Daniel Sundheim’s Somnigroup International SGI Stock Holding History

Daniel Sundheim’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	$390M	Buy	4,975,364 +286,941	+6%	+$21M	1.12%	14
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 $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

Daniel Sundheim's SGI Position: Q2 2026 in Review

Daniel Sundheim increased its Somnigroup International (SGI) stake by 6.1% in Q2 2026, buying an estimated $21M and bringing the position to 4,975,364 shares worth $390M. The position accounts for 1.12% of the portfolio, ranked #14.

Daniel Sundheim first reported a position in SGI in Q3 2021 and has held it in 12 quarters since. The position peaked at $410M in Q3 2023. 534 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

Daniel Sundheim held 4,975,364 shares of Somnigroup International worth $390M as of Q2 2026.
Daniel Sundheim bought 286,941 Somnigroup International shares in Q2 2026, an estimated $21M.
Somnigroup International made up 1.12% of Daniel Sundheim's portfolio in Q2 2026, its #14 holding.
Daniel Sundheim first reported a position in Somnigroup International in Q3 2021 and has held it in 12 quarters since.
Daniel Sundheim's Somnigroup International position peaked at $410M in Q3 2023.
534 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on D1 Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.