Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Bayer AG PK stake
total: 111
Kahn Brothers Group BAYRY trades
- Total transactions:
- 10
- New positions:
- 1
- Added:
- 6
- Reduced:
- 3
- Held since:
- 2023 Q4
- Held for:
- 10 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Kahn Brothers Group holds 6,513,893 Bayer AG PK (BAYRY) shares with a market value of roughly $74.78M accounting for 13.26% of the overall portfolio. To date, the estimated cost basis is nearly $7.34 for "buy" trades and estimated average "sell" price is $6.8. Kahn Brothers Group first purchased BAYRY in 2023 Q4, initially acquiring 712,500 shares. Since the initial investment in Bayer AG PK (BAYRY), Kahn Brothers Group has made 9 more transactions.
When did Kahn Brothers Group buy Bayer AG PK (BAYRY)?
Kahn Brothers Group first invested in Bayer AG PK (BAYRY) in 2023 Q4 at the reported quarter-end price of $9.23 per share.
What's the cost basis of Kahn Brothers Group's BAYRY stake?
The estimated cost basis for Bayer AG PK (BAYRY) stake is around $7.34 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $7.34
- Weighted AVG sell price:
- $6.80
Kahn Brothers Group's historical trades in Bayer AG PK
10 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
13.26%
|
6,513,893
|
$11.48
|
$74,777,216
|
-3.56% (-240,398)
|
-0.49%
|
|
2025 Q4
|
12.94%
|
6,754,291
|
$10.82
|
$73,082,408
|
-0.49% (-32,962)
|
-0.07%
|
|
2025 Q3
|
10.58%
|
6,787,253
|
$8.29
|
$56,266,389
|
+0.87% (+58,350)
|
+0.09%
|
|
2025 Q2
|
10.19%
|
6,728,903
|
$7.54
|
$50,734,969
|
+2.36% (+155,210)
|
+0.24%
|
|
2025 Q1
|
8.00%
|
6,573,693
|
$6.02
|
$39,573,638
|
+45.88% (+2,067,470)
|
+2.52%
|
|
2024 Q4
|
4.78%
|
4,506,223
|
$4.88
|
$21,989,998
|
-12.66% (-653,317)
|
-0.55%
|
|
2024 Q3
|
7.53%
|
5,159,540
|
$8.47
|
$43,701,503
|
+17.95% (+785,085)
|
+1.15%
|
|
2024 Q2
|
5.18%
|
4,374,455
|
$7.04
|
$30,795,897
|
+41.15% (+1,275,315)
|
+1.51%
|
|
2024 Q1
|
3.52%
|
3,099,140
|
$7.66
|
$23,739,224
|
+334.97% (+2,386,640)
|
+2.71%
|
|
2023 Q4
|
1.04%
|
712,500
|
$9.23
|
$6,576,000
|
new
|
+1.04%
|
* 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.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.