Kahn Brothers Group Holdings Activity

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group has disclosed a total of 45 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 6, bought 6 totally new, decreased the number of shares of 30 and completely sold out 3 position(s).

What stocks is Kahn Brothers Group buying now?

In the recent quarter Kahn Brothers Group has bought 12 securities out of which top 5 purchases (by % change to portfolio) are (OGN) ORGANON & CO (added shares +59.09%), (BAYRY) BAYER AG-SPONSORED ADR (added shares +45.88%), (FLG) FLAGSTAR FINANCIAL INC (added shares +18.46%), (IDT) IDT CORP-CLASS B (added shares +53.02%) and (COF) CAPITAL ONE FINANCIAL CORP (new buy).

What does Kahn Brothers Group invest in?

Kahn Brothers Group's top 5 holdings (by % of portfolio) are (C) CITIGROUP INC COM NEW (12.59%), (FLG) FLAGSTAR FINANCIAL INC (9.91%), (MRK) MERCK & CO INC (8.94%), (BAYRY) BAYER AG-SPONSORED ADR (8%) and (BP) BP PLC-SPONS ADR (7.86%).

In the latest report(s) the following changes have been made to the top investments: (C) CITIGROUP INC COM NEW (reduced shares -3.31%), (FLG) FLAGSTAR FINANCIAL INC (added shares +18.46%), (MRK) MERCK & CO INC (reduced shares -3.27%), (BAYRY) BAYER AG-SPONSORED ADR (added shares +45.88%) and (BP) BP PLC-SPONS ADR (reduced shares -3.53%).

2025 Q1 (45 results)
AIG
buy
+2,349
+0.04%
$86.85
9.46% $78.63
0.04%
WRLC
buy
+569
+0.05%
$455.18
3.34% $440.00
0.05%
COF
buy
+1,971
+0.07%
$179.10
16.28% $208.25
0.07%
BX
buy
+1,500
+0.04%
$140.00
21.48% $170.07
0.04%
CVX
buy
+2,053
+0.07%
$167.07
8.15% $153.45
0.07%
WEYS
buy
+7,197
+0.04%
$30.43
0.56% $30.26
0.04%
OGN
+59.09%
+926,111
+2.79%
$14.89
39.49% $9.01
7.51%
IDT
+53.02%
+126,655
+1.31%
$51.31
15.22% $59.12
3.79%
BAYRY
+45.88%
+2,067,470
+2.52%
$6.02
23.59% $7.44
8.00%
SEIC
+28.15%
+1,449
+0.02%
$77.62
12.65% $87.44
0.10%
FLG
+18.46%
+657,285
+1.54%
$11.62
0.09% $11.61
9.91%
NVS
+3.44%
+728
+0.02%
$111.50
6.33% $118.55
0.49%
TRMLF
-0.57%
-99
-0.00%
$48.23
12.65% $42.13
0.17%
WBS
-0.74%
-242
-0.00%
$51.56
7.04% $55.19
0.34%
XOM
-1.12%
-156
-0.00%
$118.90
10.99% $105.83
0.33%
DIS
-1.37%
-4,851
-0.10%
$98.70
14.03% $112.55
6.95%
TPHS
-2.14%
-12,952
-0.00%
$0.05
18.37% $0.04
0.01%
SEB
-2.14%
-193
-0.11%
$2,697.08
28.92% $3,477.09
4.81%
CSX
-2.19%
-1,089
-0.01%
$29.43
19.72% $35.23
0.29%
JPM
-2.88%
-85
-0.00%
$245.38
18.01% $289.56
0.14%
PTEN
-2.96%
-59,111
-0.10%
$8.22
34.19% $5.41
3.22%
RFL
-3.09%
-5,169
-0.00%
$1.87
13.29% $1.62
0.06%
MRK
-3.27%
-16,633
-0.30%
$89.76
10.84% $80.03
8.94%
C
-3.31%
-29,976
-0.43%
$70.99
30.03% $92.31
12.59%
PEG
-3.32%
-150
-0.00%
$82.30
5.15% $86.54
0.07%
PFE
-3.40%
-25,901
-0.13%
$25.34
3.00% $24.58
3.77%
BP
-3.53%
-42,063
-0.29%
$33.79
0.47% $33.95
7.86%
ZDGE
-3.87%
-3,444
-0.00%
$2.34
47.74% $3.45
0.04%
CI
-4.86%
-43
-0.00%
$329.00
15.79% $277.04
0.06%
IDW
-5.40%
-2,079
-0.00%
$0.31
38.53% $0.43
0.00%
NAVI
-6.36%
-1,400
-0.00%
$12.63
1.19% $12.48
0.05%
GNE
-6.61%
-14,336
-0.04%
$15.05
8.25% $16.29
0.62%
GTX
-6.81%
-900
-0.00%
$8.36
49.13% $12.47
0.02%
GSK
-7.06%
-62,481
-0.49%
$38.74
2.66% $37.71
6.44%
HLN
-9.22%
-18,724
-0.04%
$10.29
-
0.38%
PNC
-10.52%
-176
-0.01%
$175.68
7.31% $188.53
0.05%
BAC
-11.09%
-2,155
-0.02%
$41.76
10.55% $46.16
0.15%
BMY
-13.45%
-92,824
-1.14%
$60.99
24.69% $45.93
7.37%
AR
-17.41%
-5,250
-0.04%
$40.43
19.87% $32.40
0.20%
VZ
-31.48%
-3,613
-0.03%
$45.40
4.90% $43.18
0.07%
HOLX
-33.23%
-9,834
-0.12%
$61.78
10.05% $67.99
0.25%
AGO
-35.00%
-99,942
-1.78%
$88.10
6.81% $82.10
3.31%
MBI
-100.00%
-10,600
-0.01%
$6.46
6.66% $6.03
0.00%
OBT
-100.00%
-4,000
-0.04%
$55.50
57.37% $23.66
0.00%
VOXX
-100.00%
-114,676
-0.17%
$7.38
1.65% $7.50
0.00%
45 of 1,566

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.