Somnigroup International Inc (SGI) — Smart Money Tracker (13F, Q2 2026)

SGI ranks #1077 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SGI is a top-conviction position for Browning West LP — at 29.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in SGI belongs to FMR LLC, but the position matters far more to Browning West LP, who has 29.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its SGI position for two straight quarters, increasing it by $213.8M to reach $230.7M today.

Linonia Partnership LP has trimmed its SGI position for two straight quarters, cutting it by $264.3M while still holding $519.4M.

SGI is up 0.6% today, and institutions have been net buyers of $3.2B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

SGI posted net income of $533.3M over the trailing twelve months, and currently trades at a P/E of 25.4.

• Profitable — net income of $533.3M over the trailing twelve months
• Revenue grew 27.1% year over year
• Net income improved year over year, from $267.8M to $533.3M
• Generated $800.1M in positive operating cash flow
• Current ratio of 0.83x — below the conventional 1.5x liquidity buffer
• Liabilities run 2.73x equity — a highly leveraged balance sheet worth noting