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%).

2025 Q2 (47 results)
CMCSA
buy
+6,380
+0.05%
$35.69
34.10% $23.52
0.05%
buy
+166,999
+0.00%
$0.04
-
0.00%
PIFYF
buy
+530,000
+0.05%
$0.46
2.56% $0.45
0.05%
GOOG
buy
+71,091
+1.32%
$92.76
283.45% $355.68
1.32%
GSK
buy
+659,872
+5.09%
$38.40
-
5.09%
OBT
buy
+8,000
+0.04%
$25.84
29.33% $33.42
0.04%
PEYUF
+63.11%
+12,500
+0.04%
$14.26
30.47% $18.60
0.09%
TRMLF
+62.47%
+10,750
+0.10%
$48.16
2.11% $47.14
0.27%
OGN
+39.98%
+996,766
+1.94%
$9.68
38.43% $13.40
6.78%
XOM
+38.54%
+5,325
+0.12%
$107.80
41.49% $152.53
0.41%
DIS
+12.72%
+44,275
+1.10%
$124.01
19.85% $99.39
9.77%
IDT
+8.49%
+31,028
+0.43%
$68.32
-
5.44%
AAPL
+7.16%
+200
+0.01%
$205.17
51.25% $310.31
0.12%
PG
+3.94%
+67
+0.00%
$159.32
12.01% $140.19
0.06%
MSFT
+3.59%
+66
+0.01%
$497.41
14.09% $427.34
0.19%
FLG
+2.47%
+104,179
+0.22%
$10.60
29.91% $13.77
9.20%
BAYRY
+2.36%
+155,210
+0.24%
$7.54
-
10.19%
C
+1.13%
+9,885
+0.17%
$85.12
-
15.16%
MRK
-0.37%
-1,810
-0.03%
$79.16
44.90% $114.70
7.80%
PFE
-0.57%
-4,200
-0.02%
$24.24
4.54% $25.34
3.56%
RFL
-0.78%
-1,260
-0.00%
$1.73
21.97% $1.35
0.06%
ZDGE
-0.98%
-840
-0.00%
$4.01
21.70% $3.14
0.07%
PTEN
-1.01%
-19,600
-0.02%
$5.93
102.53% $12.01
2.28%
GNE
-1.78%
-3,609
-0.02%
$26.88
49.85% $13.48
1.07%
BP
-1.79%
-20,595
-0.12%
$29.93
-
6.79%
VZ
-1.88%
-148
-0.00%
$43.27
7.81% $46.65
0.07%
SEB
-2.29%
-202
-0.12%
$2,861.20
83.77% $5,258.10
4.95%
JPM
-3.14%
-90
-0.01%
$289.91
3.77% $300.85
0.16%
WBS
-6.71%
-2,165
-0.02%
$54.60
32.16% $72.16
0.33%
BMY
-7.82%
-46,745
-0.43%
$46.29
18.21% $54.72
5.12%
NVS
-15.69%
-3,438
-0.08%
$121.01
-
0.45%
CSX
-16.42%
-8,000
-0.05%
$32.63
42.32% $46.44
0.27%
PEG
-17.15%
-750
-0.01%
$84.18
7.64% $77.75
0.06%
BAC
-31.19%
-5,388
-0.05%
$47.32
10.74% $52.40
0.11%
HLN
-35.74%
-65,872
-0.14%
$10.37
-
0.25%
AGO
-76.30%
-141,645
-2.48%
$87.10
14.71% $74.29
0.77%
COF
-100.00%
-1,971
-0.07%
$179.10
0.82% $177.62
0.00%
WEYS
-100.00%
-7,197
-0.04%
$30.43
12.06% $34.10
0.00%
NTP
-100.00%
-36,040
-0.04%
$5.66
-
0.00%
HOLX
-100.00%
-19,757
-0.25%
$61.78
-
0.00%
CI
-100.00%
-841
-0.06%
$329.00
17.71% $270.73
0.00%
TPHS
-100.00%
-591,466
-0.01%
$0.05
59.18% $0.02
0.00%
IDW
-100.00%
-36,419
-0.00%
$0.31
-
0.00%
GTX
-100.00%
-12,318
-0.02%
$8.36
286.76% $32.34
0.00%
VRAY
-100.00%
-353,744
-0.00%
$0.00
-
0.00%
LWAY
-100.00%
-10,000
-0.05%
$24.40
5.57% $23.04
0.00%
GSK
-100.00%
-822,227
-6.40%
$38.74
-
0.00%
47 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.