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Thomas Graham, Alan, Irving Kahns

Kahn Brothers Group

Kahn Brothers Group Walt Disney Company stake

total: 111

Kahn Brothers Group DIS trades

Total transactions:
9
New positions:
1
Added:
4
Reduced:
4
Held since:
2024 Q1
Held for:
9 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Kahn Brothers Group holds 378,909 Walt Disney Company (DIS) shares with a market value of roughly $36.52M accounting for 6.47% of the overall portfolio. To date, the estimated cost basis is nearly $105.31 for "buy" trades and estimated average "sell" price is $107.34. Kahn Brothers Group first purchased DIS in 2024 Q1, initially acquiring 93,932 shares. Since the initial investment in Walt Disney Company (DIS), Kahn Brothers Group has made 8 more transactions.

How many DIS shares does Kahn Brothers Group currently hold?

According to 2026 Q1 report, Kahn Brothers Group holds 378,909 shares of Walt Disney Company (DIS), valued at around $36.52M.

When did Kahn Brothers Group buy Walt Disney Company (DIS)?

Kahn Brothers Group first invested in Walt Disney Company (DIS) in 2024 Q1 at the reported quarter-end price of $122.36 per share.

What's the cost basis of Kahn Brothers Group's DIS stake?

The estimated cost basis for Walt Disney Company (DIS) stake is around $105.31 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$105.31
Weighted AVG sell price:
$107.34

Kahn Brothers Group's historical trades in Walt Disney Company

9 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
6.47%
378,909
$96.38
$36,519,249
-3.92% (-15,460)
-0.26%
2025 Q4
7.95%
394,369
$113.77
$44,867,361
-0.04% (-155)
-0%
2025 Q3
8.49%
394,524
$114.50
$45,172,998
+0.53% (+2,074)
+0.04%
2025 Q2
9.77%
392,450
$124.01
$48,667,724
+12.72% (+44,275)
+1.1%
2025 Q1
6.95%
348,175
$98.70
$34,364,847
-1.37% (-4,851)
-0.1%
2024 Q4
8.54%
353,026
$111.35
$39,309,240
-12.93% (-52,419)
-1.01%
2024 Q3
6.72%
405,445
$96.19
$39,000,069
+83.54% (+184,542)
+3.06%
2024 Q2
3.69%
220,903
$99.29
$21,932,967
+135.17% (+126,971)
+2.12%
2024 Q1
1.70%
93,932
$122.36
$11,493,269
new
+1.7%
* 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.
* 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.