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%).

2023 Q3 (35 results)
STAYX
buy
+6,600
+0.06%
$60.30
85.03% $9.03
0.00%
CSX
buy
+50,428
+0.24%
$30.76
50.31% $46.23
0.24%
CMCSA
+324.93%
+4,796
+0.01%
$10.43
123.59% $23.33
0.01%
JPM
+52.98%
+2,000
+0.05%
$144.94
114.50% $310.89
0.13%
BAC
+17.22%
+5,592
+0.02%
$27.38
97.84% $54.17
0.16%
XOM
+10.62%
+1,482
+0.03%
$117.57
29.31% $152.04
0.28%
PG
+5.26%
+100
+0.00%
$145.88
3.50% $140.78
0.05%
GSK
+1.49%
+18,831
+0.11%
$36.25
-
7.25%
C
+0.74%
+8,878
+0.06%
$41.13
-
7.80%
VRAY
-0.10%
-2,000
-0.00%
$0.01
-
0.00%
MBI
-0.60%
-29,111
-0.03%
$7.21
20.66% $5.72
5.41%
RFL
-0.74%
-2,026
-0.00%
$1.90
26.89% $1.39
0.08%
TPHS
-0.77%
-11,475
-0.00%
$0.36
94.52% $0.02
0.08%
SEB
-0.90%
-86
-0.05%
$3,752.96
42.84% $5,360.71
5.55%
NYCB
-0.93%
-58,773
-0.10%
$11.34
-
11.14%
PFE
-0.97%
-10,332
-0.05%
$33.17
22.55% $25.69
5.46%
IDW
-0.98%
-664
-0.00%
$0.60
-
0.01%
VOXX
-1.08%
-31,554
-0.04%
$7.98
-
3.60%
IDT
-1.15%
-4,052
-0.01%
$22.05
-
1.20%
ZDGE
-1.15%
-1,351
-0.00%
$2.19
47.47% $3.23
0.04%
GNE
-1.51%
-4,552
-0.01%
$14.73
6.18% $13.82
0.68%
MRK
-1.52%
-9,878
-0.16%
$102.95
16.81% $120.26
10.26%
AGO
-1.62%
-16,795
-0.16%
$60.52
22.06% $73.87
9.65%
BB
-1.86%
-26,189
-0.02%
$4.71
119.54% $10.34
1.01%
BMY
-2.24%
-19,545
-0.18%
$58.06
2.52% $56.60
7.72%
BP
-3.74%
-68,857
-0.42%
$38.72
-
10.71%
VTRSV
-3.89%
-2,794
-0.00%
$10.28
-
0.11%
VZ
-4.17%
-556
-0.00%
$32.43
38.36% $44.87
0.06%
PTEN
-5.10%
-195,748
-0.42%
$13.84
11.34% $12.27
7.86%
HOLX
-5.14%
-1,544
-0.02%
$69.39
-
0.31%
OGN
-14.13%
-8,452
-0.02%
$17.37
22.84% $13.40
0.14%
HLN
-18.73%
-237,974
-0.31%
$8.33
-
1.34%
CWEGF
-23.59%
-45,000
-0.03%
$4.31
-
0.10%
HOPE
-100.00%
-31,000
-0.04%
$8.42
49.54% $12.59
0.00%
GBCI
-100.00%
-4,320
-0.03%
$41.67
13.22% $47.18
0.00%
35 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.