Kahn Brothers Group Holdings Activity

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group has disclosed a total of 43 changes to the portfolio in the latest (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 is Kahn Brothers Group buying now?

In the recent quarter Kahn Brothers Group has purchased 5 securities: (Z) ZILLOW GROUP INC - C (new buy), (OGN) ORGANON & CO (added shares +52.56%), (SEG) SEAPORT ENTERTAINMENT GROUP (added shares +52.38%), (MBI) MBIA INC (added shares +99.89%) and (CMCSA) COMCAST CORP-CLASS A (added shares +2.05%).

What does Kahn Brothers Group invest in?

Kahn Brothers Group's top 5 holdings (by % of portfolio) are (C) CITIGROUP INC COM NEW (16.91%), (BAYRY) BAYER AG-SPONSORED ADR (13.26%), (FLG) FLAGSTAR FINANCIAL INC (9.53%), (DIS) WALT DISNEY CO/THE (6.47%) and (GOOG) ALPHABET INC-CL C (6.21%).

In the latest report(s) the following changes have been made to the top investments: (C) CITIGROUP INC COM NEW (reduced shares -4.04%), (BAYRY) BAYER AG-SPONSORED ADR (reduced shares -3.56%), (FLG) FLAGSTAR FINANCIAL INC (reduced shares -2.24%), (DIS) WALT DISNEY CO/THE (reduced shares -3.92%) and (GOOG) ALPHABET INC-CL C (reduced shares -9.89%).

2026 Q1 (43 results)
Z
buy
+545,212
+4.00%
$41.38
-
4.00%
MBI
+99.89%
+1,027,650
+1.08%
$5.91
6.60% $6.30
2.15%
OGN
+52.56%
+1,907,542
+2.03%
$5.99
125.38% $13.50
5.88%
SEG
+52.38%
+307,057
+1.17%
$21.48
19.27% $25.62
3.40%
CMCSA
+2.05%
+144
+0.00%
$28.71
16.51% $23.97
0.04%
PG
-0.80%
-15
-0.00%
$144.44
2.72% $148.37
0.05%
RFL
-1.16%
-689
-0.00%
$1.25
80.80% $2.26
0.01%
PEYUF
-1.73%
-550
-0.00%
$19.48
12.06% $17.13
0.11%
NVS
-2.13%
-292
-0.01%
$152.75
-
0.36%
FLG
-2.24%
-93,594
-0.22%
$13.17
12.98% $14.88
9.53%
CVX
-2.50%
-50
-0.00%
$206.90
11.94% $182.20
0.07%
CSX
-2.80%
-1,050
-0.01%
$41.05
20.93% $49.64
0.27%
PTEN
-2.98%
-51,857
-0.10%
$10.83
10.62% $9.68
3.25%
BAYRY
-3.56%
-240,398
-0.49%
$11.48
-
13.26%
DIS
-3.92%
-15,460
-0.26%
$96.38
0.39% $96.00
6.47%
C
-4.04%
-35,381
-0.71%
$113.41
-
16.91%
IDT
-4.96%
-19,445
-0.17%
$49.10
-
3.24%
ZDGE
-5.61%
-4,630
-0.00%
$2.93
7.17% $3.14
0.04%
WRLC
-5.62%
-32
-0.00%
$469.00
15.14% $540.00
0.04%
GNE
-8.04%
-15,301
-0.04%
$14.14
0.71% $14.04
0.44%
XOM
-9.70%
-1,962
-0.06%
$169.66
14.82% $144.51
0.55%
BAC
-9.78%
-1,025
-0.01%
$48.75
22.05% $59.50
0.08%
GOOG
-9.89%
-13,387
-0.68%
$286.86
22.24% $350.67
6.21%
GSK
-9.91%
-17,714
-0.17%
$55.19
-
1.58%
PFE
-12.50%
-69,217
-0.34%
$28.08
12.82% $24.48
2.41%
MSFT
-12.54%
-300
-0.02%
$370.17
5.62% $390.99
0.14%
HLN
-13.61%
-8,890
-0.02%
$10.01
-
0.10%
BMY
-15.73%
-31,815
-0.34%
$60.65
2.16% $59.34
1.83%
JPM
-18.74%
-650
-0.03%
$294.16
13.72% $334.53
0.15%
SEB
-19.41%
-1,414
-1.42%
$5,654.02
16.74% $4,707.55
5.88%
PEG
-20.34%
-900
-0.01%
$80.95
0.07% $80.89
0.05%
VZ
-30.26%
-2,465
-0.02%
$50.20
14.98% $42.68
0.05%
AM
-37.39%
-7,050
-0.03%
$22.80
1.49% $22.46
0.05%
BP
-40.08%
-416,146
-3.47%
$47.00
-
5.18%
PNC
-40.54%
-915
-0.03%
$208.09
21.51% $252.85
0.05%
MRK
-47.15%
-202,815
-4.33%
$120.29
3.11% $124.03
4.85%
WBS
-100.00%
-29,833
-0.33%
$62.94
21.10% $76.22
0.00%
BN
-100.00%
-5,070
-0.04%
$45.98
5.70% $43.36
0.00%
AXP
-100.00%
-610
-0.04%
$369.95
4.19% $354.43
0.00%
NAVI
-100.00%
-20,600
-0.05%
$13.00
35.15% $8.43
0.00%
AR
-100.00%
-6,242
-0.04%
$34.46
0.52% $34.28
0.00%
NVDA
-100.00%
-1,740
-0.06%
$186.60
9.07% $203.53
0.00%
AGO
-100.00%
-3,110
-0.05%
$89.87
6.83% $83.73
0.00%
43 of 1,737

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.