SW Investment Management’s Somnigroup International SGI Stock Holding History

SW Investment 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 Q1	$44.4M	Buy	600,000 +25,000	+4%	+$2.17M	9.84%	5
2025 Q4	$53.3M	Hold	575,000	–	–	14.19%	4
2025 Q3	$48.5M	Sell	575,000 -35,000	-6%	-$2.76M	10.39%	5
2025 Q2	$41.5M	Buy	610,000 +60,000	+11%	+$3.78M	9.93%	5
2025 Q1	$32.9M	Buy	550,000 +50,000	+10%	+$3.03M	10.3%	4
2024 Q4	$28.3M	Hold	500,000	–	–	6.65%	7
2024 Q3	$27.3M	Hold	500,000	–	–	7.22%	7
2024 Q2	$23.7M	Hold	500,000	–	–	7.53%	8
2024 Q1	$28.4M	Hold	500,000	–	–	9.13%	6
2023 Q4	$25.5M	Buy	500,000 +220,000	+79%	+$9.33M	8.78%	7
2023 Q3	$12.1M	Hold	280,000	–	–	5.4%	8
2023 Q2	$11.2M	Buy	280,000 +55,000	+24%	+$2.07M	4.16%	9
2023 Q1	$8.89M	Buy	225,000 +100,000	+80%	+$3.98M	3.59%	9
2022 Q4	$4.29M	Hold	125,000	–	–	2.04%	7
2022 Q3	$3.02M	Buy	+125,000	New	+$3.24M	1.52%	7

Other funds holding SGI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

SW Investment Management's SGI Position: Q1 2026 in Review

SW Investment Management increased its Somnigroup International (SGI) stake by 4.3% in Q1 2026, buying an estimated $2.17M and bringing the position to 600,000 shares worth $44.4M. The position accounts for 9.84% of the portfolio, ranked #5.

SW Investment Management first reported a position in SGI in Q3 2022 and has held it in 15 quarters since. The position peaked at $53.3M in Q4 2025. 523 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

SW Investment Management held 600,000 shares of Somnigroup International worth $44.4M as of Q1 2026.
SW Investment Management bought 25,000 Somnigroup International shares in Q1 2026, an estimated $2.17M.
Somnigroup International made up 9.84% of SW Investment Management's portfolio in Q1 2026, its #5 holding.
SW Investment Management first reported a position in Somnigroup International in Q3 2022 and has held it in 15 quarters since.
SW Investment Management's Somnigroup International position peaked at $53.3M in Q4 2025.
523 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on SW Investment Management's 13F filing for Q1 2026, filed 8 May 2026.