Kahn Brothers Group Inc.
Annual return '25
+26.2%
SPY '25
+17.7%
Alpha
+8.5ptsvs SPY
Invested
$564.1M
Holdings
49
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$C
Citigroup Inc
Q1 2026: Increased +13.4% (100.9k → 114.5k shares)
16.9%
02
$BAYRY
Bayer AG Spons ADR
Held since at least Q1 2024
13.3%
03
$FLG
Flagstar Financial, Inc.
Q1 2026: Increased +18.7% (610 → 724 shares)
9.5%
04
$DIS
Walt Disney
Q4 2025: New position (414.3k shares)
6.5%
05
$GOOG
Alphabet Inc Class C
Q1 2026: Sold 55.3% (29.1k → 13.0k shares)
6.2%
06
$SEB
Seaboard Corp
Q1 2026: New position (1 shares)
5.9%
07
$OGN
Organon & Co
Q1 2026: Increased +48.7% (4.2k → 6.2k shares)
5.9%
08
$BP
BP PLC
Q1 2026: Sold 24.2% (31.9k → 24.2k shares)
5.2%
09
$MRK
Merck & Co. Inc.
Q1 2026: Sold 93.2% (323.5k → 22.0k shares)
4.8%
10
$Z
Zillow Group
Q1 2026: Sold 79.8% (1.1k → 229 shares)
4.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:23 UTC.