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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
C icon
1
Citigroup
C
$217B
$89M 16.73%
876,660
-10,028
-1% -$952K
BAY
2
DELISTED
BAYER AG SPONS ADR
BAY
$56.3M 10.58%
6,787,253
+58,350
+0.9% +$484K
FLG
3
Flagstar Bank National Association
FLG
$6.21B
$49.6M 9.33%
4,296,752
-24,413
-0.6% -$290K
DIS icon
4
Walt Disney
DIS
$170B
$45.2M 8.49%
394,524
+2,074
+0.5% +$244K
OGN icon
5
Organon & Co
OGN
$3.55B
$38.6M 7.26%
3,616,845
+126,695
+4% +$1.24M
BP icon
6
BP
BP
$108B
$37.4M 7.03%
1,085,607
-43,765
-4% -$1.47M
MRK icon
7
Merck
MRK
$315B
$36.4M 6.85%
433,750
-56,715
-12% -$4.67M
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.22T
$32.8M 6.17%
134,722
+63,631
+90% +$13.4M
SEB icon
9
Seaboard Corp
SEB
$4.34B
$28.2M 5.3%
7,724
-899
-10% -$3.13M
IDT icon
10
IDT Corp
IDT
$1.57B
$20.5M 3.86%
392,357
-4,207
-1% -$262K
PFE icon
11
Pfizer
PFE
$143B
$18M 3.39%
707,144
-23,845
-3% -$589K
SEG
12
Seaport Entertainment Group
SEG
$339M
$13.4M 2.51%
+583,364
New +$13.7M
BMY icon
13
Bristol-Myers Squibb
BMY
$124B
$12.3M 2.31%
272,334
-278,349
-51% -$13M
GSK icon
14
GSK
GSK
$104B
$11.3M 2.12%
260,837
-399,035
-60% -$15.6M
PTEN icon
15
Patterson-UTI
PTEN
$3.8B
$9.77M 1.84%
1,885,460
-32,200
-2% -$185K
MBI icon
16
MBIA
MBI
$333M
$7.67M 1.44%
+1,029,794
New +$6.53M
GNE icon
17
Genie Energy
GNE
$369M
$2.87M 0.54%
191,872
-7,127
-4% -$128K
XOM icon
18
ExxonMobil
XOM
$611B
$2.02M 0.38%
17,943
-1,200
-6% -$133K
NVS icon
19
Novartis
NVS
$293B
$1.84M 0.35%
14,326
-4,145
-22% -$506K
WBS icon
20
Webster Financial
WBS
$12.3B
$1.79M 0.34%
30,173
+84
+0.3% +$5K
FFH
21
DELISTED
FAIRFAX FINL HLDGS LTD SUB VTG
FFH
$1.78M 0.34%
1,018
– –
CSX icon
22
CSX Corp
CSX
$94.3B
$1.45M 0.27%
40,731
– –
MSFT icon
23
Microsoft
MSFT
$2.93T
$987K 0.19%
1,905
– –
JPM icon
24
JPMorgan Chase
JPM
$907B
$842K 0.16%
2,668
-107
-4% -$31.8K
AAPL icon
25
Apple
AAPL
$4.9T
$762K 0.14%
2,992
– –
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.