Kahn Brothers Group Holdings – 2025 Q4

Explore the latest portfolio disclosure for Kahn Brothers Group, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q4.

The latest 2025 Q4 filing shows that Kahn Brothers Group maintains its largest exposure in Unclassified Sector, which represents approximately 23.84% of the portfolio. This sector forms the core of Kahn Brothers Group's investment stance during this reporting period.

Additional major allocations include Healthcare (about 18.66%) and Financial Services (approximately 18.58%) , reflecting how Kahn Brothers Group diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Kahn Brothers Group's positioning and conviction areas for the 2025 Q4 quarter.

Breakdown by Sector

Unclassified Sector

23.8%

Healthcare

18.7%

Financial Services

18.6%

Non-U.S. Assets

13.6%

Energy

8.8%

Communication Services

8.0%

Technology

8.0%

Industrials

0.2%

Consumer Defensive

0.1%

Utilities

0.1%

Symbol	Shares	Reported Price(USD)	Action	Change %	Portfolio Weight	Position Value	Filing Period
AR	6,242	$34.44	Reduced	-65.02%	0.04%	$214.97K	2025 Q4
CMCSA	7,025	$29.89	Increased	10.11%	0.04%	$209.98K	2025 Q4
RFL	59,246	$1.18	Reduced	-62.66%	0.01%	$69.91K	2025 Q4

1 2 3

Total 3 Page