13F filing recap · Q2 2026

What did Kahn Brothers Group buy in Q2 2026?

Reported stock-position changes between this filing and the previous one.

Stock value

$632.67M

Positions

Estimated turnover

14.0%

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 Webster Financial Corporation and exited Comcast Corporation. The firm dramatically increased its stakes in Zillow Group, Mbia Inc., and Rafael Holdings, while substantially adding to Windrock Land Company. It substantially reduced Organon & Co. and moderately trimmed Genie Energy Ltd. Other notable changes included slight decreases in Citigroup, Alphabet, and Walt Disney, along with slight increases in Bayer and Bristol-Myers Squibb.

New positions

WBSWebster Financial Corporation$332.4Kreported value+4.3K shares

Increased positions

BAYRYBayer AG$89.31Mreported value+4.7K shares+0.1%ZZillow Group, Inc.$37.26Mreported value+637.0K shares+116.8%MBIMbia Inc.$27.47Mreported value+2.16M shares+104.9%SEGSeaport Entertainment Group Inc.$24.39Mreported value+23.8K shares

Reduced positions

CCitigroup Inc$117.05Mreported value-4.6K shares-0.5%FLGFlagstar Bank, National Association$60.88Mreported value-8.9K shares-0.2%GOOGAlphabet Inc.$42.72Mreported value-1.1K shares-0.9%OGNOrganon & Co.$36.16Mreported value-2.87M shares

Exited positions

CMCSAComcast Corporation$205.8Kprior reported value-7.2K shares-100.0%