DCP
SGI

Darsana Capital Partners’s Somnigroup International Inc. SGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$340M Sell
5,000,000
-2,000,000
-29% -$136M 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% +$94.7M 9.06% 6
2024
Q1
$284M Buy
5,000,000
+2,500,000
+100% +$142M 9.13% 6
2023
Q4
$127M Buy
+2,500,000
New +$127M 4.55% 10