TEMPUR SEALY INTL INC

Ticker: SGI CUSIP: 88023U101 Class: EQTY

Note: Option positions (PUT/CALL) are excluded.

New Positions (89)

Increased Positions (183)

Greenstone Partners & Co., LLC
Value ($000) $46,941 (+104.6%) Shares 525,774 (+93.3%)
Zeno Equity Partners LLP
Value ($000) $23,890 (+21.6%) Shares 267,584 (+14.9%)
Third Point LLC
Value ($000) $303,552 (+20.0%) Shares 3,400,000 (+13.3%)
Hook Mill Capital Partners, LP
Value ($000) $23,099 (+208.6%) Shares 258,723 (+191.5%)
Emmett Investment Management, LP
Value ($000) $6,722 (+9.8%) Shares 75,750 (+3.0%)
Broad Bay Capital Management, LP
Value ($000) $34,411 (+7.5%) Shares 385,428 (+1.6%)
Kinetic Partners Management, LP
Value ($000) $22,315 (+98.4%) Shares 249,949 (+87.4%)
IPG Investment Advisors LLC
Value ($000) $7,521 (+52.1%) Shares 84,236 (+43.7%)
Fieldview Capital Management, LLC
Value ($000) $5,216 (+242.6%) Shares 58,420 (+223.6%)
Transamerica Financial Advisors, Inc.
Value ($000) $7,466 (+1450.6%) Shares 83,623 (+1364.5%)
DNCA FINANCE
Value ($000) $10,803 (+294.2%) Shares 121,000 (+272.3%)
Williamson Legacy Group, LLC
Value ($000) $908 (+170.1%) Shares 10,169 (+155.1%)
North Growth Management Ltd.
Value ($000) $19 (+7.2%) Shares 213,000 (+1.4%)
Numerai GP LLC
Value ($000) $3,522 (+926.6%) Shares 39,446 (+869.7%)
Dorsey Wright & Associates
Value ($000) $6,927 (+12.1%) Shares 77,479 (+5.7%)
Qsemble Capital Management, LP
Value ($000) $6,793 (+61.1%) Shares 76,081 (+52.2%)
Lisanti Capital Growth, LLC
Value ($000) $2,213 (+75.6%) Shares 24,785 (+65.9%)
DRIEHAUS CAPITAL MANAGEMENT LLC
Value ($000) $41,116 (+189.6%) Shares 460,525 (+173.5%)
OCCUDO QUANTITATIVE STRATEGIES LP
Value ($000) $3,268 (+870.9%) Shares 36,599 (+817.0%)
Campbell & CO Investment Adviser LLC
Value ($000) $3,836 (+544.1%) Shares 42,962 (+508.4%)

Decreased Positions (138)

BROWNING WEST LP
Value ($000) $513,118 (-33.1%) Shares 5,747,286 (-36.8%)
Darsana Capital Partners LP
Value ($000) $267,840 (-20.6%) Shares 3,000,000 (-25.0%)
Meritage Group LP
Value ($000) $214,598 (-16.2%) Shares 2,403,651 (-20.8%)
Ararat Capital Management LP
Value ($000) $9,464 (-15.9%) Shares 106,002 (-20.6%)
Anabranch Capital Management, LP
Value ($000) $27,226 (-2.5%) Shares 304,956 (-7.9%)
MAKENA CAPITAL MANAGEMENT LLC
Value ($000) $19,546 (-32.9%) Shares 218,934 (-36.6%)
Tabor Asset Management, LP
Value ($000) $5,483 (-8.9%) Shares 61,418 (-14.0%)
Van Berkom & Associates Inc.
Value ($000) $1 (-98.2%) Shares 13,456 (-98.3%)
Select Equity Group, L.P.
Value ($000) $931,105 (-5.7%) Shares 10,429,043 (-11.0%)
TIMUCUAN ASSET MANAGEMENT INC/FL
Value ($000) $267,992 (+2.0%) Shares 3,001,702 (-3.6%)
ELWOOD CAPITAL PARTNERS LP
Value ($000) $6,284 (-8.7%) Shares 70,388 (-13.8%)
EMINENCE CAPITAL, LP
Value ($000) $28,012 (-77.8%) Shares 313,755 (-79.0%)
140 Summer Partners LP
Value ($000) $58,572 (-0.6%) Shares 656,046 (-6.1%)
SCOPIA CAPITAL MANAGEMENT LP
Value ($000) $9,580 (-44.2%) Shares 107,304 (-47.3%)
Hudson Way Capital Management LLC
Value ($000) $98,790 (+2.8%) Shares 1,106,515 (-2.9%)
FFT WEALTH MANAGEMENT LLC
Value ($000) $9,478 (-22.2%) Shares 106,165 (-26.5%)
BEACONLIGHT CAPITAL, LLC
Value ($000) $8,424 (+1.5%) Shares 94,357 (-4.1%)
PINNBROOK CAPITAL MANAGEMENT LP
Value ($000) $2,952 (-73.6%) Shares 33,064 (-75.1%)
12th Street Asset Management Company, LLC
Value ($000) $37,908 (+3.0%) Shares 424,601 (-2.7%)
GOODNOW INVESTMENT GROUP, LLC
Value ($000) $57,130 (+3.5%) Shares 639,895 (-2.3%)

Exited Positions (39)