Follow-The-Filings

Security

SGI

Tempur Sealy Intl Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 1 new 3 exits max 9.2% (David Abrams - Abrams Cap...)

grid → activity →
owners 16
max % 9.2%
tracked value $3.4B
qoq N 1 A 4 R 9 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
David Abrams - Abrams Capital Management, L.P. 2026 Q1 9.2% Reduce +0.11 pp 5,798,776 $429M hist
Dan Loeb - Third Point LLC 2026 Q1 8.1% Reduce +3.89 pp 2,270,769 $168M hist
Dan Sundheim - D1 Capital Partners L.P. 2026 Q1 3.1% New 3.1% 4,688,423 $347M hist
Eminence Capital, LP 2026 Q1 2.6% Exit -2.56 pp 1,512,994 $112M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.2% Add +0.17 pp 2,217,676 $164M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.1% Reduce -0.08 pp 178,797 $13M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce -0.06 pp 341,372 $25M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +0.03 pp 494,100 $37M hist
Natixis Advisors, LLC 2026 Q1 0.1% Add -0.01 pp 514,702 $38M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.02 pp 588,785 $44M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.03 pp 3,033,311 $271M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 18,813,858 $1.7B hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.03 pp 193,727 $14M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 692,884 $51M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.01 pp 56,511 $4M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 50,062 $4M hist
Chris James - Meritage Group LP exited 2026 Q1 last 2025 Q4 6.7% Exit -6.67 pp 2,403,651 $215M hist
Lee Ainslie - Maverick Capital Ltd exited 2026 Q1 last 2025 Q4 1.1% Exit -1.09 pp 1,141,820 $102M hist
D. E. Shaw & Co., Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 30,605 $3M hist

16 current · 3 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $4.93B $4.93B $7.48B
Gross profit $2.13B $2.18B $3.18B
Gross margin * 43.2% 44.2% 42.6%
Net income $368.1M $384.3M $384.1M
Net margin * 7.5% 7.8% 5.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.1B $1.07B $1.29B
Total non-current assets * $3.45B $4.92B $10.31B
Total assets $4.55B $5.98B $11.6B
Total current liabilities $908.2M $960.3M $1.57B
Total non-current liabilities * $3.31B $4.45B $6.92B
Total equity — — —

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations — — $800.1M
Cash from investing -$187.8M -$96.7M -$3.02B
Cash from financing -$384.3M $1.08B $616.9M
Net change in cash $5.5M $1.63B -$1.57B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders