MG
SGI

Meritage Group’s Somnigroup International SGI Stock Holding History

Meritage Group’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 		– Sell
-2,403,651
Closed -$215M – 15
2025
Q4 		$215M Sell
2,403,651
-632,554
-21% -$55.3M 6.67% 8
2025
Q3 		$256M Hold
3,036,205
– – 7.31% 6
2025
Q2 		$207M Buy
3,036,205
+1,141,828
+60% +$71.8M 5.66% 7
2025
Q1 		$113M Buy
+1,894,377
New +$115M 3.12% 13
2017
Q3 		– Sell
-4,081,668
Closed -$54.5M – 20
2017
Q2 		$54.5M Sell
4,081,668
-2,822,496
-41% -$33.3M 1.34% 15
2017
Q1 		$80.2M Buy
+6,904,164
New +$88.7M 2.08% 14

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
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

Meritage Group's SGI Position: Q1 2026 in Review

Meritage Group sold out of Somnigroup International (SGI) in Q1 2026, closing a stake of 2,403,651 shares — an estimated $215M sold.

Meritage Group first reported a position in SGI in Q1 2017 and held it in 6 quarters. The position peaked at $256M in Q3 2025. 529 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

  • Meritage Group reported no remaining Somnigroup International position as of Q1 2026 after selling out during the quarter.
  • Meritage Group sold 2,403,651 Somnigroup International shares in Q1 2026, an estimated $215M.
  • Meritage Group first reported a position in Somnigroup International in Q1 2017 and held it in 6 quarters.
  • Meritage Group's Somnigroup International position peaked at $256M in Q3 2025.
  • 529 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Meritage Group's 13F filing for Q1 2026, filed 14 May 2026.