Manager activity
KAHN BROTHERS GROUP INC
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/8/2026 · full comparison · all filings
New · 1
Add · 4
Reduce · 31
Exit · 7
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| New | Zillow Group | +545,212 | New | +4.00 pp | 5/8/2026 |
| Reduce | Merck & Co. Inc. | -202,815 | -47.2% | -3.17 pp | 5/8/2026 |
| Reduce | Walt Disney | -15,460 | -3.9% | -1.47 pp | 5/8/2026 |
| Reduce | Patterson Uti Energy | -51,857 | -3.0% | +1.36 pp | 5/8/2026 |
| Add | Seaport Entmt Group | +307,057 | +52.4% | +1.35 pp | 5/8/2026 |
| Reduce | Alphabet Inc Class C | -13,387 | -9.9% | -1.32 pp | 5/8/2026 |
| Add | Organon & Co | +1,907,542 | +52.6% | +1.27 pp | 5/8/2026 |
| Reduce | Citigroup Inc | -35,381 | -4.0% | -1.20 pp | 5/8/2026 |
| Reduce | BP PLC | -416,146 | -40.1% | -1.20 pp | 5/8/2026 |
| Add | M B I A Inc | +1,027,650 | +99.9% | +0.85 pp | 5/8/2026 |
| Exit | Webster Finl Co | -29,833 | Exit | -0.33 pp | 5/8/2026 |
| Reduce | IDT Corp | -19,445 | -5.0% | -0.31 pp | 5/8/2026 |
| Reduce | Bayer AG Spons ADR | -240,398 | -3.6% | +0.32 pp | 5/8/2026 |
| Reduce | Flagstar Financial, Inc. | -93,594 | -2.2% | +0.22 pp | 5/8/2026 |
| Reduce | Seaboard Corp | -1,414 | -19.4% | +0.15 pp | 5/8/2026 |
| Reduce | ExxonMobil | -1,962 | -9.7% | +0.12 pp | 5/8/2026 |
| Reduce | Bristol-Myers Squibb | -31,815 | -15.7% | -0.10 pp | 5/8/2026 |
| Reduce | Microsoft | -300 | -12.5% | -0.07 pp | 5/8/2026 |
| Exit | Nvidia Corp Com | -1,740 | Exit | -0.06 pp | 5/8/2026 |
| Reduce | JPMorgan Chase | -650 | -18.7% | -0.05 pp | 5/8/2026 |
| Exit | Assured Guaranty LTD F | -3,110 | Exit | -0.05 pp | 5/8/2026 |
| Exit | Navient Corp | -20,600 | Exit | -0.05 pp | 5/8/2026 |
| Exit | Brookfield Corp VTG SHS CL A | -5,070 | Exit | -0.04 pp | 5/8/2026 |
| Exit | American Express Co Com | -610 | Exit | -0.04 pp | 5/8/2026 |
| Exit | Antero Res Corp Com | -6,242 | Exit | -0.04 pp | 5/8/2026 |
| Reduce | PNC Finl SVCS Group | -915 | -40.5% | -0.03 pp | 5/8/2026 |
| Reduce | Pfizer | -69,217 | -12.5% | -0.03 pp | 5/8/2026 |
| Reduce | Novartis AG Sponsored ADR | -292 | -2.1% | +0.03 pp | 5/8/2026 |
| Reduce | Genie Energy | -15,301 | -8.0% | -0.03 pp | 5/8/2026 |
| Reduce | CSX Corp Com | -1,050 | -2.8% | +0.02 pp | 5/8/2026 |
| Reduce | GSK PLC ADR | -17,714 | -9.9% | +0.02 pp | 5/8/2026 |
| Reduce | Bank Of America Corp | -1,025 | -9.8% | -0.02 pp | 5/8/2026 |
| Reduce | Chevron Corp. | -50 | -2.5% | +0.02 pp | 5/8/2026 |
| Reduce | Haleon PLC | -8,890 | -13.6% | -0.02 pp | 5/8/2026 |
| Reduce | Peyto Expl & Dev Corp | -550 | -1.7% | +0.01 pp | 5/8/2026 |
| Reduce | Public SVC Enterprise Group | -900 | -20.3% | -0.01 pp | 5/8/2026 |
| Reduce | Antero Midstream | -7,050 | -37.4% | -0.01 pp | 5/8/2026 |
| Reduce | Verizon | -2,465 | -30.3% | -0.01 pp | 5/8/2026 |
| Reduce | Zedge Inc | -4,630 | -5.6% | -0.01 pp | 5/8/2026 |
| Add | Comcast Corp New CL A | +144 | +2.0% | 0.00 pp | 5/8/2026 |
| Reduce | Rafael Holdings Inc | -689 | -1.2% | 0.00 pp | 5/8/2026 |
| Reduce | Windrock LTD Co | -32 | -5.6% | 0.00 pp | 5/8/2026 |
| Reduce | Procter & Gamble | -15 | -0.8% | 0.00 pp | 5/8/2026 |