Kahn Brothers Group
Kahn Brothers GroupKahn Brothers Group13F · 08 May 2026
持仓 40前十集中度 78%本季新建/加仓 4减持/清仓 26
116.9%减持213.3%减持39.5%减持46.5%减持56.2%减持65.9%加仓75.9%减持85.2%减持94.8%减持104.0%新建仓113.4%加仓123.3%减持133.2%减持142.4%减持152.1%加仓161.8%减持171.6%减持180.6%减持190.4%减持200.4%减持210.3%持有220.3%减持230.3%持有240.2%持有250.1%减持260.1%持有270.1%减持280.1%减持290.1%减持300.1%持有310.1%减持320.1%减持330.1%减持340.1%持有350.1%持有360.1%持有370.1%持有380.1%减持390.1%持有400.1%减持
CCitigroup Inc.均 45
BAYRYBayer Ag Sponsored ADR
FLGFlagstar Financial Inc.均 36
DISWalt Disney Co.均 55
GOOGAlphabet Inc. CL C均 73
OGNOrganon & Co.均 38
SEBSeaboard Corp.均 31
BPBP plc均 44
MRKMerck & Co.均 58
ZZillow Group Inc.均 46
SEGSeaport Entertainment Group均 26
PTENPatterson-UTI Energy Inc.均 33
IDTIDT Corp. CL B均 51
PFEPfizer Inc.均 44
MBIMBIA Inc.均 23
BMYBristol-Myers Squibb均 45
GSKGSK plc均 40
XOMExxon Mobil Corp.均 53
GNEGenie Energy Ltd.均 27
NVSNovartis AG均 56
FRFHFFairfax Financial Holdings Ltd.
CSXCSX Corp.均 57
FBAKFirst National Bank Alaska
TRMLFTourmaline Oil Corp
JPMJPMorgan Chase & Co.均 61
AAPLApple Inc.均 60
MSFTMicrosoft Corp.均 70
PEYUFPeyto Exploration & Development Corp.
HLNHaleon Plc ADR均 54
SEICSEI Investments均 55
BACBank of America Corp.均 63
CVXChevron Corp.均 51
AMAntero Midstream Corp.均 51
BXBlackstone Group均 62
DBDeutsche Bank AG均 43
IBMInternational Business Machines均 52
OBTOrange County Bancorp Inc均 30
PEGPublic Serv. Enterprise Inc.均 65
PEPPepsiCo Inc.均 61
PGProcter & Gamble均 53
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。