FACM
SGI

Forest Avenue Capital Management’s Somnigroup International SGI Stock Holding History

Forest Avenue Capital Management’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 		$102M Buy
1,296,142
+283,961
+28% +$20.8M 4.27% 12
2026
Q1 		$74.8M Buy
1,012,181
+316,615
+46% +$27.5M 4.44% 11
2025
Q4 		$62.1M Sell
695,566
-670
-0.1% -$58.5K 4.09% 10
2025
Q3 		$58.7M Sell
696,236
-474,782
-41% -$37.4M 4.33% 9
2025
Q2 		$79.7M Buy
1,171,018
+409,558
+54% +$25.8M 6.22% 9
2025
Q1 		$45.6M Buy
+761,460
New +$46.1M 6.23% 9
2024
Q4 		– Sell
-854,758
Closed -$46.7M – 30
2024
Q3 		$46.7M Sell
854,758
-2,964
-0.3% -$151K 5.67% 6
2024
Q2 		$40.6M Buy
857,722
+294,222
+52% +$14.9M 5.62% 7
2024
Q1 		$32M Buy
563,500
+162,200
+40% +$8.45M 7.86% 2
2023
Q4 		$20.5M Buy
+401,300
New +$17M 6.93% 5
2023
Q3 		– Sell
-270,242
Closed -$10.8M – 35
2023
Q2 		$10.8M Buy
270,242
+72,100
+36% +$2.71M 4.96% 6
2023
Q1 		$7.82M Sell
198,142
-58,500
-23% -$2.33M 5.65% 9
2022
Q4 		$8.81M Buy
+256,642
New +$7.72M 9.37% 4

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

Forest Avenue Capital Management's SGI Position: Q2 2026 in Review

Forest Avenue Capital Management increased its Somnigroup International (SGI) stake by 28% in Q2 2026, buying an estimated $20.8M and bringing the position to 1,296,142 shares worth $102M. The position accounts for 4.27% of the portfolio, ranked #12.

Forest Avenue Capital Management first reported a position in SGI in Q4 2022 and has held it in 13 quarters since. 538 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Forest Avenue Capital Management held 1,296,142 shares of Somnigroup International worth $102M as of Q2 2026.
  • Forest Avenue Capital Management bought 283,961 Somnigroup International shares in Q2 2026, an estimated $20.8M.
  • Somnigroup International made up 4.27% of Forest Avenue Capital Management's portfolio in Q2 2026, its #12 holding.
  • Forest Avenue Capital Management first reported a position in Somnigroup International in Q4 2022 and has held it in 13 quarters since.
  • 538 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Forest Avenue Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.