SEE
Sealed Air Corporation · Consumer Cyclical · Packaging & Containers
Señales de momentum (gestores comparables):
amplitud de titulares -16.7% ·
flujo de acciones -13.2% ·
nuevas posiciones netas -20.0%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q1 2026 | 116 | +1 | 98.02M | $4.12B | +7 | −7 |
| Q4 2025 | 115 | +2 | 107.72M | $4.46B | +4 | −1 |
| Q3 2025 | 18 | -1 | 73.89M | $2.61B | +1 | −3 |
| Q2 2025 | 17 | +1 | 66.17M | $2.05B | +2 | −1 |
| Q1 2025 | 13 | -2 | 18.79M | $543.05M | +1 | −3 |
| Q4 2024 | 15 | -3 | 18.73M | $633.70M | — | −3 |
| Q3 2024 | 17 | +1 | 16.41M | $595.63M | +2 | −1 |
| Q2 2024 | 16 | — | 16.05M | $558.56M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Harris Associates (Oakmark) ✦ | 5.93M | +2.5% | $200.65M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 5.18M | — | $175.29M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 2.30M | -0.1% | $77.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 2.30M | -0.1% | $77.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Millennium Management ✦ | 1.95M | -20.2% | $65.87M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | Norges Bank ✦ (pasivo) | 1.49M | -30.4% | $50.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Tweedy, Browne ✦ | 564.48K | -26.3% | $19.10M | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 466.79K | +168.3% | $15.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 466.79K | +168.3% | $15.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 333.37K | -14.4% | $11.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 333.37K | -14.4% | $11.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 333.37K | -14.4% | $11.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 142.90K | -73.7% | $4.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 104.92K | -67.1% | $3.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 104.92K | -67.1% | $3.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 98.65K | +9.4% | $3.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 98.65K | +9.4% | $3.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 84.55K | -77.0% | $2.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Arrowstreet Capital ✦ | 47.13K | -71.2% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 24.97K | -71.3% | $844,870 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Marshall Wace ✦ | 9.62K | -64.2% | $325,513 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Glenview Capital | $24.49M | era 0.5% |
| D. E. Shaw & Co. | $2.75M | era 0.0% |
| Bridgewater Associates | $2.05M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 414 tenedores, 150.82M acciones, $5.99B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.