Irving Kahn - Kahn Brothers Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    47
Portfolio value:    $564,065,307
Holdings Activity Buys Sells    History
Holding/activity history for  Assured Guaranty Ltd. (AGO)
← All AGO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.05 $79.16–91.44 · VW $85.17i SEC
2025   Q4 3,110 0.05 Add 20.08% <0.01 $78.77–92.40 · VW $86.56i $279,495 SEC
2025   Q3 2,590 0.04 Reduce 94.11% 0.72 $80.01–87.90 · VW $83.65i $219,243 SEC
2025   Q2 43,986 0.77 Reduce 76.30% 2.53 $74.09–90.61 · VW $85.23i $3,831,180 SEC
2025   Q1 185,631 3.31 Reduce 35.00% 0.05 $82.26–96.50 · VW $88.74i $16,354,573 SEC
2024   Q4 285,573 0.13 Reduce 3.19% 0.13 $78.38–95.80 · VW $87.50i $25,704,165 SEC
2024   Q3 294,985 4.04 Reduce 2.03% 0.08 $72.57–83.59 · VW $79.38i $23,456,728 SEC
2024   Q2 301,087 3.91 Reduce 68.98% 8.67 $73.61–86.78 · VW $78.27i $23,228,963 SEC
2024   Q1 970,580 12.57 Reduce 1.70% 0.20 $74.03–96.60 · VW $86.68i $84,683,134 SEC
2023   Q4 987,372 11.66 Reduce 3.40% 0.33 $58.27–75.08 · VW $67.28i $73,885,200 SEC
2023   Q3 1,022,139 9.66 Reduce 1.62% 0.14 $54.30–63.31 · VW $59.69i $61,860,259 SEC
2023   Q2 1,038,934 8.51 Reduce 9.20% 0.76 $49.32–56.03 · VW $53.11i $57,972,642 SEC
2023   Q1 1,144,153 8.29 Reduce 7.09% 0.72 $45.21–63.44 · VW $57.15i $57,517,036 SEC
2022   Q4 1,231,412 10.10 Reduce 1.70% 0.16 $48.30–67.13 · VW $60.83i $76,667,265 SEC
2022   Q3 1,252,676 9.42 Reduce 4.01% 0.39 $45.91–59.11 · VW $53.17i $60,414,409 SEC
2022   Q2 1,304,998 9.81 Reduce 1.40% 0.15 $52.20–65.39 · VW $57.39i $72,805,763 SEC
2022   Q1 1,323,493 10.70 Reduce 7.82% 0.80 $49.40–65.68 · VW $58.43i $84,253,653 SEC
2021   Q4 1,435,845 10.23 Add 0.24% 0.02 $44.94–56.95 · VW $50.94i $72,079,419 SEC
2021   Q3 1,432,425 9.75 Reduce 1.95% 0.20 $44.63–51.09 · VW $47.83i $67,051,814 SEC
2021   Q2 1,460,906 10.24 Reduce 0.25% 0.02 $42.08–52.28 · VW $47.77i $69,363,817 SEC
2021   Q1 1,464,528 9.79 Reduce 3.06% 0.26 $30.48–45.72 · VW $39.97i $61,920,244 SEC
2020   Q4 1,510,736 8.35 Reduce 8.26% 0.56 $21.40–33.60 · VW $27.37i $47,573,077 SEC
2020   Q3 1,646,846 6.82 Add 6.78% 0.43 $18.45–25.26 · VW $21.98i $35,374,252 SEC
2020   Q2 1,542,293 6.46 Add 5.16% 0.32 $21.30–33.92 · VW $27.13i $37,647,372 SEC
2020   Q1 1,466,650 6.99 Reduce 3.89% 0.36 $13.64–49.47 · VW $33.93i $37,824,904 SEC
2019   Q4 1,526,058 9.18 Reduce 3.09% 0.28 $42.96–50.77 · VW $47.97i $74,807,363 SEC
2019   Q3 1,574,774 8.91 Add 0.53% 0.05 $41.68–46.04 · VW $43.71i $70,014,453 SEC
2019   Q2 1,566,450 8.37 Add 26.38% 1.75 $40.49–47.97 · VW $43.77i $65,916,216 SEC
2019   Q1 1,239,520 8.71 Reduce 1.75% 0.15 $37.66–45.78 · VW $41.86i $55,071,874 SEC
2018   Q4 1,261,585 8.81 Reduce 0.75% 0.06 $36.13–43.40 · VW $40.15i $48,293,473 SEC
2018   Q3 1,271,100 8.32 Add 1.06% 0.09 $34.93–43.07 · VW $39.90i $53,678,553 SEC
2018   Q2 1,257,760 7.22 Add 1.42% 0.10 $34.47–38.55 · VW $36.21i $44,939,765 SEC
2018   Q1 1,240,092 7.23 Add 16.71% 1.03 $32.97–38.35 · VW $35.50i $44,891,330 SEC
2017   Q4 1,062,549 5.73 Add 17.95% 0.87 $33.53–39.75 · VW $36.54i $35,988,535 SEC
2017   Q3 900,835 5.28 Add 15.98% 0.73 $37.15–45.73 · VW $41.88i $34,006,522 SEC
2017   Q2 776,705 5.03 Add 101.67% 2.54 $36.70–42.49 · VW $39.30i $32,419,667 SEC
2017   Q1 385,130 2.50 Buy 2.50 $36.01–42.94 · VW $39.39i $14,292,174 SEC
Price snapshot:
Current price$83.73
52-week low$72.76
52-week high$91.54