Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $632.67M~ (+$69M~)
- Previous value:
- $564.07M~
- # of changes:
- 30
- New positions:
- 1
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 17 Aug 2026
Kahn Brothers Group has disclosed a total of 30 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 12, bought 1 totally new, decreased the number of shares of 16 and completely sold out 1 position(s).
What stocks is Kahn Brothers Group buying now?
In the recent quarter Kahn Brothers Group has bought 13 securities out of which top 5 purchases (by % change to portfolio) are (BAYRY) Bayer AG PK (added shares +0.07%), (ZG) Zillow Group Inc (added shares +116.84%), (MBI) MBIA Inc (added shares +104.91%), (SEG) Seaport Entertainment Group Inc (added shares +2.66%) and (BP) BP PLC-SPONS ADR (added shares +0.44%).
In the latest report(s) the following changes have been made to the top investments: (C) Citigroup Inc (reduced shares -0.54%), (BAYRY) Bayer AG PK (added shares +0.07%), (FLG) Flagstar Financial, Inc (reduced shares -0.22%), (GOOG) Alphabet Inc, CL-C (reduced shares -0.92%) and (ZG) Zillow Group Inc (added shares +116.84%).
30 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Webster Financial Corp
|
new
|
+4,349
|
4,349
|
+0.05%
|
$76.42
|
+1.51%($77.57)
|
0.05%
|
2026 Q2
|
~0.25 years
|
|
|
|
Rafael Holdings, Inc
|
+157.00%
|
+91,936
|
150,493
|
+0.05%
|
$3.28
|
-40.55%($1.95)
|
0.08%
|
2018 Q1
|
~8.50 years
|
|
|
|
Zillow Group Inc
|
+116.84%
|
+637,049
|
1,182,261
|
+3.17%
|
$31.52
|
+16.91%($36.85)
|
5.89%
|
2026 Q1
|
~0.50 years
|
|
|
|
MBIA Inc
|
+104.91%
|
+2,157,486
|
4,213,920
|
+2.22%
|
$6.52
|
-23.54%($4.98)
|
4.34%
|
2025 Q3
|
~1.00 year
|
|
|
|
Windrock Land Co
|
+50.28%
|
+270
|
807
|
+0.02%
|
$549.99
|
+1.09%($556.00)
|
0.07%
|
2025 Q1
|
~1.50 years
|
|
|
|
Microsoft Corp
|
+3.63%
|
+76
|
2,168
|
+0%
|
$373.02
|
+29.37%($482.58)
|
0.13%
|
2024 Q1
|
~2.50 years
|
|
|
|
Haleon plc
|
+3.38%
|
+1,910
|
58,341
|
+0%
|
$9.33
|
+7.13%($10.00)
|
0.09%
|
2022 Q3
|
~4.00 years
|
|
|
|
Seaport Entertainment Group Inc
|
+2.66%
|
+23,778
|
917,005
|
+0.1%
|
$26.60
|
+1.97%($27.12)
|
3.86%
|
2025 Q3
|
~1.00 year
|
|
|
|
Bristol-Myers Squibb Company
|
+2.21%
|
+3,771
|
174,152
|
+0.03%
|
$57.62
|
+16.66%($67.22)
|
1.59%
|
2013 Q2*
|
> 13 years
|
|
|
|
JPMorgan Chase & Co
|
+2.13%
|
+60
|
2,878
|
+0%
|
$327.33
|
+7.23%($351.00)
|
0.15%
|
2020 Q1
|
~6.50 years
|
|
* 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".