Concurrent Investment Advisors, LLC
Position in SGI — Somnigroup International Inc.
CIK 2001015
Tampa, FL
Position in SGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$938,055
+$220,662 QoQ
Shares Held
11,965
+23.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#276
of 532 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SGI Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $1,974,860 across 2 Furnishings, Fixtures & Appliances names. SGI ranks #2 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SN |
SharkNinja, Inc.
|
6,809 | $1,036,805 | |
| 2 | SGI |
Somnigroup International Inc.
This page
|
11,965 | $938,055 |
All Filings in SGI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $938,055 | 11,965 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $717,393 | 9,705 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,004,310 | 11,249 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $219,426 | 2,602 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $217,760 | 3,200 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||