What did Kahn Brothers Group buy in Q3 2025?

Kahn Brothers Group opened 5 new positions (SEG, MBI, AXP, NVDA, BN) and added to 1 existing holding in the Q3 2025 13F.

What did Kahn Brothers Group sell in Q3 2025?

Kahn Brothers Group exited 1 position (AIG) and trimmed 6.

What Kahn Brothers Group bought and sold in Q3 2025

In Q3 2025, Kahn Brothers Group (Kahn Brothers Group) opened 5 new positions — including SEG (2.5%), MBI (1.4%), AXP (0.1%), added to 1, trimmed 6, exited 1 (AIG). The book stood at $532M across 53 positions, filed Nov 12, 2025.

5New1Added6Trimmed1Exited

Share𝕏 in

New positions (5)

SEGSeaport Entertainment Group2.5% · $13M
MBIMbia Inc1.4% · $8M
AXPAmerican Express CO0.1% · $382K
NVDANvidia Corp0.1% · $325K
BNBrookfield Corp<0.1% · $232K

Added to (1)

GOOGAlphabet Inc-cl C+90% shares · 6.2% · $33M

Trimmed (6)

BMYBristol-myers Squibb CO-51% shares · 2.3% · $12M
GSKGsk Plc-spon Adr-60% shares · 2.1% · $11M
NVSNovartis Ag-sponsored Adr-22% shares · 0.3% · $2M
FBAKFirst National Bank Alaska-21% shares · 0.3% · $1M
HLNHaleon Plc-adr-43% shares · 0.1% · $610K
ARAntero Resources Corp-28% shares · 0.1% · $599K

Exited (1)

AIGAmerican International Groupwas <0.1% of book

Kahn Brothers Group's other filings

Q1 2026 changes Q4 2025 changes Q2 2025 changes Q1 2025 changes Q4 2024 changes

Kahn Brothers Group's full portfolio →The whole cohort in Q3 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.