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User

Daniel Loeb

Third Point

Daniel Loeb Somnigroup International Inc stake

total: 574

Third Point SGI trades

Total transactions:
3
New positions:
1
Added:
1
Reduced:
1
Held since:
2025 Q3
Held for:
3 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Daniel Loeb holds 2,270,769 Somnigroup International Inc (SGI) shares with a market value of roughly $167.86M accounting for 8.06% of the overall portfolio. To date, the estimated cost basis is nearly $84.91 for "buy" trades and estimated average "sell" price is $73.92. Third Point first purchased SGI in 2025 Q3, initially acquiring about 3.00M shares. Since the initial investment in Somnigroup International Inc (SGI), Third Point has made 2 more transactions.

How many SGI shares does Daniel Loeb currently hold?

According to 2026 Q1 report, Daniel Loeb holds 2,270,769 shares of Somnigroup International Inc (SGI), valued at around $167.86M.

When did Daniel Loeb buy Somnigroup International Inc (SGI)?

Daniel Loeb first invested in Somnigroup International Inc (SGI) in 2025 Q3 at the reported quarter-end price of $84.33 per share.

What's the cost basis of Third Point's SGI stake?

The estimated cost basis for Somnigroup International Inc (SGI) stake is around $84.91 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$84.91
Weighted AVG sell price:
$73.92

Daniel Loeb's historical trades in Somnigroup International Inc

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
8.06%
2,270,769
$73.92
$167,855,244
-33.21% (-1,129,231)
-1.15%
2025 Q4
4.17%
3,400,000
$89.28
$303,552,000
+13.33% (+400,000)
+0.49%
2025 Q3
3.02%
3,000,000
$84.33
$252,990,000
new
+3.02%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.