Cartenna Capital’s Somnigroup International SGI Stock Holding History

Cartenna 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 Q2	$106M	Buy	1,350,000 +1,275,000	+1,700%	+$93.5M	2.52%	16
2026 Q1	$5.54M	Buy	+75,000	New	+$6.51M	0.2%	47
2025 Q3	–	Sell	-925,000	Closed	-$62.9M	–	66
2025 Q2	$62.9M	Buy	925,000 +425,000	+85%	+$26.7M	2.22%	18
2025 Q1	$29.9M	Buy	+500,000	New	+$30.3M	1.82%	23
2022 Q4	–	Sell	-520,000	Closed	-$12.6M	–	41
2022 Q3	$12.6M	Buy	+520,000	New	+$13.5M	3.01%	18
2022 Q1	–	Sell	-290,000	Closed	-$13.6M	–	56
2021 Q4	$13.6M	Buy	+290,000	New	+$13.1M	5.14%	6
2021 Q1	–	Sell	-243,000	Closed	-$6.56M	–	51
2020 Q4	$6.56M	Buy	+243,000	New	+$5.93M	4%	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 $3.37T 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

Cartenna Capital's SGI Position: Q2 2026 in Review

Cartenna Capital increased its Somnigroup International (SGI) stake by 1,700% in Q2 2026, buying an estimated $93.5M and bringing the position to 1,350,000 shares worth $106M. The position accounts for 2.52% of the portfolio, ranked #16.

Cartenna Capital first reported a position in SGI in Q4 2020 and has held it in 7 quarters since. 539 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

Cartenna Capital held 1,350,000 shares of Somnigroup International worth $106M as of Q2 2026.
Cartenna Capital bought 1,275,000 Somnigroup International shares in Q2 2026, an estimated $93.5M.
Somnigroup International made up 2.52% of Cartenna Capital's portfolio in Q2 2026, its #16 holding.
Cartenna Capital first reported a position in Somnigroup International in Q4 2020 and has held it in 7 quarters since.
539 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Cartenna Capital's 13F filing for Q2 2026, filed 14 Aug 2026.