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%).

2023 Q4 (36 results)
BAYRY
buy
+712,500
+1.04%
$9.23
-
1.04%
T
+152.25%
+10,102
+0.03%
$16.79
34.40% $22.57
0.00%
BAC
+7.65%
+2,912
+0.02%
$33.66
60.74% $54.11
0.22%
VZ
+4.84%
+618
+0.00%
$37.68
20.08% $45.24
0.08%
TPHS
+2.77%
+41,085
+0.00%
$0.11
82.01% $0.02
0.03%
CMCSA
+2.20%
+138
+0.00%
$43.79
45.68% $23.79
0.00%
MBI
+0.42%
+20,222
+0.02%
$6.12
1.80% $6.01
4.66%
JPM
-0.02%
-1
-0.00%
$170.07
83.80% $312.60
0.15%
CSX
-0.21%
-108
-0.00%
$34.68
36.05% $47.18
0.27%
ZDGE
-0.39%
-457
-0.00%
$2.35
34.26% $3.16
0.04%
RFL
-0.42%
-1,144
-0.00%
$1.83
2.74% $1.88
0.08%
NTP
-0.42%
-360
-0.00%
$4.75
-
0.06%
VOXX
-0.52%
-15,048
-0.03%
$10.68
-
4.84%
C
-0.52%
-6,316
-0.05%
$51.44
-
9.80%
IDT
-0.56%
-1,971
-0.01%
$34.12
-
1.87%
GNE
-0.56%
-1,672
-0.01%
$28.13
49.30% $14.26
1.31%
XOM
-1.39%
-214
-0.00%
$99.98
48.52% $148.49
0.24%
GSK
-1.78%
-22,807
-0.13%
$37.06
-
7.35%
IDW
-1.81%
-1,220
-0.00%
$0.45
-
0.00%
BMY
-2.09%
-17,783
-0.14%
$51.31
9.22% $56.04
6.74%
NYCB
-2.13%
-133,885
-0.22%
$10.23
-
9.93%
MRK
-2.23%
-14,252
-0.24%
$109.02
9.43% $119.30
10.73%
PFE
-2.85%
-30,078
-0.14%
$28.79
10.73% $25.70
4.65%
BP
-3.37%
-59,780
-0.33%
$35.40
-
9.56%
AGO
-3.40%
-34,767
-0.41%
$74.83
0.81% $75.44
11.64%
PTEN
-3.84%
-139,721
-0.24%
$10.80
6.11% $11.46
5.96%
WBS
-5.02%
-5,339
-0.04%
$50.76
43.02% $72.59
0.81%
SEB
-5.39%
-511
-0.29%
$3,570.15
40.27% $5,007.84
5.04%
BB
-8.93%
-123,232
-0.07%
$3.54
151.38% $8.90
0.00%
NVS
-16.29%
-3,515
-0.06%
$100.99
-
0.29%
VTRSV
-24.11%
-16,632
-0.03%
$10.83
-
0.09%
CVX
-24.63%
-800
-0.02%
$149.10
24.98% $186.35
0.06%
OGN
-31.23%
-16,036
-0.04%
$14.42
6.93% $13.42
0.08%
HLN
-37.46%
-386,789
-0.50%
$8.23
-
0.84%
VRAY
-82.25%
-1,683,303
-0.00%
$0.00
-
0.00%
STAYX
-100.00%
-6,600
-0.06%
$60.30
85.04% $9.02
0.00%
36 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.