$SGI is held by 14 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 4.94%, with an average of 0.50% of portfolio. Largest holder: Goodnow Investment Group, LLC at 4.94%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SOMNIGROUP INTERNATIONAL INC
13F holders
513
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 513 · Source: 13F-HR01
Generation Investment Management LLP
—
—
02
Bahl & Gaynor Inc.
—
—
03
Poplar Forest Capital LLC
—
—
04
Strategic Planning Group, LLC
—
—
05
Clear Street Group Inc.
—
—
06
Roberts Foundation
—
—
07
Axa S.a.
—
—
08
State Street
—
—
09
Masterton Capital Management, LP
—
—
10
Abrams Capital Management, L.p.
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—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
14 holders · Q1 202601
Goodnow Investment Group, LLC
4.94% held
α +14.1pts
02
Kieckhefer Group LLC
0.61% held
α +13.5pts
03
Aigen Investment Management, LP
0.23% NEW
α +50.5pts
04
Sharpepoint LLC
0.22% NEW
α +11.4pts
05
Voloridge Investment Management, LLC
0.20% held
α +15.5pts
06
New Age Alpha Advisors, LLC
0.13% held
α +10.8pts
07
Oxford Asset Management LLP
0.09% held
α +10.3pts
08
Wellington Management Group LLP
0.02% held
α +10.5pts
09
Nisa Investment Advisors, LLC
0.01% held
α +16.6pts
10
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
11
Quarry LP
0.01% held
α +10.6pts
12
Principal Securities, Inc.
0.00% held
α +21.3pts
13
Citigroup Inc.
0.00% held
α +26.3pts
14
Erste Asset Management GmbH
0.00% held
α +33.4pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
12 transactions · 6 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
14 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SGI lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SGI — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:33 UTC.