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 Q1 (45 results)
AIG
buy
+2,349
+0.04%
$86.85
16.46% $72.55
0.04%
WEYS
buy
+7,197
+0.04%
$30.43
12.06% $34.10
0.00%
COF
buy
+1,971
+0.07%
$179.10
0.82% $177.62
0.00%
WRLC
buy
+569
+0.05%
$455.18
17.53% $535.00
0.05%
BX
buy
+1,500
+0.04%
$140.00
21.23% $110.28
0.04%
CVX
buy
+2,053
+0.07%
$167.07
13.55% $189.71
0.07%
OGN
+59.09%
+926,111
+2.79%
$14.89
10.01% $13.40
7.51%
IDT
+53.02%
+126,655
+1.31%
$51.31
-
3.79%
BAYRY
+45.88%
+2,067,470
+2.52%
$6.02
-
8.00%
SEIC
+28.15%
+1,449
+0.02%
$77.62
12.09% $87.01
0.10%
FLG
+18.46%
+657,285
+1.54%
$11.62
18.50% $13.77
9.91%
NVS
+3.44%
+728
+0.02%
$111.50
-
0.49%
TRMLF
-0.57%
-99
-0.00%
$48.23
2.26% $47.14
0.17%
WBS
-0.74%
-242
-0.00%
$51.56
39.95% $72.16
0.34%
XOM
-1.12%
-156
-0.00%
$118.90
28.28% $152.53
0.33%
DIS
-1.37%
-4,851
-0.10%
$98.70
0.70% $99.39
6.95%
TPHS
-2.14%
-12,952
-0.00%
$0.05
59.18% $0.02
0.00%
SEB
-2.14%
-193
-0.11%
$2,697.08
94.96% $5,258.10
4.81%
CSX
-2.19%
-1,089
-0.01%
$29.43
57.81% $46.44
0.29%
JPM
-2.88%
-85
-0.00%
$245.38
22.61% $300.85
0.14%
PTEN
-2.96%
-59,111
-0.10%
$8.22
46.10% $12.01
3.22%
RFL
-3.09%
-5,169
-0.00%
$1.87
27.75% $1.35
0.06%
MRK
-3.27%
-16,633
-0.30%
$89.76
27.78% $114.70
8.94%
C
-3.31%
-29,976
-0.43%
$70.99
-
12.59%
PEG
-3.32%
-150
-0.00%
$82.30
5.53% $77.75
0.07%
PFE
-3.40%
-25,901
-0.13%
$25.34
0.00% $25.34
3.77%
BP
-3.53%
-42,063
-0.29%
$33.79
-
7.86%
ZDGE
-3.87%
-3,444
-0.00%
$2.34
34.46% $3.14
0.04%
CI
-4.86%
-43
-0.00%
$329.00
17.71% $270.73
0.00%
IDW
-5.40%
-2,079
-0.00%
$0.31
-
0.00%
NAVI
-6.36%
-1,400
-0.00%
$12.63
41.09% $7.44
0.05%
GNE
-6.61%
-14,336
-0.04%
$15.05
10.42% $13.48
0.62%
GTX
-6.81%
-900
-0.00%
$8.36
286.76% $32.34
0.00%
GSK
-7.06%
-62,481
-0.49%
$38.74
-
0.00%
HLN
-9.22%
-18,724
-0.04%
$10.29
-
0.38%
PNC
-10.52%
-176
-0.01%
$175.68
24.24% $218.27
0.05%
BAC
-11.09%
-2,155
-0.02%
$41.76
25.49% $52.40
0.15%
BMY
-13.45%
-92,824
-1.14%
$60.99
10.28% $54.72
7.37%
AR
-17.41%
-5,250
-0.04%
$40.43
9.65% $36.53
0.20%
VZ
-31.48%
-3,613
-0.03%
$45.40
2.75% $46.65
0.07%
HOLX
-33.23%
-9,834
-0.12%
$61.78
-
0.00%
AGO
-35.00%
-99,942
-1.78%
$88.10
16.93% $73.19
3.31%
VOXX
-100.00%
-114,676
-0.17%
$7.38
-
0.00%
MBI
-100.00%
-10,600
-0.01%
$6.46
11.76% $5.70
0.00%
OBT
-100.00%
-4,000
-0.04%
$55.50
39.78% $33.42
0.00%
45 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.