LP
SGI

Linonia Partnership’s Somnigroup International SGI Stock Holding History

Linonia Partnership’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 		$519M Sell
6,624,644
-2,157,367
-25% -$158M 9.28% 7
2026
Q1 		$649M Buy
8,782,011
+3,964
+0% +$344K 12.06% 4
2025
Q4 		$784M Buy
8,778,047
+2,700
+0% +$236K 17.73% 2
2025
Q3 		$740M Buy
8,775,347
+3,447
+0% +$272K 19.38% 3
2025
Q2 		$597M Buy
8,771,900
+1,180,820
+16% +$74.3M 19.49% 2
2025
Q1 		$455M Buy
7,591,080
+2,766,701
+57% +$167M 17.86% 2
2024
Q4 		$273M Buy
4,824,379
+729,200
+18% +$38.9M 14.39% 3
2024
Q3 		$224M Buy
4,095,179
+345,745
+9% +$17.6M 13.57% 3
2024
Q2 		$177M Buy
3,749,434
+548,004
+17% +$27.7M 14.08% 3
2024
Q1 		$182M Buy
3,201,430
+818,753
+34% +$42.7M 16.53% 3
2023
Q4 		$121M Buy
+2,382,677
New +$101M 16.03% 3

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
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
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Linonia Partnership's SGI Position: Q2 2026 in Review

Linonia Partnership reduced its Somnigroup International (SGI) stake by 25% in Q2 2026, selling an estimated $158M and leaving 6,624,644 shares worth $519M. The position accounts for 9.28% of the portfolio, ranked #7.

Linonia Partnership first reported a position in SGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $784M in Q4 2025. 538 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Linonia Partnership held 6,624,644 shares of Somnigroup International worth $519M as of Q2 2026.
  • Linonia Partnership sold 2,157,367 Somnigroup International shares in Q2 2026, an estimated $158M.
  • Somnigroup International made up 9.28% of Linonia Partnership's portfolio in Q2 2026, its #7 holding.
  • Linonia Partnership first reported a position in Somnigroup International in Q4 2023 and has held it in 11 quarters since.
  • Linonia Partnership's Somnigroup International position peaked at $784M in Q4 2025.
  • 538 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Linonia Partnership's 13F filing for Q2 2026, filed 14 Aug 2026.