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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
+8.03%
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
$565M
AUM Growth
+$32.9M
(+6.2%)
Cap. Flow
-$16.9M
Cap. Flow
% of AUM
-3%
Top 10 Holdings %
Top 10 Hldgs %
84.13%
Holding
54
New
1
Increased
15
Reduced
25
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$264K |
| 2 |
JPMorgan Chase
JPM
|
+$248K |
| 3 |
Microsoft
MSFT
|
+$244K |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$199K |
| 5 |
PNC Financial Services
PNC
|
+$154K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pfizer
PFE
|
+$3.86M |
| 2 |
GSK
GSK
|
+$3.83M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$3.37M |
| 4 |
Seaboard Corp
SEB
|
+$1.74M |
| 5 |
BP
BP
|
+$1.66M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 31.94% |
| 2 | Financials | 30.23% |
| 3 | Communication Services | 19.12% |
| 4 | Energy | 8.85% |
| 5 | Consumer Staples | 5.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Haleon
HLN
$45.2B
| $660K | 0.12% |
65,321
-2,706
| -4% | -$25.7K |
|
27
Bank of America
BAC
$439B
| $577K | 0.1% |
10,484
-642
| -6% | -$33.9K |
|
28
SEI Investments
SEIC
$12.4B
| $541K | 0.1% |
6,596
| – | – |
|
|
29
PNC Financial Services
PNC
$100B
| $471K | 0.08% |
2,257
+800
| +55% | +$154K |
|
30
Deutsche Bank
DB
$67.6B
| $386K | 0.07% |
10,000
| – | – |
|
31
IBM
IBM
$214B
| $364K | 0.06% |
1,228
-280
| -19% | -$83.9K |
|
32
Public Service Enterprise Group
PEG
$39.3B
| $355K | 0.06% |
4,424
+800
| +22% | +$65.3K |
|
33
Blackstone
BX
$107B
| $355K | 0.06% |
2,300
+800
| +53% | +$122K |
|
34
Antero Midstream
AM
$10.3B
| $335K | 0.06% |
18,856
| – | – |
|
35
Verizon
VZ
$201B
| $332K | 0.06% |
8,147
+910
| +13% | +$36.9K |
|
36
NVIDIA
NVDA
$4.77T
| $325K | 0.06% |
1,740
| – | – |
|
37
Chevron
CVX
$374B
| $305K | 0.05% |
2,003
| – | – |
|
38
Assured Guaranty
AGO
$3.79B
| $279K | 0.05% |
3,110
+520
| +20% | +$44.8K |
|
39
Zedge
ZDGE
$38.4M
| $271K | 0.05% |
82,558
-346
| -0.4% | -$1K |
|
40
Navient
NAVI
$822M
| $268K | 0.05% |
20,600
| – | – |
|
41
Procter & Gamble
PG
$347B
| $268K | 0.05% |
1,867
+100
| +6% | +$14.7K |
|
42
PepsiCo
PEP
$195B
| $258K | 0.05% |
1,800
| – | – |
|
43
Brookfield
BN
$104B
| $233K | 0.04% |
5,070
| – | – |
|
44
Orange County Bancorp
OBT
$521M
| $228K | 0.04% |
8,000
| – | – |
|
45
American Express
AXP
$227B
| $226K | 0.04% |
610
-540
| -47% | -$193K |
|
46
Antero Resources
AR
$10.5B
| $215K | 0.04% |
6,242
-11,600
| -65% | -$393K |
|
47
Comcast
CMCSA
$85.8B
| $210K | 0.04% |
7,025
+645
| +10% | +$18.4K |
|
48
Rafael Holdings
RFL
$109M
| $69.9K | 0.01% |
59,246
-99,428
| -63% | -$129K |
|
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PEP
Kahn Brothers Group's Q4 2025 Portfolio in Review
As of Q4 2025, Kahn Brothers Group held 54 positions worth $565M, up 6.2% from $532M the previous quarter. Its ten largest holdings account for 84% of the portfolio.
Trading was light in Q4 2025: portfolio turnover was 1.9%. Kahn Brothers Group opened 1 new position and made no exits, leaving the 54-position portfolio largely intact.
By sector, the portfolio is most concentrated in Healthcare at 32% of assets, down from 33% a quarter earlier, followed by Financials and Communication Services.
- Kahn Brothers Group added most to ExxonMobil in Q4 2025, an estimated $264K increase.
- Kahn Brothers Group's biggest Q4 2025 reduction was Pfizer, cutting an estimated $3.86M.
- Kahn Brothers Group's ten largest holdings make up 84% of its $565M portfolio in Q4 2025.
- Kahn Brothers Group opened 1 new position and closed 0 in Q4 2025.
- Kahn Brothers Group's portfolio value rose 6.2% quarter-over-quarter to $565M.
Based on Kahn Brothers Group's 13F filing for Q4 2025, filed 12 Feb 2026.