13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
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1

SEG

SEAPORT ENTMT GROUP INC · Communication Services

Consensus score 1/100 · #214 this quarter · tier-weighted across tracked managers

ConfirmedPrice action since filingas of 2026-06-05
vs 50-day avg
+5.2%
21-day momentum
+4.5%
recent volume
1.90×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S1· BasingStage Analysis · Weinstein
vs 30-wk avg
+10.4%
30-wk MA slope
-0.5%
rel. strength
-1.0
52-wk range
59%

Basing after a decline — accumulation; not yet a buy. Watch for a Stage 2 breakout. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
0.4%
of their portfolios
Combined value
$109M
held, at quarter-end

Who’s holding it Q1 2026, by position size

ManagerPosition sizeChange
Pershing Square
Activist
0.8%
HOLD
Horizon Kinetics
Franchise/inflation
0.0%
HOLD

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.