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 Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $995.97 M.
Top institutional holders include David Abrams and Daniel Loeb.
Notably, David Abrams has expressed high conviction in this stock, allocating 7.99% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $298.62 M net inflow during the quarter.
Recent activity highlights Daniel Loeb who opened a new position. Conversely, George Soros reduced exposure by 1.5%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 7.99% | 5,845,246 | $492.93 M | Q3 2025 | ||
| 2.81% | New Buy | 3,000,000 | $252.99 M | Q3 2025 | |
| 1.30% | Add 15.9% | 1,152,332 | $97.18 M | Q3 2025 | |
| 0.75% | Reduce -1.5% | 625,391 | $52.74 M | Q3 2025 | |
| 0.09% | New Buy | 246,538 | $20.79 M | Q3 2025 | |
| 0.02% | New Buy | 117,422 | $9.9 M | Q3 2025 | |
| 0.00% | Add 28.7% | 46,086 | $3.79 M | Q3 2025 | |
| 0.02% | New Buy | 18,630 | $1.57 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Somnigroup International Inc. (SGI)
Major holders include David Abrams ($492.93 M), Daniel Loeb ($252.99 M), Lee Ainslie ($97.18 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 11.05 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $298.62 M, with 6 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited SGI. The total reported sell value was $787,473.54.
Yes, 4 managers opened new positions in SGI, and 2 increased their existing holdings. The total reported buy value was $299.4 M.