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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
+1.94%
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
$498M
AUM Growth
+$3.5M
Cap. Flow
+$6.97M
Cap. Flow %
1.4%
Top 10 Hldgs %
81.34%
Holding
61
New
6
Increased
12
Reduced
18
Closed
11

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.7M
2
OGN icon
Organon & Co
OGN
+$10.3M
3
DIS icon
Walt Disney
DIS
+$4.6M
4
IDT icon
IDT Corp
IDT
+$1.78M
5
FLG
Flagstar Bank National Association
FLG
+$1.19M

Top Sells

Rank Stock Value
1
AGO icon
Assured Guaranty
AGO
+$12.1M
2
GSK icon
GSK
GSK
+$6.2M
3
BMY icon
Bristol-Myers Squibb
BMY
+$2.29M
4
HOLX
Hologic
HOLX
+$1.22M
5
HLN icon
Haleon
HLN
+$695K

Sector Composition

Rank Sector Weight
1 Healthcare 39.23%
2 Financials 26.52%
3 Communication Services 16.65%
4 Energy 9.82%
5 Consumer Staples 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
C icon
1
Citigroup
C
$217B
$75.5M 15.16%
886,688
+9,885
+1% +$715K
BAY
2
DELISTED
BAYER AG SPONS ADR
BAY
$50.7M 10.19%
6,728,903
+155,210
+2% +$1.17M
DIS icon
3
Walt Disney
DIS
$170B
$48.7M 9.77%
392,450
+44,275
+13% +$4.6M
FLG
4
Flagstar Bank National Association
FLG
$6.21B
$45.8M 9.2%
4,321,165
+104,179
+2% +$1.19M
MRK icon
5
Merck
MRK
$315B
$38.8M 7.8%
490,465
-1,810
-0.4% -$144K
BP icon
6
BP
BP
$108B
$33.8M 6.79%
1,129,372
-20,595
-2% -$604K
OGN icon
7
Organon & Co
OGN
$3.55B
$33.8M 6.78%
3,490,150
+996,766
+40% +$10.3M
IDT icon
8
IDT Corp
IDT
$1.57B
$27.1M 5.44%
396,564
+31,028
+8% +$1.78M
BMY icon
9
Bristol-Myers Squibb
BMY
$124B
$25.5M 5.12%
550,683
-46,745
-8% -$2.29M
GSK icon
10
GSK
GSK
$104B
$25.3M 5.09%
659,872
-162,355
-20% -$6.2M
SEB icon
11
Seaboard Corp
SEB
$4.34B
$24.7M 4.95%
8,623
-202
-2% -$533K
PFE icon
12
Pfizer
PFE
$143B
$17.7M 3.56%
730,989
-4,200
-0.6% -$97.9K
PTEN icon
13
Patterson-UTI
PTEN
$3.8B
$11.4M 2.28%
1,917,660
-19,600
-1% -$118K
GOOG icon
14
Alphabet (Google) Class C
GOOG
$4.22T
$6.59M 1.32%
+71,091
New +$11.7M
GNE icon
15
Genie Energy
GNE
$369M
$5.35M 1.07%
198,999
-3,609
-2% -$69.2K
AGO icon
16
Assured Guaranty
AGO
$3.76B
$3.83M 0.77%
43,986
-141,645
-76% -$12.1M
NVS icon
17
Novartis
NVS
$293B
$2.24M 0.45%
18,471
-3,438
-16% -$388K
XOM icon
18
ExxonMobil
XOM
$611B
$2.06M 0.41%
19,143
+5,325
+39% +$569K
FFH
19
DELISTED
FAIRFAX FINL HLDGS LTD SUB VTG
FFH
$1.83M 0.37%
1,018
– –
WBS icon
20
Webster Financial
WBS
$12.3B
$1.64M 0.33%
30,089
-2,165
-7% -$108K
CSX icon
21
CSX Corp
CSX
$94.3B
$1.33M 0.27%
40,731
-8,000
-16% -$241K
HLN icon
22
Haleon
HLN
$44.5B
$1.23M 0.25%
118,437
-65,872
-36% -$695K
AR icon
23
Antero Resources
AR
$10.4B
$1M 0.2%
24,906
– –
MSFT icon
24
Microsoft
MSFT
$2.93T
$948K 0.19%
1,905
+66
+4% +$28.7K
JPM icon
25
JPMorgan Chase
JPM
$907B
$805K 0.16%
+2,775
New +$708K
1
2 3

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AHSW
Adventist Health System West Roseville, California $564M AUM 17.1% 1-Year Est. Return
LC
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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 Q2 2025 Portfolio in Review

As of Q2 2025, Kahn Brothers Group held 61 positions worth $498M, up 0.71% from $494M the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Kahn Brothers Group's Q2 2025 filing shows 6 new, 12 increased, 18 reduced and 11 closed positions. Its largest new stake was Alphabet (Google) Class C: 71,091 shares worth $6.59M. The largest sale was Assured Guaranty, an estimated $12.1M.

By sector, the portfolio is most concentrated in Healthcare at 39% of assets, down from 43% a quarter earlier, followed by Financials and Communication Services.

  • Kahn Brothers Group's largest Q2 2025 buy was Alphabet (Google) Class C: 71,091 shares worth $6.59M.
  • Kahn Brothers Group added most to Organon & Co in Q2 2025, an estimated $10.3M increase.
  • Kahn Brothers Group's biggest Q2 2025 reduction was Assured Guaranty, cutting an estimated $12.1M.
  • Kahn Brothers Group fully exited Hologic in Q2 2025, selling an estimated $1.22M.
  • Kahn Brothers Group's ten largest holdings make up 81% of its $498M portfolio in Q2 2025.
  • Kahn Brothers Group opened 6 new positions and closed 11 in Q2 2025.
  • Kahn Brothers Group's portfolio value rose 0.71% quarter-over-quarter to $498M.

Based on Kahn Brothers Group's 13F filing for Q2 2025, filed 14 Aug 2025.