.86 M), Steven Cohen ($163.93 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 11.53 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $23.84 M, with 3 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited SGI. The total reported sell value was $196.26 M.

Yes, 0 managers opened new positions in SGI, and 3 increased their existing holdings. The total reported buy value was $172.42 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
9.24% Reduce -0.1% 5,798,776 $428.65 M Q1 2026
8.06% Reduce -33.2% 2,270,769 $167.86 M Q1 2026
0.21% Add 508.3% 2,217,676 $163.93 M Q1 2026
0.06% Add 193.4% 494,100 $36.52 M Q1 2026
0.08% Reduce -16.1% 341,372 $25.23 M Q1 2026
0.14% Reduce -18.7% 178,797 $13.22 M Q1 2026
0.02% Add 921.5% 170,401 $12.6 M Q1 2026
0.00% Reduce -11.7% 50,062 $3.62 M Q1 2026
0.01% Reduce -69.2% 8,970 $663,062 Q1 2026
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