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
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
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.