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%).

2023 Q4 (36 results)
BAYRY
buy
+712,500
+1.04%
$9.23
12.45% $8.08
1.04%
T
+152.25%
+10,102
+0.03%
$16.79
60.49% $26.95
0.00%
BAC
+7.65%
+2,912
+0.02%
$33.66
36.73% $46.03
0.22%
VZ
+4.84%
+596
+0.00%
$37.68
9.48% $41.25
0.08%
TPHS
+2.77%
+41,085
+0.00%
$0.11
64.03% $0.04
0.03%
CMCSA
+2.20%
+138
+0.00%
$43.79
21.45% $34.40
0.00%
MBI
+0.42%
+20,222
+0.02%
$6.12
25.98% $4.53
4.66%
JPM
-0.02%
-1
-0.00%
$170.07
68.06% $285.82
0.15%
CSX
-0.21%
-108
-0.00%
$34.68
4.09% $33.26
0.27%
ZDGE
-0.39%
-457
-0.00%
$2.35
84.82% $4.35
0.04%
NTP
-0.42%
-360
-0.00%
$4.75
11.10% $4.22
0.06%
RFL
-0.42%
-1,121
-0.00%
$1.83
15.85% $2.12
0.08%
C
-0.52%
-3,884
-0.05%
$51.44
75.00% $90.02
9.80%
VOXX
-0.52%
-14,295
-0.03%
$10.68
29.77% $7.50
4.84%
IDT
-0.56%
-1,971
-0.01%
$34.12
69.38% $57.80
1.87%
GNE
-0.56%
-1,672
-0.01%
$28.13
23.39% $21.55
1.31%
XOM
-1.39%
-214
-0.00%
$99.98
12.25% $112.23
0.24%
GSK
-1.78%
-22,807
-0.13%
$37.06
3.29% $38.28
7.35%
IDW
-1.81%
-677
-0.00%
$0.45
3.72% $0.43
0.00%
BMY
-2.09%
-17,783
-0.14%
$51.31
8.07% $47.17
6.74%
NYCB
-2.13%
-133,885
-0.22%
$10.23
3.13% $10.55
9.93%
MRK
-2.23%
-7,696
-0.24%
$109.02
24.39% $82.43
10.73%
PFE
-2.85%
-30,078
-0.14%
$28.79
14.52% $24.61
4.65%
BP
-3.37%
-37,661
-0.33%
$35.40
9.83% $31.92
9.56%
AGO
-3.40%
-22,424
-0.41%
$74.83
10.02% $82.33
11.64%
PTEN
-3.84%
-139,721
-0.24%
$10.80
45.19% $5.92
5.96%
WBS
-5.02%
-5,339
-0.04%
$50.76
15.14% $58.44
0.81%
SEB
-5.39%
-511
-0.29%
$3,570.15
14.77% $3,043.01
5.04%
BB
-8.93%
-123,232
-0.07%
$3.54
14.11% $4.04
0.00%
NVS
-16.29%
-3,515
-0.06%
$100.99
17.21% $118.37
0.29%
VTRSV
-24.11%
-16,632
-0.03%
$10.83
-
0.09%
CVX
-24.63%
-800
-0.02%
$149.10
0.55% $149.92
0.06%
OGN
-31.23%
-8,178
-0.04%
$14.42
33.22% $9.63
0.08%
HLN
-37.46%
-220,469
-0.50%
$8.23
-
0.84%
VRAY
-82.25%
-1,683,303
-0.00%
$0.00
0.00% $0.03
0.00%
STAYX
-100.00%
-3,860
-0.06%
$60.30
85.24% $8.90
0.00%
36 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.