Goodnow Investment Group’s Somnigroup International SGI Stock Holding History

Goodnow Investment Group’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	$53.9M	Buy	687,425 +77,600	+13%	+$5.69M	5.59%	7
2026 Q1	$45.1M	Sell	609,825 -30,070	-5%	-$2.61M	4.94%	9
2025 Q4	$57.1M	Sell	639,895 -14,942	-2%	-$1.31M	5.33%	7
2025 Q3	$55.2M	Sell	654,837 -167,290	-20%	-$13.2M	5.29%	8
2025 Q2	$55.9M	Sell	822,127 -9,300	-1%	-$585K	5.21%	6
2025 Q1	$49.8M	Sell	831,427 -50	-0%	-$3.03K	5.37%	8
2024 Q4	$47.1M	Sell	831,477 -13,730	-2%	-$733K	4.64%	9
2024 Q3	$46.1M	Sell	845,207 -1,810	-0.2%	-$92K	4.89%	8
2024 Q2	$40.1M	Buy	847,017 +23,180	+3%	+$1.17M	4.64%	9
2024 Q1	$46.8M	Buy	823,837 +50,160	+6%	+$2.61M	5.62%	6
2023 Q4	$39.4M	Buy	773,677 +250,407	+48%	+$10.6M	5.54%	8
2023 Q3	$22.7M	Buy	+523,270	New	+$23.2M	3.82%	13

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

Goodnow Investment Group's SGI Position: Q2 2026 in Review

Goodnow Investment Group increased its Somnigroup International (SGI) stake by 13% in Q2 2026, buying an estimated $5.69M and bringing the position to 687,425 shares worth $53.9M. The position accounts for 5.59% of the portfolio, ranked #7.

Goodnow Investment Group first reported a position in SGI in Q3 2023 and has held it in 12 quarters since. The position peaked at $57.1M in Q4 2025. 540 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

Goodnow Investment Group held 687,425 shares of Somnigroup International worth $53.9M as of Q2 2026.
Goodnow Investment Group bought 77,600 Somnigroup International shares in Q2 2026, an estimated $5.69M.
Somnigroup International made up 5.59% of Goodnow Investment Group's portfolio in Q2 2026, its #7 holding.
Goodnow Investment Group first reported a position in Somnigroup International in Q3 2023 and has held it in 12 quarters since.
Goodnow Investment Group's Somnigroup International position peaked at $57.1M in Q4 2025.
540 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Goodnow Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.