SEG
Seaport Entertainment Group
2 of the 83 super-investors we track hold SEG, worth a combined $127M per their latest 13F filings. The largest position: Kahn Brothers Group at 3.4% of their portfolio. No cohort buying or selling was filed on the name this quarter. Conviction score: 18 of 100 (how strongly the cohort backs it) — ranked #687 of 742 stocks. Conviction easing: 2 fewer super-investors hold it than in 2026Q1.
Why super-investors own SEG
SEG is held by 2 super-investors in our cohort, with a combined position value of $127M. The highest-conviction owner is Kahn Brothers Group at 3.4% of their portfolio. Cohort ownership has shrunk from 2 to 1 over the last four quarters — net interest is fading.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Ackman | 0.8% | 7q | $108M | 5,023,780 |
| 2 | Kahn Brothers Group | 3.4% | 4q | $19M | 893,227 |
Owners of SEG also hold
Long US equity 13F-HR filings only. CUSIP 812215200. Not investment advice.