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 Q1 (33 results)
JPM
+36.04%
+1,000
+0.02%
$130.33
139.53% $312.18
0.07%
NYCB
+7.15%
+426,402
+0.55%
$9.04
-
8.31%
C
+4.20%
+49,021
+0.33%
$46.89
-
8.22%
GSK
+4.12%
+50,570
+0.26%
$35.58
-
6.54%
VRAY
-0.16%
-2,620
-0.00%
$3.46
-
0.81%
TPHS
-0.22%
-3,228
-0.00%
$0.48
95.84% $0.02
0.10%
BB
-0.57%
-8,053
-0.01%
$4.56
117.98% $9.94
0.93%
RFL
-0.66%
-1,848
-0.00%
$1.55
5.25% $1.47
0.06%
VTRSV
-0.72%
-537
-0.00%
$9.61
-
0.10%
PFE
-0.83%
-8,644
-0.05%
$40.80
36.40% $25.95
6.05%
ZDGE
-1.01%
-1,230
-0.00%
$1.95
63.09% $3.18
0.03%
VOXX
-1.05%
-31,681
-0.06%
$12.33
-
5.29%
HOLX
-1.15%
-350
-0.00%
$80.71
-
0.35%
BMY
-1.47%
-13,445
-0.13%
$69.31
16.87% $57.62
8.98%
MRK
-1.49%
-10,159
-0.16%
$106.39
14.63% $121.96
10.29%
NTP
-1.50%
-1,310
-0.00%
$2.10
-
0.03%
OGN
-1.62%
-1,015
-0.00%
$23.51
43.01% $13.40
0.21%
IDW
-1.71%
-1,208
-0.00%
$0.72
-
0.01%
MBI
-1.72%
-82,720
-0.11%
$9.26
37.47% $5.79
6.31%
HLN
-2.08%
-29,343
-0.03%
$8.14
-
1.62%
WBS
-3.40%
-3,972
-0.02%
$39.42
84.43% $72.71
0.64%
SEB
-3.97%
-395
-0.21%
$3,770.00
43.87% $5,423.99
5.19%
XOM
-4.08%
-606
-0.01%
$109.65
37.74% $151.03
0.22%
VZ
-4.66%
-650
-0.00%
$38.86
16.52% $45.28
0.07%
GNE
-4.70%
-15,315
-0.03%
$13.82
0.58% $13.90
0.62%
AGO
-7.09%
-87,259
-0.63%
$50.27
48.87% $74.84
8.28%
BAC
-7.73%
-3,330
-0.01%
$28.61
88.87% $54.04
0.16%
PTEN
-9.37%
-418,818
-0.71%
$11.70
1.54% $11.88
6.83%
BP
-9.49%
-205,544
-1.12%
$37.94
-
10.70%
PG
-15.33%
-344
-0.01%
$148.74
3.25% $143.90
0.04%
IDT
-21.90%
-102,698
-0.50%
$34.08
-
1.80%
T
-61.71%
-10,694
-0.03%
$19.25
17.82% $22.68
0.02%
CMCSA
-82.08%
-6,762
-0.04%
$37.91
37.98% $23.51
0.01%
33 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.