MLM
SGI

Mount Lucas Management’s Somnigroup International SGI Stock Holding History

Mount Lucas 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
Q2 		$536K Buy
6,834
+13
+0.2% +$953 0.19% 146
2026
Q1 		$504K Buy
+6,821
New +$592K 0.19% 137

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

Mount Lucas Management's SGI Position: Q2 2026 in Review

Mount Lucas Management increased its Somnigroup International (SGI) stake by 0.19% in Q2 2026, buying an estimated $953 and bringing the position to 6,834 shares worth $536K. The position accounts for 0.19% of the portfolio, ranked #146.

Mount Lucas Management first reported a position in SGI in Q1 2026 and has held it in 2 quarters since. 538 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Mount Lucas Management held 6,834 shares of Somnigroup International worth $536K as of Q2 2026.
  • Mount Lucas Management bought 13 Somnigroup International shares in Q2 2026, an estimated $953.
  • Somnigroup International made up 0.19% of Mount Lucas Management's portfolio in Q2 2026, its #146 holding.
  • Mount Lucas Management first reported a position in Somnigroup International in Q1 2026 and has held it in 2 quarters since.
  • 538 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.