Anabranch Capital Management, LP SGI — TEMPUR SEALY INTL INC

Ownership history in Anabranch Capital Management, LP  ·  19 quarters on record

AI Ownership Summary

Anabranch Capital Management, LP reported TEMPUR SEALY INTL INC (SGI) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 21.51% in 2025 Q1. The latest visible filing shows SGI at 16.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Anabranch Capital Management, LP's position in TEMPUR SEALY INTL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SGI was reported at 16.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
21.51% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SGI stock page Anabranch Capital Management, LP fund profile Anabranch Capital Management, LP full holdings
How Anabranch Capital Management, LP held SGI — position size vs. price
% of Fund (quarterly)    SGI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 260,596 -44,360 -14.5% 16.77% $19.3M 2026-05-15 $62.52
2025 Q4 REDUCED 7.9% -17.0% ✅ 304,956 -26,031 -7.9% 18.30% $27.2M 2026-02-17 $87.38
2025 Q3 REDUCED 27.3% +7.8% ❌ 330,987 -124,300 -27.3% 17.57% $27.9M 2025-11-14 $87.78
2025 Q2 REDUCED 18.0% +21.5% ❌ 455,287 -100,086 -18.0% 18.50% $31.0M 2025-08-14 $78.77
2025 Q1 ADDED — — — 555,373 +154,116 +38.4% 21.51% $33.3M 2025-05-15 $65.13
2024 Q4 ADDED — — — 401,257 +119,966 +42.6% 13.61% $22.7M 2025-02-14 $67.90
2024 Q3 REDUCED 24.2% +4.6% ❌ 281,291 -89,950 -24.2% 9.01% $15.4M 2024-11-14 $54.08
2024 Q2 REDUCED 24.1% +15.6% ❌ 371,241 -118,067 -24.1% 10.47% $17.6M 2024-08-14 $49.35
2024 Q1 UNCHANGED — — — 489,308 — 0% 16.21% $27.8M 2024-05-15 $53.03
2023 Q4 ADDED — — — 489,308 +30,551 +6.7% 15.86% $24.9M 2024-02-14 $49.59
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SGI

As of 2026 Q1 — sorted by position size

BROWNING WEST LP 3Y 26.95% Linonia Partnership LP 12.06% Greenstone Partners & Co., LLC 3Y 10.63% Robertson Opportunity Capital, LLC 3Y 7Y 10.09% SW Investment Management LLC 3Y 9.84% ABRAMS CAPITAL MANAGEMENT, L.P. 3Y 7Y 9.24% Hudson Way Capital Management LLC 3Y 7Y 9.07% RIHO Partners, LLC 8.18% Third Point LLC 3Y 7Y 8.06% TIMUCUAN ASSET MANAGEMENT INC/FL 3Y 7Y 8.0%

FAQ About Anabranch Capital Management, LP and SGI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Anabranch Capital Management, LP reported owning SGI?

Anabranch Capital Management, LP reported SGI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SGI position in Anabranch Capital Management, LP's portfolio?

The largest reported portfolio weight for SGI was 21.51% in 2025 Q1.

What is the latest reported SGI position on this page?

The most recent filing on this page is 2026 Q1, when Anabranch Capital Management, LP reported 260,596 shares, equal to 16.77% of portfolio, with an estimated market value of $19.3M.

What does the chart on this SGI ownership page compare?

The chart compares Anabranch Capital Management, LP's quarterly SGI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Anabranch Capital Management, LP time their SGI position?

Based on 13F filing dates vs. subsequent SGI price moves, Anabranch Capital Management, LP correctly timed 7 out of 15 reported position changes (47%). The annualised alpha on SGI relative to SPY over the holding period was -3.2%.

← Back to Anabranch Capital Management, LP Holdings