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KBG

Kahn Brothers Group Portfolio holdings

AUM $564M
1-Year Est. Return 25.3%
This Fund
S&P 500
This Quarter Est. Return
+3.31%
1 Year Est. Return
+25.3%
3 Year Est. Return
+38.07%
5 Year Est. Return
+72.96%
10 Year Est. Return
+308.37%
AUM
$564M
AUM Growth
-$638K
Cap. Flow
-$15.5M
Cap. Flow %
-2.74%
Top 10 Hldgs %
78.17%
Holding
55
New
1
Increased
4
Reduced
31
Closed
7

Top Buys

Rank Stock Value
1
Z icon
Zillow
Z
+$29M
2
OGN icon
Organon & Co
OGN
+$14.4M
3
MBI icon
MBIA
MBI
+$6.55M
4
SEG
Seaport Entertainment Group
SEG
+$6.41M
5
CMCSA icon
Comcast
CMCSA
+$4.31K

Top Sells

Rank Stock Value
1
MRK icon
Merck
MRK
+$23.4M
2
BP icon
BP
BP
+$16.3M
3
SEB icon
Seaboard Corp
SEB
+$7.09M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.21M
5
C icon
Citigroup
C
+$4.03M

Sector Composition

Rank Sector Weight
1 Healthcare 30.27%
2 Financials 29.42%
3 Communication Services 20.01%
4 Energy 9.1%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
C icon
1
Citigroup
C
$217B
$95.4M 16.91%
840,897
-35,381
-4% -$4.03M
BAY
2
DELISTED
BAYER AG SPONS ADR
BAY
$74.8M 13.26%
6,513,893
-240,398
-4% -$2.76M
FLG
3
Flagstar Bank National Association
FLG
$6.21B
$53.8M 9.53%
4,083,618
-93,594
-2% -$1.23M
DIS icon
4
Walt Disney
DIS
$170B
$36.5M 6.47%
378,909
-15,460
-4% -$1.63M
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.22T
$35M 6.21%
122,029
-13,387
-10% -$4.21M
SEB icon
6
Seaboard Corp
SEB
$4.34B
$33.2M 5.88%
5,871
-1,414
-19% -$7.09M
OGN icon
7
Organon & Co
OGN
$3.55B
$33.2M 5.88%
5,536,993
+1,907,542
+53% +$14.4M
BP icon
8
BP
BP
$108B
$29.2M 5.18%
622,256
-416,146
-40% -$16.3M
MRK icon
9
Merck
MRK
$315B
$27.3M 4.85%
227,288
-202,815
-47% -$23.4M
Z icon
10
Zillow
Z
$7.76B
$22.6M 4%
+545,212
New +$29M
SEG
11
Seaport Entertainment Group
SEG
$339M
$19.2M 3.4%
893,227
+307,057
+52% +$6.41M
PTEN icon
12
Patterson-UTI
PTEN
$3.8B
$18.3M 3.25%
1,690,156
-51,857
-3% -$444K
IDT icon
13
IDT Corp
IDT
$1.57B
$18.3M 3.24%
372,566
-19,445
-5% -$962K
PFE icon
14
Pfizer
PFE
$143B
$13.6M 2.41%
484,733
-69,217
-12% -$1.84M
MBI icon
15
MBIA
MBI
$333M
$12.2M 2.15%
2,056,434
+1,027,650
+100% +$6.55M
BMY icon
16
Bristol-Myers Squibb
BMY
$124B
$10.3M 1.83%
170,381
-31,815
-16% -$1.85M
GSK icon
17
GSK
GSK
$104B
$8.88M 1.58%
160,982
-17,714
-10% -$960K
XOM icon
18
ExxonMobil
XOM
$611B
$3.1M 0.55%
18,255
-1,962
-10% -$286K
GNE icon
19
Genie Energy
GNE
$369M
$2.47M 0.44%
175,011
-15,301
-8% -$217K
NVS icon
20
Novartis
NVS
$293B
$2.04M 0.36%
13,386
-292
-2% -$44.8K
FFH
21
DELISTED
FAIRFAX FINL HLDGS LTD SUB VTG
FFH
$1.73M 0.31%
1,018
– –
CSX icon
22
CSX Corp
CSX
$94.3B
$1.5M 0.27%
36,481
-1,050
-3% -$41.2K
JPM icon
23
JPMorgan Chase
JPM
$907B
$829K 0.15%
2,818
-650
-19% -$197K
AAPL icon
24
Apple
AAPL
$4.9T
$785K 0.14%
3,092
– –
MSFT icon
25
Microsoft
MSFT
$2.93T
$774K 0.14%
2,092
-300
-13% -$126K
1
2

Similar funds

AHSW
Adventist Health System West Roseville, California $564M AUM 17.1% 1-Year Est. Return
LC
Lavaca Capital Houston, Texas $564M AUM 4.6% 1-Year Est. Return
PSC
Patient Square Capital Menlo Park, California $564M AUM 261.3% 1-Year Est. Return
TCP
ThornTree Capital Partners Boston, Massachusetts $564M AUM 36.37% 1-Year Est. Return
OC
Opal Capital Boca Raton, Florida $565M AUM
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

Kahn Brothers Group's Q1 2026 Portfolio in Review

As of Q1 2026, Kahn Brothers Group held 55 positions worth $564M, down 0.11% from $565M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Kahn Brothers Group's Q1 2026 filing shows 1 new, 4 increased, 31 reduced and 7 closed positions. Its largest new stake was Zillow: 545,212 shares worth $22.6M. The largest sale was Merck, an estimated $23.4M.

By sector, the portfolio is most concentrated in Healthcare at 30% of assets, down from 32% a quarter earlier, followed by Financials and Communication Services.

  • Kahn Brothers Group's largest Q1 2026 buy was Zillow: 545,212 shares worth $22.6M.
  • Kahn Brothers Group added most to Organon & Co in Q1 2026, an estimated $14.4M increase.
  • Kahn Brothers Group's biggest Q1 2026 reduction was Merck, cutting an estimated $23.4M.
  • Kahn Brothers Group fully exited Webster Financial in Q1 2026, selling an estimated $1.88M.
  • Kahn Brothers Group's ten largest holdings make up 78% of its $564M portfolio in Q1 2026.
  • Kahn Brothers Group opened 1 new position and closed 7 in Q1 2026.
  • Kahn Brothers Group's portfolio value fell 0.11% quarter-over-quarter to $564M.

Based on Kahn Brothers Group's 13F filing for Q1 2026, filed 8 May 2026.