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McIntyre Partnerships's investment thesis on Seaport Entertainment Group Inc. ($SEG) — Q4 2025 | Buyside Digest

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$SEGNYSESeaport Entertainment Group Inc.

BULL

McIntyre Partnerships—SEG

Fund Letter

Q4 2025

Published February 19, 2026

View Fund Profile

$26.82USD

+2.1% vs last month

$20.52Pitched

+30.7% since pitch

Market Cap$343.3M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

McIntyre Partnerships reported a net return of 6.0% for Q4 2025 and 5.6% net for the full year 2025, trailing its benchmark, the Russell 2000 Value Index, which gained 12.6% over the year. Despite 2025 being...

— Chris McIntyre

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What other investors think about $SEG, and what else McIntyre Partnerships is buying.

Other pitches on $SEG

Other investors who've written on Seaport Entertainment Group Inc.

Plural InvestingBULL

Pitched Jan 16, 2025

Seaport Entertainment, a spin-off with a $340 million market cap and net cash, owns a complex portfolio of properties in Lower Manhattan valued well below the $1.5 billion historically invested. A newly aligned...

View all $SEG pitches →