Kahn Brothers Group sold 2.87M shares of Organon & Co (OGN) in 2026 Q2, according to the 13F-HR/A filed with the SEC on August 17, 2026, 52% of the position. What remains is 2.67M shares worth about $36.2M, 5.72% of the portfolio against 5.88% a quarter earlier.
What did the 2026 Q2 filing report for OGN?
As of June 30, 2026, from the 13F-HR/A filed August 17, 2026.
| Before | After | |
|---|---|---|
| Shares | 5.54M | 2.67M |
| Shares sold | -2.87M (52%) | |
| Reported value | $33.2M | $36.2M |
| Portfolio weight | 5.88% | 5.72% |
| Rank in portfolio | 6th of 48 |
How much did Kahn Brothers Group cut OGN?
Kahn Brothers Group sold 2.87M shares of OGN during 2026 Q2, cutting the stake from 5.54M to 2.67M.
Where does OGN sit in the Kahn Brothers Group portfolio?
OGN ranks 6th of 48 stock positions in the Kahn Brothers Group portfolio at 5.72%, above the fund's average stock position of 2%. The OGN cut was the largest of the quarter's 30 position changes by percent change to portfolio. 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. 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 OGN?
Kahn Brothers Group first reported OGN in the quarter ended June 30, 2021. The weight peaked at 7.51% in 2025 Q1. Last quarter the fund had added to the position by 53%, so the cut reverses the prior move. Every reported trade is on the Kahn Brothers Group OGN trade history page.
FAQ
How many OGN shares did Kahn Brothers Group sell in 2026 Q2?
Kahn Brothers Group sold 2.87M shares of OGN, 52% of the position, leaving 2.67M shares.
What remains of the OGN position of Kahn Brothers Group?
Kahn Brothers Group still holds 2.67M shares of OGN, worth about $36.2M at June 30, 2026 prices.
How much of the Kahn Brothers Group portfolio is OGN now?
OGN is 5.72% of the Kahn Brothers Group portfolio, down from 5.88% a quarter earlier.