David Abrams - Abrams Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    11
Portfolio value:    $4,638,238,227
Holdings Activity Buys Sells    History
Holding/activity history for  Somnigroup International Inc. (SGI)
← All SGI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 5,798,776 9.24 Reduce 0.09% <0.01 $69.30–98.56 · VW $84.55i $428,645,522 SEC
2025   Q4 5,804,136 9.13 Reduce 0.70% 0.06 $78.01–95.36 · VW $86.88i $518,193,262 SEC
2025   Q3 5,845,246 7.99 $84.33 $492,929,595 SEC
2025   Q2 5,845,246 6.51 $68.05 $397,768,990 SEC
2025   Q1 5,845,246 6.21 Add 62.37% 2.39 $53.54–69.87 · VW $61.58i $350,013,330 SEC
2024   Q4 3,600,000 3.28 $56.69 $204,084,000 SEC
2024   Q3 3,600,000 3.16 $54.60 $196,560,000 SEC
2024   Q2 3,600,000 3.33 $47.34 $170,424,000 SEC
2024   Q1 3,600,000 6.39 $56.82 $204,552,000 SEC
2023   Q4 3,600,000 5.70 $50.97 $183,492,000 SEC
2023   Q3 3,600,000 5.16 $43.34 $156,024,000 SEC
2023   Q2 3,600,000 4.15 $40.07 $144,252,000 SEC
2023   Q1 3,600,000 4.50 $39.49 $142,164,000 SEC
2022   Q4 3,600,000 4.41 $34.33 $123,588,000 SEC
2022   Q3 3,600,000 2.51 $24.14 $86,904,000 SEC
2022   Q2 3,600,000 2.07 $21.37 $76,932,000 SEC
2022   Q1 3,600,000 2.35 $27.92 $100,512,000 SEC
2021   Q4 3,600,000 3.71 $47.03 $169,308,000 SEC
2021   Q3 3,600,000 3.64 Buy 3.64 $37.10–50.51 · VW $44.36i $167,076,000 SEC
2007   Q3 0 0.00 Sell 100.00% 3.02 $6.37–9.47 · VW $7.76i SEC
2007   Q2 10,145,600 3.02 Reduce 9.67% 0.40 $6.01–7.22 · VW $6.53i $65,693,000 SEC
2007   Q1 11,231,200 4.15 Reduce 17.72% 0.70 $4.97–6.93 · VW $6.17i $72,975,000 SEC
2006   Q4 13,650,800 3.97 $5.12 $69,824,000 SEC
2006   Q3 13,650,800 3.91 $4.29 $58,596,000 SEC
2006   Q2 13,650,800 3.17 Buy 3.17 $3.27–4.02 · VW $3.63i $46,106,000 SEC
Price snapshot:
Current price$71.76
Avg. buy price$51.58
+/- since buy39.11%
52-week low$60.23
52-week high$98.11