Kahn Brothers Group – Largest Position Reductions (2026 Q1)
This report summarizes the most meaningful reductions and sell-offs made by Kahn Brothers Group in 2026 Q1. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| C | 840,897 | $113.41 | Reduced | -4.04% | 16.91% | $95.37M | 2026 Q1 |
| BAYRY | 6,513,893 | $11.48 | Reduced | -3.56% | 13.26% | $74.78M | 2026 Q1 |
| FLG | 4,083,618 | $13.17 | Reduced | -2.24% | 9.54% | $53.78M | 2026 Q1 |
| DIS | 378,909 | $96.38 | Reduced | -3.92% | 6.48% | $36.52M | 2026 Q1 |
| GOOG | 122,029 | $286.86 | Reduced | -9.89% | 6.21% | $35.01M | 2026 Q1 |
| SEB | 5,871 | $5654.06 | Reduced | -19.41% | 5.89% | $33.19M | 2026 Q1 |
| BP | 622,256 | $47 | Reduced | -40.08% | 5.19% | $29.25M | 2026 Q1 |
| MRK | 227,288 | $120.29 | Reduced | -47.15% | 4.85% | $27.34M | 2026 Q1 |
| PTEN | 1,690,156 | $10.83 | Reduced | -2.98% | 3.25% | $18.3M | 2026 Q1 |
| IDT | 372,566 | $49.1 | Reduced | -4.96% | 3.24% | $18.29M | 2026 Q1 |
| PFE | 484,733 | $28.08 | Reduced | -12.50% | 2.41% | $13.61M | 2026 Q1 |
| BMY | 170,381 | $60.65 | Reduced | -15.73% | 1.83% | $10.33M | 2026 Q1 |
| GSK | 160,982 | $55.19 | Reduced | -9.91% | 1.58% | $8.88M | 2026 Q1 |
| XOM | 18,255 | $169.65 | Reduced | -9.70% | 0.55% | $3.1M | 2026 Q1 |
| GNE | 175,011 | $14.14 | Reduced | -8.04% | 0.44% | $2.47M | 2026 Q1 |
| NVS | 13,386 | $152.77 | Reduced | -2.13% | 0.36% | $2.04M | 2026 Q1 |
| CSX | 36,481 | $41.06 | Reduced | -2.80% | 0.27% | $1.5M | 2026 Q1 |
| JPM | 2,818 | $294.18 | Reduced | -18.74% | 0.15% | $829K | 2026 Q1 |
| MSFT | 2,092 | $369.98 | Reduced | -12.54% | 0.14% | $774K | 2026 Q1 |
| PEYUF | 31,307 | $19.48 | Reduced | -1.73% | 0.11% | $609.86K | 2026 Q1 |
| HLN | 56,431 | $10.01 | Reduced | -13.61% | 0.10% | $564.87K | 2026 Q1 |
| BAC | 9,459 | $48.74 | Reduced | -9.78% | 0.08% | $461.03K | 2026 Q1 |
| CVX | 1,953 | $206.86 | Reduced | -2.50% | 0.07% | $404K | 2026 Q1 |
| VZ | 5,682 | $50.16 | Reduced | -30.26% | 0.05% | $285.01K | 2026 Q1 |
| PEG | 3,524 | $80.87 | Reduced | -20.34% | 0.05% | $284.99K | 2026 Q1 |