Here’s Why Somnigroup International (SGI) Rose in Q1
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Select Equity Group Robert Joseph Caruso | 15,123,180 | $905,576,018 | -20% | 3.91% |
2. | Windacre Partnership Snehal Amin | 10,403,500 | $622,961,580 | 9.34% | |
3. | Linonia Partnership Philip Uhde | 7,591,080 | $454,553,870 | +58% | 17.86% |
4. | Darsana Capital Partners Anand Desai | 7,000,000 | $419,160,000 | 12.18% | |
5. | Abrams Capital Management David Abrams | 5,845,246 | $350,013,330 | +63% | 6.21% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$44.92 | 357,421 | $16,053,850.15 | 8,000,000 | 2018-05-09 | Filing | |
$44.74 | 150,618 | $6,737,971.54 | 7,642,579 | 2018-05-08 | Filing | |
$43.85 | 180,761 | $7,926,966.36 | 7,491,961 | 2018-05-07 | Filing | |
$53.03 | 18,800 | $996,964.00 | 18,800 | 2017-11-09 | Filing | |
$51.19 | 19,565 | $1,001,532.35 | 245,019 | 2017-11-07 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$65.80 | 22,092 | $1,453,543.14 | 286,155 | 2025-06-11 | Filing | |
$65.69 | 30,182 | $1,982,589.18 | 883,839 | 2025-06-11 | Filing | |
$65.67 | 45,826 | $3,009,398.00 | 914,021 | 2025-06-11 | Filing | |
$60.18 | 1,748 | $105,194.81 | 151,580 | 2025-03-06 | Filing | |
$62.88 | 32,785 | $2,061,402.77 | 875,839 | 2025-03-03 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 20,526,251 | $1,229,111,961 | 0.08% | |
2. | 18,770,375 | $1,123,970,055 | 0.02% | |
3. | 16,991,914 | $1,017,475,807 | 0.02% | |
4. | 10,277,463 | $615,414,484 | 51.52% | |
5. | 6,436,069 | $385,391,812 | 0.02% |