Cartenna Capital, LP SGI — TEMPUR SEALY INTL INC

Ownership history in Cartenna Capital, LP  ·  6 quarters on record

AI Ownership Summary

Cartenna Capital, LP reported TEMPUR SEALY INTL INC (SGI) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 2.22% in 2025 Q2. The latest visible filing shows SGI at 0.20% 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 Cartenna Capital, 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 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.22% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 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 Cartenna Capital, LP fund profile Cartenna Capital, LP full holdings
How Cartenna Capital, 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 75,000 -850,000 -91.9% 0.20% $5.5M 2026-05-15 $62.68
2025 Q2 ADDED — — — 925,000 +425,000 +85.0% 2.22% $62.9M 2025-08-14 $78.98
2025 Q1 REDUCED — — — 500,000 -20,000 -3.8% 1.82% $29.9M 2025-05-15 $65.30
3 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% Anabranch Capital Management, LP 3Y 16.77% 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%

FAQ About Cartenna Capital, 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 Cartenna Capital, LP reported owning SGI?

Cartenna Capital, LP reported SGI across 3 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for SGI was 2.22% in 2025 Q2.

What is the latest reported SGI position on this page?

The most recent filing on this page is 2026 Q1, when Cartenna Capital, LP reported 75,000 shares, equal to 0.20% of portfolio, with an estimated market value of $5.5M.

What does the chart on this SGI ownership page compare?

The chart compares Cartenna Capital, 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 Cartenna Capital, LP time their SGI position?

Based on 13F filing dates vs. subsequent SGI price moves, Cartenna Capital, LP correctly timed 2 out of 5 reported position changes (40%).

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