13F filing recap · Q1 2026
What did Kahn Brothers Group buy in Q1 2026?
Reported stock-position changes between this filing and the previous one.
Stock value
$564.07M
Positions
48
Estimated turnover
21.9%
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 a new position in Zillow Group and exited American Express, Antero Resources, Brookfield Corporation, Navient, Nvidia, Webster Financial, and Assured Guaranty. The firm substantially increased its stakes in Organon & Co., Seaport Entertainment Group, and Mbia, while substantially reducing Bp Plc, Merck & Co., PNC Financial Services, and Antero Midstream. It also moderately trimmed Seaboard Corporation, Pfizer, Bristol-Myers Squibb, JPMorgan Chase, Microsoft, Haleon, Public Service Enterprise Group, and Verizon Communications.