Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group 13F Activity & Position Changes (Q1 2026)

According to the SEC 13F filed on May 08, 2026, the Kahn Brothers Group portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2026, the filing reported:

New Buys - Zillow Group, Inc.

Increases - Comcast Corporation, MBIA Inc., Organon & Co., Seaport Entertainment

Reductions - Peyto Exploration, Windrock, Antero Midstream Corporation, Bank of America Corporation, Bayer A.G., and 26 more

Complete Exits - Antero Resources Corporation, American Express Company, Brookfield Corporation, Assured Guaranty, Navient Corporation, and 2 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2026	717046106 Peyto Exploration	Peyto Exploration	Sell	-550	-1.7%	$609.81K	31,307
Q1 2026	97349V107 Windrock	Windrock	Sell	-32	-5.6%	$251.85K	537
Q1 2026	AM Antero Midstream Corporation	Antero Midstream Corporation	Sell	-7,050	-37.4%	$269.18K	11,806
Q1 2026	AR Antero Resources Corporation	Antero Resources Corporation	Sell - Position Exit	-6,242	-100.0%	$0.00	-
Q1 2026	AXP American Express Company	American Express Company	Sell - Position Exit	-610	-100.0%	$0.00	-
Q1 2026	BAC Bank of America Corporation	Bank of America Corporation	Sell	-1,025	-9.8%	$461.13K	9,459
Q1 2026	BAYRY Bayer A.G.	Bayer A.G.	Sell	-240,398	-3.6%	$74.78M	6,513,893
Q1 2026	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-31,815	-15.7%	$10.33M	170,381
Q1 2026	BN Brookfield Corporation	Brookfield Corporation	Sell - Position Exit	-5,070	-100.0%	$0.00	-
Q1 2026	BP BP p.l.c.	BP p.l.c.	Sell	-416,146	-40.1%	$29.25M	622,256
Q1 2026	C Citigroup, Inc.	Citigroup, Inc.	Sell	-35,381	-4.0%	$95.37M	840,897
Q1 2026	CMCSA Comcast Corporation	Comcast Corporation	Buy	+144	+2.0%	$205.82K	7,169
Q1 2026	CSX CSX Corporation	CSX Corporation	Sell	-1,050	-2.8%	$1.50M	36,481
Q1 2026	CVX Chevron Corporation	Chevron Corporation	Sell	-50	-2.5%	$404.07K	1,953
Q1 2026	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-15,460	-3.9%	$36.52M	378,909
Q1 2026	G0585R106 Assured Guaranty	Assured Guaranty	Sell - Position Exit	-3,110	-100.0%	$0.00	-
Q1 2026	GNE Genie Energy Ltd.	Genie Energy Ltd.	Sell	-15,301	-8.0%	$2.47M	175,011
Q1 2026	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-13,387	-9.9%	$35.01M	122,029
Q1 2026	GSK GSK plc	GSK plc	Sell	-17,714	-9.9%	$8.88M	160,982
Q1 2026	HLN Haleon plc	Haleon plc	Sell	-8,890	-13.6%	$564.87K	56,431
Q1 2026	IDT IDT Corporation	IDT Corporation	Sell	-19,445	-5.0%	$18.29M	372,566
Q1 2026	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-650	-18.7%	$828.94K	2,818
Q1 2026	MBI MBIA Inc.	MBIA Inc.	Buy	+1,027,650	+99.9%	$12.15M	2,056,434
Q1 2026	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-202,815	-47.2%	$27.34M	227,288
Q1 2026	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-300	-12.5%	$774.39K	2,092
Q1 2026	NAVI Navient Corporation	Navient Corporation	Sell - Position Exit	-20,600	-100.0%	$0.00	-
Q1 2026	NVDA NVIDIA Corporation	NVIDIA Corporation	Sell - Position Exit	-1,740	-100.0%	$0.00	-
Q1 2026	NVS Novartis AG	Novartis AG	Sell	-292	-2.1%	$2.04M	13,386
Q1 2026	NYCB NY Community Bancorp	NY Community Bancorp	Sell	-93,594	-2.2%	$53.78M	4,083,618
Q1 2026	OGN Organon & Co.	Organon & Co.	Buy	+1,907,542	+52.6%	$33.17M	5,536,993

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