BROWNING WEST LP — SOMNIGROUP INTERNATIONAL INC SGI: Quarterly 13F Position History
BROWNING WEST LP has reported SOMNIGROUP INTERNATIONAL INC (SGI) on 22 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2020. As of Q1 2026, the position is sized at 5,896,706 shares ($435.9M market value, 26.95% of the equity book). Quarter-over-quarter share count change: + 149,420 (+2.6%) .
- 5,896,706Shares Held (Latest Filing)
- $435.9MReported Market Value (Latest Filing)
- 26.95%Portfolio Weight (% of 13F Equity Book)
- +149,420Quarter-over-Quarter Share Change
- -$77.2MQuarter-over-Quarter Value Change
- 12,611,189Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 22 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 5,896,706 | +149,420 | +2.6% | $435.9M | 26.95% | $73.92 |
| Q4 2025 | 5,747,286 | 3,350,220 | -36.8% | $513.1M | 32.51% | $89.28 |
| Q3 2025 | 9,097,506 | 1,179,957 | -11.5% | $767.2M | 49.63% | $84.33 |
| Q2 2025 | 10,277,463 | 0 | — | $699.4M | 48.51% | $68.05 |
| Q1 2025 | 10,277,463 | 0 | — | $615.4M | 51.52% | $59.88 |
| Q4 2024 | 10,277,463 | 563,140 | -5.2% | $582.6M | 58.36% | $56.69 |
| Q3 2024 | 10,840,603 | 0 | — | $591.9M | 56.59% | $54.60 |
| Q2 2024 | 10,840,603 | +20,367 | +0.2% | $513.2M | 58.41% | $47.34 |
| Q1 2024 | 10,820,236 | 1,790,953 | -14.2% | $614.8M | 65.71% | $56.82 |
| Q4 2023 | 12,611,189 | +820,200 | +7.0% | $642.8M | 69.23% | $50.97 |
| Q3 2023 | 11,790,989 | 0 | — | $511.0M | 73.30% | $43.34 |
| Q2 2023 | 11,790,989 | +100,000 | +0.9% | $472.5M | 68.80% | $40.07 |
| Q1 2023 | 11,690,989 | +784,200 | +7.2% | $461.7M | 68.50% | $39.49 |
| Q4 2022 | 10,906,789 | +476,500 | +4.6% | $374.4M | 69.59% | $34.33 |
| Q3 2022 | 10,430,289 | +925,000 | +9.7% | $251.8M | 59.87% | $24.14 |
| Q2 2022 | 9,505,289 | +235,121 | +2.5% | $203.1M | 54.21% | $21.37 |
| Q1 2022 | 9,270,168 | +1,639,750 | +21.5% | $258.8M | 56.76% | $27.92 |
| Q4 2021 | 7,630,418 | +483,182 | +6.8% | $358.9M | 64.71% | $47.03 |
| Q3 2021 | 7,147,236 | +576,824 | +8.8% | $331.7M | 66.31% | $46.41 |
| Q2 2021 | 6,570,412 | +514,757 | +8.5% | $257.5M | 62.29% | $39.19 |
| Q1 2021 | 6,055,655 | +2,455,655 | +68.2% | $221.4M | 63.11% | $36.56 |
| Q4 2020 | 3,600,000 | — | — | $97.2M | 50.45% | $27.00 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did BROWNING WEST LP first disclose a SGI position in 13F-HR filings?
BROWNING WEST LP first reported SOMNIGROUP INTERNATIONAL INC (SGI) on its 13F-HR filing for the period ending 2020-12-31 (Q4 2020). The position has appeared on 22 reported quarters within Pactolio's tracked window.
What was BROWNING WEST LP's most recent quarter-over-quarter share-count change in SGI?
Between Q4 2025 and Q1 2026, BROWNING WEST LP added 149,420 shares of SGI (+2.6%), bringing the total reported position to 5,896,706 shares at a market value of $435.9M.
Does the implied price-per-share represent BROWNING WEST LP's cost basis in SGI?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.