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Kahn Brothers — 13F History

Kahn Brothers Group IncCIK 0001039565Form 13F-HR on EDGAR
Portfolio value$632.7M
Positions48
QuarterQ2 2026ended 2026-06-30
Filed08/172026

Every 13F on file since Q2 2013: what Kahn Brothers bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q2 2026$632.7M · 48 stocks · filed Aug 17, 2026
1 bought12 added16 reduced1 sold
reduced −52% OGNadded +117% Zadded +105% MBIreduced −8% SEBreduced −5% DISreduced −6% IDT
Q1 2026$564.1M · 48 stocks · filed May 8, 2026
1 bought4 added31 reduced7 sold
reduced −47% MRKbought Zreduced −40% BPadded +53% OGNreduced −19% SEBadded +52% SEG
Q4 2025$564.7M · 54 stocks · filed Feb 12, 2026
1 bought16 added25 reduced0 sold
reduced −31% GSKreduced −22% PFEreduced −26% BMYreduced −6% SEBreduced −4% BPreduced −3% FLG
Q3 2025$531.8M · 53 stocks · filed Nov 12, 2025
5 bought5 added27 reduced2 sold
reduced −60% GSKadded +90% GOOGbought SEGreduced −51% BMYbought MBIreduced −12% MRK
Q2 2025$497.9M · 50 stocks · filed Aug 14, 2025
7 bought12 added17 reduced12 sold
sold GSK PLCbought GSKreduced −76% AGOadded +40% OGNbought GOOGadded +13% DIS
Q1 2025$494.5M · 55 stocks · filed May 15, 2025
6 bought6 added30 reduced3 sold
added +59% OGNadded +46% BAYRYreduced −35% AGOadded +18% FLGadded +53% IDTreduced −13% BMY
Q4 2024$460.4M · 52 stocks · filed Feb 14, 2025
3 bought10 added24 reduced4 sold
sold NYCBEURbought FLGreduced −24% Creduced −25% BPreduced −16% BMYreduced −12% MRK
Q3 2024$580.6M · 53 stocks · filed Nov 13, 2024
3 bought11 added23 reduced2 sold
reduced −66% NYCBEURsold MBIadded +84% DISreduced −94% VOXXGUSDreduced −15% GSK PLCadded +18% BAYRY
Q2 2024$595.0M · 52 stocks · filed Aug 14, 2024
1 bought8 added28 reduced2 sold
reduced −69% AGOadded +97% NYCBEURadded +135% DISadded +41% OGNadded +41% BAYRYreduced −38% VOXXGUSD
Q1 2024$674.4M · 53 stocks · filed May 15, 2024
13 bought6 added27 reduced3 sold
added +3242% OGNadded +335% BAYRYbought DISreduced −24% PTENsold BBadded +7% MBI
Q4 2023$634.8M · 43 stocks · filed Feb 13, 2024
1 bought6 added28 reduced1 sold
bought BAYRYreduced −37% HLNreduced −3% AGOreduced −3% BPreduced −5% SEBreduced −2% MRK
Q3 2023$640.9M · 43 stocks · filed Nov 13, 2023
2 bought7 added24 reduced2 sold
reduced −5% PTENreduced −4% BPreduced −19% HLNbought CSXreduced −2% BMYreduced −2% MRK

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.