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%).

2025 Q3 (39 results)
NVDA
buy
+1,740
+0.06%
$186.66
11.78% $208.64
0.06%
MBI
buy
+1,029,794
+1.44%
$7.45
20.67% $5.91
1.44%
SEG
buy
+583,364
+2.51%
$22.92
3.75% $23.78
2.51%
AXP
buy
+1,150
+0.07%
$332.16
5.98% $312.30
0.07%
BN
buy
+3,380
+0.04%
$68.64
35.56% $44.23
0.04%
GOOG
+89.51%
+63,631
+2.91%
$243.55
48.29% $361.17
6.17%
OGN
+3.63%
+126,695
+0.25%
$10.68
25.37% $13.39
7.26%
BAYRY
+0.87%
+58,350
+0.09%
$8.29
-
10.58%
DIS
+0.53%
+2,074
+0.04%
$114.50
13.65% $98.87
8.49%
WBS
+0.28%
+84
+0.00%
$59.44
21.72% $72.35
0.34%
FLG
-0.56%
-24,413
-0.05%
$11.55
21.99% $14.09
9.33%
IDT
-1.06%
-4,207
-0.04%
$52.31
-
3.86%
C
-1.13%
-10,028
-0.19%
$101.50
-
16.73%
PEYUF
-1.39%
-450
-0.00%
$13.03
41.58% $18.45
0.08%
RFL
-1.46%
-2,358
-0.00%
$1.36
19.85% $1.63
0.04%
PTEN
-1.68%
-32,200
-0.03%
$5.18
129.73% $11.90
1.84%
PIFYF
-1.89%
-10,000
-0.00%
$0.45
0.62% $0.45
0.04%
ZDGE
-2.21%
-1,877
-0.00%
$2.91
7.56% $3.13
0.05%
CVX
-2.44%
-50
-0.00%
$155.29
21.86% $189.24
0.06%
PNC
-2.67%
-40
-0.00%
$200.93
13.04% $227.14
0.06%
PFE
-3.26%
-23,845
-0.11%
$25.48
0.55% $25.62
3.39%
GNE
-3.58%
-7,127
-0.02%
$14.95
5.69% $14.10
0.54%
JPM
-3.86%
-107
-0.01%
$315.43
1.37% $311.11
0.16%
BP
-3.88%
-43,765
-0.28%
$34.46
-
7.03%
VZ
-6.20%
-478
-0.00%
$43.95
3.39% $45.44
0.06%
XOM
-6.27%
-1,200
-0.03%
$112.75
34.59% $151.75
0.38%
BAC
-6.40%
-761
-0.01%
$51.59
3.95% $53.63
0.11%
SEB
-10.43%
-899
-0.62%
$3,647.00
39.93% $5,103.41
5.30%
MRK
-11.56%
-56,715
-0.90%
$83.93
42.40% $119.52
6.85%
TRMLF
-12.70%
-3,550
-0.03%
$43.14
6.28% $45.85
0.20%
FBAK
-20.67%
-1,300
-0.07%
$272.00
17.65% $320.00
0.26%
NVS
-22.44%
-4,145
-0.10%
$128.24
-
0.35%
AR
-28.36%
-7,064
-0.04%
$33.56
5.84% $35.52
0.11%
HLN
-42.56%
-50,410
-0.09%
$8.97
-
0.11%
BMY
-50.55%
-278,349
-2.36%
$45.10
23.22% $55.57
2.31%
GSK
-60.47%
-399,035
-3.24%
$43.16
-
2.12%
AGO
-94.11%
-41,396
-0.66%
$84.65
11.61% $74.82
0.04%
AIG
-100.00%
-2,349
-0.04%
$85.59
13.42% $74.10
0.00%
-100.00%
-166,999
-0.00%
$0.04
-
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.