D1 Capital Partners L.P. 13F: New $339M Stake in SGI

D1 Capital Partners Opens New Stake in Somnigroup

D1 Capital Partners built a brand-new position in Somnigroup International Inc. NYSE SGI during the period ended May 15, 2026. According to its latest Form 13F filing with the Securities and Exchange Commission, the fund acquired 4,688,423 shares. That new holding carried an estimated value of $338.7 million at the time, giving the fund a sizable footprint in the bedding manufacturer.

Where Somnigroup Shares Trade

The company's shares changed hands around $72.25 recently, sitting below its 200-day moving average of $77.74 and above its 50-day mark of $67.24. Somnigroup has traded in a 52-week range between $60.39 and $98.56. The business carries a market capitalization of roughly $13.33 billion and a P/E ratio of 25.04, alongside a forward P/E of 16.11.

Recent Earnings Performance

For its most recent reported period, Somnigroup posted $7.62 billion in revenue, though revenue dipped by 3%. The firm logged earnings of $2.53 per share, accompanied by a net margin of 7.00% and a return on equity of 17.52%. The next earnings release is scheduled for November 5, 2026.

Dividend Payments

The company pays an annual dividend of $0.68 per share, yielding 1.07% with a payout ratio of 25.3%.

Wall Street Analyst Updates

Wall Street firms have kept a generally positive outlook on the stock through the summer and early fall. On September 14, 2026, Stephens & Co. upgraded the stock to an overweight rating and raised its target to $80.00. Earlier on September 3, 2026, Piper Sandler reiterated an overweight rating with a $100.00 target, while UBS maintained a buy rating and set a $102.00 target. The stock currently holds a consensus recommendation of strong buy from nine analysts.

Inside Somnigroup International

Formed as Tempur Sealy International before rebranding in February 2025, Somnigroup designs, manufactures, and retails bedding products in the United States and abroad. It sells mattresses, foundations, pillows, and accessories under well-known names like Tempur-Pedic, Sealy, Stearns & Foster, and Sleepy's. The company also operates a massive retail footprint that includes Mattress Firm stores and specialized showrooms.

What to Watch at SGI

Institutional 13F filings are backward-looking documents that reveal holdings at the close of a specific quarter and may not reflect current portfolio weightings. Investors will monitor the company's upcoming earnings report on November 5, 2026, to check on margin trends and retail demand across its core mattress brands.