BW
SGI

Browning West’s Somnigroup International SGI Stock Holding History

Browning West’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 		$499M Buy
6,369,915
+473,209
+8% +$34.7M 29.55% 2
2026
Q1 		$436M Buy
5,896,706
+149,420
+3% +$13M 26.95% 2
2025
Q4 		$513M Sell
5,747,286
-3,350,220
-37% -$293M 32.51% 1
2025
Q3 		$767M Sell
9,097,506
-1,179,957
-11% -$93M 49.63% 1
2025
Q2 		$699M Hold
10,277,463
– – 48.51% 1
2025
Q1 		$615M Hold
10,277,463
– – 51.52% 1
2024
Q4 		$583M Sell
10,277,463
-563,140
-5% -$30M 58.36% 1
2024
Q3 		$592M Hold
10,840,603
– – 56.59% 1
2024
Q2 		$513M Buy
10,840,603
+20,367
+0.2% +$1.03M 58.41% 1
2024
Q1 		$615M Sell
10,820,236
-1,790,953
-14% -$93.3M 65.71% 1
2023
Q4 		$643M Buy
12,611,189
+820,200
+7% +$34.8M 69.23% 1
2023
Q3 		$511M Hold
11,790,989
– – 73.3% 1
2023
Q2 		$472M Buy
11,790,989
+100,000
+0.9% +$3.76M 68.8% 1
2023
Q1 		$462M Buy
11,690,989
+784,200
+7% +$31.2M 68.5% 1
2022
Q4 		$374M Buy
10,906,789
+476,500
+5% +$14.3M 69.59% 1
2022
Q3 		$252M Buy
10,430,289
+925,000
+10% +$24M 59.87% 1
2022
Q2 		$203M Buy
9,505,289
+235,121
+3% +$6.06M 54.21% 1
2022
Q1 		$259M Buy
9,270,168
+1,639,750
+21% +$60.4M 56.76% 1
2021
Q4 		$359M Buy
7,630,418
+483,182
+7% +$21.9M 64.71% 1
2021
Q3 		$332M Buy
7,147,236
+576,824
+9% +$25.2M 66.31% 1
2021
Q2 		$257M Buy
6,570,412
+514,757
+9% +$19.7M 62.29% 1
2021
Q1 		$221M Buy
6,055,655
+2,455,655
+68% +$79.5M 63.11% 1
2020
Q4 		$97.2M Buy
+3,600,000
New +$87.8M 50.45% 1

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Select Equity Group
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Browning West's SGI Position: Q2 2026 in Review

Browning West increased its Somnigroup International (SGI) stake by 8% in Q2 2026, buying an estimated $34.7M and bringing the position to 6,369,915 shares worth $499M. The position accounts for 29.55% of the portfolio, ranked #2.

Browning West first reported a position in SGI in Q4 2020 and has held it in 23 quarters since. The position peaked at $767M in Q3 2025. 538 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Browning West held 6,369,915 shares of Somnigroup International worth $499M as of Q2 2026.
  • Browning West bought 473,209 Somnigroup International shares in Q2 2026, an estimated $34.7M.
  • Somnigroup International made up 29.55% of Browning West's portfolio in Q2 2026, its #2 holding.
  • Browning West first reported a position in Somnigroup International in Q4 2020 and has held it in 23 quarters since.
  • Browning West's Somnigroup International position peaked at $767M in Q3 2025.
  • 538 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Browning West's 13F filing for Q2 2026, filed 14 Aug 2026.