HWCM
SGI

Hudson Way Capital Management’s Somnigroup International SGI Stock Holding History

Hudson Way 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 		$94.5M Sell
1,205,807
-77,495
-6% -$5.68M 8.43% 3
2026
Q1 		$94.9M Buy
1,283,302
+176,787
+16% +$15.3M 9.07% 3
2025
Q4 		$98.8M Sell
1,106,515
-33,493
-3% -$2.93M 7.85% 4
2025
Q3 		$96.1M Sell
1,140,008
-468,307
-29% -$36.9M 8.15% 4
2025
Q2 		$109M Buy
1,608,315
+304,070
+23% +$19.1M 9.89% 2
2025
Q1 		$78.1M Buy
1,304,245
+469,386
+56% +$28.4M 7.74% 5
2024
Q4 		$47.3M Sell
834,859
-76,107
-8% -$4.06M 5.35% 9
2024
Q3 		$49.7M Sell
910,966
-142,864
-14% -$7.26M 6.24% 6
2024
Q2 		$49.9M Buy
1,053,830
+185,271
+21% +$9.38M 6.89% 5
2024
Q1 		$49.4M Sell
868,559
-142,427
-14% -$7.42M 9.01% 4
2023
Q4 		$51.5M Buy
1,010,986
+267,601
+36% +$11.4M 9.67% 3
2023
Q3 		$32.2M Buy
743,385
+149,035
+25% +$6.61M 6.34% 7
2023
Q2 		$23.8M Buy
594,350
+389,015
+189% +$14.6M 4.47% 11
2023
Q1 		$8.11M Buy
+205,335
New +$8.17M 2.02% 13

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

Hudson Way Capital Management's SGI Position: Q2 2026 in Review

Hudson Way Capital Management reduced its Somnigroup International (SGI) stake by 6% in Q2 2026, selling an estimated $5.68M and leaving 1,205,807 shares worth $94.5M. The position accounts for 8.43% of the portfolio, ranked #3.

Hudson Way Capital Management first reported a position in SGI in Q1 2023 and has held it in 14 quarters since. The position peaked at $109M in Q2 2025. 540 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Hudson Way Capital Management held 1,205,807 shares of Somnigroup International worth $94.5M as of Q2 2026.
  • Hudson Way Capital Management sold 77,495 Somnigroup International shares in Q2 2026, an estimated $5.68M.
  • Somnigroup International made up 8.43% of Hudson Way Capital Management's portfolio in Q2 2026, its #3 holding.
  • Hudson Way Capital Management first reported a position in Somnigroup International in Q1 2023 and has held it in 14 quarters since.
  • Hudson Way Capital Management's Somnigroup International position peaked at $109M in Q2 2025.
  • 540 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

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