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Horizon Kinetics: An Undervalued Asset Manager Nobody Owns
2026-05-12 · via All Articles on Seeking Alpha

Fund Letter Stock Ideas

12.71K Followers

Summary

  • Horizon Kinetics is an asset manager with more than $10B in AUM.
  • HKHC shares ended 2025 at approximately $23.50 per share.
  • For 2026, there was a recent IPO of a long-time HKHC holding, Miami International Exchange, and triangulating the valuation for just that one incentive fee suggests another $1.00 per share in value in 2026.
Digitally enhanced shot of a group of businesspeople meeting in the boardroom superimposed over a graph showing the ups and downs of the stock market

shapecharge/E+ via Getty Images

The following segment was excerpted from the Greenhaven Road Partners Fund Q4 2025 Shareholder Letter.

Stahl's own firm, Horizon Kinetics Holding Company (HKHC), is effectively an invisible company. It went public through a reverse merger

12.71K Followers

Single stock ideas excerpted from fund letters published by Seeking Alpha.

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