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%).

2022 Q2 (34 results)
XOM
+45.50%
+6,111
+0.08%
$85.62
26.20% $108.05
0.26%
PG
+40.25%
+499
+0.01%
$143.76
7.84% $155.03
0.04%
VRAY
+38.42%
+450,555
+0.16%
$2.65
98.87% $0.03
0.58%
CMCSA
+31.05%
+1,500
+0.01%
$39.29
10.89% $35.01
0.04%
NYCB
+17.78%
+879,008
+1.08%
$9.13
15.55% $10.55
7.16%
T
+15.17%
+2,074
+0.01%
$20.95
30.67% $27.38
0.05%
VOXX
+15.02%
+349,542
+0.44%
$9.31
19.44% $7.50
3.35%
C
+14.67%
+142,651
+0.88%
$45.99
101.46% $92.65
6.90%
ALC
+7.56%
+240
+0.00%
$69.61
25.21% $87.16
0.00%
NVS
+3.13%
+563
+0.01%
$84.51
35.05% $114.14
0.26%
NTP
+0.82%
+574
+0.00%
$4.22
0.05% $4.22
0.00%
MRK
+0.65%
+4,489
+0.06%
$91.17
13.01% $79.31
8.58%
PFE
+0.53%
+5,517
+0.04%
$52.43
53.73% $24.26
7.39%
IDW
+0.37%
+256
+0.00%
$1.34
67.97% $0.43
0.01%
BMY
+0.34%
+3,137
+0.03%
$77.00
39.36% $46.69
9.63%
GSK
+0.32%
+3,111
+0.03%
$54.41
33.47% $36.20
8.39%
MBI
+0.15%
+7,159
+0.01%
$12.35
59.76% $4.97
8.04%
TPHS
+0.04%
+625
+0.00%
$1.01
96.04% $0.04
0.20%
IDT
+0.04%
+176
+0.00%
$25.15
128.66% $57.51
1.59%
GNE
+0.02%
+68
+0.00%
$9.16
130.10% $21.08
0.40%
ZDGE
+0.02%
+22
+0.00%
$2.88
63.14% $4.70
0.05%
RFL
+0.01%
+34
+0.00%
$1.87
13.33% $2.12
0.07%
SEB
-0.05%
-3
-0.00%
$3,882.54
21.95% $3,030.20
5.18%
WBS
-0.38%
-341
-0.00%
$42.15
43.12% $60.32
0.69%
BP
-0.39%
-8,019
-0.03%
$28.35
13.69% $32.23
8.40%
BB
-0.41%
-6,127
-0.00%
$5.39
28.01% $3.88
1.09%
OGN
-1.26%
-846
-0.00%
$33.75
72.00% $9.45
0.30%
AGO
-1.40%
-18,495
-0.14%
$55.79
49.15% $83.21
9.80%
VZ
-9.23%
-1,450
-0.01%
$50.76
16.29% $42.49
0.10%
JPM
-10.32%
-325
-0.00%
$112.57
158.49% $290.97
0.04%
VTRSV
-13.31%
-8,605
-0.02%
$10.47
-
0.11%
NAVI
-16.20%
-4,500
-0.01%
$13.99
2.00% $14.27
0.04%
PTEN
-17.34%
-793,823
-2.13%
$15.76
63.01% $5.83
10.16%
NRIM
-100.00%
-4,736
-0.03%
$43.50
121.40% $96.30
0.00%
34 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.