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%).

2024 Q4 (41 results)
MBI
buy
+10,600
+0.01%
$6.46
11.76% $5.70
0.00%
TRMLF
buy
+17,308
+0.17%
$46.28
1.86% $47.14
0.17%
FLG
buy
+3,559,701
+7.21%
$9.33
47.59% $13.77
7.21%
WBS
+51.59%
+11,059
+0.13%
$55.21
30.71% $72.16
0.39%
FBAK
+31.87%
+1,520
+0.08%
$233.23
41.49% $330.00
0.32%
NVS
+20.48%
+3,600
+0.08%
$97.29
-
0.45%
HOLX
+15.63%
+4,000
+0.06%
$72.10
-
0.46%
PNC
+14.59%
+213
+0.01%
$193.07
13.05% $218.27
0.07%
AAPL
+12.04%
+300
+0.02%
$250.36
23.93% $310.26
0.15%
VOXX
+10.47%
+10,868
+0.02%
$7.38
-
0.00%
VZ
+5.81%
+630
+0.01%
$40.00
16.64% $46.65
0.10%
BAC
+4.60%
+854
+0.01%
$43.97
19.18% $52.40
0.19%
PEG
+0.53%
+24
+0.00%
$84.44
7.92% $77.75
0.08%
SEB
-0.18%
-16
-0.01%
$2,429.64
116.42% $5,258.10
4.76%
XOM
-2.46%
-352
-0.01%
$107.56
41.81% $152.53
0.33%
AGO
-3.19%
-9,412
-0.18%
$90.01
18.69% $73.19
5.58%
PEP
-5.26%
-100
-0.00%
$152.22
6.36% $142.54
0.06%
CI
-6.06%
-57
-0.00%
$275.72
1.81% $270.73
0.05%
GTX
-7.11%
-1,011
-0.00%
$9.00
259.22% $32.34
0.03%
PTEN
-11.12%
-249,658
-0.45%
$8.26
45.40% $12.01
3.58%
MRK
-12.33%
-71,580
-1.55%
$99.48
15.30% $114.70
11.00%
BAYRY
-12.66%
-653,317
-0.69%
$4.88
-
4.78%
DIS
-12.93%
-52,419
-1.27%
$111.35
10.74% $99.39
8.54%
OGN
-14.60%
-267,920
-0.87%
$14.92
10.19% $13.40
5.08%
HLN
-16.09%
-38,919
-0.08%
$9.54
-
0.42%
GSK
-16.44%
-174,124
-1.28%
$33.82
-
6.50%
BMY
-16.45%
-135,856
-1.67%
$56.56
3.25% $54.72
8.48%
ZDGE
-19.14%
-21,083
-0.01%
$2.93
7.00% $3.14
0.06%
C
-23.58%
-279,794
-4.28%
$70.39
-
13.86%
PFE
-23.66%
-235,935
-1.36%
$26.53
4.49% $25.34
4.39%
BP
-24.98%
-396,850
-2.55%
$29.56
-
7.65%
GNE
-25.17%
-72,969
-0.25%
$15.59
13.53% $13.48
0.73%
IDT
-27.66%
-91,347
-0.94%
$47.52
-
2.47%
RFL
-37.42%
-100,135
-0.04%
$1.65
18.25% $1.35
0.06%
IDW
-39.46%
-25,091
-0.00%
$0.30
-
0.00%
NTP
-57.52%
-48,790
-0.05%
$4.74
-
0.04%
TPHS
-60.36%
-920,272
-0.01%
$0.07
70.01% $0.02
0.01%
VTRSV
-100.00%
-13,623
-0.03%
$11.65
-
0.00%
CWEGF
-100.00%
-150,780
-0.17%
$5.31
-
0.00%
NYCB
-100.00%
-4,207,166
-10.26%
$11.23
-
0.00%
PIFYF
-100.00%
-129,731
-0.02%
$0.73
38.55% $0.45
0.00%
41 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.