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 Q2 (39 results)
OBT
buy
+2,860
+0.04%
$53.00
47.89% $27.62
0.04%
DIS
+135.17%
+126,971
+2.12%
$99.29
19.83% $118.98
3.69%
NYCB
+96.54%
+5,998,313
+3.25%
$3.22
227.64% $10.55
6.61%
BAYRY
+41.15%
+1,275,315
+1.51%
$7.04
12.50% $7.92
5.18%
OGN
+40.74%
+480,819
+1.67%
$20.70
53.82% $9.56
5.78%
NVS
+14.07%
+2,168
+0.04%
$106.46
12.40% $119.67
0.31%
MBI
+7.60%
+393,650
+0.36%
$5.49
18.76% $4.46
0.00%
SEB
+1.91%
+173
+0.09%
$3,160.78
4.14% $3,030.02
4.90%
XOM
+1.12%
+159
+0.00%
$115.11
1.91% $112.91
0.28%
C
-0.38%
-3,835
-0.05%
$63.46
42.96% $90.72
12.74%
BMY
-0.57%
-4,733
-0.03%
$41.53
11.80% $46.43
5.77%
RFL
-0.62%
-1,679
-0.00%
$1.44
52.68% $2.20
0.07%
GNE
-0.69%
-1,599
-0.00%
$14.62
47.12% $21.51
0.72%
GSK
-0.99%
-12,383
-0.08%
$38.50
1.77% $37.82
8.03%
CSX
-0.99%
-410
-0.00%
$33.44
0.12% $33.48
0.28%
BP
-1.51%
-21,435
-0.15%
$36.10
11.75% $31.86
9.95%
NAVI
-1.88%
-307
-0.00%
$14.56
0.34% $14.61
0.05%
PFE
-1.98%
-14,202
-0.10%
$27.98
12.04% $24.61
4.71%
VZ
-2.47%
-248
-0.00%
$41.23
0.07% $41.26
0.07%
IDW
-2.60%
-1,704
-0.00%
$0.31
40.25% $0.43
0.00%
HOLX
-3.40%
-697
-0.01%
$74.26
14.81% $63.26
0.32%
ZDGE
-3.46%
-2,483
-0.00%
$3.05
39.95% $4.27
0.06%
MRK
-3.57%
-21,904
-0.46%
$123.80
34.15% $81.52
12.32%
MSFT
-3.94%
-55
-0.01%
$446.96
13.17% $505.82
0.14%
IDT
-4.06%
-14,041
-0.08%
$35.92
63.97% $58.90
2.00%
PNC
-9.61%
-185
-0.00%
$155.75
23.37% $192.14
0.05%
PTEN
-12.50%
-331,478
-0.58%
$10.36
42.76% $5.93
4.04%
JPM
-13.19%
-387
-0.02%
$202.26
41.67% $286.55
0.11%
PG
-15.00%
-300
-0.01%
$164.71
7.30% $152.68
0.05%
VOXX
-38.18%
-1,087,822
-0.58%
$3.16
137.35% $7.50
0.94%
GTX
-43.07%
-9,252
-0.01%
$8.59
28.81% $11.06
0.02%
BAC
-44.44%
-15,064
-0.10%
$39.78
16.00% $46.15
0.13%
HLN
-48.10%
-228,134
-0.32%
$8.26
-
0.34%
CI
-56.77%
-625
-0.07%
$694.47
56.45% $302.44
0.06%
VTRSV
-57.86%
-19,435
-0.03%
$10.66
-
0.03%
AGO
-68.98%
-579,111
-8.68%
$77.15
6.25% $81.97
3.90%
WBS
-78.74%
-77,113
-0.57%
$43.61
32.80% $57.91
0.15%
GBCI
-100.00%
-6,264
-0.04%
$40.23
10.24% $44.35
0.00%
EGLE
-100.00%
-4,460
-0.05%
$62.56
54.87% $28.23
0.00%
39 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.