LONDON CO OF VIRGINIA

Position in SGI — Somnigroup International Inc.

CIK 1259887 RICHMOND, VA

Position in SGI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$234,907,189

-$75,145,466 QoQ

Shares Held

3,177,857

-8.5% QoQ

Ownership

1.51%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Consumer Cyclical · as of Mar 31, 2026

LONDON CO OF VIRGINIA holds $234,907,189 across 1 Furnishings, Fixtures & Appliances name. SGI ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SGI	Somnigroup International Inc. This page	3,177,857	$234,907,189

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$234,907,189	3,177,857	-8.5%	Shares	Sole	2026-05-15
2025-12-31	$310,052,655	3,472,812	-8.3%	Shares	Sole	2026-02-17
2025-09-30	$319,445,834	3,788,045	-4.3%	Shares	Sole	2025-11-14
2025-06-30	$269,285,554	3,957,172	+4.7%	Shares	Sole	2025-08-14
2025-03-31	$226,333,525	3,779,785	-12.4%	Shares	Sole	2025-05-15
2024-12-31	$244,614,742	4,314,954	-0.5%	Shares	Sole	2025-02-14
2024-09-30	$236,867,085	4,338,225	+42.8%	Shares	Sole	2024-11-14
2024-06-30	$143,864,271	3,038,958	+248.4%	Shares	Sole	2024-08-14
2024-03-31	$49,559,540	872,220	-4.9%	Shares	Sole	2024-05-15
2023-12-31	$46,750,856	917,223	-18.8%	Shares	Sole	2024-02-14
2023-09-30	$48,937,837	1,129,161	+1.4%	Shares	Sole	2023-11-14
2023-06-30	$44,600,875	1,113,074	+0.8%	Shares	Sole	2023-08-14
2023-03-31	$43,603,317	1,104,161	-1.5%	Shares	Sole	2023-05-15
2022-12-31	$38,490,418	1,121,189	-2.9%	Shares	Sole	2023-02-14
2022-09-30	$27,877,209	1,154,814	+0.4%	Shares	Sole	2022-11-14
2022-06-30	$24,591,100	1,150,730	+36.0%	Shares	Sole	2022-08-15
2022-03-31	$23,625,485	846,185	-10.5%	Shares	Sole	2022-05-16
2021-12-31	$44,453,085	945,207	-5.5%	Shares	Sole	2022-02-14
2021-09-30	$46,415,615	1,000,121	-24.2%	Shares	Sole	2021-11-15
2021-06-30	$51,703,523	1,319,304	-22.8%	Shares	Sole	2021-08-16
2021-03-31	$62,440,056	1,707,879	-1.6%	Shares	Sole	2021-05-14
2020-12-31	$46,853,910	1,735,330	+283.7%	Shares	Sole	2021-02-16
2020-09-30	$10,083,375	452,220	-3.9%	Shares	Sole	2020-11-13
2020-06-30	$8,467,849	470,763	-2.1%	Shares	Sole	2020-08-14
2020-03-31	$5,257,187	481,097	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.