KAHN BROTHERS GROUP INC — ALPHABET INC GOOG: Quarterly 13F Position History
KAHN BROTHERS GROUP INC has reported ALPHABET INC (GOOG) on 4 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2025. As of Q1 2026, the position is sized at 122,029 shares ($35.0M market value, 6.21% of the equity book). Quarter-over-quarter share count change: 13,387 (-9.9%) .
- 122,029Shares Held (Latest Filing)
- $35.0MReported Market Value (Latest Filing)
- 6.21%Portfolio Weight (% of 13F Equity Book)
- 13,387Quarter-over-Quarter Share Change
- -$7.5MQuarter-over-Quarter Value Change
- 135,416Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 122,029 | 13,387 | -9.9% | $35.0M | 6.21% | $286.86 |
| Q4 2025 | 135,416 | +694 | +0.5% | $42.5M | 7.52% | $313.80 |
| Q3 2025 | 134,722 | +63,631 | +89.5% | $32.8M | 6.17% | $243.55 |
| Q2 2025 | 71,091 | — | — | $6.6M | 1.32% | $92.76 |
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 GOOG position in 13F-HR filings?
KAHN BROTHERS GROUP INC first reported ALPHABET INC (GOOG) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was KAHN BROTHERS GROUP INC's most recent quarter-over-quarter share-count change in GOOG?
Between Q4 2025 and Q1 2026, KAHN BROTHERS GROUP INC reduced its GOOG position by 13,387 shares (-9.9%), leaving 122,029 shares at a market value of $35.0M.
Does the implied price-per-share represent KAHN BROTHERS GROUP INC's cost basis in GOOG?
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.