SEGSeaport Entertainment Group

CUSIP: 812215200

Guru Owners

$110.9M

Total Value Held

5.6M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Bill Ackman	Pershing Square Capital Management	5023780	$99.3M	0.64%	$19.77	Q4 2025
Kahn Brothers	Kahn Brothers Group	586170	$11.6M	2.06%	$19.77	Q4 2025

Bill Ackman

$99.3M

0.64%

Kahn Brothers

$11.6M

2.06%

📊 Fundamentals

Market Cap$290.7M

Forward P/E40.6x

EPS (TTM)$-9.18

Revenue (TTM)$132.8M

Profit Margin-86.88%

52-Week Range

$17.28

$28.34

Current: $22.72

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $110.9M

INCREASEDKahn Brothers$11.6M

Q3 '252 owners · $128.5M

NEWKahn Brothers$13.4M

Q2 '251 owners · $93.7M

SOLDBill Nygren

Q1 '252 owners · $110.5M

INCREASEDBill Ackman$107.9M

NEWBill Nygren$2.7M

SOLDLongleaf Partners

Q3 '242 owners · $58.4M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

12%analyst est. 12.4%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.0%current: -73.2%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data