Seaboard Corp (SEB)

• Market cap: $2.5B
• 1 day: -1.90%
• 5 days: 0.86%
• 1 month: -2.72%
• 3 months: 2.73%
• 6 months: -13.16%
• Year to date: 6.44%
• 1 year: -19.57%
• 5 years: -14.06%
• 10 years: -31.98%
• Sector: Consumer Staples
• Industry: Food Distribution

About: Seaboard Corp is a diversified group of companies that operate in agricultural and ocean transport businesses. The company is engaged in hog production and pork processing in the United States; commodity trading and grain processing in Africa and South America; cargo shipping services in the U.S., Caribbean and Central and South America; sugar and alcohol production in Argentina; and electric power generation in the Dominican Republic. It also has an equity method investment in Butterball, LLC, a producer and processor of turkey products. The group operates six business segments: pork, commodity trading and milling, marine, sugar and alcohol, power, turkey and others. It operates in 45 countries, with a concentration in the U.S. and countries in Central and South America and Africa.

Employees: 13,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

43% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 40

13% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 30

3% more funds holding

Funds holding: 159 [Q3] → 163 (+4) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

0.38% less ownership

Funds ownership: 22.88% [Q3] → 22.5% (-0.38%) [Q4]

24% less capital invested

Capital invested by funds: $696M [Q3] → $531M (-$165M) [Q4]