What did Kahn Brothers Group buy in Q4 2025?

Kahn Brothers Group opened 0 new positions and added to 6 existing holdings in the Q4 2025 13F.

What did Kahn Brothers Group sell in Q4 2025?

Kahn Brothers Group exited 0 positions and trimmed 6.

What Kahn Brothers Group bought and sold in Q4 2025

In Q4 2025, Kahn Brothers Group (Kahn Brothers Group) added to 6, trimmed 6. The book stood at $565M across 53 positions, filed Feb 12, 2026.

0New6Added6Trimmed0Exited

Share𝕏 in

Added to (6)

MSFTMicrosoft Corp+26% shares · 0.2% · $1M
JPMJpmorgan Chase & CO+30% shares · 0.2% · $1M
PNCPnc Financial Services Group+55% shares · 0.1% · $471K
PEGPublic Service Enterprise GP+22% shares · 0.1% · $355K
BXBlackstone Inc+53% shares · 0.1% · $355K
BNBrookfield Corp+50% shares · <0.1% · $233K

Trimmed (6)

PFEPfizer Inc-22% shares · 2.4% · $14M
BMYBristol-myers Squibb CO-26% shares · 1.9% · $11M
GSKGsk Plc-spon Adr-31% shares · 1.6% · $9M
AXPAmerican Express CO-47% shares · <0.1% · $226K
ARAntero Resources Corp-65% shares · <0.1% · $215K
RFLRafael Holdings Inc-class B-63% shares · <0.1% · $70K

Kahn Brothers Group's other filings

Q1 2026 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes Q4 2024 changes

Kahn Brothers Group's full portfolio →The whole cohort in Q4 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.