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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return