LI
SGI

LRI Investments’s Somnigroup International SGI Stock Holding History

LRI Investments’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 		$5.64K Buy
72
+6
+9% +$440 ﹤0.01% 1123
2026
Q1 		$4.88K Sell
66
-72
-52% -$6.25K ﹤0.01% 1098
2025
Q4 		$12.3K Sell
138
-148
-52% -$12.9K ﹤0.01% 813
2025
Q3 		$24.1K Buy
+286
New +$22.5K ﹤0.01% 683

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

LRI Investments's SGI Position: Q2 2026 in Review

LRI Investments increased its Somnigroup International (SGI) stake by 9.1% in Q2 2026, buying an estimated $440 and bringing the position to 72 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

LRI Investments first reported a position in SGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $24.1K in Q3 2025. 538 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • LRI Investments held 72 shares of Somnigroup International worth $5.64K as of Q2 2026.
  • LRI Investments bought 6 Somnigroup International shares in Q2 2026, an estimated $440.
  • Somnigroup International made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1123 holding.
  • LRI Investments first reported a position in Somnigroup International in Q3 2025 and has held it in 4 quarters since.
  • LRI Investments's Somnigroup International position peaked at $24.1K in Q3 2025.
  • 538 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.