Scully Royalty

SRL on NYSE. Market value $76m.

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Who owns it

None of the long-term investors we follow own it. 15 funds in all.

Jun '25

Dec '25

Jun '26

Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

3 investors own more than 5%; they are pushing for change.

Peter R. Kellogg
Activist
Wants board seats
at least 35.5%0.0 pts
(filed with 5 related holders)
Since 14 September 2026
What they said
Item 4 of the Schedule 13D is amended and supplemented as follows: On September 14, 2026, certain members of the Reporting Group delivered a Notice of Requisition for Extraordinary General Meeting (the "Requisition Notice") to the Issuer pursuant to Article 16.3 of the Amended…
Read the filing
Neil S. Subin
Activist
Wants board seats
at least 13.0%0.0 pts
(filed with 19 related holders)
Since 14 September 2026
What they said
Item 4 of the Original Schedule 13D is amended as follows: On September 14, 2026, certain members of the Reporting Group delivered a Notice of Requisition for Extraordinary General Meeting (the "Requisition Notice") to the Issuer pursuant to Article 16.3 of the Amended and…
Read the filing
MILFAM LLC
Activist
Wants board seats
at least 12.9%0.0 pts
(filed with 1 related holder)
Since 29 July 2026
What they said
Item 4 of the Original Schedule 13D is amended as follows: The Reporting Persons previously nominated individuals to stand for election as directors at the Issuer's annual general meeting of shareholders (the "MILFAM Nominees") which was scheduled to be held on December 27, 2025…
Read the filing

Holder	Stake	Since
Peter R. Kellogg Activist Wants board seats	at least 35.5%0.0 pts (filed with 5 related holders)	14 September 2026	What they said Item 4 of the Schedule 13D is amended and supplemented as follows: On September 14, 2026, certain members of the Reporting Group delivered a Notice of Requisition for Extraordinary General Meeting (the "Requisition Notice") to the Issuer pursuant to Article 16.3 of the Amended… Read the filing
Neil S. Subin Activist Wants board seats	at least 13.0%0.0 pts (filed with 19 related holders)	14 September 2026	What they said Item 4 of the Original Schedule 13D is amended as follows: On September 14, 2026, certain members of the Reporting Group delivered a Notice of Requisition for Extraordinary General Meeting (the "Requisition Notice") to the Issuer pursuant to Article 16.3 of the Amended and… Read the filing
MILFAM LLC Activist Wants board seats	at least 12.9%0.0 pts (filed with 1 related holder)	29 July 2026	What they said Item 4 of the Original Schedule 13D is amended as follows: The Reporting Persons previously nominated individuals to stand for election as directors at the Issuer's annual general meeting of shareholders (the "MILFAM Nominees") which was scheduled to be held on December 27, 2025… Read the filing

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

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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
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The three things that would make this a mistake
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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.