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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
+10.13%
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
$532M
AUM Growth
+$33.9M
Cap. Flow
-$9.42M
Cap. Flow %
-1.77%
Top 10 Hldgs %
81.61%
Holding
55
New
5
Increased
5
Reduced
27
Closed
2

Top Buys

Rank Stock Value
1
SEG
Seaport Entertainment Group
SEG
+$13.7M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.4M
3
MBI icon
MBIA
MBI
+$6.53M
4
OGN icon
Organon & Co
OGN
+$1.24M
5
BAY
BAYER AG SPONS ADR
BAY
+$484K

Top Sells

Rank Stock Value
1
GSK icon
GSK
GSK
+$15.6M
2
BMY icon
Bristol-Myers Squibb
BMY
+$13M
3
MRK icon
Merck
MRK
+$4.67M
4
AGO icon
Assured Guaranty
AGO
+$3.44M
5
SEB icon
Seaboard Corp
SEB
+$3.13M

Sector Composition

Rank Sector Weight
1 Healthcare 32.96%
2 Financials 28.97%
3 Communication Services 18.62%
4 Energy 9.49%
5 Consumer Staples 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HLN icon
26
Haleon
HLN
$45.2B
$610K 0.11%
68,027
-50,410
-43% -$486K
AR icon
27
Antero Resources
AR
$10.5B
$599K 0.11%
17,842
-7,064
-28% -$235K
BAC icon
28
Bank of America
BAC
$439B
$574K 0.11%
11,126
-761
-6% -$37.1K
SEIC icon
29
SEI Investments
SEIC
$12.4B
$560K 0.11%
6,596
– –
IBM icon
30
IBM
IBM
$214B
$425K 0.08%
1,508
– –
AXP icon
31
American Express
AXP
$227B
$382K 0.07%
+1,150
New +$366K
AM icon
32
Antero Midstream
AM
$10.3B
$367K 0.07%
18,856
– –
DB icon
33
Deutsche Bank
DB
$67.6B
$354K 0.07%
10,000
– –
NVDA icon
34
NVIDIA
NVDA
$4.77T
$325K 0.06%
+1,740
New +$303K
VZ icon
35
Verizon
VZ
$201B
$318K 0.06%
7,237
-478
-6% -$20.7K
CVX icon
36
Chevron
CVX
$374B
$311K 0.06%
2,003
-50
-2% -$7.74K
PEG icon
37
Public Service Enterprise Group
PEG
$39.3B
$302K 0.06%
3,624
– –
PNC icon
38
PNC Financial Services
PNC
$100B
$293K 0.06%
1,457
-40
-3% -$7.91K
PG icon
39
Procter & Gamble
PG
$347B
$271K 0.05%
1,767
– –
NAVI icon
40
Navient
NAVI
$822M
$271K 0.05%
20,600
– –
BX icon
41
Blackstone
BX
$107B
$256K 0.05%
1,500
– –
PEP icon
42
PepsiCo
PEP
$195B
$253K 0.05%
1,800
– –
ZDGE icon
43
Zedge
ZDGE
$38.4M
$241K 0.05%
82,904
-1,877
-2% -$6.65K
BN icon
44
Brookfield
BN
$104B
$232K 0.04%
+5,070
New +$225K
AGO icon
45
Assured Guaranty
AGO
$3.79B
$219K 0.04%
2,590
-41,396
-94% -$3.44M
RFL icon
46
Rafael Holdings
RFL
$109M
$216K 0.04%
158,674
-2,358
-1% -$3.97K
OBT icon
47
Orange County Bancorp
OBT
$521M
$202K 0.04%
8,000
– –
CMCSA icon
48
Comcast
CMCSA
$85.8B
$200K 0.04%
6,380
– –
AIG icon
49
American International
AIG
$42.9B
– –
-2,349
Closed -$201K
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 Q3 2025 Portfolio in Review

As of Q3 2025, Kahn Brothers Group held 55 positions worth $532M, up 6.8% from $498M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Kahn Brothers Group's Q3 2025 filing shows 5 new, 5 increased, 27 reduced and 2 closed positions. Its largest new stake was Seaport Entertainment Group: 583,364 shares worth $13.4M. The largest sale was GSK, an estimated $15.6M.

By sector, the portfolio is most concentrated in Healthcare at 33% of assets, down from 39% a quarter earlier, followed by Financials and Communication Services.

  • Kahn Brothers Group's largest Q3 2025 buy was Seaport Entertainment Group: 583,364 shares worth $13.4M.
  • Kahn Brothers Group added most to Alphabet (Google) Class C in Q3 2025, an estimated $13.4M increase.
  • Kahn Brothers Group's biggest Q3 2025 reduction was GSK, cutting an estimated $15.6M.
  • Kahn Brothers Group fully exited American International in Q3 2025, selling an estimated $201K.
  • Kahn Brothers Group's ten largest holdings make up 82% of its $532M portfolio in Q3 2025.
  • Kahn Brothers Group opened 5 new positions and closed 2 in Q3 2025.
  • Kahn Brothers Group's portfolio value rose 6.8% quarter-over-quarter to $532M.

Based on Kahn Brothers Group's 13F filing for Q3 2025, filed 12 Nov 2025.