Research report

Kahn Brothers Group Q1 2026 13F Holdings and Activity Report

Verified Q1 2026 13F holdings for Kahn Brothers Group, covering institutional activity, data dates, SEC sources, filing limits, and methods.

Q1 2026 Data as of:2026-03-31 Read the full public report

Kahn Brothers Group

Thomas Kahn

Period

Q2 2026

Portfolio Date

Jun 30, 2026

Stocks Held

47

Market Value

$564.1M

Holdings Value Trend

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Q2 2026

Historical Positions

SymbolQ2 2026Q1 2026Q4 2025Q3 2025
C16.9%16.9%18.1%16.7%
OTC-BAYRY----
FLG9.5%9.5%9.3%9.3%
DIS6.5%6.5%8.0%8.5%
GOOG6.2%6.2%7.5%6.2%
SEB5.9%5.9%5.7%5.3%
OGN5.9%5.9%4.6%7.3%
BP5.2%5.2%6.4%7.0%
MRK4.8%4.8%8.0%6.8%
Z4.0%4.0%--

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

OGN+129.38%
C+14.34%
SEG+26.21%
GOOG+17.90%
IDT+36.84%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

SEB-22.95%
Z-13.68%
BP-3.96%
MBI-18.44%
PFE-1.03%

Sector Analysis

Energy9.5%
Utilities0.5%
Financials29.7%
Healthcare30.3%
Technology0.3%
Industrials6.2%
Real Estate3.4%
Consumer Staples0.1%

Trading Summary

No stocks in this category