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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
Cap. Flow
-$16.9M
Cap. Flow %
-3%
Top 10 Hldgs %
84.13%
Holding
54
New
1
Increased
15
Reduced
25
Closed
–

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$264K
2
JPM icon
JPMorgan Chase
JPM
+$248K
3
MSFT icon
Microsoft
MSFT
+$244K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$199K
5
PNC icon
PNC Financial Services
PNC
+$154K

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$3.86M
2
GSK icon
GSK
GSK
+$3.83M
3
BMY icon
Bristol-Myers Squibb
BMY
+$3.37M
4
SEB icon
Seaboard Corp
SEB
+$1.74M
5
BP icon
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
C icon
1
Citigroup
C
$217B
$102M 18.11%
876,278
-382
-0% -$39.7K
BAY
2
DELISTED
BAYER AG SPONS ADR
BAY
$73.1M 12.94%
6,754,291
-32,962
-0.5% -$357K
FLG
3
Flagstar Bank National Association
FLG
$6.21B
$52.6M 9.31%
4,177,212
-119,540
-3% -$1.43M
MRK icon
4
Merck
MRK
$315B
$45.3M 8.02%
430,103
-3,647
-0.8% -$342K
DIS icon
5
Walt Disney
DIS
$170B
$44.9M 7.95%
394,369
-155
-0% -$17.1K
GOOG icon
6
Alphabet (Google) Class C
GOOG
$4.22T
$42.5M 7.52%
135,416
+694
+0.5% +$199K
BP icon
7
BP
BP
$108B
$36.1M 6.39%
1,038,402
-47,205
-4% -$1.66M
SEB icon
8
Seaboard Corp
SEB
$4.34B
$32.4M 5.73%
7,285
-439
-6% -$1.74M
OGN icon
9
Organon & Co
OGN
$3.55B
$26M 4.61%
3,629,451
+12,606
+0.3% +$99.6K
IDT icon
10
IDT Corp
IDT
$1.57B
$20.1M 3.55%
392,011
-346
-0.1% -$17.3K
PFE icon
11
Pfizer
PFE
$143B
$13.8M 2.44%
553,950
-153,194
-22% -$3.86M
SEG
12
Seaport Entertainment Group
SEG
$339M
$11.6M 2.05%
586,170
+2,806
+0.5% +$62.9K
BMY icon
13
Bristol-Myers Squibb
BMY
$124B
$10.9M 1.93%
202,196
-70,138
-26% -$3.37M
PTEN icon
14
Patterson-UTI
PTEN
$3.8B
$10.6M 1.88%
1,742,013
-143,447
-8% -$856K
GSK icon
15
GSK
GSK
$104B
$8.76M 1.55%
178,696
-82,141
-31% -$3.83M
MBI icon
16
MBIA
MBI
$333M
$7.37M 1.3%
1,028,784
-1,010
-0.1% -$7.3K
GNE icon
17
Genie Energy
GNE
$369M
$2.62M 0.46%
190,312
-1,560
-0.8% -$23K
XOM icon
18
ExxonMobil
XOM
$611B
$2.43M 0.43%
20,217
+2,274
+13% +$264K
FFH
19
DELISTED
FAIRFAX FINL HLDGS LTD SUB VTG
FFH
$1.94M 0.34%
1,018
– –
NVS icon
20
Novartis
NVS
$293B
$1.89M 0.33%
13,678
-648
-5% -$84.9K
WBS icon
21
Webster Financial
WBS
$12.3B
$1.88M 0.33%
29,833
-340
-1% -$20.2K
CSX icon
22
CSX Corp
CSX
$94.3B
$1.36M 0.24%
37,531
-3,200
-8% -$115K
MSFT icon
23
Microsoft
MSFT
$2.93T
$1.16M 0.2%
2,392
+487
+26% +$244K
JPM icon
24
JPMorgan Chase
JPM
$907B
$1.12M 0.2%
3,468
+800
+30% +$248K
AAPL icon
25
Apple
AAPL
$4.9T
$841K 0.15%
3,092
+100
+3% +$26.8K
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 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.