Darsana Capital Partners’s Somnigroup International SGI Stock Holding History

Darsana 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 Q2	–	Sell	-2,655,469	Closed	-$196M	–	17
2026 Q1	$196M	Sell	2,655,469 -344,531	-11%	-$29.9M	4.18%	12
2025 Q4	$268M	Sell	3,000,000 -1,000,000	-25%	-$87.4M	5.34%	7
2025 Q3	$337M	Sell	4,000,000 -1,000,000	-20%	-$78.8M	7.95%	6
2025 Q2	$340M	Sell	5,000,000 -2,000,000	-29%	-$126M	9.72%	4
2025 Q1	$419M	Hold	7,000,000	–	–	12.18%	3
2024 Q4	$397M	Hold	7,000,000	–	–	12.08%	1
2024 Q3	$382M	Hold	7,000,000	–	–	9.41%	3
2024 Q2	$331M	Buy	7,000,000 +2,000,000	+40%	+$101M	9.06%	6
2024 Q1	$284M	Buy	5,000,000 +2,500,000	+100%	+$130M	9.13%	6
2023 Q4	$127M	Buy	+2,500,000	New	+$106M	4.55%	10

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

Darsana Capital Partners's SGI Position: Q2 2026 in Review

Darsana Capital Partners sold out of Somnigroup International (SGI) in Q2 2026, closing a stake of 2,655,469 shares — an estimated $196M sold.

Darsana Capital Partners first reported a position in SGI in Q4 2023 and held it in 10 quarters. The position peaked at $419M in Q1 2025. 538 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

Darsana Capital Partners reported no remaining Somnigroup International position as of Q2 2026 after selling out during the quarter.
Darsana Capital Partners sold 2,655,469 Somnigroup International shares in Q2 2026, an estimated $196M.
Darsana Capital Partners first reported a position in Somnigroup International in Q4 2023 and held it in 10 quarters.
Darsana Capital Partners's Somnigroup International position peaked at $419M in Q1 2025.
538 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

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