KAHN BROTHERS GROUP INC: DISNEY WALT CO (DIS): Quarterly 13F Position History
As of Q1 2026, KAHN BROTHERS GROUP INC reported 378,909 shares of DISNEY WALT CO (DIS), worth $36.5M and representing 6.5% of its 13F equity book. Quarter-over-quarter share count change: 15,460 (-3.9%) . The position first appeared in Q1 2024 and has been disclosed across 9 13F-HR filings in Pactolio's tracked window.
- 378,909Shares Held (Latest Filing)
- $36.5MReported Market Value (Latest Filing)
- 6.5%Portfolio Weight (% of 13F Equity Book)
- 15,460Quarter-over-Quarter Share Change
- -$8.3MQuarter-over-Quarter Value Change
- 405,445Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 378,909 | 15,460 | -3.9% | $36.5M | 6.5% | $96.4 |
| Q4 2025 | 394,369 | 155 | -0.0% | $44.9M | 7.9% | $113.8 |
| Q3 2025 | 394,524 | +2,074 | +0.5% | $45.2M | 8.5% | $114.5 |
| Q2 2025 | 392,450 | +44,275 | +12.7% | $48.7M | 9.8% | $124.0 |
| Q1 2025 | 348,175 | 4,851 | -1.4% | $34.4M | 7.0% | $98.7 |
| Q4 2024 | 353,026 | 52,419 | -12.9% | $39.3M | 8.5% | $111.3 |
| Q3 2024 | 405,445 | +184,542 | +83.5% | $39.0M | 6.7% | $96.2 |
| Q2 2024 | 220,903 | +126,971 | +135.2% | $21.9M | 3.7% | $99.3 |
| Q1 2024 | 93,932 | — | — | $11.5M | 1.7% | $122.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did KAHN BROTHERS GROUP INC first disclose a DIS position in 13F-HR filings?
KAHN BROTHERS GROUP INC first reported DISNEY WALT CO (DIS) on its 13F-HR filing for the period ending 2024-03-31 (Q1 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.
What was KAHN BROTHERS GROUP INC's most recent quarter-over-quarter share-count change in DIS?
Between Q4 2025 and Q1 2026, KAHN BROTHERS GROUP INC reduced its DIS position by 15,460 shares (-3.9%), leaving 378,909 shares at a market value of $36.5M.
Does the implied price-per-share represent KAHN BROTHERS GROUP INC's cost basis in DIS?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.