SOMNIGROUP INTERNATIONAL INC (SGI) — Hedge Fund Ownership Q4 2025
SGI
- SOMNIGROUP INTERNATIONAL INC (SGI) is held by 3 of 81 tracked hedge funds, with Abrams Capital Management (9%) and Third Point (4%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in SGI holdings came from Third Point (+13%), highlighting conviction.
- The biggest decreases in SGI holdings came from Abrams Capital Management (-1%) and Maverick Capital (-1%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to SOMNIGROUP INTERNATIONAL INC (SGI) by +3% vs the prior quarter and +42% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Abrams Capital Management
|
9.13% | 5.8M | -0.70% | +61.23% | $518.2M | $89.28 | — |
| 2 |
Third Point
|
4.17% | 3.4M | +13.33% | — | $303.6M | $89.28 | — |
| 3 |
Maverick Capital Lee Ainslie
|
1.10% | 1.1M | -0.91% | -10.58% | $101.9M | $89.28 | — |
| 3 | Total | — | 10.3M | +3.48% | +42.43% | $923.7M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.