TPX
Tempur Sealy International, Inc. · Consumer Cyclical · Furnishings, Fixtures & Appliances
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -7.1% ·
Aktienfluss +8.5% ·
neue Nettopositionen -7.7%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 125 | -2 | 129.27M | $10.13B | +8 | −9 |
| Q1 2026 | 129 | +1 | 123.46M | $9.11B | +7 | −7 |
| Q4 2025 | 127 | +2 | 131.63M | $11.75B | +3 | — |
| Q3 2025 | 19 | +3 | 97.27M | $8.20B | +4 | −2 |
| Q2 2025 | 14 | -2 | 90.22M | $6.14B | +1 | −3 |
| Q1 2025 | 13 | -1 | 16.21M | $970.59M | +3 | −4 |
| Q4 2024 | 14 | -3 | 14.94M | $847.05M | — | −3 |
| Q3 2024 | 16 | +2 | 10.94M | $597.38M | +3 | −1 |
| Q2 2024 | 14 | — | 9.10M | $430.83M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passiv) | 6.44M | +21.8% | $385.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passiv) | 3.37M | +13.4% | $201.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passiv) | 3.37M | +13.4% | $201.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Norges Bank ✦ (passiv) | 2.25M | -12.9% | $134.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.80M | +40.0% | $107.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 1.80M | +40.0% | $107.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 1.80M | +40.0% | $107.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 1.80M | +40.0% | $107.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Baupost Group ✦ | 703.35K | Neu | $42.12M | 1.2% | New | 1 | SEC ↗ |
| 10 | Millennium Management ✦ | 437.53K | -62.5% | $26.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Adage Capital Partners ✦ | 333.00K | +37.5% | $19.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Soros Fund Management ✦ | 283.19K | Neu | $16.96M | 0.4% | New | 1 | SEC ↗ |
| 13 | Marshall Wace ✦ | 279.96K | Neu | $16.76M | 0.0% | New | 1 | SEC ↗ |
| 14 | Marshall Wace ✦ | 279.96K | Neu | $16.76M | 0.0% | New | 1 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 123.07K | -64.6% | $7.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 118.06K | +13.8% | $7.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 39.01K | +68.4% | $2.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 39.01K | +68.4% | $2.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 39.01K | +68.4% | $2.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 39.01K | +68.4% | $2.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 36.42K | -91.3% | $2.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Baupost Group | $42.12M | 1.2% |
| Soros Fund Management | $16.96M | 0.4% |
| Marshall Wace | $16.76M | 0.0% |
| Marshall Wace | $16.76M | 0.0% |
Ausgestiegen
| Renaissance Technologies | $16.00M | war 0.0% |
| Arrowstreet Capital | $10.33M | war 0.0% |
| Gotham Asset Management | $2.92M | war 0.0% |
| Citadel Advisors | $57 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 521 Inhaber, 206.68M Anteile, $15.07B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.