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SEG Seaport

Consumer Discretionary, filed as SEAPORT ENTMT GROUP INC (COMMON STOCK), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 1

  • 3 Owners
  • Max 3.9%
  • $159M
  • 1 new 1 reduce 1 small

In 2026 Q2 Bill Ackman opened a position in Seaport, while Murray Stahl trimmed.

Who owns this now

Largest portfolio weights among holders, up to 3.9% (Kahn Brothers Group). Not free-float ownership.

  1. Kahn Brothers Group Add 3.9%
  2. Bill Ackman New 0.69%
  3. Murray Stahl Reduce 0.01%

Who owns SEG

Sorted by value, long equity only, as of 2026 Q2.

History
Bill Ackman, Pershing Square 0.69% New 0.69% 5,023,780 $134M History
Kahn Brothers Group 3.9%, was 3.4% Small add +2.7% 917,005 $24M History
Murray Stahl, Horizon Kinetics Asset Management 0.01% Reduce −18.9% 42,503 $1.1M History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by SEG's executives, directors and 10% owners in the last 12 months, from their Form 4s

All SEG insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales

No open-market buys or sales on file.

Also filed in the last 12 months, not counted as buying or selling: 17 stock grants, 10 share withholdings for taxes, and 2 other transactions.

SEC filings

Recent issuer filings from EDGAR, 16 shown.

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 4.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-K Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 2.01,7.01,9.01 Filing Doc
8-K 1.01 Filing Doc

Source: SEC EDGAR submissions, updated 6 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2024 FY2025
Revenue $111.14M $130.41M
Net income -$153.21M -$116.74M
Net margin * -137.9% -89.5%

Balance sheet

Metric FY2024 FY2025
Total assets $743.56M $650.12M
Total equity $561.48M $456.51M

Cash flow

Metric FY2024 FY2025
Cash from operations -$52.7M -$49.66M
Cash from investing -$102.88M -$23.82M
Cash from financing $279.58M -$6.97M
Net change in cash * $124M -$80.45M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.