SEB
Seaboard Corp
3 super-investors hold SEB worth a combined $48M. The largest position: Kahn Brothers Group at 5.9% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 31 — ranked #360 of 724 scored stocks.
Why super-investors own SEB
Kahn Brothers Group anchors the three-fund cohort with a 5.9% portfolio allocation worth $33M — the only holder for whom SEB registers as a meaningful position. Joel Greenblatt and Lee Ainslie each hold rounding-error stakes of $10M and $4M respectively. No one in the cohort added, trimmed, or exited in 2026Q1, and the broader ownership trend is uninspiring: the cohort sat at two holders for six consecutive quarters before dipping to one, then recovering to three. Combined exposure of $48M in a thinly traded, closely held conglomerate suggests this is a classic deep-value, low-liquidity name held by patient capital — with Kahn Brothers the only owner showing genuine conviction.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Kahn Brothers Group | 5.9% | 40q | $33M | 5,871 |
| 2 | Joel Greenblatt | <0.1% | 27q | $10M | 1,848 |
| 3 | Lee Ainslie | <0.1% | 2q | $4M | 741 |
Owners of SEB also hold
Long US equity 13F-HR filings only. CUSIP 811543107. Not investment advice.