SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in SGI — Somnigroup International Inc.
CIK 1794153
MINNEAPOLIS, MN
Position in SGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$646,800
+$36,960 QoQ
Shares Held
8,250
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#299
of 526 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SGI Over Time
Shares Held
Position Value (USD)
Derivatives in SGI
reported options exposure · as of Dec 31, 2022CallValue
$56,644
CallShares
1,650
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $646,800 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
|
8,250 | $646,800 |
All Filings in SGI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,800 | 8,250 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $609,840 | 8,250 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $736,560 | 8,250 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $695,722 | 8,250 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $697,512 | 10,250 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $673,650 | 11,250 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $694,452 | 12,250 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $715,260 | 13,100 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $620,154 | 13,100 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $744,342 | 13,100 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $667,707 | 13,100 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $567,754 | 13,100 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $524,917 | 13,100 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $517,319 | 13,100 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $56,644 | 1,650 | Call | Sole | 2023-02-09 | |
| 2022-12-31 | $449,723 | 13,100 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $292,094 | 12,100 | Shares | Sole | 2022-11-04 | |
| 2022-09-30 | $398,310 | 16,500 | Call | Sole | 2022-11-04 | |
| 2022-06-30 | $64,110 | 3,000 | Shares | Sole | 2022-08-09 | |
| 2022-06-30 | $352,605 | 16,500 | Call | Sole | 2022-08-09 | |
| 2022-03-31 | $83,760 | 3,000 | Shares | Sole | 2022-05-11 | |
| 2022-03-31 | $460,680 | 16,500 | Call | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||