Thomas Graham, Alan, Irving Kahns – Kahn Brothers Group Portfolio Activity & Recent Trades (Mar 31, 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 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 |