SEE
Sealed Air Corporation · Consumer Cyclical · Packaging & Containers
Señales de momentum (gestores comparables):
amplitud de titulares -13.3% ·
flujo de acciones +0.3% ·
nuevas posiciones netas -15.4%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| 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) ✦ | 6.37M | +7.3% | $183.98M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 5.04M | -2.7% | $145.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 2.44M | +6.1% | $70.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 2.44M | +6.1% | $70.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Millennium Management ✦ | 1.82M | -6.7% | $52.48M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 6 | Norges Bank ✦ (pasivo) | 1.32M | -11.8% | $38.12M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Tweedy, Browne ✦ | 546.48K | -3.2% | $15.79M | 1.4% | ▼ Trim | 4 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 544.90K | +281.3% | $15.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 236.12K | +125.0% | $6.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 236.12K | +125.0% | $6.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 227.07K | -31.9% | $6.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 227.07K | -31.9% | $6.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 227.07K | -31.9% | $6.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 106.25K | +7.7% | $3.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 106.25K | +7.7% | $3.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 104.61K | +23.7% | $3.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 35.86K | +43.6% | $1.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Bridgewater Associates ✦ | 9.22K | Nuevo | $266,602 | 0.0% | New | 1 | 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
| Bridgewater Associates | $266,602 | 0.0% |
Posición cerrada
| Wellington Management | $15.79M | era 0.0% |
| Arrowstreet Capital | $1.59M | era 0.0% |
| Marshall Wace | $325,513 | 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.