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
+4,000
+0.04%
$53.00
52.28% $25.29
0.04%
DIS
+135.17%
+126,971
+2.12%
$99.29
10.79% $110.00
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
0.99% $6.97
5.18%
OGN
+40.74%
+480,819
+1.67%
$20.70
59.42% $8.40
5.78%
NVS
+14.07%
+2,168
+0.04%
$106.46
5.89% $112.73
0.31%
MBI
+7.60%
+393,650
+0.36%
$5.49
21.13% $4.33
0.00%
SEB
+1.91%
+173
+0.09%
$3,160.78
17.57% $2,605.50
4.90%
XOM
+1.12%
+159
+0.00%
$115.11
10.89% $102.57
0.28%
C
-0.38%
-4,594
-0.05%
$63.46
14.97% $72.96
12.74%
BMY
-0.57%
-4,733
-0.03%
$41.53
12.67% $46.79
5.77%
RFL
-0.62%
-1,679
-0.00%
$1.44
8.39% $1.32
0.07%
GNE
-0.69%
-2,025
-0.00%
$14.62
30.50% $19.08
0.72%
CSX
-0.99%
-500
-0.00%
$33.44
8.34% $30.65
0.28%
GSK
-0.99%
-12,383
-0.08%
$38.50
0.39% $38.65
8.03%
BP
-1.51%
-25,218
-0.15%
$36.10
19.97% $28.89
9.95%
NAVI
-1.88%
-421
-0.00%
$14.56
9.13% $13.23
0.05%
PFE
-1.98%
-20,289
-0.10%
$27.98
17.23% $23.16
4.71%
VZ
-2.47%
-248
-0.00%
$41.23
4.85% $43.23
0.07%
IDW
-2.60%
-1,704
-0.00%
$0.31
40.25% $0.43
0.00%
HOLX
-3.40%
-900
-0.01%
$74.26
27.63% $53.74
0.32%
ZDGE
-3.46%
-3,974
-0.00%
$3.05
24.94% $2.29
0.06%
MRK
-3.57%
-21,904
-0.46%
$123.80
37.56% $77.30
12.32%
MSFT
-3.94%
-75
-0.01%
$446.96
0.93% $451.12
0.14%
IDT
-4.06%
-14,041
-0.08%
$35.92
70.12% $61.11
2.00%
PNC
-9.61%
-185
-0.00%
$155.75
10.17% $171.58
0.05%
PTEN
-12.50%
-331,478
-0.58%
$10.36
45.46% $5.65
4.04%
JPM
-13.19%
-510
-0.02%
$202.26
28.67% $260.25
0.11%
PG
-15.00%
-300
-0.01%
$164.71
0.27% $165.15
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
28.70% $11.05
0.02%
BAC
-44.44%
-15,064
-0.10%
$39.78
8.59% $43.20
0.13%
HLN
-48.10%
-228,134
-0.32%
$8.26
-
0.34%
CI
-56.77%
-625
-0.07%
$694.47
54.91% $313.17
0.06%
VTRSV
-57.86%
-19,435
-0.03%
$10.66
-
0.03%
AGO
-68.98%
-669,493
-8.68%
$77.15
9.41% $84.41
3.90%
WBS
-78.74%
-77,113
-0.57%
$43.61
17.20% $51.11
0.15%
EGLE
-100.00%
-4,460
-0.05%
$62.56
0.10% $62.62
0.00%
GBCI
-100.00%
-6,264
-0.04%
$40.23
1.59% $40.87
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.