Kemnay Advisory Services’s Somnigroup International SGI Stock Holding History

Kemnay Advisory Services’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	$6.78M	Buy	86,425 +1,029	+1%	+$75.4K	0.86%	19
2026 Q1	$6.31M	Hold	85,396	–	–	1.01%	20
2025 Q4	$7.62M	Sell	85,396 -4,109	-5%	-$359K	1.15%	19
2025 Q3	$7.55M	Sell	89,505 -2,930	-3%	-$231K	1.15%	19
2025 Q2	$6.29M	Sell	92,435 -69,203	-43%	-$4.35M	1%	21
2025 Q1	$9.68M	Buy	161,638 +2,609	+2%	+$158K	1.82%	15
2024 Q4	$9.02M	Sell	159,029 -10,826	-6%	-$578K	1.62%	17
2024 Q3	$9.27M	Buy	169,855 +34,124	+25%	+$1.73M	1.68%	17
2024 Q2	$6.43M	Buy	135,731 +45,966	+51%	+$2.33M	1.34%	19
2024 Q1	$5.1M	Hold	89,765	–	–	0.98%	20
2023 Q4	$4.58M	Buy	89,765 +26,229	+41%	+$1.11M	1.11%	18
2023 Q3	$2.75M	Buy	+63,536	New	+$2.82M	0.82%	20

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

Kemnay Advisory Services's SGI Position: Q2 2026 in Review

Kemnay Advisory Services increased its Somnigroup International (SGI) stake by 1.2% in Q2 2026, buying an estimated $75.4K and bringing the position to 86,425 shares worth $6.78M. The position accounts for 0.86% of the portfolio, ranked #19.

Kemnay Advisory Services first reported a position in SGI in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.68M in Q1 2025. 539 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

Kemnay Advisory Services held 86,425 shares of Somnigroup International worth $6.78M as of Q2 2026.
Kemnay Advisory Services bought 1,029 Somnigroup International shares in Q2 2026, an estimated $75.4K.
Somnigroup International made up 0.86% of Kemnay Advisory Services's portfolio in Q2 2026, its #19 holding.
Kemnay Advisory Services first reported a position in Somnigroup International in Q3 2023 and has held it in 12 quarters since.
Kemnay Advisory Services's Somnigroup International position peaked at $9.68M in Q1 2025.
539 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.