InvestorLens

SGI — SOMNIGROUP INTERNATIONAL INC

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying SGI?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
67
Institutional Conviction
Mixed · 2 buying vs 1 selling last quarter
48
Macro Tailwind
Macro conditions are mixed for this sector
55
Congressional Activity
1 congressional purchase, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their SGI position last quarter, 2 bought and 1 sold (67% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Contraction regime). 1 congressional purchase, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Ray Dalio, Daniel Loeb)
  • +4 tracked investors reported holding SGI at their latest filing
  • +Macro Health is 55/100 in a Contraction regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/17/2026.

About SOMNIGROUP INTERNATIONAL INC (SGI)

SOMNIGROUP INTERNATIONAL INC (SGI) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Daniel Loeb (Third Point LLC), valued at $304M. Across recent filings, tracked investors recorded 8 new positions, 4 increased, 8 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in SGI

48
/100
Mixed Activity
Added / Increased12
Reduced8
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track SGI

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

SGI Ownership Composition

How SOMNIGROUP INTERNATIONAL INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
67% of tracked value
Institutions
4
tracked investors
Total Reported
$642M
combined 13F value
Types3
  • Multi-Strategy / Quant66.9%
  • Activist31.4%
  • Macro1.7%
Multi-Strategy / Quant(2)
66.9%
Activist(1)
31.4%
Macro(1)
1.7%

Tracked investors currently reporting SGI

5 tracked investors have since exited this position — listed separately below.

  • Daniel LoebJun 30, 2026
    Third Point LLC
    Shares
    2.6M
    Value
    $201.5M
    % Portfolio
    4.31%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    2.9M
    Value
    $225.7M
    % Portfolio
    0.25%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    2.6M
    Value
    $204.1M
    % Portfolio
    0.02%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    135.7K
    Value
    $10.6M
    % Portfolio
    0.01%

Previously held SGI

These investors reported SGI in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Izzy EnglanderMillennium Management456.5K$33.7MMar 31, 2026
George SorosSoros Fund Management178.8K$13.2MMar 31, 2026
Seth KlarmanBaupost Group703.3K$42.1MMar 31, 2025
Stanley DruckenmillerDuquesne Family Office103.1K$4.9MJun 30, 2024
Ray DalioBridgewater Associates58.9K$3.2MSep 30, 2024

Recent activity

Frequently asked questions

How many institutional investors hold SGI?
4 tracked institutional investors disclosed a position in SGI (SOMNIGROUP INTERNATIONAL INC) in their most recent 13F filing.
Who is the largest institutional holder of SGI?
Daniel Loeb, Third Point LLC, holds the largest disclosed position in SGI, valued at $304M.
Did institutional ownership of SGI increase or decrease?
Across recent 13F filings, tracked investors recorded 8 new positions, 4 increased, 8 reduced, and 5 fully exited SGI.
Where does this SGI ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.