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 Q1 (33 results)
JPM
+36.04%
+1,000
+0.02%
$130.33
123.48% $291.27
0.07%
NYCB
+7.15%
+426,402
+0.55%
$9.04
16.70% $10.55
8.31%
C
+4.20%
+49,021
+0.33%
$46.89
99.30% $93.45
8.22%
GSK
+4.12%
+50,570
+0.26%
$35.58
2.05% $36.31
6.54%
VRAY
-0.16%
-1,427
-0.00%
$3.46
99.13% $0.03
0.81%
TPHS
-0.22%
-1,807
-0.00%
$0.48
91.67% $0.04
0.10%
BB
-0.57%
-5,838
-0.01%
$4.56
14.25% $3.91
0.93%
RFL
-0.66%
-1,848
-0.00%
$1.55
32.78% $2.06
0.06%
VTRSV
-0.72%
-537
-0.00%
$9.61
-
0.10%
PFE
-0.83%
-8,644
-0.05%
$40.80
40.03% $24.47
6.05%
ZDGE
-1.01%
-651
-0.00%
$1.95
127.70% $4.44
0.03%
VOXX
-1.05%
-31,681
-0.06%
$12.33
39.16% $7.50
5.29%
HOLX
-1.15%
-232
-0.00%
$80.71
20.71% $63.99
0.35%
BMY
-1.47%
-13,445
-0.13%
$69.31
31.67% $47.36
8.98%
MRK
-1.49%
-6,450
-0.16%
$106.39
24.84% $79.96
10.29%
NTP
-1.50%
-1,310
-0.00%
$2.10
100.48% $4.22
0.03%
OGN
-1.62%
-614
-0.00%
$23.51
59.77% $9.46
0.21%
IDW
-1.71%
-785
-0.00%
$0.72
40.39% $0.43
0.01%
MBI
-1.72%
-82,720
-0.11%
$9.26
48.27% $4.79
6.31%
HLN
-2.08%
-29,343
-0.03%
$8.14
-
1.62%
WBS
-3.40%
-3,972
-0.02%
$39.42
54.35% $60.85
0.64%
SEB
-3.97%
-395
-0.21%
$3,770.00
18.76% $3,062.57
5.19%
XOM
-4.08%
-421
-0.01%
$109.65
1.71% $107.77
0.22%
VZ
-4.66%
-650
-0.00%
$38.86
5.09% $40.84
0.07%
GNE
-4.70%
-15,315
-0.03%
$13.82
48.40% $20.51
0.62%
AGO
-7.09%
-87,259
-0.63%
$50.27
65.88% $83.39
8.28%
BAC
-7.73%
-2,464
-0.01%
$28.61
65.39% $47.32
0.16%
PTEN
-9.37%
-418,818
-0.71%
$11.70
49.23% $5.94
6.83%
BP
-9.49%
-205,544
-1.12%
$37.94
15.68% $31.99
10.70%
PG
-15.33%
-344
-0.01%
$148.74
4.28% $155.10
0.04%
IDT
-21.90%
-102,698
-0.50%
$34.08
65.22% $56.31
1.80%
T
-61.71%
-10,694
-0.03%
$19.25
39.95% $26.94
0.02%
CMCSA
-82.08%
-6,762
-0.04%
$37.91
8.89% $34.54
0.01%
33 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.