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%).

2022 Q2 (34 results)
XOM
+45.50%
+6,945
+0.08%
$85.62
64.59% $140.92
0.26%
PG
+40.25%
+644
+0.01%
$143.76
4.66% $150.46
0.04%
VRAY
+38.42%
+450,555
+0.16%
$2.65
-
0.58%
CMCSA
+31.05%
+1,676
+0.01%
$39.29
38.99% $23.97
0.04%
NYCB
+17.78%
+879,008
+1.08%
$9.13
-
7.16%
T
+15.17%
+2,207
+0.01%
$20.95
11.15% $23.29
0.05%
VOXX
+15.02%
+349,542
+0.44%
$9.31
-
3.35%
C
+14.67%
+142,651
+0.88%
$45.99
-
6.90%
ALC
+7.56%
+240
+0.00%
$69.61
4.77% $66.29
0.00%
NVS
+3.13%
+700
+0.01%
$84.51
-
0.26%
NTP
+0.82%
+700
+0.00%
$4.22
-
0.00%
MRK
+0.65%
+4,489
+0.06%
$91.17
26.03% $114.90
8.58%
PFE
+0.53%
+5,517
+0.04%
$52.43
50.41% $26.00
7.39%
IDW
+0.37%
+256
+0.00%
$1.34
-
0.01%
BMY
+0.34%
+3,137
+0.03%
$77.00
26.96% $56.24
9.63%
GSK
+0.32%
+3,597
+0.03%
$54.41
-
8.39%
MBI
+0.15%
+7,159
+0.01%
$12.35
50.12% $6.16
8.04%
TPHS
+0.04%
+625
+0.00%
$1.01
98.02% $0.02
0.20%
IDT
+0.04%
+208
+0.00%
$25.15
-
1.59%
ZDGE
+0.02%
+22
+0.00%
$2.88
12.81% $3.25
0.05%
GNE
+0.02%
+68
+0.00%
$9.16
51.83% $13.91
0.40%
RFL
+0.01%
+34
+0.00%
$1.87
15.47% $2.16
0.07%
SEB
-0.05%
-5
-0.00%
$3,882.54
33.88% $5,198.05
5.18%
WBS
-0.38%
-468
-0.00%
$42.15
76.48% $74.38
0.69%
BP
-0.39%
-8,670
-0.03%
$28.35
-
8.40%
BB
-0.41%
-6,127
-0.00%
$5.39
71.43% $9.24
1.09%
OGN
-1.26%
-846
-0.00%
$33.75
60.17% $13.44
0.30%
AGO
-1.40%
-18,495
-0.14%
$55.79
36.12% $75.94
9.80%
VZ
-9.23%
-1,450
-0.01%
$50.76
7.26% $47.07
0.10%
JPM
-10.32%
-325
-0.00%
$112.57
183.74% $319.40
0.04%
VTRSV
-13.31%
-11,551
-0.02%
$10.47
-
0.11%
NAVI
-16.20%
-4,500
-0.01%
$13.99
43.03% $7.97
0.04%
PTEN
-17.34%
-1,004,840
-2.13%
$15.76
32.36% $10.66
10.16%
NRIM
-100.00%
-4,736
-0.03%
$43.50
42.27% $25.11
0.00%
34 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.