Seritage Growth Properties
SRG on NYSE. Market value $132m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
2 long-term investors we follow own it, unchanged from 2 last quarter. 72 funds in all.
- GAMCO InvestorsMario Gabelli
- Value
- $373,986
- Share of fund
- <0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| Hotchkis & WileyHotchkis & Wiley team | $9m | <0.1% | Added |
| GAMCO InvestorsMario Gabelli | $373,986 | <0.1% |
Largest holders overall
- Hotchkis & Wiley$9mAdded
- Newtyn Management$6mAdded
- Vanguard Capital Management$5mAdded
- Yakira Capital Management$3mAdded
- K2 Principal Fund, L.P.$3m
- Towerview$3m
- FourWorld Capital Management$2mCut
- Gabelli Funds$2m
- GABELLI & Co INVESTMENT ADVISERS$2m
- Clutterbuck Capital Management$2mAdded
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
4 investors own more than 5%.
- Yakira Capital Management, Inc.Passive investorat least 9.2%(filed with 5 related holders)Since 31 March 2026
- Hotchkis & WileyPassive investor5.5%Since 31 March 2026
- Par SandaPassive investorat least 4.6%(filed with 1 related holder)Since 31 December 2024
- He ZhengxuPassive investorn/aSince 31 December 2024
- The Vanguard GroupPassive investorSold down below 5%Since 13 March 2026
| Holder | Stake | Since | |
|---|---|---|---|
Yakira Capital Management, Inc. Passive investor | at least 9.2% (filed with 5 related holders) | 31 March 2026 | |
Hotchkis & Wiley Passive investor | 5.5% | 31 March 2026 | |
Par Sanda Passive investor | at least 4.6% (filed with 1 related holder) | 31 December 2024 | |
He Zhengxu Passive investor | n/a | 31 December 2024 | |
The Vanguard Group Passive investor | Sold down below 5% | 13 March 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.