What did Kahn Brothers Group buy in Q2 2025?

Kahn Brothers Group opened 6 new positions (GSK, GOOG, JPM, PIFYF, CMCSA) and added to 4 existing holdings in the Q2 2025 13F.

What did Kahn Brothers Group sell in Q2 2025?

Kahn Brothers Group exited 7 positions (HO1, COF, CI, LWAY, WEYS) and trimmed 2.

What Kahn Brothers Group bought and sold in Q2 2025

In Q2 2025, Kahn Brothers Group (Kahn Brothers Group) opened 6 new positions — including GSK (5.1%), GOOG (1.3%), JPM (0.2%), added to 4, trimmed 2, exited 7 (HO1, COF, CI). The book stood at $498M across 50 positions, filed Aug 14, 2025.

6New4Added2Trimmed7Exited

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New positions (6)

GSKGsk Plc-spon Adr5.1% · $25M
GOOGAlphabet Inc-cl C1.3% · $7M
JPMJpmorgan Chase & CO0.2% · $805K
PIFYFPine Cliff Energy Ltd<0.1% · $245K
CMCSAComcast Corp-class A<0.1% · $228K
OBTOrange County Bancorp Inc<0.1% · $207K

Added to (4)

OGNOrganon & CO+40% shares · 6.8% · $34M
XOMExxon Mobil Corp+39% shares · 0.4% · $2M
TRMLFTourmaline Oil Corp+62% shares · 0.3% · $1M
PEYUFPeyto Exploration & Dev Corp+63% shares · 0.1% · $461K

Trimmed (2)

HLNHaleon Plc-adr-36% shares · 0.2% · $1M
BACBank OF America Corp-31% shares · 0.1% · $562K

Exited (7)

HO1Hologic Incwas 0.2% of book
COFCapital One Financial Corpwas 0.1% of book
CIThe Cigna Groupwas 0.1% of book
LWAYLifeway Foods Incwas <0.1% of book
WEYSWeyco Group Incwas <0.1% of book
GTXGarrett Motion Incwas <0.1% of book
TPHSTrinity Place Holdings Incwas <0.1% of book

Kahn Brothers Group's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q1 2025 changes Q4 2024 changes

Kahn Brothers Group's full portfolio →The whole cohort in Q2 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.