Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
Kahn Brothers Group Portfolio 13F
Kahn Brothers Group Holdings Activity
- Portfolio value:
- $531.80M≈ (+$34M≈)
- Previous value:
- $497.95M≈
- # of changes:
- 39
- New positions:
- 5
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 12 Nov 2025
Kahn Brothers Group has disclosed a total of 39 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 5, bought 5 totally new, decreased the number of shares of 27 and completely sold out 2 position(s).
What stocks did Kahn Brothers Group buy in 2025 Q3?
During 2025 Q3 Kahn Brothers Group has bought 10 securities out of which top 5 purchases (by % change to portfolio) were (BAYRY) Bayer AG PK (added shares +0.87%), (DIS) Walt Disney Company (added shares +0.53%), (OGN) Organon & Co (added shares +3.63%), (GOOG) Alphabet Inc, CL-C (added shares +89.51%) and (SEG) Seaport Entertainment Group Inc (new buy).
In the 2025 Q3 report(s) the following changes have been made to the top investments: (C) Citigroup Inc (reduced shares -1.13%), (BAYRY) Bayer AG PK (added shares +0.87%), (FLG) Flagstar Financial, Inc (reduced shares -0.56%), (DIS) Walt Disney Company (added shares +0.53%) and (OGN) Organon & Co (added shares +3.63%).
39 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Brookfield Corp
|
new
|
+3,380
|
3,380
|
+0.04%
|
$68.64
|
-37.76%($42.72)
|
0.04%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
MBIA Inc
|
new
|
+1,029,794
|
1,029,794
|
+1.44%
|
$7.45
|
-30.20%($5.20)
|
1.44%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
NVIDIA Corp
|
new
|
+1,740
|
1,740
|
+0.06%
|
$186.66
|
+6.86%($199.47)
|
0.06%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Seaport Entertainment Group Inc
|
new
|
+583,364
|
583,364
|
+2.51%
|
$22.92
|
+13.50%($26.02)
|
2.51%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
American Express Company
|
new
|
+1,150
|
1,150
|
+0.07%
|
$332.16
|
+1.57%($337.39)
|
0.07%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Alphabet Inc, CL-C
|
+89.51%
|
+63,631
|
134,722
|
+2.91%
|
$243.55
|
+45.31%($353.90)
|
6.17%
|
2025 Q2
|
≈ 0.50 years
|
|
|
|
Organon & Co
|
+3.63%
|
+126,695
|
3,616,845
|
+0.25%
|
$10.68
|
+26.97%($13.56)
|
7.26%
|
2021 Q2
|
≈ 4.50 years
|
|
|
|
Bayer AG PK
|
+0.87%
|
+58,350
|
6,787,253
|
+0.09%
|
$8.29
|
+67.19%($13.86)
|
10.58%
|
2023 Q4
|
≈ 2.00 years
|
|
|
|
Walt Disney Company
|
+0.53%
|
+2,074
|
394,524
|
+0.04%
|
$114.50
|
-16.10%($96.07)
|
8.49%
|
2024 Q1
|
≈ 1.75 years
|
|
|
|
Webster Financial Corp
|
+0.28%
|
+84
|
30,173
|
+0%
|
$59.44
|
+29.92%($77.22)
|
0.34%
|
2022 Q1
|
≈ 3.75 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.