Skip to content
DISCOUNT! Back-to-Work Campaign: 50% off Yearly plans through September. Use code YEAR50

Kahn Brothers Group increased its ZG position by 117%, from 4% to 5.89% of the portfolio.

Now holds 1,182,261 shares worth $37.26M.
Published · Based on SEC filings

Medium impact
Major add
2026 Q2

Kahn Brothers Group bought 637K shares more of Zillow Group Inc (ZG) in 2026 Q2, according to the 13F-HR/A filed with the SEC on August 17, 2026, a 117% increase in the share count. Kahn Brothers Group now holds 1.18M shares worth about $37.3M, 5.89% of the portfolio against 4% a quarter earlier.

What did the 2026 Q2 filing report for ZG?

As of June 30, 2026, from the 13F-HR/A filed August 17, 2026.

Before After
Shares 545K 1.18M
Shares added +637K (117%)
Reported value $22.6M $37.3M
Portfolio weight 4% 5.89%
Rank in portfolio 5th of 48

How much did Kahn Brothers Group add to ZG?

Kahn Brothers Group added 637K shares of ZG during 2026 Q2, taking the stake from 545K to 1.18M. The reported value of the position rose by about $14.7M, from about $22.6M to about $37.3M.

Where does ZG sit in the Kahn Brothers Group portfolio?

ZG ranks 5th of 48 stock positions in the Kahn Brothers Group portfolio at 5.89%, above the fund's average stock position of 2%. The ZG addition was the 2nd 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.

Kahn Brothers Group buys and sells, 2026 Q2

How long has Kahn Brothers Group held ZG?

Kahn Brothers Group first reported ZG in the quarter ended March 31, 2026. Every reported trade is on the Kahn Brothers Group ZG trade history page.

Kahn Brothers Group shares of ZG by quarter

Did other funds buy or sell ZG in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 17, 2026, 2 hold ZG. Of those, 1 trimmed the position this quarter and none added. The largest buyer of ZG this quarter was Quincy Lee. The largest sellers were Chase Coleman III and Independent Franchise Partners. Every tracked holder of ZG is on the ZG ownership page.

FAQ

How many ZG shares did Kahn Brothers Group buy in 2026 Q2?

Kahn Brothers Group added 637K shares of ZG, a 117% increase, to 1.18M shares.

What is the ZG position of Kahn Brothers Group worth now?

The ZG position of Kahn Brothers Group is worth about $37.3M at June 30, 2026 prices, 5.89% of the portfolio.

Is ZG a top holding of Kahn Brothers Group?

ZG ranks 5th of 48 stock positions in the Kahn Brothers Group portfolio, at 5.89%.

Did other funds add to ZG in 2026 Q2?

Among the 2 other tracked funds that hold ZG, none added to it in 2026 Q2 and 1 trimmed it.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Amelia Ingram
Amelia Ingram
Valuesider analyst