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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
OBT icon
51
Orange County Bancorp
OBT
$517M
– –
-8,000
Closed -$222K
VOXX
52
DELISTED
VOXX International Corporation Class A
VOXX
– –
-114,676
Closed -$846K
VRAY
53
DELISTED
ViewRay, Inc.
VRAY
$0 ﹤0.01%
353,744
– –
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.