Kahn Brothers Group bought 2.16M shares more of MBIA Inc (MBI) in 2026 Q2, according to the 13F-HR/A filed with the SEC on August 17, 2026, a 105% increase in the share count. Kahn Brothers Group now holds 4.21M shares worth about $27.5M, 4.34% of the portfolio against 2.15% a quarter earlier.
What did the 2026 Q2 filing report for MBI?
As of June 30, 2026, from the 13F-HR/A filed August 17, 2026.
| Before | After | |
|---|---|---|
| Shares | 2.06M | 4.21M |
| Shares added | +2.16M (105%) | |
| Reported value | $12.2M | $27.5M |
| Portfolio weight | 2.15% | 4.34% |
| Rank in portfolio | 9th of 48 |
How much did Kahn Brothers Group add to MBI?
Kahn Brothers Group added 2.16M shares of MBI during 2026 Q2, taking the stake from 2.06M to 4.21M. The reported value of the position rose by about $15.3M, from about $12.2M to about $27.5M.
Where does MBI sit in the Kahn Brothers Group portfolio?
MBI ranks 9th of 48 stock positions in the Kahn Brothers Group portfolio at 4.34%, above the fund's average stock position of 2%. The largest stock position is C at 18.5%. Next come BAYRY at 14.12% and FLG at 9.62%. The three largest stocks together are 42.24% of the book. The MBI addition was the 3rd largest of the quarter's 30 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Kahn Brothers Group reported 48 stock positions, with 1 opened and 1 closed. The total portfolio value is about $632.7M, up 12% from the prior quarter.
How long has Kahn Brothers Group held MBI?
Kahn Brothers Group has held MBI since at least the quarter ended June 30, 2013, the start of the filings we track. The fund sold out of the name in 2025 Q1 and came back in 2025 Q3. The weight peaked at 10.8% in 2021 Q4. The fund added to it last quarter as well, by 100%. Every reported trade is on the Kahn Brothers Group MBI trade history page.
FAQ
How many MBI shares did Kahn Brothers Group buy in 2026 Q2?
Kahn Brothers Group added 2.16M shares of MBI, a 105% increase, to 4.21M shares.
What is the MBI position of Kahn Brothers Group worth now?
The MBI position of Kahn Brothers Group is worth about $27.5M at June 30, 2026 prices, 4.34% of the portfolio.
Is MBI a top holding of Kahn Brothers Group?
MBI ranks 9th of 48 stock positions in the Kahn Brothers Group portfolio, at 4.34%.