TLM
SEB icon

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
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 $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Twin Lions Management's SEB Position: Q1 2026 in Review

Twin Lions Management reduced its Seaboard Corp (SEB) stake by 28% in Q1 2026, selling an estimated $6.19M and leaving 3,162 shares worth $17.9M. The position accounts for 10.8% of the portfolio, ranked #4.

Twin Lions Management first reported a position in SEB in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.5M in Q4 2025. 207 funds tracked by Wall St. Rank hold SEB as of Q1 2026.

  • Twin Lions Management held 3,162 shares of Seaboard Corp worth $17.9M as of Q1 2026.
  • Twin Lions Management sold 1,236 Seaboard Corp shares in Q1 2026, an estimated $6.19M.
  • Seaboard Corp made up 10.8% of Twin Lions Management's portfolio in Q1 2026, its #4 holding.
  • Twin Lions Management first reported a position in Seaboard Corp in Q3 2025 and has held it in 3 quarters since.
  • Twin Lions Management's Seaboard Corp position peaked at $19.5M in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Seaboard Corp as of Q1 2026.

Based on Twin Lions Management's 13F filing for Q1 2026, filed 15 May 2026.