Avala Global’s Somnigroup International SGI Stock Holding History

Avala Global’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	$108M	Sell	1,375,396 -313,497	-19%	-$23M	3.98%	12
2026 Q1	$125M	Buy	1,688,893 +239,700	+17%	+$20.8M	6%	8
2025 Q4	$129M	Hold	1,449,193	–	–	6.19%	5
2025 Q3	$122M	Sell	1,449,193 -303,500	-17%	-$23.9M	5.05%	6
2025 Q2	$119M	Buy	1,752,693 +300,250	+21%	+$18.9M	6.22%	6
2025 Q1	$87M	Buy	1,452,443 +751,536	+107%	+$45.5M	5.94%	6
2024 Q4	$39.7M	Sell	700,907 -80,500	-10%	-$4.3M	2.47%	17
2024 Q3	$42.7M	Sell	781,407 -292,898	-27%	-$14.9M	2.81%	16
2024 Q2	$50.9M	Sell	1,074,305 -359,235	-25%	-$18.2M	3.7%	13
2024 Q1	$81.5M	Sell	1,433,540 -268,600	-16%	-$14M	5.95%	5
2023 Q4	$86.8M	Sell	1,702,140 -199,885	-11%	-$8.48M	6.7%	3
2023 Q3	$82.4M	Buy	1,902,025 +310,815	+20%	+$13.8M	8%	5
2023 Q2	$63.8M	Buy	1,591,210 +122,000	+8%	+$4.59M	7.59%	6
2023 Q1	$58M	Buy	1,469,210 +453,798	+45%	+$18.1M	9.49%	2
2022 Q4	$34.9M	Buy	+1,015,412	New	+$30.5M	12.63%	2

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 $3.37T AUM 44.26% 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

Avala Global's SGI Position: Q2 2026 in Review

Avala Global reduced its Somnigroup International (SGI) stake by 19% in Q2 2026, selling an estimated $23M and leaving 1,375,396 shares worth $108M. The position accounts for 3.98% of the portfolio, ranked #12.

Avala Global first reported a position in SGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $129M in Q4 2025. 538 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

Avala Global held 1,375,396 shares of Somnigroup International worth $108M as of Q2 2026.
Avala Global sold 313,497 Somnigroup International shares in Q2 2026, an estimated $23M.
Somnigroup International made up 3.98% of Avala Global's portfolio in Q2 2026, its #12 holding.
Avala Global first reported a position in Somnigroup International in Q4 2022 and has held it in 15 quarters since.
Avala Global's Somnigroup International position peaked at $129M in Q4 2025.
538 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Avala Global's 13F filing for Q2 2026, filed 14 Aug 2026.