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%).

2020 Q2 (31 results)
PTEN
+93.39%
+2,787,737
+1.65%
$3.47
70.61% $5.92
3.42%
BP
+17.19%
+179,200
+1.10%
$23.32
38.08% $32.20
7.52%
AGO
+5.16%
+75,643
+0.31%
$24.41
245.02% $84.22
6.36%
T
+0.83%
+136
+0.00%
$31.44
10.95% $28.00
0.09%
KEY
-0.25%
-28
-0.00%
$12.18
52.46% $18.57
0.02%
VOXX
-0.38%
-14,426
-0.01%
$5.78
29.76% $7.50
3.65%
PFE
-0.75%
-5,800
-0.03%
$32.70
24.19% $24.79
4.22%
TPHS
-0.84%
-13,298
-0.00%
$1.38
97.10% $0.04
0.36%
C
-0.86%
-8,108
-0.07%
$51.10
88.00% $96.07
8.06%
STL
-0.86%
-3,068
-0.01%
$11.72
124.32% $26.29
0.73%
BMY
-1.01%
-10,405
-0.10%
$58.80
17.64% $48.43
10.09%
JPM
-1.19%
-25
-0.00%
$94.06
217.48% $298.62
0.06%
NYCB
-1.37%
-71,620
-0.12%
$10.20
3.43% $10.55
8.87%
IDT
-1.66%
-11,522
-0.01%
$6.53
774.89% $57.13
0.75%
GSK
-1.66%
-20,560
-0.18%
$51.22
25.87% $37.97
10.51%
RFL
-1.80%
-7,527
-0.02%
$14.37
85.25% $2.12
1.02%
BB
-1.84%
-107,300
-0.09%
$4.89
20.04% $3.91
4.72%
IDW
-1.98%
-1,900
-0.00%
$4.00
89.25% $0.43
0.06%
SEB
-2.05%
-260
-0.13%
$2,933.82
6.62% $3,128.11
6.17%
NVS
-2.16%
-500
-0.01%
$87.34
34.76% $117.70
0.33%
ZDGE
-2.35%
-3,571
-0.00%
$1.48
187.16% $4.25
0.04%
MBI
-2.53%
-129,300
-0.16%
$7.25
31.72% $4.95
6.10%
NTP
-4.32%
-85,100
-0.09%
$6.25
32.48% $4.22
1.99%
PEP
-4.76%
-100
-0.00%
$132.26
8.46% $143.45
0.04%
XOM
-5.23%
-595
-0.01%
$44.72
146.87% $110.40
0.14%
GNE
-5.42%
-24,294
-0.03%
$7.36
169.97% $19.87
0.53%
MRKC
-10.15%
-55,902
-1.37%
$77.33
-
12.09%
CVX
-12.68%
-428
-0.01%
$89.23
73.53% $154.84
0.04%
CCRK
-25.00%
-271
-0.02%
$329.00
-
0.00%
HOLX
-69.04%
-183,986
-1.77%
$57.00
16.67% $66.50
0.79%
ALC
-100.00%
-3,956
-0.03%
$51.00
80.11% $91.86
0.00%
31 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.