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%).

2024 Q4 (41 results)
FLG
buy
+3,559,701
+7.21%
$9.33
18.33% $11.04
7.21%
TRMLF
buy
+17,308
+0.17%
$46.28
1.86% $45.42
0.17%
MBI
buy
+10,600
+0.01%
$6.46
30.96% $4.46
0.00%
WBS
+51.59%
+5,640
+0.13%
$55.21
4.90% $57.91
0.39%
FBAK
+31.87%
+1,520
+0.08%
$233.23
13.62% $265.00
0.32%
NVS
+20.48%
+2,160
+0.08%
$97.29
23.00% $119.67
0.45%
HOLX
+15.63%
+4,000
+0.06%
$72.10
12.27% $63.26
0.46%
PNC
+14.59%
+124
+0.01%
$193.07
0.48% $192.14
0.07%
AAPL
+12.04%
+225
+0.02%
$250.36
16.48% $209.11
0.15%
VOXX
+10.47%
+10,868
+0.02%
$7.38
1.65% $7.50
0.00%
VZ
+5.81%
+330
+0.01%
$40.00
3.16% $41.26
0.10%
BAC
+4.60%
+854
+0.01%
$43.97
4.97% $46.15
0.19%
PEG
+0.53%
+13
+0.00%
$84.44
3.07% $81.85
0.08%
SEB
-0.18%
-16
-0.01%
$2,429.64
24.71% $3,030.02
4.76%
XOM
-2.46%
-352
-0.01%
$107.56
4.98% $112.91
0.33%
AGO
-3.19%
-9,412
-0.18%
$90.01
8.93% $81.97
5.58%
PEP
-5.26%
-57
-0.00%
$152.22
12.10% $133.81
0.06%
CI
-6.06%
-41
-0.00%
$275.72
9.69% $302.44
0.05%
GTX
-7.11%
-682
-0.00%
$9.00
22.85% $11.06
0.03%
PTEN
-11.12%
-249,658
-0.45%
$8.26
28.21% $5.93
3.58%
MRK
-12.33%
-71,580
-1.55%
$99.48
18.05% $81.52
11.00%
BAYRY
-12.66%
-480,187
-0.69%
$4.88
62.30% $7.92
4.78%
DIS
-12.93%
-52,419
-1.27%
$111.35
6.85% $118.98
8.54%
OGN
-14.60%
-267,920
-0.87%
$14.92
35.92% $9.56
5.08%
HLN
-16.09%
-25,686
-0.08%
$9.54
-
0.42%
GSK
-16.44%
-174,124
-1.28%
$33.82
11.83% $37.82
6.50%
BMY
-16.45%
-135,856
-1.67%
$56.56
17.91% $46.43
8.48%
ZDGE
-19.14%
-21,083
-0.01%
$2.93
45.51% $4.27
0.06%
C
-23.58%
-279,794
-4.28%
$70.39
28.88% $90.72
13.86%
PFE
-23.66%
-235,935
-1.36%
$26.53
7.24% $24.61
4.39%
BP
-24.98%
-396,850
-2.55%
$29.56
7.78% $31.86
7.65%
GNE
-25.17%
-72,969
-0.25%
$15.59
37.99% $21.51
0.73%
IDT
-27.66%
-58,918
-0.94%
$47.52
23.95% $58.90
2.47%
RFL
-37.42%
-100,135
-0.04%
$1.65
33.23% $2.20
0.06%
IDW
-39.46%
-25,091
-0.00%
$0.30
44.10% $0.43
0.00%
NTP
-57.52%
-48,790
-0.05%
$4.74
11.06% $4.22
0.04%
TPHS
-60.36%
-920,272
-0.01%
$0.07
40.03% $0.04
0.01%
PIFYF
-100.00%
-129,731
-0.02%
$0.73
24.89% $0.55
0.00%
VTRSV
-100.00%
-9,672
-0.03%
$11.65
-
0.00%
CWEGF
-100.00%
-150,780
-0.17%
$5.31
3.72% $5.51
0.00%
NYCB
-100.00%
-4,207,166
-10.26%
$11.23
6.06% $10.55
0.00%
41 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.