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 Q4 (36 results)
NTP
buy
+87,300
+0.02%
$1.33
-
0.02%
BAC
+302.21%
+32,361
+0.14%
$33.11
63.17% $54.03
0.19%
CWEGF
+207.37%
+190,780
+0.10%
$4.16
-
0.15%
PEYUF
+50.88%
+17,807
+0.02%
$10.24
80.58% $18.50
0.07%
CMCSA
+16.45%
+1,164
+0.01%
$34.91
31.83% $23.80
0.04%
T
+3.43%
+575
+0.00%
$18.42
22.22% $22.51
0.04%
TPHS
+2.63%
+38,383
+0.00%
$0.74
97.30% $0.02
0.15%
VOXX
+2.47%
+72,525
+0.08%
$8.38
-
3.33%
WBS
+2.12%
+2,429
+0.02%
$47.34
53.29% $72.57
0.73%
IDW
+1.03%
+720
+0.00%
$0.93
-
0.01%
SEB
+0.99%
+98
+0.05%
$3,775.17
44.89% $5,469.98
4.95%
GNE
+0.96%
+3,100
+0.00%
$10.34
36.29% $14.09
0.44%
OGN
+0.59%
+366
+0.00%
$27.92
52.05% $13.39
0.23%
C
+0.49%
+5,741
+0.03%
$45.23
-
6.96%
NYCB
+0.43%
+25,627
+0.03%
$8.60
-
6.75%
ZDGE
+0.30%
+368
+0.00%
$1.76
80.62% $3.18
0.03%
IDT
+0.24%
+1,100
+0.00%
$28.17
-
1.74%
MBI
+0.14%
+6,808
+0.01%
$12.85
52.14% $6.15
8.15%
RFL
-0.28%
-782
-0.00%
$1.87
9.16% $1.70
0.07%
XOM
-0.32%
-48
-0.00%
$110.29
38.03% $152.23
0.22%
MRK
-0.36%
-2,492
-0.04%
$110.95
9.16% $121.11
9.96%
BP
-0.38%
-8,222
-0.04%
$34.93
-
9.96%
PFE
-0.39%
-4,047
-0.03%
$51.24
49.36% $25.95
7.00%
VTRSV
-0.39%
-288
-0.00%
$11.13
-
0.11%
BMY
-1.09%
-10,092
-0.10%
$71.95
20.96% $56.87
8.66%
AGO
-1.70%
-21,264
-0.17%
$62.26
21.46% $75.62
10.09%
VRAY
-1.81%
-30,000
-0.02%
$4.48
-
0.96%
VZ
-2.17%
-310
-0.00%
$39.42
14.96% $45.31
0.07%
HLN
-2.21%
-31,935
-0.03%
$8.00
-
1.49%
PTEN
-2.86%
-131,457
-0.29%
$16.84
28.86% $11.98
9.91%
BB
-3.79%
-55,970
-0.02%
$3.26
199.41% $9.76
0.61%
HOLX
-5.00%
-1,600
-0.02%
$74.81
-
0.30%
GSK
-5.98%
-78,033
-0.36%
$35.14
-
5.68%
NVS
-6.50%
-1,500
-0.02%
$90.73
-
0.26%
NAVI
-14.66%
-4,000
-0.01%
$16.45
51.98% $7.90
0.05%
DB
-100.00%
-10,000
-0.01%
$7.40
328.38% $31.70
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.