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%).

2021 Q4 (30 results)
VRAY
+63.40%
+357,045
+0.27%
$5.51
-
0.70%
NVS
+9.71%
+1,980
+0.02%
$87.47
-
0.27%
TPHS
+8.96%
+121,163
+0.03%
$1.84
98.91% $0.02
0.37%
C
+7.31%
+60,852
+0.50%
$60.37
119.44% $132.47
0.00%
GSK
+6.30%
+68,169
+0.52%
$55.13
-
8.71%
BMY
+5.48%
+47,873
+0.41%
$62.35
8.15% $57.27
7.89%
PFE
+3.77%
+36,940
+0.30%
$59.05
55.90% $26.04
8.26%
VOXX
+3.57%
+69,749
+0.10%
$10.17
-
2.83%
NYCB
+1.74%
+83,267
+0.14%
$12.21
-
8.18%
ZDGE
+0.68%
+834
+0.00%
$8.72
63.64% $3.17
0.15%
MRKC
+0.43%
+3,041
+0.03%
$76.64
-
0.00%
NTP
+0.40%
+150
+0.00%
$10.09
-
0.05%
IDW
+0.35%
+256
+0.00%
$2.00
-
0.02%
AGO
+0.24%
+3,420
+0.02%
$50.20
50.54% $75.57
9.90%
MBI
+0.22%
+11,067
+0.02%
$15.79
61.18% $6.13
10.80%
VTRSV
+0.21%
+188
+0.00%
$13.53
-
0.16%
IDT
+0.08%
+376
+0.00%
$44.16
26.99% $56.08
0.00%
PTEN
-0.03%
-1,987
-0.00%
$8.45
36.21% $11.51
6.91%
SEB
-0.30%
-30
-0.02%
$3,935.01
38.09% $5,433.77
5.43%
STL
-0.92%
-2,521
-0.01%
$25.79
-
0.00%
GNE
-1.08%
-3,628
-0.00%
$5.57
150.63% $13.96
0.25%
BP
-1.78%
-40,545
-0.15%
$26.63
-
8.20%
OGN
-1.84%
-1,294
-0.01%
$30.45
56.12% $13.36
0.29%
T
-1.91%
-284
-0.00%
$24.60
7.52% $22.75
0.05%
VZ
-3.38%
-550
-0.00%
$51.96
12.68% $45.37
0.11%
HOLX
-8.65%
-3,080
-0.03%
$76.56
-
0.34%
RFL
-9.22%
-28,728
-0.02%
$5.10
69.61% $1.55
0.20%
BB
-10.21%
-175,570
-0.02%
$0.93
906.52% $9.41
0.20%
JPM
-10.64%
-375
-0.01%
$158.35
97.27% $312.37
0.07%
CVX
-15.20%
-600
-0.01%
$117.35
59.62% $187.31
0.05%
30 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.