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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LP
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BW
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

Hudson Way Capital Management's SGI Position: Q1 2026 in Review

Hudson Way Capital Management increased its Somnigroup International (SGI) stake by 16% in Q1 2026, buying an estimated $15.3M and bringing the position to 1,283,302 shares worth $94.9M. The position accounts for 9.07% of the portfolio, ranked #3.

Hudson Way Capital Management first reported a position in SGI in Q1 2023 and has held it in 13 quarters since. The position peaked at $109M in Q2 2025. 524 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

  • Hudson Way Capital Management held 1,283,302 shares of Somnigroup International worth $94.9M as of Q1 2026.
  • Hudson Way Capital Management bought 176,787 Somnigroup International shares in Q1 2026, an estimated $15.3M.
  • Somnigroup International made up 9.07% of Hudson Way Capital Management's portfolio in Q1 2026, its #3 holding.
  • Hudson Way Capital Management first reported a position in Somnigroup International in Q1 2023 and has held it in 13 quarters since.
  • Hudson Way Capital Management's Somnigroup International position peaked at $109M in Q2 2025.
  • 524 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Hudson Way Capital Management's 13F filing for Q1 2026, filed 15 May 2026.