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KB
Kahn Brothers Group
Kahn Brothers Group
Periodo
Q1 2026
Valore portafoglio
$564.1M
Titoli
48
Attività
5 acquisti · 31 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | C Citigroup Inc | 16.91% | Reduce 4.04% | 840,897 | $95.4M |
| 2 | BAYRY Bayer AG Spons ADR | 13.26% | Reduce 3.56% | 6,513,893 | $74.8M |
| 3 | FLG Flagstar Financial, Inc. | 9.53% | Reduce 2.24% | 4,083,618 | $53.8M |
| 4 | DIS Walt Disney | 6.47% | Reduce 3.92% | 378,909 | $36.5M |
| 5 | GOOG Alphabet Inc Class C | 6.21% | Reduce 9.89% | 122,029 | $35.0M |
| 6 | SEB Seaboard Corp | 5.88% | Reduce 19.41% | 5,871 | $33.2M |
| 7 | OGN Organon & Co | 5.88% | Add 52.56% | 5,536,993 | $33.2M |
| 8 | BP BP PLC | 5.18% | Reduce 40.08% | 622,256 | $29.2M |
| 9 | MRK Merck & Co. Inc. | 4.85% | Reduce 47.15% | 227,288 | $27.3M |
| 10 | Z Zillow Group | 4% | Buy | 545,212 | $22.6M |
| 11 | SEG Seaport Entmt Group | 3.4% | Add 52.38% | 893,227 | $19.2M |
| 12 | PTEN Patterson Uti Energy | 3.25% | Reduce 2.98% | 1,690,156 | $18.3M |
| 13 | IDT IDT Corp | 3.24% | Reduce 4.96% | 372,566 | $18.3M |
| 14 | PFE Pfizer | 2.41% | Reduce 12.5% | 484,733 | $13.6M |
| 15 | MBI M B I A Inc | 2.15% | Add 99.89% | 2,056,434 | $12.2M |
| 16 | BMY Bristol-Myers Squibb | 1.83% | Reduce 15.73% | 170,381 | $10.3M |
| 17 | GSK GSK PLC ADR | 1.58% | Reduce 9.91% | 160,982 | $8.9M |
| 18 | XOM ExxonMobil | 0.55% | Reduce 9.7% | 18,255 | $3.1M |
| 19 | GNE Genie Energy | 0.44% | Reduce 8.04% | 175,011 | $2.5M |
| 20 | NVS Novartis AG Sponsored ADR | 0.36% | Reduce 2.13% | 13,386 | $2.0M |
| 21 | FRFHF Fairfax Finl HLDGS LTD Sub VTG | 0.31% | — | 1,018 | $1.7M |
| 22 | CSX CSX Corp Com | 0.27% | Reduce 2.8% | 36,481 | $1.5M |
| 23 | FBAK First Natl BK Alaska Com | 0.26% | — | 4,920 | $1.5M |
| 24 | TRMLF Tourmaline Oil Corp | 0.23% | — | 26,959 | $1.3M |
| 25 | JPM JPMorgan Chase | 0.15% | Reduce 18.74% | 2,818 | $828,942 |
| 26 | AAPL Apple Inc Com | 0.14% | — | 3,092 | $784,718 |
| 27 | MSFT Microsoft | 0.14% | Reduce 12.54% | 2,092 | $774,395 |
| 28 | PEYUF Peyto Expl & Dev Corp | 0.11% | Reduce 1.73% | 31,307 | $609,806 |
| 29 | HLN Haleon PLC | 0.1% | Reduce 13.61% | 56,431 | $564,874 |
| 30 | SEIC Sei Invt Co Pa PV $0.01 | 0.09% | — | 6,596 | $517,588 |
| 31 | BAC Bank Of America Corp | 0.08% | Reduce 9.78% | 9,459 | $461,126 |
| 32 | CVX Chevron Corp. | 0.07% | Reduce 2.5% | 1,953 | $404,075 |
| 33 | Deutsche Bank AG Namen Akt | 0.05% | — | 10,000 | $297,800 |
| 34 | IBM Intl Business Machines | 0.05% | — | 1,228 | $297,654 |
| 35 | PEG Public SVC Enterprise Group | 0.05% | Reduce 20.34% | 3,524 | $285,267 |
| 36 | VZ Verizon | 0.05% | Reduce 30.26% | 5,682 | $285,236 |
| 37 | PEP Pepsico Inc Com | 0.05% | — | 1,800 | $279,522 |
| 38 | PNC PNC Finl SVCS Group | 0.05% | Reduce 40.54% | 1,342 | $279,256 |
| 39 | AM Antero Midstream | 0.05% | Reduce 37.39% | 11,806 | $269,176 |
| 40 | PG Procter & Gamble | 0.05% | Reduce 0.8% | 1,852 | $267,502 |
| 41 | BX Blackstone Inc Com | 0.05% | — | 2,300 | $264,477 |
| 42 | OBT Orange CNTY Bancorp | 0.05% | — | 8,000 | $255,840 |
| 43 | PIFYF Pine Cliff Energy LTD Com | 0.04% | — | 520,000 | $253,403 |
| 44 | WRLC Windrock LTD Co | 0.04% | Reduce 5.62% | 537 | $251,853 |
| 45 | ZDGE Zedge Inc | 0.04% | Reduce 5.61% | 77,928 | $228,329 |
| 46 | CMCSA Comcast Corp New CL A | 0.04% | Add 2.05% | 7,169 | $205,821 |
| 47 | RFL Rafael Holdings Inc | 0.01% | Reduce 1.16% | 58,557 | $73,196 |
| 48 | Tphgreenwich Trust Uni | 0% | — | 166,999 | $0 |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.