Kahn Brothers Group

History Stock Activity Share change % change to portfolio
Q1  2026
CMCSA - Comcast Corp. Add 2.05% 144 0.00
SEG - Seaport Entertainment Group Add 52.38% 307,057 1.17
OGN - Organon & Co. Add 52.56% 1,907,542 2.03
MBI - MBIA Inc. Add 99.89% 1,027,650 1.07
Z - Zillow Group Inc. Buy 545,212 4.00
MRK - Merck & Co. Reduce 47.15% 202,815 4.33
PNC - PNC Financial Services Reduce 40.54% 915 0.03
BP - BP plc Reduce 40.08% 416,146 3.46
AM - Antero Midstream Corp. Reduce 37.39% 7,050 0.03
VZ - Verizon Communications Reduce 30.26% 2,465 0.02
PEG - Public Serv. Enterprise Inc. Reduce 20.34% 900 0.01
SEB - Seaboard Corp. Reduce 19.41% 1,414 1.42
JPM - JPMorgan Chase & Co. Reduce 18.74% 650 0.03
BMY - Bristol-Myers Squibb Reduce 15.73% 31,815 0.34
HLN - Haleon Plc ADR Reduce 13.61% 8,890 0.02
MSFT - Microsoft Corp. Reduce 12.54% 300 0.02
PFE - Pfizer Inc. Reduce 12.50% 69,217 0.34
GSK - GSK plc Reduce 9.91% 17,714 0.17
GOOG - Alphabet Inc. CL C Reduce 9.89% 13,387 0.68
BAC - Bank of America Corp. Reduce 9.78% 1,025 0.01
XOM - Exxon Mobil Corp. Reduce 9.70% 1,962 0.06
GNE - Genie Energy Ltd. Reduce 8.04% 15,301 0.04
WRLC - Windrock Ltd Co Reduce 5.62% 32 0.00
ZDGE - Zedge Inc. Reduce 5.61% 4,630 0.00
IDT - IDT Corp. CL B Reduce 4.96% 19,445 0.17
C - Citigroup Inc. Reduce 4.04% 35,381 0.71
DIS - Walt Disney Co. Reduce 3.92% 15,460 0.26
BAYRY - Bayer Ag Sponsored ADR Reduce 3.56% 240,398 0.49
PTEN - Patterson-UTI Energy Inc. Reduce 2.98% 51,857 0.10
CSX - CSX Corp. Reduce 2.80% 1,050 0.01
CVX - Chevron Corp. Reduce 2.50% 50 0.00
FLG - Flagstar Financial Inc. Reduce 2.24% 93,594 0.22
NVS - Novartis AG Reduce 2.13% 292 0.01
PEYUF - Peyto Exploration & Development Corp. Reduce 1.73% 550 0.00
RFL - Rafael Holdings Inc. Reduce 1.16% 689 0.00
PG - Procter & Gamble Reduce 0.80% 15 0.00
AR - Antero Resources Sell 100.00% 6,242 0.04
AXP - American Express Sell 100.00% 610 0.04
BN - Brookfield Corp. Sell 100.00% 5,070 0.04
AGO - Assured Guaranty Ltd. Sell 100.00% 3,110 0.05
NAVI - Navient Corp. Sell 100.00% 20,600 0.05
NVDA - NVIDIA Corp. Sell 100.00% 1,740 0.06
WBS - Webster Financial Corp. Sell 100.00% 29,833 0.33
Q4  2025
OGN - Organon & Co. Add 0.35% 12,606 0.02
SEG - Seaport Entertainment Group Add 0.48% 2,806 0.01
GOOG - Alphabet Inc. CL C Add 0.52% 694 0.04
AAPL - Apple Inc. Add 3.34% 100 0.00
PG - Procter & Gamble Add 5.66% 100 0.00
CMCSA - Comcast Corp. Add 10.11% 645 0.00
TRMLF - Tourmaline Oil Corp Add 10.45% 2,550 0.02
VZ - Verizon Communications Add 12.57% 910 0.01
XOM - Exxon Mobil Corp. Add 12.67% 2,274 0.05
AGO - Assured Guaranty Ltd. Add 20.08% 520 0.01
PEG - Public Serv. Enterprise Inc. Add 22.08% 800 0.01
MSFT - Microsoft Corp. Add 25.56% 487 0.04
JPM - JPMorgan Chase & Co. Add 29.99% 800 0.05
BX - Blackstone Group Add 53.33% 800 0.02
PNC - PNC Financial Services Add 54.91% 800 0.03
AR - Antero Resources Reduce 65.02% 11,600 0.07
RFL - Rafael Holdings Inc. Reduce 62.66% 99,428 0.02
AXP - American Express Reduce 46.96% 540 0.04
GSK - GSK plc Reduce 31.49% 82,141 0.71
BMY - Bristol-Myers Squibb Reduce 25.75% 70,138 0.67
PFE - Pfizer Inc. Reduce 21.66% 153,194 0.67
IBM - International Business Machines Reduce 18.57% 280 0.01
CSX - CSX Corp. Reduce 7.86% 3,200 0.02
PTEN - Patterson-UTI Energy Inc. Reduce 7.61% 143,447 0.15
BAC - Bank of America Corp. Reduce 5.77% 642 0.01
SEB - Seaboard Corp. Reduce 5.68% 439 0.35
NVS - Novartis AG Reduce 4.52% 648 0.02
BP - BP plc Reduce 4.35% 47,205 0.29
HLN - Haleon Plc ADR Reduce 3.98% 2,706 0.00
FLG - Flagstar Financial Inc. Reduce 2.78% 119,540 0.27
FBAK - First National Bank Alaska Reduce 1.40% 70 0.00
WBS - Webster Financial Corp. Reduce 1.13% 340 0.00
MRK - Merck & Co. Reduce 0.84% 3,647 0.07
GNE - Genie Energy Ltd. Reduce 0.81% 1,560 0.00
BAYRY - Bayer Ag Sponsored ADR Reduce 0.49% 32,962 0.06
ZDGE - Zedge Inc. Reduce 0.42% 346 0.00
MBI - MBIA Inc. Reduce 0.10% 1,010 0.00
IDT - IDT Corp. CL B Reduce 0.09% 346 0.00
DIS - Walt Disney Co. Reduce 0.04% 155 0.00
C - Citigroup Inc. Reduce 0.04% 382 0.01
Q3  2025
WBS - Webster Financial Corp. Add 0.28% 84 0.00
DIS - Walt Disney Co. Add 0.53% 2,074 0.04
BAYRY - Bayer Ag Sponsored ADR Add 0.87% 58,350 0.09
OGN - Organon & Co. Add 3.63% 126,695 0.25
GOOG - Alphabet Inc. CL C Add 89.51% 63,631 2.91
BN - Brookfield Corp. Buy 5,070 0.04
NVDA - NVIDIA Corp. Buy 1,740 0.06
AXP - American Express Buy 1,150 0.07
MBI - MBIA Inc. Buy 1,029,794 1.44
SEG - Seaport Entertainment Group Buy 583,364 2.51
AGO - Assured Guaranty Ltd. Reduce 94.11% 41,396 0.64
GSK - GSK plc Reduce 60.47% 399,035 3.24
BMY - Bristol-Myers Squibb Reduce 50.55% 278,349 2.36
HLN - Haleon Plc ADR Reduce 42.56% 50,410 0.08
AR - Antero Resources Reduce 28.36% 7,064 0.04
NVS - Novartis AG Reduce 22.44% 4,145 0.10
FBAK - First National Bank Alaska Reduce 20.67% 1,300 0.07