13F filing recap · Q2 2025
What did Kahn Brothers Group buy in Q2 2025?
Reported stock-position changes between this filing and the previous one.
Stock value
$497.95M
Positions
50
Estimated turnover
21.5%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Kahn Brothers Group opened new positions in GSK, Alphabet, Pine Cliff Energy, Comcast, Orange County Bancorp, and Trinity Place Holdings, while exiting Cigna, Capital One Financial, Garrett Motion, Hologic, IDW Media Holdings, Lifeway Foods, Viewray, Weyco Group, and Nam Tai Property. The firm substantially added to Organon, Exxon Mobil, Tourmaline Oil, and Peyto Exploration & Development, and moderately increased Walt Disney. It substantially trimmed Assured Guaranty and Haleon, and moderately reduced Novartis, CSX, Bank of America, and Public Service Enterprise Group.