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.
6New4Added2Trimmed3Exited
New positions (6)
- COFCapital One Financial Corp0.1% · $353K
- CVXChevron Corp0.1% · $343K
- WRLCWindrock Ltd CO0.1% · $259K
- WEYSWeyco Group Inc<0.1% · $219K
- BXBlackstone Inc<0.1% · $210K
- AIGAmerican International Group<0.1% · $204K
Added to (4)
Trimmed (2)
- HO1Hologic Inc-33% shares · 0.2% · $1M
- VZVerizon Communications Inc-31% shares · 0.1% · $357K
Exited (3)
- VOXXGUSDVoxx International Corpwas 0.2% of book
- OBTOrange County Bancorp Incwas <0.1% of book
- MBIMbia Incwas <0.1% of book
Kahn Brothers Group's other filings
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.