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Kahn Brothers13F | |
| Kahn Brothers | |
| Last update 2026-05-12 | 47 Stocks (1 new) |
| Value $564.00 Mil | Turnover 8 % |
Kahn Brothers Profile
Kahn Brothers Group is an investment firm serving institutional and high-net-worth clients. The firm provides investment management through its registered investment advisor, Kahn Brothers Advisors LLC, and brokerage services through Kahn Brothers LLC, Member New York Stock Exchange.
Kahn Brothers Group was founded in 1978 by Irving Kahn, Thomas Graham Kahn and Alan Kahn. The firm's executive team has over one hundred years of aggregate experience in the investment business. The firm’s founding chairman, Irving Kahn, began his career in the value investing business shortly before the stock market crash of 1929. In the 1930s, he served as Benjamin Graham's teaching assistant at Columbia Business School. Irving Kahn passed away in February 2015.
Kahn Brothers Group was founded in 1978 by Irving Kahn, Thomas Graham Kahn and Alan Kahn. The firm's executive team has over one hundred years of aggregate experience in the investment business. The firm’s founding chairman, Irving Kahn, began his career in the value investing business shortly before the stock market crash of 1929. In the 1930s, he served as Benjamin Graham's teaching assistant at Columbia Business School. Irving Kahn passed away in February 2015.
Kahn Brothers Investing Philosophy
Kahn Brothers employs a bottom-up stock selection approach and invests in undervalued equity securities that are usually out of favor in the market. The firm selects securities one at a time based on assets, operating performance and long-term fundamental business prospects. Kahn Brothers follows Benjamin Graham's investment philosophies.
Kahn Brothers Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
C | Citigroup Inc | 840,897 | 95,366.1 | -4.04% | 16.910 | -0.73% | 0.050 | +3.92% | +15.79% | 224,402.6 | Banks | |
BAYRY | Bayer AG | 6,513,893 | 74,777.2 | -3.56% | 13.260 | -0.46% | 0.170 | +14.84% | +25.24% | 53,090.2 | Drug Manufacturers | |
FLG | Flagstar Bank NA | 4,083,618 | 53,781.3 | -2.24% | 9.530 | -0.21% | 0.980 | +6.60% | +20.75% | 6,327.3 | Banks | |
DIS | The Walt Disney Co | 378,909 | 36,519.3 | -3.92% | 6.470 | -0.31% | 0.020 | -4.86% | -13.11% | 170,351.8 | Media - Diversified | |
GOOG | Alphabet Inc | 122,029 | 35,005.2 | -9.89% | 6.210 | -0.74% | 0.000 | +11.11% | +17.91% | 4,513,722.9 | Interactive Media | |
SEB | Seaboard Corp | 5,871 | 33,194.8 | -19.41% | 5.880 | -1.11% | 0.610 | -14.42% | +7.06% | 4,553.6 | Conglomerates | |
OGN | Organon & Co | 5,536,993 | 33,166.6 | +52.56% | 5.880 | +2.03% | 2.110 | +44.80% | +88.89% | 3,542.6 | Drug Manufacturers | |
BP | BP PLC | 622,256 | 29,246.0 | -40.08% | 5.180 | -2.56% | 0.020 | -12.23% | +21.93% | 103,553.5 | Oil & Gas | |
MRK | Merck & Co Inc | 227,288 | 27,340.5 | -47.15% | 4.850 | -3.78% | 0.010 | +9.42% | +20.91% | 309,790.1 | Drug Manufacturers | |
Z | Zillow Group Inc | 545,212 | 22,560.9 | New Holding | 4.000 | +4.00% | 0.240 | -22.16% | -49.71% | 7,844.8 | Interactive Media |
Kahn Brothers's Historical Top Holdings Breakdowns
Kahn Brothers's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
Z | Zillow Group Inc | 2026-03-31 | New Buy New Buy | +4.00% | 40.44 ($53.18) 69.95 | $33.84 | -36.36% | New holding | 545,212 | 545,212 | |
MRK | Merck & Co Inc | 2026-03-31 | Reduce Reduce | -3.78% | 106.45 ($115.45) 123.93 | $125.43 | 8.64% | Reduce -47.15% | 227,288 | -202,815 | |
BP | BP PLC | 2026-03-31 | Reduce Reduce | -2.56% | 33.67 ($39.18) 47.35 | $41.33 | 5.49% | Reduce -40.08% | 622,256 | -416,146 | |
OGN | Organon & Co | 2026-03-31 | Add Add | +2.03% | 5.7 ($7.52) 9.76 | $13.49 | 79.39% | Add 52.56% | 5,536,993 | 1,907,542 | |
SEG | Seaport Entertainment Group Inc | 2026-03-31 | Add Add | +1.17% | 18.23 ($20.88) 23.49 | $26.48 | 26.82% | Add 52.38% | 893,227 | 307,057 | |
SEB | Seaboard Corp | 2026-03-31 | Reduce Reduce | -1.11% | 4371.02 ($5011.93) 5654.02 | $4,665.94 | -6.90% | Reduce -19.41% | 5,871 | -1,414 | |
MBI | MBIA Inc | 2026-03-31 | Add Add | +1.07% | 5.57 ($6.37) 7.6 | $6.31 | -0.94% | Add 99.89% | 2,056,434 | 1,027,650 | |
GOOG | Alphabet Inc | 2026-03-31 | Reduce Reduce | -0.74% | 273.14 ($314.16) 344.9 | $370.21 | 17.84% | Reduce -9.89% | 122,029 | -13,387 | |
C | Citigroup Inc | 2026-03-31 | Reduce Reduce | -0.73% | 105.5 ($113.88) 123.77 | $132.98 | 16.77% | Reduce -4.04% | 840,897 | -35,381 | |
BAYRY | Bayer AG | 2026-03-31 | Reduce Reduce | -0.46% | 10.6 ($12.16) 14.4 | $13.51 | 11.10% | Reduce -3.56% | 6,513,893 | -240,398 |
Kahn Brothers Total Holding History ($B)
Kahn Brothers's Asset Allocation
Kahn Brothers Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Kahn Brothers's Hypothetical Growth since 2026-03-31
Kahn Brothers's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Kahn Brothers's Holdings Heat Map
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Kahn Brothers's Holdings Bubble Chart
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