SEG
Seaport Entertainment Group
3 super-investors hold SEG worth a combined $128M. The largest position: Kahn Brothers Group at 3.4% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 23 — ranked #598 of 724 scored stocks.
Why super-investors own SEG
Bill Ackman holds the dominant stake in SEG, with $108M representing 0.8% of his portfolio — accounting for the bulk of the cohort's combined $128M exposure. Kahn Brothers Group carries the highest conviction at 3.4% of their portfolio ($19M) and was the only cohort member to add shares in 2026Q1. Joel Greenblatt holds a negligible $554K position. Cohort ownership has been stable at two to three holders for the past several quarters after dipping to one, suggesting interest has stabilized rather than broadened. With no new entrants, no exits, and only one modest add, super-investor activity in SEG is quiet — largely a story of Ackman's existing commitment rather than any gathering momentum.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · 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% | 3q | $19M | 893,227 |
| 3 | Joel Greenblatt | 0.0% | 6q | $554K | 25,800 |
Owners of SEG also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Kahn Brothers Group | ADD | 3.4% | +52% | $19M | May 8, 2026 |
Long US equity 13F-HR filings only. CUSIP 812215200. Not investment advice.