Kahn Brothers Group's Top Holdings Show Mixed Share Changes

Kahn Brothers Group's portfolio, valued at $564 million as of March 31, 2026, is dominated by significant holdings in Financial Services, Healthcare, and other sectors. The top ten holdings by allocation include Citigroup Inc (C), Bayer AG Spons ADR (BAYRY), Flagstar Financial Inc (NYCB), and others, reflecting a diversified approach to investing.

Citigroup Inc (C), a key holding in the Financial Services sector, represents 16.91% of the portfolio. The investment saw a decrease of 4.04% in shares from the prior period, indicating a reduction in position size. Investors can explore this stock further at https://www.insiderset.com/investors/stocks/C.

Bayer AG Spons ADR (BAYRY), representing 13.26% of the portfolio, experienced a 3.56% decline in shares. This Healthcare stock is part of Kahn Brothers Group's significant exposure to the sector. More information is available at https://www.insiderset.com/investors/stocks/BAYRY.

Flagstar Financial Inc (NYCB) allocation stands at 9.53%, with a 2.24% decrease in shares. This stock, lacking a specified sector, shows a minor reduction in position. Details can be found at https://www.insiderset.com/investors/stocks/NYCB.

Walt Disney (DIS) and Alphabet Inc Class C (GOOG) both fall under the Communication Services sector, representing 6.47% and 6.21% of the portfolio respectively. Both experienced declines, with Disney down 3.92% and Alphabet down 9.89% in shares. Investors can review these stocks at https://www.insiderset.com/investors/stocks/DIS and https://www.insiderset.com/investors/stocks/GOOG.

Seaboard Corp (SEB) and Merck & Co Inc (MRK) show decreases of 19.41% and 47.15% in shares respectively, despite their relatively smaller allocations of 5.88% each. Organon & Co (OGN) presents an interesting contrast, with a massive 52.56% increase in shares, boosting its allocation to 5.88%. BP PLC (BP) saw a significant 40.08% reduction in shares, lowering its allocation to 5.18%. Zillow Group (Z) experienced a 100% increase in shares, adding 4.0% to the portfolio. Detailed analysis of these stocks is available at https://www.insiderset.com/investors/stocks/SEB, https://www.insiderset.com/investors/stocks/MRK, https://www.insiderset.com/investors/stocks/OGN, https://www.insiderset.com/investors/stocks/BP, and https://www.insiderset.com/investors/stocks/Z.

For a complete view of Kahn Brothers Group's investment profile, visit https://www.insiderset.com/investor/thomas-graham-kahn-brothers-group.