SGI
Somnigroup International Inc
3 super-investors hold SGI worth a combined $648M. The largest position: David Abrams at 9.2% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 31 — ranked #325 of 724 scored stocks.
Why super-investors own SGI
David Abrams dominates the cohort's $648M combined stake in SGI, holding $429M at 9.2% of his portfolio — the highest concentration among the three owners and a signal of unusually strong conviction. Daniel Loeb carries an 8.1% position worth $168M but trimmed in 2026Q1, the only activity across the cohort this quarter. Joel Greenblatt holds a rounding-error 0.0% slice worth $51M. Owner count has oscillated between one and two for most of the past eight quarters before reaching three, suggesting interest has been narrow and somewhat unstable rather than broadly building; Loeb's trim does nothing to reverse that read.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | David Abrams | 9.2% | 19q | $429M | 5,798,776 |
| 2 | Daniel Loeb | 8.1% | 3q | $168M | 2,270,769 |
| 3 | Joel Greenblatt | <0.1% | 38q | $51M | 692,884 |
Owners of SGI also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Daniel Loeb | TRIM | 8.1% | -33% | $168M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 88023U101. Not investment advice.