Beaconlight Capital’s Somnigroup International SGI Stock Holding History

Beaconlight Capital’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	$4.38M	Sell	59,199 -35,158	-37%	-$3.05M	2.31%	14
2025 Q4	$8.42M	Sell	94,357 -4,063	-4%	-$355K	4.92%	6
2025 Q3	$8.3M	Buy	+98,420	New	+$7.76M	4.09%	9
2025 Q2	–	Sell	-57,648	Closed	-$3.45M	–	37
2025 Q1	$3.45M	Buy	57,648 +14,392	+33%	+$871K	2.31%	14
2024 Q4	$2.45M	Buy	+43,256	New	+$2.31M	0.91%	23
2020 Q2	–	Sell	-223,180	Closed	-$2.44M	–	49
2020 Q1	$2.44M	Buy	+223,180	New	+$4.24M	0.65%	28

Other funds holding SGI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Beaconlight Capital's SGI Position: Q1 2026 in Review

Beaconlight Capital reduced its Somnigroup International (SGI) stake by 37% in Q1 2026, selling an estimated $3.05M and leaving 59,199 shares worth $4.38M. The position accounts for 2.31% of the portfolio, ranked #14.

Beaconlight Capital first reported a position in SGI in Q1 2020 and has held it in 6 quarters since. The position peaked at $8.42M in Q4 2025. 524 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

Beaconlight Capital held 59,199 shares of Somnigroup International worth $4.38M as of Q1 2026.
Beaconlight Capital sold 35,158 Somnigroup International shares in Q1 2026, an estimated $3.05M.
Somnigroup International made up 2.31% of Beaconlight Capital's portfolio in Q1 2026, its #14 holding.
Beaconlight Capital first reported a position in Somnigroup International in Q1 2020 and has held it in 6 quarters since.
Beaconlight Capital's Somnigroup International position peaked at $8.42M in Q4 2025.
524 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Beaconlight Capital's 13F filing for Q1 2026, filed 14 May 2026.