Seaport Entertainment Group Inc. (SEG)

• Market cap: $252M
• 1 day: 1.33%
• 5 days: -1.49%
• 1 month: 6.90%
• 3 months: -1.88%
• 6 months: -29.44%
• Year to date: -26.40%
• 1 year: -33.73%
• 5 years: -33.73%
• 10 years: -33.73%
• Sector: Communication Services
• Industry: Entertainment

About: Seaport Entertainment Group Inc own, operate and develop a collection of assets positioned at the intersection of entertainment and real estate. Its objective is to integrate one-of-a-kind real estate assets with a variety of restaurant, retail and leisure offerings to form vibrant mixed-use destinations where customers can work, play and socialize in one cohesive setting. The company has three operating segments: (1) Landlord Operations; (2) Hospitality; and (3) Sponsorships, Events, and Entertainment. Key revenue is generated from Sponsorships, Events, and Entertainment which consists of baseball operations of the Aviators and Las Vegas Ballpark along with sponsorships, events, and other revenue generated at the Seaport in New York.

Employees: 90

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

5.51% less ownership

Funds ownership: 75.64% [Q4 2024] → 70.14% (-5.51%) [Q1 2025]

6% less funds holding

Funds holding: 124 [Q4 2024] → 116 (-8) [Q1 2025]

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

29% less capital invested

Capital invested by funds: $269M [Q4 2024] → $191M (-$77.5M) [Q1 2025]

33% less funds holding in top 10

Funds holding in top 10: 3 [Q4 2024] → 2 (-1) [Q1 2025]

37% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 41

81% less call options, than puts

Call options by funds: $101K | Put options by funds: $521K