What Kahn Brothers Group bought and sold in Q1 2025

In Q1 2025, Kahn Brothers Group (Kahn Brothers Group) opened 6 new positions — including COF (0.1%), CVX (0.1%), WRLC (0.1%), added to 4, trimmed 2, exited 3 (VOXXGUSD, OBT, MBI). The book stood at $494M across 54 positions, filed May 15, 2025.

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.