Kahn Brothers Group recent buys & sells (2026 Q1)
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group Portfolio Changes
Purchase & sale details
- Portfolio value:
- $564.07M (-$638K)
- Previous value:
- $564.70M
- # of changes:
- 43
- New positions:
- 1
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 08 May 2026
Kahn Brothers Group has disclosed a total of 43 changes to the portfolio in the (2026 Q1) SEC report(s): increased the number of shares of 4, bought 1 totally new, decreased the number of shares of 31 and completely sold out 7 position(s).
What stocks did Kahn Brothers Group buy in 2026 Q1?
In the 2026 Q1 report(s) the following changes have been made to the top investments: (C) Citigroup Inc (reduced shares -4.04%), (BAYRY) Bayer AG PK (reduced shares -3.56%), (FLG) Flagstar Financial, Inc (reduced shares -2.24%), (DIS) Walt Disney Company (reduced shares -3.92%) and (GOOG) Alphabet Inc, CL-C (reduced shares -9.89%).
43 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Zillow Group Inc
|
new
|
+545,212
|
545,212
|
+4%
|
$41.38
|
-23.31%($31.74)
|
4.00%
|
2026 Q1
|
~0.25 years
|
|
|
|
MBIA Inc
|
+99.89%
|
+1,027,650
|
2,056,434
|
+1.08%
|
$5.91
|
-25.89%($4.38)
|
2.15%
|
2025 Q3
|
~0.75 years
|
|
|
|
Organon & Co
|
+52.56%
|
+1,907,542
|
5,536,993
|
+2.03%
|
$5.99
|
+129.97%($13.78)
|
5.88%
|
2021 Q2
|
~5.00 years
|
|
|
|
Seaport Entertainment Group Inc
|
+52.38%
|
+307,057
|
893,227
|
+1.17%
|
$21.48
|
+5.31%($22.62)
|
3.40%
|
2025 Q3
|
~0.75 years
|
|
|
|
Comcast Corp
|
+2.05%
|
+144
|
7,169
|
+0%
|
$28.71
|
-23.09%($22.08)
|
0.04%
|
2025 Q2
|
~1.00 year
|
|
|
|
Procter & Gamble Company
|
-0.80%
|
-15
|
1,852
|
-0%
|
$144.44
|
+9.95%($158.80)
|
0.05%
|
2022 Q1
|
~4.25 years
|
|
|
|
Rafael Holdings, Inc
|
-1.16%
|
-689
|
58,557
|
-0%
|
$1.25
|
+12.00%($1.40)
|
0.01%
|
2018 Q1
|
~8.25 years
|
|
|
|
Peyto Exploration&Development Corp
|
-1.73%
|
-550
|
31,307
|
-0%
|
$19.48
|
-8.31%($17.86)
|
0.11%
|
2019 Q3
|
~6.75 years
|
|
|
|
Novartis AG ADR
|
-2.13%
|
-292
|
13,386
|
-0.01%
|
$152.75
|
-1.05%($151.14)
|
0.36%
|
2013 Q2*
|
> 13 years
|
|
|
|
Flagstar Financial, Inc
|
-2.24%
|
-93,594
|
4,083,618
|
-0.22%
|
$13.17
|
-15.19%($11.17)
|
9.53%
|
2013 Q2*
|
> 13 years
|
|
Insights | News
Insight
—
Consensus shift · 2026 Q1
Insight
—
Consensus shift · 2026 Q1
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".