Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- 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 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 latest 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
|
-16.38%($34.60)
|
4.00%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
MBIA Inc
|
+99.89%
|
+1,027,650
|
2,056,434
|
+1.08%
|
$5.91
|
-12.01%($5.20)
|
2.15%
|
2025 Q3
|
≈ 0.75 years
|
|
|
|
Organon & Co
|
+52.56%
|
+1,907,542
|
5,536,993
|
+2.03%
|
$5.99
|
+126.38%($13.56)
|
5.88%
|
2021 Q2
|
≈ 5.00 years
|
|
|
|
Seaport Entertainment Group Inc
|
+52.38%
|
+307,057
|
893,227
|
+1.17%
|
$21.48
|
+21.11%($26.02)
|
3.40%
|
2025 Q3
|
≈ 0.75 years
|
|
|
|
Comcast Corp
|
+2.05%
|
+144
|
7,169
|
+0%
|
$28.71
|
-16.49%($23.98)
|
0.04%
|
2025 Q2
|
≈ 1.00 year
|
|
|
|
Procter & Gamble Company
|
-0.80%
|
-15
|
1,852
|
-0%
|
$144.44
|
-0.49%($143.73)
|
0.05%
|
2022 Q1
|
≈ 4.25 years
|
|
|
|
Rafael Holdings, Inc
|
-1.16%
|
-689
|
58,557
|
-0%
|
$1.25
|
+54.40%($1.93)
|
0.01%
|
2018 Q1
|
≈ 8.25 years
|
|
|
|
Peyto Exploration&Development Corp
|
-1.73%
|
-550
|
31,307
|
-0%
|
$19.48
|
-5.59%($18.39)
|
0.11%
|
2019 Q3
|
≈ 6.75 years
|
|
|
|
Novartis AG ADR
|
-2.13%
|
-292
|
13,386
|
-0.01%
|
$152.75
|
+2.29%($156.25)
|
0.36%
|
2013 Q2 or earlier
|
≈ 13.00+ years
|
|
|
|
Flagstar Financial, Inc
|
-2.24%
|
-93,594
|
4,083,618
|
-0.22%
|
$13.17
|
+8.54%($14.30)
|
9.53%
|
2013 Q2 or earlier
|
≈ 13.00+ 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.