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Twin Lions Management’s Seaboard Corp SEB Stock Holding History

Twin Lions Management’s Portfolio SEB Stock Details SEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.3M Buy
3,208
+46
+1% +$241K 11.23% 5
2026
Q1 		$17.9M Sell
3,162
-1,236
-28% -$6.19M 10.8% 4
2025
Q4 		$19.5M Buy
4,398
+555
+14% +$2.19M 13.18% 3
2025
Q3 		$14M Buy
+3,843
New +$13.4M 9.22% 6

Other funds holding SEB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Twin Lions Management's SEB Position: Q2 2026 in Review

Twin Lions Management increased its Seaboard Corp (SEB) stake by 1.5% in Q2 2026, buying an estimated $241K and bringing the position to 3,208 shares worth $14.3M. The position accounts for 11.23% of the portfolio, ranked #5.

Twin Lions Management first reported a position in SEB in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.5M in Q4 2025. 214 funds tracked by Wall St. Rank hold SEB as of Q2 2026.

  • Twin Lions Management held 3,208 shares of Seaboard Corp worth $14.3M as of Q2 2026.
  • Twin Lions Management bought 46 Seaboard Corp shares in Q2 2026, an estimated $241K.
  • Seaboard Corp made up 11.23% of Twin Lions Management's portfolio in Q2 2026, its #5 holding.
  • Twin Lions Management first reported a position in Seaboard Corp in Q3 2025 and has held it in 4 quarters since.
  • Twin Lions Management's Seaboard Corp position peaked at $19.5M in Q4 2025.
  • 214 funds tracked by Wall St. Rank held Seaboard Corp as of Q2 2026.

Based on Twin Lions Management's 13F filing for Q2 2026, filed 14 Aug 2026.