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 Q4 (42 results)
buy
+166,999
+0.00%
$0.00
-
0.00%
PNC
+54.91%
+800
+0.03%
$208.73
9.41% $228.37
0.08%
BX
+53.33%
+800
+0.02%
$154.14
25.17% $115.35
0.06%
BN
+50.00%
+1,690
+0.01%
$45.98
3.00% $44.60
0.00%
JPM
+29.99%
+800
+0.05%
$322.22
3.06% $312.37
0.20%
MSFT
+25.56%
+487
+0.04%
$483.62
13.84% $416.67
0.20%
PEG
+22.08%
+800
+0.01%
$80.30
1.02% $79.48
0.06%
AGO
+20.08%
+520
+0.01%
$89.87
15.91% $75.57
0.00%
XOM
+12.67%
+2,274
+0.05%
$120.34
24.58% $149.92
0.43%
VZ
+12.57%
+910
+0.01%
$40.73
11.39% $45.37
0.06%
TRMLF
+10.45%
+2,550
+0.02%
$44.92
1.78% $45.72
0.21%
CMCSA
+10.11%
+645
+0.00%
$29.89
20.31% $23.82
0.04%
PG
+5.66%
+100
+0.00%
$143.31
2.25% $146.54
0.05%
AAPL
+3.34%
+100
+0.00%
$271.86
13.05% $307.34
0.15%
GOOG
+0.52%
+694
+0.04%
$313.80
16.56% $365.76
7.52%
SEG
+0.48%
+2,806
+0.01%
$19.77
21.09% $23.94
2.05%
OGN
+0.35%
+12,606
+0.02%
$7.17
86.33% $13.36
4.61%
DIS
-0.04%
-155
-0.00%
$113.77
12.36% $99.71
7.95%
C
-0.04%
-382
-0.01%
$116.69
-
18.11%
IDT
-0.09%
-346
-0.00%
$51.21
-
3.55%
MBI
-0.10%
-1,010
-0.00%
$7.16
14.39% $6.13
1.30%
ZDGE
-0.42%
-346
-0.00%
$3.28
3.35% $3.17
0.05%
BAYRY
-0.49%
-32,962
-0.06%
$10.82
-
12.94%
GNE
-0.81%
-1,560
-0.00%
$13.78
1.31% $13.96
0.46%
MRK
-0.84%
-3,647
-0.07%
$105.26
14.75% $120.79
8.02%
WBS
-1.13%
-340
-0.00%
$62.94
14.82% $72.27
0.00%
FBAK
-1.40%
-70
-0.00%
$299.75
7.09% $321.00
0.26%
FLG
-2.78%
-119,540
-0.27%
$12.59
11.36% $14.02
9.31%
HLN
-3.98%
-2,706
-0.00%
$10.11
-
0.12%
BP
-4.35%
-47,205
-0.29%
$34.73
-
6.39%
NVS
-4.52%
-648
-0.02%
$137.87
-
0.33%
SEB
-5.68%
-439
-0.35%
$4,444.82
22.25% $5,433.77
5.73%
BAC
-5.77%
-642
-0.01%
$55.00
2.13% $53.83
0.10%
PTEN
-7.61%
-143,447
-0.16%
$6.11
88.38% $11.51
1.88%
CSX
-7.86%
-3,200
-0.02%
$36.25
29.63% $46.99
0.24%
IBM
-18.57%
-280
-0.01%
$296.21
3.84% $284.84
0.06%
PFE
-21.66%
-153,194
-0.68%
$24.90
4.58% $26.04
2.44%
BMY
-25.75%
-70,138
-0.67%
$53.94
6.17% $57.27
1.93%
GSK
-31.49%
-82,141
-0.71%
$49.04
-
1.55%
AXP
-46.96%
-540
-0.04%
$369.95
16.03% $310.66
0.00%
RFL
-62.66%
-99,428
-0.02%
$1.18
31.36% $1.55
0.01%
AR
-65.02%
-11,600
-0.07%
$34.46
3.19% $35.56
0.00%
42 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.