Kahn Brothers Group Inc. activity
Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
1
Add
12
Reduce
16
Exit
1
30 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| WBS | New | 0% to 0.05% | $332K | Q1→Q2 |
| CMCSA | Exit | 0.04% to 0% | $206K | Q1→Q2 |
| MBI | Add | 2.2% to 4.3% | +104.9% sh | Q1→Q2 |
| Z | Add | 4.0% to 5.9% | +116.8% sh | Q1→Q2 |
| BP | Add | 5.2% to 3.7% | +0.4% sh | Q1→Q2 |
| BAYRY | Add | 13.3% to 14.1% | +0.1% sh | Q1→Q2 |
| SEG | Add | 3.4% to 3.9% | +2.7% sh | Q1→Q2 |
| BMY | Add | 1.8% to 1.6% | +2.2% sh | Q1→Q2 |
| RFL | Add | 0.01% to 0.08% | +157.0% sh | Q1→Q2 |
| WRLC | Add | 0.04% to 0.07% | +50.3% sh | Q1→Q2 |
| HLN | Add | 0.10% to 0.09% | +3.4% sh | Q1→Q2 |
| MSFT | Add | 0.14% to 0.13% | +3.6% sh | Q1→Q2 |
| JPM | Add | 0.15% to 0.15% | +2.1% sh | Q1→Q2 |
| ZDGE | Add | 0.04% to 0.04% | +0.3% sh | Q1→Q2 |
| SEB | Reduce | 5.9% to 3.8% | −8.2% sh | Q1→Q2 |
| C | Reduce | 16.9% to 18.5% | −0.5% sh | Q1→Q2 |
| DIS | Reduce | 6.5% to 5.5% | −5.2% sh | Q1→Q2 |
| PTEN | Reduce | 3.3% to 2.4% | −1.6% sh | Q1→Q2 |
| PFE | Reduce | 2.4% to 1.8% | −4.3% sh | Q1→Q2 |
| GOOG | Reduce | 6.2% to 6.8% | −0.9% sh | Q1→Q2 |
| MRK | Reduce | 4.9% to 4.4% | −4.0% sh | Q1→Q2 |
| GSK | Reduce | 1.6% to 1.3% | −1.6% sh | Q1→Q2 |
| XOM | Reduce | 0.55% to 0.38% | −3.3% sh | Q1→Q2 |
| OGN | Reduce | 5.9% to 5.7% | −51.8% sh | Q1→Q2 |
| GNE | Reduce | 0.44% to 0.35% | −13.2% sh | Q1→Q2 |
| FLG | Reduce | 9.5% to 9.6% | −0.2% sh | Q1→Q2 |
| NVS | Reduce | 0.36% to 0.33% | −1.5% sh | Q1→Q2 |
| IDT | Reduce | 3.2% to 3.2% | −5.6% sh | Q1→Q2 |
| PG | Reduce | 0.05% to 0.04% | −5.4% sh | Q1→Q2 |
| CSX | Reduce | 0.27% to 0.26% | −4.7% sh | Q1→Q2 |