D1 Capital Partners’s Somnigroup International SGI Stock Holding History

D1 Capital 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	$347M	Buy	+4,688,423	New	+$407M	3.09%	11
2025 Q3	–	Sell	-2,666,395	Closed	-$181M	–	46
2025 Q2	$181M	Buy	2,666,395 +1,329,828	+99%	+$83.7M	2.52%	19
2025 Q1	$80M	Buy	+1,336,567	New	+$80.9M	1.23%	27
2024 Q3	–	Sell	-132,346	Closed	-$6.27M	–	46
2024 Q2	$6.27M	Sell	132,346 -1,163,826	-90%	-$58.9M	0.11%	33
2024 Q1	$73.6M	Sell	1,296,172 -5,381,300	-81%	-$280M	1.12%	26
2023 Q4	$340M	Sell	6,677,472 -2,782,845	-29%	-$118M	5.98%	4
2023 Q3	$410M	Buy	9,460,317 +18,532	+0.2%	+$822K	5.91%	5
2023 Q2	$378M	Buy	9,441,785 +3,435,000	+57%	+$129M	7.28%	1
2023 Q1	$237M	Buy	6,006,785 +2,989,933	+99%	+$119M	4.46%	8
2022 Q4	$104M	Buy	+3,016,852	New	+$90.7M	2.12%	14
2021 Q4	–	Sell	-3,601,000	Closed	-$167M	–	68
2021 Q3	$167M	Buy	+3,601,000	New	+$157M	0.93%	30

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

D1 Capital Partners's SGI Position: Q1 2026 in Review

D1 Capital Partners opened a new position in Somnigroup International (SGI) in Q1 2026: 4,688,423 shares worth $347M. The stake represents 3.09% of the portfolio and ranks #11 among its holdings. This is a return to the name: D1 Capital Partners previously reported a position in SGI as recently as Q2 2025.

D1 Capital Partners first reported a position in SGI in Q3 2021 and has held it in 11 quarters since. The position peaked at $410M in Q3 2023. 523 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

D1 Capital Partners held 4,688,423 shares of Somnigroup International worth $347M as of Q1 2026.
Somnigroup International was a new D1 Capital Partners position in Q1 2026.
Somnigroup International made up 3.09% of D1 Capital Partners's portfolio in Q1 2026, its #11 holding.
D1 Capital Partners first reported a position in Somnigroup International in Q3 2021 and has held it in 11 quarters since.
D1 Capital Partners's Somnigroup International position peaked at $410M in Q3 2023.
523 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on D1 Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.