Kahn Brothers: Stock Portfolio, Performance and Latest Trades
13F portfolio value
$632.7M
48 holdings at Q2 2026
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Kahn Brothers' portfolio
As of Q2 2026, filed August 17, 2026 · prices as of October 8, 2026
| Company | Share of portfolio | Average buy price | Return | Current price | Last quarter |
|---|---|---|---|---|---|
| 18.5% | $59.35 | +116% | $128.08 | Reduced −0.5% | |
| 14.1% | $7.38 | +63.6% | $12.07 | Added +0.1% | |
| 9.62% | $10.97 | +3.5% | $11.35 | Reduced −0.2% | |
Alphabet Inc.GOOG | 6.75% | $186.99 | +84.4% | $344.86 | Reduced −0.9% |
| 5.89% | $45.23 | −35.5% | $29.17 | Added +117% | |
| 5.72% | $12.50 | +10.0% | $13.75 | Reduced −52% | |
| 5.46% | $100.35 | +6.7% | $107.02 | Reduced −5.2% | |
| 4.43% | $78.91 | +80.4% | $142.38 | Reduced −4.0% | |
Mbia Inc.MBI | 4.34% | $6.19 | −26.0% | $4.58 | Added +105% |
| 3.86% | $22.62 | −1.1% | $22.36 | Added +2.7% | |
| 3.80% | $3,458.36 | +17.5% | $4,063.59 | Reduced −8.2% | |
| 3.65% | $32.70 | +41.8% | $46.36 | Added +0.4% | |
| 3.23% | $42.34 | +90.5% | $80.65 | Reduced −5.6% | |
| 2.41% | $8.18 | +40.3% | $11.48 | Reduced −1.6% | |
Pfizer Inc.PFE | 1.77% | $37.16 | −25.1% | $27.82 | Reduced −4.3% |
| 1.59% | $49.79 | +19.7% | $59.58 | Added +2.2% | |
| 1.31% | $38.21 | +21.8% | $46.54 | Reduced −1.6% | |
| 0.38% | $97.74 | +72.4% | $168.50 | Reduced −3.3% | |
| 0.35% | $5.93 | +183% | $16.78 | Reduced −13% | |
| 0.33% | $85.74 | +66.9% | $143.11 | Reduced −1.5% | |
| 0.26% | $1,027.90 | +51.8% | $1,560.25 | No change | |
CSX Corp.CSX | 0.26% | $31.68 | +49.4% | $47.34 | Reduced −4.7% |
| 0.25% | $240.92 | +33.9% | $322.70 | No change | |
Tourmaline Oil Corp.TRMLF | 0.18% | $45.64 | −2.5% | $44.50 | No change |
| 0.15% | $268.63 | +23.4% | $331.42 | Added +2.1% | |
Apple Inc.AAPL | 0.14% | $191.16 | +78.1% | $340.42 | No change |
Microsoft Corp.MSFT | 0.13% | $424.63 | +23.1% | $522.61 | Added +3.6% |
| 0.09% | $69.75 | +48.0% | $103.25 | No change | |
| 0.09% | $6.48 | +43.0% | $9.26 | Added +3.4% | |
| 0.09% | $31.86 | +68.2% | $53.61 | No change | |
| 0.08% | $8.68 | +96.3% | $17.03 | No change | |
| 0.08% | $4.25 | −65.2% | $1.48 | Added +157% | |
| 0.07% | $479.07 | +19.0% | $570.00 | Added +50% | |
| 0.05% | $196.07 | +15.6% | $226.61 | No change | |
| 0.05% | $16.05 | +109% | $33.63 | No change | |
Webster Financial Corp.947890109 | 0.05% | $76.42 | — | — | New |
| 0.05% | $169.48 | +29.6% | $219.68 | No change | |
| 0.05% | $156.54 | +35.1% | $211.55 | No change | |
| 0.05% | $24.41 | +52.6% | $37.25 | No change | |
| 0.05% | $65.04 | +10.5% | $71.84 | No change | |
| 0.04% | $158.71 | −29.0% | $112.68 | No change | |
| 0.04% | $12.88 | +64.5% | $21.19 | No change | |
| 0.04% | $154.51 | −2.5% | $150.59 | Reduced −5.4% | |
Pepsico Inc.PEP | 0.04% | $132.85 | −3.4% | $128.34 | No change |
| 0.04% | $3.61 | −18.9% | $2.93 | Added +0.3% | |
| 0.04% | $52.79 | −12.2% | $46.35 | No change | |
| 0.03% | $0.4237 | −11.4% | $0.3751 | No change | |
Tphgreenwich Trust Uni008997017 | 0.00% | — | — | — | No change |
Kahn Brothers' buys and sells
| Company | Action | Shares change | Value now |
|---|---|---|---|
| Added +46% | +2,067,470 | $39.6M | |
| Added +18% | +657,285 | $49M | |
| Added +59% | +926,111 | $37.1M | |
| Reduced −35% | −99,942 | $16.4M | |
| Added +53% | +126,655 | $18.8M | |
| Reduced −3.3% | −16,633 | $44.2M | |
| Reduced −1.4% | −4,851 | $34.4M | |
| Reduced −3.5% | −42,063 | $38.9M | |
| Reduced −13% | −92,824 | $36.4M | |
GSK Plc-Spon ADR37733W105 | Reduced −7.1% | −62,481 | $31.9M |
| Reduced −2.1% | −193 | $23.8M | |
| Reduced −3.3% | −29,976 | $62.2M | |
Pfizer Inc.PFE | Reduced −3.4% | −25,901 | $18.6M |
Hologic Inc.436440101 | Reduced −33% | −9,834 | $1.2M |
Voxx International Corp.91829F104 | Sold out | −114,676 | — |
| Reduced −3.0% | −59,111 | $15.9M | |
| Added +3.4% | +728 | $2.4M | |
| New | +1,971 | $353K | |
| New | +2,053 | $343K | |
| Reduced −6.6% | −14,336 | $3M | |
| New | +569 | $259K | |
| Sold out | −4,000 | — | |
Weyco Group Inc.WEYS | New | +7,197 | $219K |
| New | +1,500 | $210K | |
| New | +2,349 | $204K | |
CSX Corp.CSX | Reduced −2.2% | −1,089 | $1.4M |
| Reduced −1.1% | −156 | $1.6M | |
| Reduced −11% | −2,155 | $721.3K | |
Webster Financial Corp.947890109 | Reduced −0.7% | −242 | $1.7M |
| Reduced −31% | −3,613 | $357K | |
| Added +28% | +1,449 | $512K | |
Mbia Inc.MBI | Sold out | −10,600 | — |
| Reduced −3.9% | −3,444 | $199.9K | |
| Reduced −11% | −176 | $263K | |
| Reduced −17% | −5,250 | $1M | |
| Reduced −9.2% | −18,724 | $1.9M | |
| Reduced −4.9% | −43 | $276.7K | |
Navient Corp.NAVI | Reduced −6.4% | −1,400 | $260.2K |
Tourmaline Oil Corp.TRMLF | Reduced −0.6% | −99 | $830K |
| Reduced −3.1% | −5,169 | $303.2K | |
| Reduced −3.3% | −150 | $360K | |
| Reduced −6.8% | −900 | $103K | |
| Reduced −2.1% | −12,952 | $29K | |
JP Morgan Chase44625H100 | Reduced −2.9% | −85 | $703K |
Idw Media44951N106 | Reduced −5.4% | −2,079 | $11.3K |
Kahn Brothers' portfolio by sector
Share of the stock portfolio at Q2 2026.
| Sector | Share |
|---|---|
| Financials | 33% |
| Communication Services | 15% |
| Health Care | 15% |
| Other | 15% |
| Industrials | 10.0% |
| Energy | 6.5% |
| Consumer Discretionary | 3.9% |
| Utilities | 0.4% |
| Technology | 0.4% |
| Consumer Staples | 0.2% |
Portfolio performance: Kahn Brothers vs. benchmarks
Your result if you had bought each reported portfolio on the day it was made public and held it until the next report, against the S&P 500 and Nasdaq-100.
- You, copying after each 13F filing – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each 13F filing – estimated value | +58.3% | +9.6% |
| S&P 500 | +89.0% | +13.6% |
| Nasdaq-100 | +113.3% | +16.4% |
Prices were available for 64% of the portfolio value on average; the rest is left out of the return.
Kahn Brothers' most traded stocks
Quarters with a buy or a sell, all reports since Q2 2013.
| Company | Quarters bought | Quarters sold |
|---|---|---|
| 22 | 31 | |
| 18 | 35 | |
| 17 | 35 | |
Pfizer Inc.PFE | 10 | 42 |
Mbia Inc.MBI | 23 | 28 |
| 6 | 43 | |
| 19 | 28 | |
| 5 | 38 | |
| 20 | 23 | |
| 14 | 28 | |
| 12 | 30 | |
| 18 | 22 | |
| 7 | 33 | |
| 9 | 31 | |
| 14 | 25 |