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 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 $1.9T AUM 41.92% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

140 Summer Partners's SGI Position: Q1 2026 in Review

140 Summer Partners increased its Somnigroup International (SGI) stake by 9.3% in Q1 2026, buying an estimated $5.28M and bringing the position to 716,856 shares worth $53M. The position accounts for 3.24% of the portfolio, ranked #15.

140 Summer Partners first reported a position in SGI in Q4 2022 and has held it in 14 quarters since. The position peaked at $59.3M in Q2 2025. 526 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

140 Summer Partners held 716,856 shares of Somnigroup International worth $53M as of Q1 2026.
140 Summer Partners bought 60,810 Somnigroup International shares in Q1 2026, an estimated $5.28M.
Somnigroup International made up 3.24% of 140 Summer Partners's portfolio in Q1 2026, its #15 holding.
140 Summer Partners first reported a position in Somnigroup International in Q4 2022 and has held it in 14 quarters since.
140 Summer Partners's Somnigroup International position peaked at $59.3M in Q2 2025.
526 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on 140 Summer Partners's 13F filing for Q1 2026, filed 14 May 2026.