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

As of Mar 31, 2026, the Kahn Brothers Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 08, 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		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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