KBG
BAY

Kahn Brothers Group’s BAYER AG SPONS ADR BAY Stock Holding History

Kahn Brothers Group’s Portfolio BAY Stock Details BAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$74.8M Sell
6,513,893
-240,398
-4% -$2.76M 13.26% 2
2025
Q4 		$73.1M Sell
6,754,291
-32,962
-0.5% -$357K 12.94% 2
2025
Q3 		$56.3M Buy
6,787,253
+58,350
+0.9% +$484K 10.58% 2
2025
Q2 		$50.7M Buy
6,728,903
+155,210
+2% +$1.17M 10.19% 2
2025
Q1 		$39.6M Buy
6,573,693
+2,067,470
+46% +$12.4M 8% 4
2024
Q4 		$22M Sell
4,506,223
-653,317
-13% -$3.19M 4.78% 10
2024
Q3 		$43.7M Buy
5,159,540
+785,085
+18% +$6.65M 7.53% 5
2024
Q2 		$30.8M Buy
4,374,455
+1,275,315
+41% +$8.98M 5.18% 8
2024
Q1 		$23.7M Buy
3,099,140
+2,386,640
+335% +$18.3M 3.52% 11
2023
Q4 		$6.58M Buy
+712,500
New +$6.58M 1.04% 15

Other funds holding BAY

GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return