Somnigroup International Inc.
US ˙ NYSE ˙ US88023U1016

SecuritySGI / Somnigroup International Inc.
InstitutionHudson Way Capital Management LLC
Latest Disclosed Ownership1,283,302 shares
Latest Disclosed Value $ 94,861,684
Hudson Way Capital Management LLC reports 15.98% increase in ownership of SGI / Somnigroup International Inc.

On May 15, 2026 - Hudson Way Capital Management LLC filed a 13F-HR form disclosing ownership of 1,283,302 shares of Somnigroup International Inc. (US:SGI) valued at $94,861,684 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,106,515 shares of Somnigroup International Inc.. This represents a change in shares of 15.98% during the quarter. The current value of the position is $86,507,388 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SOMNIGROUP INTERNATIONAL COM 88023U101 1,283,302 176,787 15.98 94,862 -3.98 9.0691
2026-02-17 2025-12-31 13F SOMNIGROUP INTERNATIONAL COM 88023U101 1,106,515 -33,493 -2.94 98,790 2.76 7.8531
2025-11-14 2025-09-30 13F SOMNIGROUP INTERNATIONAL COM 88023U101 1,140,008 -468,307 -29.12 96,137 -12.16 8.1531
2025-08-14 2025-06-30 13F SOMNIGROUP INTERNATIONAL COM 88023U101 1,608,315 304,070 23.31 109,446 40.14 9.8924
2025-05-15 2025-03-31 13F SOMNIGROUP INTERNATIONAL COM 88023U101 1,304,245 469,386 56.22 78,098 65.01 7.7410
2025-02-14 2024-12-31 13F TEMPUR SEALY INTL COM 88023U101 834,859 -76,107 -8.35 47,328 -4.85 5.3477
2024-11-14 2024-09-30 13F TEMPUR SEALY INTL COM 88023U101 910,966 -142,864 -13.56 49,739 -0.30 6.2434
2024-08-14 2024-06-30 13F TEMPUR SEALY INTL COM 88023U101 1,053,830 185,271 21.33 49,888 1.09 6.8874
2024-05-15 2024-03-31 13F TEMPUR SEALY INTL COM 88023U101 868,559 -142,427 -14.09 49,352 -4.23 9.0098
2024-02-14 2023-12-31 13F TEMPUR SEALY INTL COM 88023U101 1,010,986 267,601 36.00 51,530 59.94 9.6653
2023-11-14 2023-09-30 13F TEMPUR SEALY INTL COM 88023U101 743,385 149,035 25.08 32,218 35.28 6.3377
2023-08-14 2023-06-30 13F TEMPUR SEALY INTL COM 88023U101 594,350 389,015 189.45 23,816 193.72 4.4666
2023-05-15 2023-03-31 13F TEMPUR SEALY INTL COM 88023U101 205,335 205,335 8,109 2.0183
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.