TPX
Tempur Sealy International, Inc. · Consumer Cyclical · Furnishings, Fixtures & Appliances
Señales de momentum (gestores comparables):
amplitud de titulares -7.1% ·
flujo de acciones +8.5% ·
nuevas posiciones netas -7.7%
— 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 |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 6.44M | +21.8% | $385.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 3.37M | +13.4% | $201.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 3.37M | +13.4% | $201.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 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 | Nuevo | $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 | Nuevo | $16.96M | 0.4% | New | 1 | SEC ↗ |
| 13 | Marshall Wace ✦ | 279.96K | Nuevo | $16.76M | 0.0% | New | 1 | SEC ↗ |
| 14 | Marshall Wace ✦ | 279.96K | Nuevo | $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 ↗ |
«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
| 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% |
Posición cerrada
| Renaissance Technologies | $16.00M | era 0.0% |
| Arrowstreet Capital | $10.33M | era 0.0% |
| Gotham Asset Management | $2.92M | era 0.0% |
| Citadel Advisors | $57 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 521 tenedores, 206.68M acciones, $15.07B 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.