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NYSE · Consumer Discretionary

Seaport Entmt Group SEG

Seaport Entertainment Group Inc. owns, develops, and operates a portfolio of entertainment and real estate assets primarily in New York City and Las Vegas. The company operates through three segments: Hospitality; Entertainment; and Landlord Operations. The Hospitality segment operates fine dining and casual dining restaurants, cocktail bars, and nightlife and entertainment venues under The Fulton, Mister Dips, Carne Mare, Malibu Farm, Gitano, and The Lawn Club brands.

Sources StockAnalysis company profile stockanalysis.com
Services-Misc. Amusement & Recreation

Company profile

Business mix

  • The company operates through three segments: Hospitality; Entertainment; and Landlord Operations.
  • The Entertainment segment includes the Las Vegas Aviators Triple-A Minor League Baseball team, the Las Vegas Ballpark, the Fashion Show Mall Air Rights, events, and concerts.
  • The Landlord Operations segment engages in the holding of ownership interests in and operation of physical real estate assets, such as restaurant, retail, office, and entertainment properties, as well as residential units.
  • Seaport Entertainment Group Inc. was incorporated in 2024 and is headquartered in New York, New York.

Current key questions

  • Can occupancy, rents, tenant demand, and property quality support cash flow in real estate services?
  • How do interest rates, refinancing needs, cap rates, and development spending affect value?
  • Does portfolio recycling or capital allocation improve long-term net asset value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF N/A Buyback -16.74%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Pershing Square Capital Management Bill Ackman 0.8% $107.9M 2026-03-31
Kahn Brothers Group 3.4% $19.2M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $19.2M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +17.8% +893,227 / 5,023,780
Pershing Square Capital Management Bill Ackman 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 5,023,780 Last 4 periods +0 (0.0%) Total shares 5,023,780 Value $107.9M
Kahn Brothers Group 3 filing periods
13F 2025-09-30 Filed 2025-11-12
New Shares - 13F value change +$13.4M
13F 2025-12-31 Filed 2026-02-12
Minor increase Shares 0.5% 13F value change -$1.8M
13F 2026-03-31 Filed 2026-05-08
Major increase Shares 52.4% 13F value change +$7.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 0 Last 4 periods +893,227 (New) Total shares 893,227 Value $19.2M

Recent mentions

No public mentions.