Kahn Brothers Group Holdings Activity

Kahn Brothers Group Portfolio 13F

Kahn Brothers Group has disclosed a total of 47 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 12, bought 6 totally new, decreased the number of shares of 18 and completely sold out 11 position(s).

What stocks is Kahn Brothers Group buying now?

In the recent quarter Kahn Brothers Group has bought 18 securities out of which top 5 purchases (by % change to portfolio) are (GSK) GSK PLC-SPON ADR (new buy), (OGN) ORGANON & CO (added shares +39.98%), (GOOG) ALPHABET INC-CL C (new buy), (DIS) WALT DISNEY CO/THE (added shares +12.72%) and (IDT) IDT CORP-CLASS B (added shares +8.49%).

What does Kahn Brothers Group invest in?

Kahn Brothers Group's top 5 holdings (by % of portfolio) are (C) CITIGROUP INC COM NEW (15.16%), (BAYRY) BAYER AG-SPONSORED ADR (10.19%), (DIS) WALT DISNEY CO/THE (9.77%), (FLG) FLAGSTAR FINANCIAL INC (9.2%) and (MRK) MERCK & CO INC (7.8%).

In the latest report(s) the following changes have been made to the top investments: (C) CITIGROUP INC COM NEW (added shares +1.13%), (BAYRY) BAYER AG-SPONSORED ADR (added shares +2.36%), (DIS) WALT DISNEY CO/THE (added shares +12.72%), (FLG) FLAGSTAR FINANCIAL INC (added shares +2.47%) and (MRK) MERCK & CO INC (reduced shares -0.37%).

2024 Q4 (41 results)
TRMLF
buy
+17,308
+0.17%
$46.28
8.19% $42.49
0.17%
FLG
buy
+3,559,701
+7.21%
$9.33
37.41% $12.82
7.21%
MBI
buy
+10,600
+0.01%
$6.46
23.22% $7.96
0.00%
WBS
+51.59%
+11,059
+0.13%
$55.21
12.70% $62.22
0.39%
FBAK
+31.87%
+1,520
+0.08%
$233.23
15.76% $269.99
0.32%
NVS
+20.48%
+3,600
+0.08%
$97.29
30.07% $126.55
0.45%
HOLX
+15.63%
+4,000
+0.06%
$72.10
6.91% $67.12
0.46%
PNC
+14.59%
+213
+0.01%
$193.07
7.44% $207.44
0.07%
AAPL
+12.04%
+300
+0.02%
$250.36
7.28% $232.14
0.15%
VOXX
+10.47%
+10,868
+0.02%
$7.38
1.65% $7.50
0.00%
VZ
+5.81%
+630
+0.01%
$40.00
10.58% $44.23
0.10%
BAC
+4.60%
+854
+0.01%
$43.97
15.41% $50.74
0.19%
PEG
+0.53%
+24
+0.00%
$84.44
2.50% $82.33
0.08%
SEB
-0.18%
-16
-0.01%
$2,429.64
63.37% $3,969.20
4.76%
XOM
-2.46%
-352
-0.01%
$107.56
6.26% $114.29
0.33%
AGO
-3.19%
-9,412
-0.18%
$90.01
8.68% $82.20
5.58%
PEP
-5.26%
-100
-0.00%
$152.22
2.35% $148.65
0.06%
CI
-6.06%
-57
-0.00%
$275.72
9.12% $300.87
0.05%
GTX
-7.11%
-1,011
-0.00%
$9.00
44.29% $12.99
0.03%
PTEN
-11.12%
-249,658
-0.45%
$8.26
29.66% $5.81
3.58%
MRK
-12.33%
-71,580
-1.55%
$99.48
15.44% $84.12
11.00%
BAYRY
-12.66%
-653,317
-0.69%
$4.88
68.24% $8.21
4.78%
DIS
-12.93%
-52,419
-1.27%
$111.35
6.31% $118.38
8.54%
OGN
-14.60%
-267,920
-0.87%
$14.92
36.86% $9.42
5.08%
HLN
-16.09%
-38,919
-0.08%
$9.54
-
0.42%
GSK
-16.44%
-174,124
-1.28%
$33.82
17.30% $39.67
6.50%
BMY
-16.45%
-135,856
-1.67%
$56.56
16.58% $47.18
8.48%
ZDGE
-19.14%
-21,083
-0.01%
$2.93
3.60% $3.04
0.06%
C
-23.58%
-279,794
-4.28%
$70.39
37.19% $96.57
13.86%
PFE
-23.66%
-235,935
-1.36%
$26.53
6.67% $24.76
4.39%
BP
-24.98%
-396,850
-2.55%
$29.56
19.18% $35.23
7.65%
GNE
-25.17%
-72,969
-0.25%
$15.59
1.85% $15.30
0.73%
IDT
-27.66%
-91,347
-0.94%
$47.52
34.83% $64.07
2.47%
RFL
-37.42%
-100,135
-0.04%
$1.65
10.98% $1.47
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%
NYCB
-100.00%
-4,207,166
-10.26%
$11.23
6.06% $10.55
0.00%
PIFYF
-100.00%
-129,731
-0.02%
$0.73
41.28% $0.43
0.00%
VTRSV
-100.00%
-13,623
-0.03%
$11.65
-
0.00%
CWEGF
-100.00%
-150,780
-0.17%
$5.31
3.72% $5.51
0.00%
41 of 1,613

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.