Here are Third Point Management’s Views on Somnigroup International (SGI)

2 hours ago 2

Soumya Eswaran

Mon, February 9, 2026 astatine 7:42 AM CST 3 min read

Third Point Management, a New York-based concern advisor, released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Third Point returned 1.9% nett successful the flagship Offshore Fund successful Q4 2025. The aforesaid trends that drove markets higher successful Q4 2025 person extended to aboriginal 2026. In an AI-dominated market, capital-intensive businesses and the healthcare assemblage are gaining attraction from investors. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Third Point Management highlighted stocks specified arsenic Somnigroup International Inc. (NYSE:SGI). Somnigroup International Inc. (NYSE:SGI) is simply a US-based mattresses and bedding products manufacturer. On February 6, 2026, Somnigroup International Inc. (NYSE:SGI) banal closed astatine $96.32 per share. One-month instrumentality of Somnigroup International Inc. (NYSE:SGI) was 4.13%, and its shares are up 48.76% implicit the past 12 months. Somnigroup International Inc. (NYSE:SGI) has a marketplace capitalization of $20.218 billion.

Third Point Management stated the pursuing regarding Somnigroup International Inc. (NYSE:SGI) successful its 4th fourth 2025 capitalist letter:

"Somnigroup International Inc. (NYSE:SGI) is the ascendant subordinate successful US mattresses and has grown its stock of the home wholesale marketplace from 27% successful 2018 to implicit 40% successful 2024. The institution is led by Scott Thompson, who we spot arsenic a forward-thinking CEO who has leveraged the business’ standard vantage to instrumentality stock from an overleveraged acceptable of competitors successful a slowing lodging market.

Somnigroup International Inc. (NYSE:SGI) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 61 hedge money portfolios held Somnigroup International Inc. (NYSE:SGI) astatine the extremity of the 3rd quarter, up from 56 successful the erstwhile quarter. While we admit the imaginable of Somnigroup International Inc. (NYSE:SGI) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.