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 Q2 (39 results)
OBT
buy
+4,000
+0.04%
$53.00
36.94% $33.42
0.04%
DIS
+135.17%
+126,971
+2.12%
$99.29
0.10% $99.39
3.69%
NYCB
+96.54%
+5,998,313
+3.25%
$3.22
-
6.61%
BAYRY
+41.15%
+1,275,315
+1.51%
$7.04
-
5.18%
OGN
+40.74%
+480,819
+1.67%
$20.70
35.27% $13.40
5.78%
NVS
+14.07%
+2,168
+0.04%
$106.46
-
0.31%
MBI
+7.60%
+393,650
+0.36%
$5.49
3.83% $5.70
0.00%
SEB
+1.91%
+173
+0.09%
$3,160.78
66.35% $5,258.10
4.90%
XOM
+1.12%
+159
+0.00%
$115.11
32.51% $152.53
0.28%
C
-0.38%
-4,594
-0.05%
$63.46
-
12.74%
BMY
-0.57%
-4,733
-0.03%
$41.53
31.76% $54.72
5.77%
RFL
-0.62%
-1,679
-0.00%
$1.44
6.31% $1.35
0.07%
GNE
-0.69%
-2,025
-0.00%
$14.62
7.80% $13.48
0.72%
CSX
-0.99%
-500
-0.00%
$33.44
38.87% $46.44
0.28%
GSK
-0.99%
-12,383
-0.08%
$38.50
-
8.03%
BP
-1.51%
-25,218
-0.15%
$36.10
-
9.95%
NAVI
-1.88%
-421
-0.00%
$14.56
48.90% $7.44
0.05%
PFE
-1.98%
-20,289
-0.10%
$27.98
9.43% $25.34
4.71%
VZ
-2.47%
-248
-0.00%
$41.23
13.14% $46.65
0.07%
IDW
-2.60%
-1,704
-0.00%
$0.31
-
0.00%
HOLX
-3.40%
-900
-0.01%
$74.26
-
0.32%
ZDGE
-3.46%
-3,974
-0.00%
$3.05
2.92% $3.14
0.06%
MRK
-3.57%
-21,904
-0.46%
$123.80
7.35% $114.70
12.32%
MSFT
-3.94%
-75
-0.01%
$446.96
4.39% $427.34
0.14%
IDT
-4.06%
-14,041
-0.08%
$35.92
-
2.00%
PNC
-9.61%
-185
-0.00%
$155.75
40.14% $218.27
0.05%
PTEN
-12.50%
-331,478
-0.58%
$10.36
15.93% $12.01
4.04%
JPM
-13.19%
-510
-0.02%
$202.26
48.74% $300.85
0.11%
PG
-15.00%
-300
-0.01%
$164.71
14.88% $140.19
0.05%
VOXX
-38.18%
-1,087,822
-0.58%
$3.16
-
0.94%
GTX
-43.07%
-9,252
-0.01%
$8.59
276.66% $32.34
0.02%
BAC
-44.44%
-15,064
-0.10%
$39.78
31.71% $52.40
0.13%
HLN
-48.10%
-228,134
-0.32%
$8.26
-
0.34%
CI
-56.77%
-625
-0.07%
$694.47
61.02% $270.73
0.06%
VTRSV
-57.86%
-19,435
-0.03%
$10.66
-
0.03%
AGO
-68.98%
-669,493
-8.68%
$77.15
3.71% $74.29
3.90%
WBS
-78.74%
-77,113
-0.57%
$43.61
65.48% $72.16
0.15%
EGLE
-100.00%
-4,460
-0.05%
$62.56
-
0.00%
GBCI
-100.00%
-6,264
-0.04%
$40.23
14.37% $46.01
0.00%
39 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.