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KBG

Kahn Brothers Group Portfolio holdings

AUM $633M
1-Year Est. Return 39.01%
This Fund
S&P 500
This Quarter Est. Return
+13.09%
1 Year Est. Return
+39.01%
3 Year Est. Return
+53.42%
5 Year Est. Return
+78.45%
10 Year Est. Return
+355.66%
AUM
$633M
AUM Growth
+$68.6M
Cap. Flow
-$4.7M
Cap. Flow %
-0.74%
Top 10 Hldgs %
78.69%
Holding
49
New
1
Increased
12
Reduced
16
Closed
1

Top Buys

Rank Stock Value
1
Z icon
Zillow
Z
+$24.5M
2
MBI icon
MBIA
MBI
+$13M
3
SEG
Seaport Entertainment Group
SEG
+$559K
4
WBS
Webster Financial
WBS
+$316K
5
BMY icon
Bristol-Myers Squibb
BMY
+$217K

Top Sells

Rank Stock Value
1
OGN icon
Organon & Co
OGN
+$34.3M
2
SEB icon
Seaboard Corp
SEB
+$2.52M
3
DIS icon
Walt Disney
DIS
+$2.02M
4
IDT icon
IDT Corp
IDT
+$1.11M
5
MRK icon
Merck
MRK
+$1.07M

Sector Composition

Rank Sector Weight
1 Financials 33.3%
2 Healthcare 29.34%
3 Communication Services 21.38%
4 Energy 6.54%
5 Real Estate 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SEIC icon
26
SEI Investments
SEIC
$13.4B
$579K 0.09%
6,596
– –
HLN icon
27
Haleon
HLN
$43.4B
$544K 0.09%
58,341
+1,910
+3% +$17.8K
BAC icon
28
Bank of America
BAC
$441B
$539K 0.09%
9,459
– –
RFL icon
29
Rafael Holdings
RFL
$128M
$494K 0.08%
150,493
+91,936
+157% +$148K
IBM icon
30
IBM
IBM
$221B
$345K 0.05%
1,228
– –
DB icon
31
Deutsche Bank
DB
$78.1B
$338K 0.05%
10,000
– –
WBS
32
DELISTED
Webster Financial
WBS
$332K 0.05%
+4,349
New +$316K
PNC icon
33
PNC Financial Services
PNC
$97.8B
$330K 0.05%
1,342
– –
CVX icon
34
Chevron
CVX
$415B
$324K 0.05%
1,953
– –
OBT icon
35
Orange County Bancorp
OBT
$515M
$294K 0.05%
8,000
– –
PEG icon
36
Public Service Enterprise Group
PEG
$36.8B
$286K 0.05%
3,524
– –
BX icon
37
Blackstone
BX
$103B
$271K 0.04%
2,300
– –
AM icon
38
Antero Midstream
AM
$10.7B
$269K 0.04%
11,806
– –
PG icon
39
Procter & Gamble
PG
$341B
$257K 0.04%
1,752
-100
-5% -$14.6K
PEP icon
40
PepsiCo
PEP
$191B
$244K 0.04%
1,800
– –
ZDGE icon
41
Zedge
ZDGE
$39.2M
$242K 0.04%
78,126
+198
+0.3% +$613
VZ icon
42
Verizon
VZ
$210B
$241K 0.04%
5,682
– –
CMCSA icon
43
Comcast
CMCSA
$94.6B
– –
-7,169
Closed -$206K
1
2

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DW30
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DCM
Delaney Capital Management Toronto $632M AUM
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
GWI
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PRP
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KNW
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Kahn Brothers Group's Q2 2026 Portfolio in Review

As of Q2 2026, Kahn Brothers Group held 49 positions worth $633M, up 12% from $564M the previous quarter. Its ten largest holdings account for 79% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 4.1%. Kahn Brothers Group opened 1 new position and exited 1, leaving the 49-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 33% of assets, up from 29% a quarter earlier, followed by Healthcare and Communication Services.

  • Kahn Brothers Group's largest Q2 2026 buy was Webster Financial: 4,349 shares worth $332K.
  • Kahn Brothers Group added most to Zillow in Q2 2026, an estimated $24.5M increase.
  • Kahn Brothers Group's biggest Q2 2026 reduction was Organon & Co, cutting an estimated $34.3M.
  • Kahn Brothers Group fully exited Comcast in Q2 2026, selling an estimated $206K.
  • Kahn Brothers Group's ten largest holdings make up 79% of its $633M portfolio in Q2 2026.
  • Kahn Brothers Group opened 1 new position and closed 1 in Q2 2026.
  • Kahn Brothers Group's portfolio value rose 12% quarter-over-quarter to $633M.

Based on Kahn Brothers Group's 13F filing for Q2 2026, filed 14 Aug 2026.