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%).

2019 Q4 (34 results)
AAPL
+104.60%
+2,092
+0.02%
$73.41
318.65% $307.34
0.04%
VRAY
+57.02%
+193,750
+0.10%
$4.22
-
0.27%
CMCSA
+29.60%
+2,030
+0.01%
$44.97
47.03% $23.82
0.05%
NAVI
+6.88%
+880
+0.00%
$25.29
69.11% $7.81
0.04%
BB
+2.71%
+153,254
+0.12%
$6.42
46.57% $9.41
4.53%
PFE
-0.25%
-2,003
-0.01%
$39.18
33.54% $26.04
3.85%
TPHS
-0.54%
-8,611
-0.00%
$3.01
99.34% $0.02
0.58%
T
-0.77%
-142
-0.00%
$39.08
41.79% $22.75
0.09%
IDW
-0.92%
-895
-0.00%
$7.55
-
0.09%
RFL
-0.93%
-4,057
-0.01%
$17.84
91.31% $1.55
0.93%
IDT
-1.18%
-8,314
-0.01%
$7.21
677.81% $56.08
0.61%
BMY
-1.77%
-19,028
-0.15%
$64.19
10.78% $57.27
8.20%
GSK
-2.03%
-26,377
-0.19%
$58.74
-
9.05%
ALC
-2.46%
-120
-0.00%
$56.57
18.10% $66.81
0.03%
SEB
-2.94%
-389
-0.20%
$4,250.55
27.84% $5,433.77
6.61%
NYCB
-3.03%
-168,182
-0.25%
$12.02
-
7.83%
BP
-3.09%
-51,817
-0.24%
$37.74
-
7.43%
ZDGE
-3.09%
-5,259
-0.00%
$1.54
105.84% $3.17
0.03%
AGO
-3.09%
-48,716
-0.29%
$49.02
54.16% $75.57
9.07%
MBI
-3.36%
-187,732
-0.21%
$9.30
34.09% $6.13
6.09%
GNE
-3.47%
-16,113
-0.02%
$7.73
80.60% $13.96
0.42%
NTP
-4.10%
-90,042
-0.09%
$8.61
-
2.20%
PTEN
-4.16%
-112,554
-0.14%
$10.50
9.62% $11.51
3.30%
HOLX
-4.93%
-15,266
-0.10%
$52.21
-
1.86%
C
-5.10%
-54,170
-0.52%
$79.89
65.82% $132.47
9.76%
VOXX
-5.45%
-221,873
-0.12%
$4.38
-
2.04%
KEY
-7.75%
-957
-0.00%
$20.24
7.51% $21.76
0.03%
NYT
-8.99%
-30,652
-0.12%
$32.17
138.98% $76.88
1.21%
VZ
-9.72%
-2,114
-0.02%
$61.40
26.11% $45.37
0.15%
CCRK
-17.29%
-170
-0.01%
$330.00
-
0.03%
STL
-19.10%
-89,394
-0.23%
$21.08
-
0.97%
MRKC
-48.68%
-984,546
-10.86%
$90.95
-
11.45%
GBCI
-57.00%
-8,306
-0.05%
$45.99
2.52% $47.15
0.03%
ED
-100.00%
-1,674
-0.02%
$94.47
12.48% $106.26
0.00%
34 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.