NYSE · Consumer Discretionary

Somnigroup International Inc SGI

Somnigroup International Inc., together with its subsidiaries, designs, manufactures, distributes, and retails bedding products in the United States and internationally. It provides mattresses, foundations and adjustable foundations, and adjustable bases, as well as other products comprising pillows and other accessories under the Tempur-Pedic, Sealy, Stearns & Foster, and Sleepy’s brands.

Home Furnishings

Company profile

Business mix

  • It provides mattresses, foundations and adjustable foundations, and adjustable bases, as well as other products comprising pillows and other accessories under the Tempur-Pedic, Sealy, Stearns & Foster, and Sleepy’s brands.
  • The company operates a portfolio of retail brands, including Mattress Firm, Dreams, Tempur-Pedic retail stores, and SOVA; and licenses Sealy, Tempur, and Stearns & Foster brands, as well as technology and trademarks to other manufacturers.
  • It sells its products through company-owned stores, online, and call centers; and third-party retailers, including third party distribution, hospitality, and healthcare.
  • The company was formerly known as Tempur Sealy International, Inc. and changed its name to Somnigroup International Inc. in February 2025.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in furnishings, fixtures & appliances?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 27.65 FCF 5.15% Buyback -15.92%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Abrams Capital Management David Abrams 9.2% $428.6M 2026-03-31
Third Point Dan Loeb 8.1% $167.9M 2026-03-31
Eminence Capital Ricky Sandler 2.6% $111.8M 2026-03-31
Soros Fund Management George Soros 0.1% $13.2M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 3 Last 4 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $174.9M Estimated from net added shares
Reduction amount $59.4M Estimated from net reduced shares
Net share change / base shares +18.3% +1,562,550 / 8,540,158
Third Point Dan Loeb 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$253.0M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 13.3% 13F value change +$50.6M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -33.2% 13F value change -$135.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +2,270,769 (New) Total shares 2,270,769 Value $167.9M
Soros Fund Management George Soros 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 124.1% 13F value change +$26.2M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -1.5% 13F value change +$9.5M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -64.8% 13F value change -$33.1M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -18.7% 13F value change -$6.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 283,195 Last 4 periods -104,398 (-36.9%) Total shares 178,797 Value $13.2M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 64.9% 13F value change +$15.5M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -16.1% 13F value change -$11.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 246,538 Last 4 periods +94,834 (+38.5%) Total shares 341,372 Value $25.2M
Eminence Capital Ricky Sandler 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 46.8% 13F value change +$86.6M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -52.9% 13F value change -$90.0M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -79.0% 13F value change -$98.2M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 382.2% 13F value change +$83.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,165,179 Last 4 periods -652,185 (-30.1%) Total shares 1,512,994 Value $111.8M
Abrams Capital Management David Abrams 4 filing periods
13F 2025-06-30 Filed 2025-08-08
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-07
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -0.7% 13F value change +$25.3M
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -0.1% 13F value change -$89.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 5,845,246 Last 4 periods -46,470 (-0.8%) Total shares 5,798,776 Value $428.6M
Sachem Head Capital Management Scott Ferguson 2 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$216.3M
13F 2025-12-31 Filed 2026-02-13
Sold out Shares -100.0% 13F value change -$216.3M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Baupost Group Seth Klarman 2 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$42,117
13F 2025-06-30 Filed 2025-08-13
Sold out Shares -100.0% 13F value change -$42,117
Settlement As of 13F 2025-06-30 · Filed 2025-08-13
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.