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
3.55% $5.70
2.15%
OGN
+52.56%
+1,907,542
+2.03%
$5.99
123.71% $13.40
5.88%
SEG
+52.38%
+307,057
+1.17%
$21.48
9.87% $23.60
3.40%
CMCSA
+2.05%
+144
+0.00%
$28.71
18.08% $23.52
0.04%
PG
-0.80%
-15
-0.00%
$144.44
2.94% $140.19
0.05%
RFL
-1.16%
-689
-0.00%
$1.25
8.00% $1.35
0.01%
PEYUF
-1.73%
-550
-0.00%
$19.48
4.51% $18.60
0.11%
NVS
-2.13%
-292
-0.01%
$152.75
-
0.36%
FLG
-2.24%
-93,594
-0.22%
$13.17
4.56% $13.77
9.53%
CVX
-2.50%
-50
-0.00%
$206.90
8.31% $189.71
0.07%
CSX
-2.80%
-1,050
-0.01%
$41.05
13.13% $46.44
0.27%
PTEN
-2.98%
-51,857
-0.10%
$10.83
10.90% $12.01
3.25%
BAYRY
-3.56%
-240,398
-0.49%
$11.48
-
13.26%
DIS
-3.92%
-15,460
-0.26%
$96.38
3.12% $99.39
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
14.07% $535.00
0.04%
GNE
-8.04%
-15,301
-0.04%
$14.14
4.67% $13.48
0.44%
XOM
-9.70%
-1,962
-0.06%
$169.66
10.10% $152.53
0.55%
BAC
-9.78%
-1,025
-0.01%
$48.75
7.49% $52.40
0.08%
GOOG
-9.89%
-13,387
-0.68%
$286.86
23.99% $355.68
6.21%
GSK
-9.91%
-17,714
-0.17%
$55.19
-
1.58%
PFE
-12.50%
-69,217
-0.34%
$28.08
9.76% $25.34
2.41%
MSFT
-12.54%
-300
-0.02%
$370.17
15.44% $427.34
0.14%
HLN
-13.61%
-8,890
-0.02%
$10.01
-
0.10%
BMY
-15.73%
-31,815
-0.34%
$60.65
9.78% $54.72
1.83%
JPM
-18.74%
-650
-0.03%
$294.16
2.27% $300.85
0.15%
SEB
-19.41%
-1,414
-1.42%
$5,654.02
7.00% $5,258.10
5.88%
PEG
-20.34%
-900
-0.01%
$80.95
3.95% $77.75
0.05%
VZ
-30.26%
-2,465
-0.02%
$50.20
7.07% $46.65
0.05%
AM
-37.39%
-7,050
-0.03%
$22.80
6.71% $21.27
0.05%
BP
-40.08%
-416,146
-3.47%
$47.00
-
5.18%
PNC
-40.54%
-915
-0.03%
$208.09
4.89% $218.27
0.05%
MRK
-47.15%
-202,815
-4.33%
$120.29
4.65% $114.70
4.85%
WBS
-100.00%
-29,833
-0.33%
$62.94
14.65% $72.16
0.00%
BN
-100.00%
-5,070
-0.04%
$45.98
4.57% $43.88
0.00%
AXP
-100.00%
-610
-0.04%
$369.95
18.75% $300.57
0.00%
NAVI
-100.00%
-20,600
-0.05%
$13.00
42.77% $7.44
0.00%
AR
-100.00%
-6,242
-0.04%
$34.46
6.01% $36.53
0.00%
NVDA
-100.00%
-1,740
-0.06%
$186.60
15.09% $214.75
0.00%
AGO
-100.00%
-3,110
-0.05%
$89.87
18.56% $73.19
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.