As of Q1 2026, Kahn Brothers Group reported 48 long-equity positions worth $564.07M in aggregate.
Copy-investor backtest
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| MBI | M B I A Inc | Add +99.9% | 2.15% | 2,056,434 | $12.15M | $5.91 | $5.52 - $7.77(17%)$6.92 -> $5.91 |
| OGN | Organon & Co | Add +52.6% | 5.88% | 5,536,993 | $33.17M | $5.99 | $5.69 - $9.94(7%)$7.24 -> $5.99 |
| SEG | Seaport Entmt Group | Add +52.4% | 3.40% | 893,227 | $19.19M | $21.48 | $17.74 - $24.50(55%)$19.66 -> $21.48 |
| Z | Zillow Group | New | 4.00% | 545,212 | $22.56M | $41.38 | $40.06 - $72.53(4%)$65.92 -> $41.38 |
