证券记录 · 已归档季度
TPX
Tempur Sealy International, Inc. · Consumer Cyclical · Furnishings, Fixtures & Appliances
19被追踪持有人
+3Δ持有人
97.27M持有股份
$8.20B报告持仓市值
+4新建仓位
−2清仓
动量输入(同类管理人):
持有人广度 +18.8% ·
股份流向 +1.5% ·
净新建仓位 +10.5%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q3 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q3 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 31.08M | -0.7% | $2.62B | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (被动) | 19.43M | +1.3% | $1.64B | 0.0% | ▲ Add | 2 | SEC ↗ ×16 |
| 3 | The Vanguard Group ✦ (被动) | 18.99M | +0.7% | $1.60B | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (被动) | 6.89M | +2.5% | $580.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 6.39M | — | $539.08M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 6 | Geode Capital Management ✦ (被动) | 4.00M | +4.4% | $337.72M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Third Point ✦ | 3.00M | 新增 | $252.99M | 3.0% | New | 1 | SEC ↗ |
| 8 | Wellington Management ✦ | 2.03M | -51.4% | $170.94M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 9 | Goldman Sachs Group ✦ | 1.24M | — | $104.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Morgan Stanley ✦ | 1.07M | — | $90.31M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 11 | T. Rowe Price ✦ | 671.13K | +386.6% | $56.60M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 12 | Soros Fund Management ✦ | 625.39K | -1.5% | $52.74M | 1.2% | ▼ Trim | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 512.50K | -60.7% | $43.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Adage Capital Partners ✦ | 404.00K | -9.0% | $34.07M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 15 | Marshall Wace ✦ | 285.50K | 新增 | $24.08M | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | Gotham Asset Management ✦ | 246.54K | 新增 | $20.79M | 0.1% | New | 1 | SEC ↗ |
| 17 | Millennium Management ✦ | 236.73K | -48.5% | $19.96M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | Point72 Asset Management ✦ | 117.42K | 新增 | $9.90M | 0.0% | New | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 46.09K | +28.7% | $3.79M | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Third Point | $252.99M | 3.0% |
| Marshall Wace | $24.08M | 0.0% |
| Gotham Asset Management | $20.79M | 0.1% |
| Point72 Asset Management | $9.90M | 0.0% |
已清仓
| Norges Bank | $211.98M | 曾为 0.0% |
| D. E. Shaw & Co. | $757,465 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 521 持有人, 206.68M 股份, $15.07B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。
报告期: Q3 2025 ·
方法论 ·
通过API获取此数据