140 Summer Partners’s Somnigroup International SGI Stock Holding History

140 Summer Partners’s Portfolio SGI Stock Details SGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$78M	Buy	995,287 +278,431	+39%	+$20.4M	5.57%	6
2026 Q1	$53M	Buy	716,856 +60,810	+9%	+$5.28M	3.24%	15
2025 Q4	$58.6M	Sell	656,046 -42,960	-6%	-$3.75M	4.33%	13
2025 Q3	$58.9M	Sell	699,006 -171,887	-20%	-$13.5M	5.12%	10
2025 Q2	$59.3M	Sell	870,893 -27,457	-3%	-$1.73M	6.79%	7
2025 Q1	$53.8M	Buy	898,350 +91,386	+11%	+$5.53M	6.99%	6
2024 Q4	$45.7M	Hold	806,964	–	–	5.47%	9
2024 Q3	$44.1M	Sell	806,964 -86,400	-10%	-$4.39M	4.75%	13
2024 Q2	$42.3M	Buy	893,364 +106,973	+14%	+$5.41M	5.09%	12
2024 Q1	$44.7M	Sell	786,391 -259,309	-25%	-$13.5M	5.54%	11
2023 Q4	$53.3M	Sell	1,045,700 -19,100	-2%	-$810K	9.18%	6
2023 Q3	$46.1M	Hold	1,064,800	–	–	9%	6
2023 Q2	$42.7M	Sell	1,064,800 -163,400	-13%	-$6.15M	9.48%	6
2023 Q1	$48.5M	Sell	1,228,200 -126,800	-9%	-$5.04M	8.69%	6
2022 Q4	$46.5M	Buy	+1,355,000	New	+$40.8M	9.04%	5

Other funds holding SGI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

140 Summer Partners's SGI Position: Q2 2026 in Review

140 Summer Partners increased its Somnigroup International (SGI) stake by 39% in Q2 2026, buying an estimated $20.4M and bringing the position to 995,287 shares worth $78M. The position accounts for 5.57% of the portfolio, ranked #6.

140 Summer Partners first reported a position in SGI in Q4 2022 and has held it in 15 quarters since. 540 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

140 Summer Partners held 995,287 shares of Somnigroup International worth $78M as of Q2 2026.
140 Summer Partners bought 278,431 Somnigroup International shares in Q2 2026, an estimated $20.4M.
Somnigroup International made up 5.57% of 140 Summer Partners's portfolio in Q2 2026, its #6 holding.
140 Summer Partners first reported a position in Somnigroup International in Q4 2022 and has held it in 15 quarters since.
540 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on 140 Summer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.