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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
+4.16%
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
$494M
AUM Growth
+$34.1M
Cap. Flow
+$15.1M
Cap. Flow %
3.06%
Top 10 Hldgs %
80.38%
Holding
58
New
6
Increased
6
Reduced
30
Closed
3

Top Buys

Rank Stock Value
1
OGN icon
Organon & Co
OGN
+$14.2M
2
BAY
BAYER AG SPONS ADR
BAY
+$12.4M
3
FLG
Flagstar Bank National Association
FLG
+$7.39M
4
IDT icon
IDT Corp
IDT
+$6.14M
5
COF icon
Capital One
COF
+$372K

Top Sells

Rank Stock Value
1
AGO icon
Assured Guaranty
AGO
+$8.96M
2
BMY icon
Bristol-Myers Squibb
BMY
+$5.41M
3
GSK icon
GSK
GSK
+$2.29M
4
C icon
Citigroup
C
+$2.29M
5
MRK icon
Merck
MRK
+$1.55M

Sector Composition

Rank Sector Weight
1 Healthcare 43.21%
2 Financials 27%
3 Energy 11.75%
4 Communication Services 10.82%
5 Consumer Staples 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
26
Apple
AAPL
$5.01T
$620K 0.13%
2,792
– –
SEIC icon
27
SEI Investments
SEIC
$12.4B
$512K 0.1%
6,596
+1,449
+28% +$116K
IBM icon
28
IBM
IBM
$214B
$375K 0.08%
1,508
– –
PEG icon
29
Public Service Enterprise Group
PEG
$39.2B
$360K 0.07%
4,374
-150
-3% -$12.5K
VZ icon
30
Verizon
VZ
$201B
$357K 0.07%
7,863
-3,613
-31% -$150K
COF icon
31
Capital One
COF
$130B
$353K 0.07%
+1,971
New +$372K
CVX icon
32
Chevron
CVX
$384B
$343K 0.07%
+2,053
New +$321K
AM icon
33
Antero Midstream
AM
$10.4B
$339K 0.07%
18,856
– –
RFL icon
34
Rafael Holdings
RFL
$112M
$303K 0.06%
164,564
-5,241
-3% -$10.2K
PG icon
35
Procter & Gamble
PG
$338B
$290K 0.06%
1,700
– –
CI icon
36
Cigna
CI
$78.6B
$277K 0.06%
841
-43
-5% -$13K
PEP icon
37
PepsiCo
PEP
$197B
$270K 0.05%
1,800
– –
PNC icon
38
PNC Financial Services
PNC
$99.9B
$263K 0.05%
1,497
-176
-11% -$33.2K
NAVI icon
39
Navient
NAVI
$824M
$260K 0.05%
20,600
-1,400
-6% -$19.1K
LWAY icon
40
Lifeway Foods
LWAY
$479M
$244K 0.05%
10,000
– –
DB icon
41
Deutsche Bank
DB
$68.3B
$238K 0.05%
10,000
– –
WEYS icon
42
Weyco Group
WEYS
$372M
$219K 0.04%
+7,197
New +$244K
BX icon
43
Blackstone
BX
$103B
$210K 0.04%
+1,500
New +$243K
AIG icon
44
American International
AIG
$42.7B
$204K 0.04%
+2,349
New +$183K
NTP
45
DELISTED
Nam Tai Property Inc.
NTP
$204K 0.04%
36,040
– –
ZDGE icon
46
Zedge
ZDGE
$40M
$200K 0.04%
85,621
-3,444
-4% -$8.78K
GTX icon
47
Garrett Motion
GTX
$5.59B
$103K 0.02%
12,318
-900
-7% -$8.35K
TPHS
48
DELISTED
Trinity Place Holdings Inc.com
TPHS
$29K 0.01%
591,466
-12,952
-2% -$634
IDW
49
DELISTED
IDW Media Holdings
IDW
$11.3K ﹤0.01%
36,419
-2,079
-5% -$645
MBI icon
50
MBIA
MBI
$272M
– –
-10,600
Closed -$68.5K
1
2
3

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 2025 Portfolio in Review

As of Q1 2025, Kahn Brothers Group held 58 positions worth $494M, up 7.4% from $460M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Kahn Brothers Group deployed $15.1M of net new capital in Q1 2025, opening 6 new positions and adding to 6 existing holdings. Its largest new stake was Capital One: 1,971 shares worth $353K.

By sector, the portfolio is most concentrated in Healthcare at 43% of assets, up from 42% a quarter earlier, followed by Financials and Energy.

On the sell side, the largest reduction was Assured Guaranty, an estimated $8.96M trimmed.

  • Kahn Brothers Group's largest Q1 2025 buy was Capital One: 1,971 shares worth $353K.
  • Kahn Brothers Group added most to Organon & Co in Q1 2025, an estimated $14.2M increase.
  • Kahn Brothers Group's biggest Q1 2025 reduction was Assured Guaranty, cutting an estimated $8.96M.
  • Kahn Brothers Group fully exited VOXX International Corporation Class A in Q1 2025, selling an estimated $846K.
  • Kahn Brothers Group's ten largest holdings make up 80% of its $494M portfolio in Q1 2025.
  • Kahn Brothers Group opened 6 new positions and closed 3 in Q1 2025.
  • Kahn Brothers Group's portfolio value rose 7.4% quarter-over-quarter to $494M.

Based on Kahn Brothers Group's 13F filing for Q1 2025, filed 15 May 2025.