SOMNIGROUP INTERNATIONAL INC SGI
COM · Common Stock · CUSIP 88023U101 · ISIN US88023U1016
American manufacturer of mattresses and bedding products
- SectorConsumer discretionary
- IndustryHousehold Furniture
- HeadquartersLexington, KY
- Founded2012
- Websitetempursealy.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($18.6m this quarter). Holder counts are more reliable. Shares outstanding: 210.4m as of 2026-08-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $78.37. Options: 21 managers hold calls ($356.0m notional), 10 hold puts ($47.9m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 303 |
| Q4 2022 | 334 |
| Q1 2023 | 334 |
| Q2 2023 | 322 |
| Q3 2023 | 331 |
| Q4 2023 | 358 |
| Q1 2024 | 382 |
| Q2 2024 | 387 |
| Q3 2024 | 380 |
| Q4 2024 | 400 |
| Q1 2025 | 429 |
| Q2 2025 | 428 |
| Q3 2025 | 483 |
| Q4 2025 | 550 |
| Q1 2026 | 530 |
| Q2 2026 | 541 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 171 | 205 |
| Q4 2024 | 204 | 174 |
| Q1 2025 | 264 | 156 |
| Q2 2025 | 260 | 171 |
| Q3 2025 | 256 | 188 |
| Q4 2025 | 300 | 204 |
| Q1 2026 | 274 | 277 |
| Q2 2026 | 303 | 267 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $43.3m | $18.4m | 0.42 |
| Q4 2025 | $46.8m | $19.0m | 0.41 |
| Q1 2026 | $62.4m | $7.5m | 0.12 |
| Q2 2026 | $356.0m | $47.9m | 0.13 |
Biggest buyers
| Castle Hook Partners LP | Added | +1.5m |
| Avantyr Capital Partners, LP | Added | +1.5m |
| Cartenna Capital, LP | Added | +1.3m |
| Luxor Capital Group, LP | New | +1.2m |
| MORGAN STANLEY | Added | +1.1m |
| STEADFAST CAPITAL MANAGEMENT LP | Added | +1.1m |
| FIL Ltd | Added | +1.1m |
| CITADEL ADVISORS LLC | Added | +1.0m |
| GOLDMAN SACHS GROUP INC | Added | +978.9k |
| UBS Group AG | Added | +855.8k |
Biggest sellers
| Darsana Capital Partners LP | Sold out | -2.7m |
| Linonia Partnership LP | Reduced | -2.2m |
| FMR LLC | Reduced | -1.5m |
| EMINENCE CAPITAL, LP | Sold out | -1.5m |
| BlackRock, Inc. | Reduced | -914.9k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -850.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -689.6k |
| JPMORGAN CHASE & CO | Reduced | -596.1k |
| Qube Research & Technologies Ltd | Sold out | -541.2k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -494.1k |
Biggest calls
| SCOPUS ASSET MANAGEMENT, L.P. | New | $70.6m900.0k shares |
| CITADEL ADVISORS LLC | Added | $62.7m800.3k shares |
| Cartenna Capital, LP | New | $43.1m550.0k shares |
| JANE STREET GROUP, LLC | Added | $42.4m540.8k shares |
| MAPLELANE CAPITAL, LLC | New | $31.4m400.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $30.0m382.4k shares |
| IMC-Chicago, LLC | Added | $15.8m201.2k shares |
| SIMPLEX TRADING, LLC | Added | $12.2m155.0k shares |
| GROUP ONE TRADING LLC | Added | $8.8m112.5k shares |
| Balyasny Asset Management L.P. | New | $7.8m100.0k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $12.8m163.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $9.1m115.9k shares |
| Cresset Asset Management, LLC | Unchanged | $8.3m105.7k shares |
| CITADEL ADVISORS LLC | Added | $7.9m100.7k shares |
| IMC-Chicago, LLC | Added | $4.6m59.1k shares |
| Walleye Trading LLC | Added | $1.5m19.5k shares |
| GROUP ONE TRADING LLC | Added | $1.4m17.9k shares |
| SIMPLEX TRADING, LLC | Added | $1.2m15.7k shares |
| Walleye Capital LLC | Reduced | $964.3k12.3k shares |
| Limestone Investment Advisors LP | New | $109.8k1.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution -1.7 pts · filed 2026-08-06 | 12.5% |
| BROWNING WEST LP 13G · institution filed 2025-02-14 | 5.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), Select Equity Group, L.P. (5.0%, 2026-02-17)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 2 | $2.2m | — |
| Q2 2025 | 0 | — | 2 | $6.4m | — |
| Q3 2025 | 0 | — | 3 | $13.7m | — |
| Q4 2025 | 1 | $3.0m | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 1 | $445.5k | — |
| Q3 2026 | 1 | $1.9m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-27 | THOMPSON SCOTT L CEO & PRESIDENT, director | Bought | $1.9m30.0k shares |
| 2026-05-22 | Rusing Steven H President & CEO Mattress Firm | Sold | $445.5k6.7k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.09% of their portfolio | 26.3m $2.1bn | Reduced -1.5m |
| BlackRock, Inc. 0.02% of their portfolio | 19.2m $1.5bn | Reduced -914.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 9.2m $717.9m | Added +78.2k |
| Select Equity Group, L.P. 3.70% of their portfolio | 8.9m $697.2m | Reduced -381.2k |
| WINDACRE PARTNERSHIP LLC 6.53% of their portfolio | 8.4m $660.2m | Added +197.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 8.2m $644.5m | Reduced -217.1k |
| STATE STREET CORP 0.02% of their portfolio | 7.3m $570.8m | Added +389.8k |
| Linonia Partnership LP 9.28% of their portfolio | 6.6m $519.4m | Reduced -2.2m |
| BROWNING WEST LP 29.55% of their portfolio | 6.4m $499.4m | Added +473.2k |
| ABRAMS CAPITAL MANAGEMENT, L.P. 8.30% of their portfolio | 5.8m $454.6m | Unchanged |
| D1 Capital Partners L.P. 1.12% of their portfolio | 5.0m $390.1m | Added +286.9k |
| Artisan Partners Limited Partnership 0.60% of their portfolio | 4.7m $365.6m | Added +34.0k |
| Boston Partners 0.31% of their portfolio | 4.5m $349.1m | Added +653.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 4.0m $314.1m | Reduced -850.6k |
| LONDON CO OF VIRGINIA 1.68% of their portfolio | 3.8m $295.1m | Added +586.8k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 3.7m $293.2m | Reduced -596.1k |
| Allspring Global Investments Holdings, LLC 0.39% of their portfolio | 3.3m $256.7m | Added +279.7k |
| MORGAN STANLEY 0.01% of their portfolio | 3.2m $251.1m | Added +1.1m |
| TIMUCUAN ASSET MANAGEMENT INC/FL 8.59% of their portfolio | 3.0m $233.3m | Added +34.2k |
| Point72 Asset Management, L.P. 0.34% of their portfolio | 2.9m $225.7m | Added +660.8k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 2.7m $210.4m | Added +978.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.6m $204.6m | Added +367.1k |
| Third Point LLC 4.33% of their portfolio | 2.6m $201.5m | Added +300.0k |
| BECK MACK & OLIVER LLC 3.77% of their portfolio | 2.5m $193.5m | Added +59.0k |
| UBS Group AG 0.03% of their portfolio | 2.4m $184.7m | Added +855.8k |
| Avantyr Capital Partners, LP 6.21% of their portfolio | 2.2m $168.8m | Added +1.5m |
| STEADFAST CAPITAL MANAGEMENT LP 5.09% of their portfolio | 2.1m $166.0m | Added +1.1m |
| NORGES BANK 0.02% of their portfolio | 2.1m $161.2m | Not comparable |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.9m $151.1m | Added +17.5k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.7m $137.0m | Reduced -24.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 1.7m $135.7m | Reduced -53.4k |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 1.7m $133.5m | Added +1.0m |
| Invesco Ltd. 0.01% of their portfolio | 1.6m $128.9m | Added +239.9k |
| Castle Hook Partners LP 1.31% of their portfolio | 1.6m $122.0m | Added +1.5m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.4m $111.6m | Reduced -3.4k |
| Avala Global LP 3.98% of their portfolio | 1.4m $107.8m | Reduced -313.5k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.4m $106.7m | Reduced -40.0k |
| Cartenna Capital, LP 3.92% of their portfolio | 1.4m $105.8m | Added +1.3m |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 1.3m $104.0m | Added +3.1k |
| Forest Avenue Capital Management LP 4.27% of their portfolio | 1.3m $101.6m | Added +284.0k |
| Luxor Capital Group, LP 10.30% of their portfolio | 1.2m $94.7m | New |
| Hudson Way Capital Management LLC 8.43% of their portfolio | 1.2m $94.5m | Reduced -77.5k |
| SEI INVESTMENTS CO 0.08% of their portfolio | 1.2m $90.7m | Reduced -53.5k |
| FIL Ltd 0.06% of their portfolio | 1.1m $83.4m | Added +1.1m |
| NEUBERGER BERMAN GROUP LLC 0.06% of their portfolio | 1.1m $82.9m | Added +129.7k |
| Artemis Investment Management LLP 0.71% of their portfolio | 1.0m $80.2m | Added +644.2k |
| 140 Summer Partners LP 6.32% of their portfolio | 995.3k $78.0m | Added +278.4k |
| Clearbridge Investments, LLC 0.06% of their portfolio | 961.5k $75.4m | Added +182.0k |
| Schonfeld Strategic Advisors LLC 0.38% of their portfolio | 916.2k $71.8m | Added +779.7k |
| SCOPUS ASSET MANAGEMENT, L.P. 1.63% of their portfolio | 885.0k $69.4m | Added +349.5k |
| M.D. Sass, LLC 4.34% of their portfolio | 836.3k $65.6m | Added +193.9k |
| Engineers Gate Manager LP 0.78% of their portfolio | 765.5k $60.0m | New |
| NATIXIS ADVISORS, LLC 0.07% of their portfolio | 746.8k $58.5m | Added +232.1k |
| Gotham Asset Management, LLC 0.13% of their portfolio | 702.3k $55.1m | Added +361.0k |
| CITIGROUP INC 0.03% of their portfolio | 691.2k $54.2m | Added +600.7k |
| GOODNOW INVESTMENT GROUP, LLC 5.59% of their portfolio | 687.4k $53.9m | Added +77.6k |
| JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio | 684.9k $53.4m | Added +221.8k |
| Wolf Hill Capital Management, LP 4.93% of their portfolio | 650.0k $51.0m | New |
| Empyrean Capital Partners, LP 1.74% of their portfolio | 632.0k $49.5m | New |
| SW Investment Management LLC 13.38% of their portfolio | 600.0k $47.0m | Unchanged |
| MAPLELANE CAPITAL, LLC 1.90% of their portfolio | 578.6k $45.4m | New |
| Greenstone Partners & Co., LLC 10.31% of their portfolio | 568.6k $44.6m | Added +280 |
| Balyasny Asset Management L.P. 0.08% of their portfolio | 549.0k $43.0m | Added +355.3k |
| No Street GP LP 2.54% of their portfolio | 540.0k $42.3m | Added +20.0k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 532.0k $41.7m | Reduced -37.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 530.5k $41.6m | Added +483.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 513.0k $40.2m | Reduced -210.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 489.8k $38.4m | Added +282.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 477.1k $37.4m | Reduced -34.4k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 444.4k $34.8m | Reduced -164.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 431.0k $33.8m | Reduced -27.7k |
| Nuveen, LLC 0.01% of their portfolio | 423.5k $33.2m | Reduced -77.9k |
| 12th Street Asset Management Company, LLC 4.61% of their portfolio | 413.0k $32.4m | Added +4.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 405.8k $31.8m | Reduced -116.0k |
| Swiss National Bank 0.02% of their portfolio | 401.0k $31.4m | Added +6.5k |
| Robertson Opportunity Capital, LLC 10.79% of their portfolio | 354.8k $27.8m | Unchanged |
| Highlander Partners, L.P. 8.66% of their portfolio | 329.5k $25.8m | Added +315.5k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 322.5k $25.3m | Reduced -266.3k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 320.4k $25.1m | Added +28.5k |
| Interval Partners, LP 0.80% of their portfolio | 317.4k $24.9m | New |
| Ceredex Value Advisors LLC 0.68% of their portfolio | 306.9k $24.1m | New |
| FRED ALGER MANAGEMENT, LLC 0.08% of their portfolio | 297.7k $23.3m | Added +28.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 290.8k $22.8m | Added +52.0k |
| Anabranch Capital Management, LP 17.40% of their portfolio | 290.5k $22.8m | Added +29.9k |
| Retirement Systems of Alabama 0.06% of their portfolio | 274.5k $21.5m | Reduced -39.8k |
| Legal & General Group Plc 0.00% of their portfolio | 272.1k $21.3m | Reduced -14.2k |
| LOOMIS SAYLES & CO L P 0.03% of their portfolio | 271.8k $21.3m | Added +60.3k |
| California Public Employees Retirement System 0.01% of their portfolio | 255.2k $20.0m | Reduced -10.8k |
| CLOUGH CAPITAL PARTNERS L P 1.62% of their portfolio | 253.6k $19.9m | New |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 253.1k $18.7m | Reduced -16.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 250.0k $19.6m | Reduced -83.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 230.7k $18.1m | Reduced -1.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 228.7k $17.9m | Added +189.6k |
| Verition Fund Management LLC 0.13% of their portfolio | 227.5k $17.8m | Added +185.4k |
| Broad Bay Capital Management, LP 1.68% of their portfolio | 226.6k $17.8m | Reduced -62.3k |
| PARNASSUS INVESTMENTS, LLC 0.04% of their portfolio | 206.7k $16.2m | Added +16.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 205.0k $16.1m | Reduced -14.2k |
| North Growth Management Ltd. 2.05% of their portfolio | 204.0k $16.0m | Added +2.0k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 192.7k $15.1m | Added +13.3k |
| RIHO Partners, LLC 8.27% of their portfolio | 187.4k $14.7m | Added +23.3k |