Kahn Brothers — Recent Sells
Kahn Brothers Group · Sold and reduced positions in the Q2 '26 13F filing.
Filed August 17, 2026 · Last updated
Kahn Brothers fully exited 1 positions and reduced 18 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $18.3M. Largest exit: Comcast Corporation (was $206K).
Fully exited (1)
| Ticker | Company | Prev Shares | Prev Value | Prev % Portfolio |
|---|---|---|---|---|
| CMCSA | Comcast Corporation | 7169 | $206K | 0.04% |
Reduced positions (18)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| C | Citigroup Inc | 836337 | $117.1M | 18.50% | -0.5% |
| FLG | Flagstar Financial, Inc. | 4074720 | $60.9M | 9.62% | -0.2% |
| GOOG | Alphabet Inc Class C | 120906 | $42.7M | 6.75% | -0.9% |
| Z | Zillow Group Inc | 1182261 | $37.3M | 5.89% | 116.8% |
| OGN | Organon & Co | 2670523 | $36.2M | 5.72% | -51.8% |
| DIS | Walt Disney | 359092 | $34.6M | 5.46% | -5.2% |
| MRK | Merck & Co. Inc. | 218182 | $28.0M | 4.43% | -4.0% |
| SEB | Seaboard Corp | 5389 | $24.1M | 3.80% | -8.2% |
| IDT | IDT Corp Class B | 351660 | $20.5M | 3.23% | -5.6% |
| PTEN | Patterson Uti Energy | 1663758 | $15.3M | 2.41% | -1.6% |
| PFE | Pfizer | 464001 | $11.2M | 1.77% | -4.3% |
| GSK | GSK plc | 158438 | $8.3M | 1.31% | -1.6% |
| XOM | ExxonMobil | 17655 | $2.4M | 0.38% | -3.3% |
| GNE | Genie Energy LTD Class B | 151941 | $2.2M | 0.35% | -13.2% |
| NVS | Novartis AG | 13186 | $2.1M | 0.33% | -1.5% |
| CSX | CSX Corp Com | 34781 | $1.7M | 0.26% | -4.7% |
| RFL | Rafael Holdings Inc Class B | 150493 | $494K | 0.08% | 157.0% |
| PG | Procter & Gamble | 1752 | $257K | 0.04% | -5.4% |