EC
SGI

Eminence Capital’s Somnigroup International SGI Stock Holding History

Eminence Capital’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
-1,512,994
Closed -$112M – 32
2026
Q1 		$112M Buy
1,512,994
+1,199,239
+382% +$104M 2.56% 17
2025
Q4 		$28M Sell
313,755
-1,183,207
-79% -$103M 0.44% 38
2025
Q3 		$126M Sell
1,496,962
-1,681,082
-53% -$132M 1.53% 28
2025
Q2 		$216M Buy
3,178,044
+1,012,865
+47% +$63.7M 2.6% 9
2025
Q1 		$130M Buy
2,165,179
+283,298
+15% +$17.1M 2.17% 22
2024
Q4 		$107M Buy
1,881,881
+114,723
+6% +$6.12M 1.63% 31
2024
Q3 		$96.5M Sell
1,767,158
-482,064
-21% -$24.5M 1.36% 32
2024
Q2 		$106M Buy
2,249,222
+857,478
+62% +$43.4M 1.72% 32
2024
Q1 		$79.1M Sell
1,391,744
-347,546
-20% -$18.1M 1.12% 37
2023
Q4 		$88.7M Sell
1,739,290
-794,695
-31% -$33.7M 1.33% 33
2023
Q3 		$110M Sell
2,533,985
-542,911
-18% -$24.1M 2.17% 19
2023
Q2 		$123M Sell
3,076,896
-140,255
-4% -$5.28M 1.62% 16
2023
Q1 		$127M Sell
3,217,151
-674,711
-17% -$26.8M 1.8% 18
2022
Q4 		$134M Sell
3,891,862
-993,552
-20% -$29.9M 2.48% 7
2022
Q3 		$118M Buy
4,885,414
+431,334
+10% +$11.2M 2.46% 6
2022
Q2 		$95.2M Sell
4,454,080
-185,494
-4% -$4.78M 1.89% 23
2022
Q1 		$130M Buy
4,639,574
+1,910,606
+70% +$70.4M 1.47% 19
2021
Q4 		$128M Sell
2,728,968
-1,136,047
-29% -$51.5M 1.22% 26
2021
Q3 		$179M Sell
3,865,015
-1,125,150
-23% -$49.2M 2.42% 12
2021
Q2 		$196M Buy
4,990,165
+22,747
+0.5% +$872K 2.41% 13
2021
Q1 		$182M Sell
4,967,418
-947,793
-16% -$30.7M 2.25% 13
2020
Q4 		$160M Buy
5,915,211
+1,269,811
+27% +$31M 1.5% 18
2020
Q3 		$104M Sell
4,645,400
-2,974,612
-39% -$61.5M 1.02% 32
2020
Q2 		$137M Buy
7,620,012
+3,062,872
+67% +$43.9M 1.36% 23
2020
Q1 		$49.8M Buy
+4,557,140
New +$86.6M 0.54% 62

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Select Equity Group
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
BW
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

Eminence Capital's SGI Position: Q2 2026 in Review

Eminence Capital sold out of Somnigroup International (SGI) in Q2 2026, closing a stake of 1,512,994 shares — an estimated $112M sold.

Eminence Capital first reported a position in SGI in Q1 2020 and held it in 25 quarters. The position peaked at $216M in Q2 2025. 538 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Eminence Capital reported no remaining Somnigroup International position as of Q2 2026 after selling out during the quarter.
  • Eminence Capital sold 1,512,994 Somnigroup International shares in Q2 2026, an estimated $112M.
  • Eminence Capital first reported a position in Somnigroup International in Q1 2020 and held it in 25 quarters.
  • Eminence Capital's Somnigroup International position peaked at $216M in Q2 2025.
  • 538 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Eminence Capital's 13F filing for Q2 2026.