SEE

Sealed Air Corp New

3 super-investor ownerscombined $80Mlargest position 1.4%

1 EXIT

3 of the 83 super-investors we track hold SEE, worth a combined $80M per their latest 13F filings. The largest position: Tweedy Browne at 1.4% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 23 of 100 (how strongly the cohort backs it) — ranked #600 of 727 stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

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Why super-investors own SEE

Cohort interest in SEE has eroded steadily, with owner count falling from five to three over the past two years and Vulcan Value Partners exiting entirely in 2026Q1 — the only activity among tracked super-investors this quarter. The three remaining holders show a wide dispersion in conviction: Tweedy Browne carries the highest concentration at 1.4% of its portfolio ($18M), consistent with its value-oriented, often contrarian style, while Bill Nygren holds a larger dollar position ($54M) but at a thin 0.1% weight, and Joel Greenblatt holds just $8M at a negligible allocation. No one added this quarter. With no new entrants and a multi-quarter downtrend in ownership, cohort interest appears to be fading rather than stabilizing.

AI-synthesized from 13F filings. Not investment advice.