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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
HLN icon
26
Haleon
HLN
$44.5B
$565K 0.1%
56,431
-8,890
-14% -$92.5K
SEIC icon
27
SEI Investments
SEIC
$11.9B
$518K 0.09%
6,596
– –
BAC icon
28
Bank of America
BAC
$430B
$461K 0.08%
9,459
-1,025
-10% -$52.9K
CVX icon
29
Chevron
CVX
$373B
$404K 0.07%
1,953
-50
-2% -$9.12K
DB icon
30
Deutsche Bank
DB
$67.3B
$298K 0.05%
10,000
– –
IBM icon
31
IBM
IBM
$200B
$298K 0.05%
1,228
– –
PEG icon
32
Public Service Enterprise Group
PEG
$39.2B
$285K 0.05%
3,524
-900
-20% -$73.8K
VZ icon
33
Verizon
VZ
$182B
$285K 0.05%
5,682
-2,465
-30% -$114K
PEP icon
34
PepsiCo
PEP
$187B
$280K 0.05%
1,800
– –
PNC icon
35
PNC Financial Services
PNC
$101B
$279K 0.05%
1,342
-915
-41% -$199K
AM icon
36
Antero Midstream
AM
$10.7B
$269K 0.05%
11,806
-7,050
-37% -$146K
PG icon
37
Procter & Gamble
PG
$349B
$268K 0.05%
1,852
-15
-0.8% -$2.27K
BX icon
38
Blackstone
BX
$155B
$264K 0.05%
2,300
– –
OBT icon
39
Orange County Bancorp
OBT
$504M
$256K 0.05%
8,000
– –
ZDGE icon
40
Zedge
ZDGE
$39.1M
$228K 0.04%
77,928
-4,630
-6% -$15K
CMCSA icon
41
Comcast
CMCSA
$85B
$206K 0.04%
7,169
+144
+2% +$4.31K
RFL icon
42
Rafael Holdings
RFL
$112M
$73.2K 0.01%
58,557
-689
-1% -$875
AGO icon
43
Assured Guaranty
AGO
$3.76B
– –
-3,110
Closed -$279K
AR icon
44
Antero Resources
AR
$10.4B
– –
-6,242
Closed -$215K
AXP icon
45
American Express
AXP
$242B
– –
-610
Closed -$226K
BN icon
46
Brookfield
BN
$107B
– –
-5,070
Closed -$233K
NAVI icon
47
Navient
NAVI
$813M
– –
-20,600
Closed -$268K
NVDA icon
48
NVIDIA
NVDA
$4.91T
– –
-1,740
Closed -$325K
WBS icon
49
Webster Financial
WBS
$12.3B
– –
-29,833
Closed -$1.88M
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.