Zeno Equity Partners’s Somnigroup International SGI Stock Holding History

Zeno Equity Partners’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	$7.74M	Sell	98,756 -134,638	-58%	-$9.87M	2.88%	13
2026 Q1	$17.3M	Sell	233,394 -34,190	-13%	-$2.97M	7%	8
2025 Q4	$23.9M	Buy	267,584 +34,607	+15%	+$3.02M	9.91%	3
2025 Q3	$19.6M	Buy	232,977 +4,595	+2%	+$362K	9.13%	6
2025 Q2	$15.5M	Buy	228,382 +50,787	+29%	+$3.2M	6.7%	8
2025 Q1	$10.6M	Buy	+177,595	New	+$10.7M	3.85%	11
2024 Q4	–	Sell	-121,623	Closed	-$6.64M	–	16
2024 Q3	$6.64M	Sell	121,623 -157,669	-56%	-$8.01M	1.85%	12
2024 Q2	$13.2M	Sell	279,292 -48,973	-15%	-$2.48M	3.52%	11
2024 Q1	$18.7M	Buy	328,265 +88,949	+37%	+$4.64M	4.18%	10
2023 Q4	$12.2M	Buy	+239,316	New	+$10.2M	3.21%	9

Other funds holding SGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Zeno Equity Partners's SGI Position: Q2 2026 in Review

Zeno Equity Partners reduced its Somnigroup International (SGI) stake by 58% in Q2 2026, selling an estimated $9.87M and leaving 98,756 shares worth $7.74M. The position accounts for 2.88% of the portfolio, ranked #13.

Zeno Equity Partners first reported a position in SGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.9M in Q4 2025. 496 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

Zeno Equity Partners held 98,756 shares of Somnigroup International worth $7.74M as of Q2 2026.
Zeno Equity Partners sold 134,638 Somnigroup International shares in Q2 2026, an estimated $9.87M.
Somnigroup International made up 2.88% of Zeno Equity Partners's portfolio in Q2 2026, its #13 holding.
Zeno Equity Partners first reported a position in Somnigroup International in Q4 2023 and has held it in 10 quarters since.
Zeno Equity Partners's Somnigroup International position peaked at $23.9M in Q4 2025.
496 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Zeno Equity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.