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 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 $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

WPL

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

ACM

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

Goodnow Investment Group's SGI Position: Q1 2026 in Review

Goodnow Investment Group reduced its Somnigroup International (SGI) stake by 4.7% in Q1 2026, selling an estimated $2.61M and leaving 609,825 shares worth $45.1M. The position accounts for 4.94% of the portfolio, ranked #9.

Goodnow Investment Group first reported a position in SGI in Q3 2023 and has held it in 11 quarters since. The position peaked at $57.1M in Q4 2025. 524 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

Goodnow Investment Group held 609,825 shares of Somnigroup International worth $45.1M as of Q1 2026.
Goodnow Investment Group sold 30,070 Somnigroup International shares in Q1 2026, an estimated $2.61M.
Somnigroup International made up 4.94% of Goodnow Investment Group's portfolio in Q1 2026, its #9 holding.
Goodnow Investment Group first reported a position in Somnigroup International in Q3 2023 and has held it in 11 quarters since.
Goodnow Investment Group's Somnigroup International position peaked at $57.1M in Q4 2025.
524 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Goodnow Investment Group's 13F filing for Q1 2026, filed 15 May 2026.