Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $494.45M≈ (+$34M≈)
- Previous value:
- $460.36M≈
- # of changes:
- 45
- New positions:
- 6
- Reported for:
- 31 Mar 2025 (Q1)
- Latest filing date:
- 15 May 2025
Kahn Brothers Group has disclosed a total of 45 changes to the portfolio in the (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 did Kahn Brothers Group buy in 2025 Q1?
During 2025 Q1 Kahn Brothers Group has bought 12 securities out of which top 5 purchases (by % change to portfolio) were (FLG) Flagstar Financial, Inc (added shares +18.46%), (BAYRY) Bayer AG PK (added shares +45.88%), (OGN) Organon & Co (added shares +59.09%), (IDT) IDT Corp (added shares +53.02%) and (NVS) Novartis AG ADR (added shares +3.44%).
In the 2025 Q1 report(s) the following changes have been made to the top investments: (C) Citigroup Inc (reduced shares -3.31%), (FLG) Flagstar Financial, Inc (added shares +18.46%), (MRK) Merck & Company Inc (reduced shares -3.27%), (BAYRY) Bayer AG PK (added shares +45.88%) and (BP) BP PLC-SPONS ADR (reduced shares -3.53%).
45 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
American International Group Inc
|
new
|
+2,349
|
2,349
|
+0.04%
|
$86.85
|
-9.41%($78.67)
|
0.04%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Blackstone Group Inc
|
new
|
+1,500
|
1,500
|
+0.04%
|
$140.00
|
-8.20%($128.52)
|
0.04%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Capital One Financial Corp
|
new
|
+1,971
|
1,971
|
+0.07%
|
$179.10
|
+16.00%($207.75)
|
0.07%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Chevron Corp
|
new
|
+2,053
|
2,053
|
+0.07%
|
$167.07
|
+17.00%($195.48)
|
0.07%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Weyco Group Inc
|
new
|
+7,197
|
7,197
|
+0.04%
|
$30.43
|
+26.79%($38.58)
|
0.04%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Windrock Land Co
|
new
|
+569
|
569
|
+0.05%
|
$455.18
|
+20.83%($550.00)
|
0.05%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Organon & Co
|
+59.09%
|
+926,111
|
2,493,384
|
+2.79%
|
$14.89
|
-8.93%($13.56)
|
7.51%
|
2021 Q2
|
≈ 4.00 years
|
|
|
|
IDT Corp
|
+53.02%
|
+126,655
|
365,536
|
+1.31%
|
$51.31
|
+27.54%($65.44)
|
3.79%
|
2013 Q2 or earlier
|
≈ 12.00+ years
|
|
|
|
Bayer AG PK
|
+45.88%
|
+2,067,470
|
6,573,693
|
+2.52%
|
$6.02
|
+130.23%($13.86)
|
8.00%
|
2023 Q4
|
≈ 1.50 years
|
|
|
|
SEI Investments Company
|
+28.15%
|
+1,449
|
6,596
|
+0.02%
|
$77.62
|
+31.82%($102.32)
|
0.10%
|
2024 Q3
|
≈ 0.75 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.