KAHN BROTHERS GROUP INC HLN — HALEON

Ownership history in KAHN BROTHERS GROUP INC  ·  15 quarters on record

AI Ownership Summary

KAHN BROTHERS GROUP INC reported HALEON (HLN) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.84% in 2023 Q4. The latest visible filing shows HLN at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HLN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KAHN BROTHERS GROUP INC's position in HALEON, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HLN was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HLN stock page KAHN BROTHERS GROUP INC fund profile KAHN BROTHERS GROUP INC full holdings
How KAHN BROTHERS GROUP INC held HLN — position size vs. price
% of Fund (quarterly)    HLN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 56,431 -8,890 -13.6% 0.10% $565K 2026-05-08 $9.11
2025 Q4 REDUCED — — — 65,321 -2,706 -4.0% 0.12% $660K 2026-02-12 $11.01
2025 Q3 REDUCED 42.6% +12.5% ❌ 68,027 -50,410 -42.6% 0.11% $610K 2025-11-12 $9.75
2025 Q2 REDUCED 35.7% -14.3% ✅ 118,437 -65,872 -35.7% 0.25% $1.2M 2025-08-14 $9.51
2025 Q1 REDUCED 9.2% +1.9% ❌ 184,309 -18,724 -9.2% 0.38% $1.9M 2025-05-15 $10.47
2024 Q4 REDUCED 16.1% +7.9% ❌ 203,033 -38,919 -16.1% 0.42% $1.9M 2025-02-14 $9.42
2024 Q3 REDUCED — — — 241,952 -4,195 -1.7% 0.44% $2.6M 2024-11-13 $8.95
2024 Q2 REDUCED 48.1% +28.7% ❌ 246,147 -228,134 -48.1% 0.34% $2.0M 2024-08-14 $9.43
2024 Q1 REDUCED 26.5% -1.9% ✅ 474,281 -171,394 -26.5% 0.60% $4.0M 2024-05-15 $8.11
2023 Q4 REDUCED 37.5% +2.7% ❌ 645,675 -386,789 -37.5% 0.84% $5.3M 2024-02-13 $7.68
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HLN

As of 2026 Q1 — sorted by position size

Transmarket Holdings LP 4.85% CLARK ESTATES INC/NY 3Y 7Y 3.37% Goodman Financial Corp 3Y 7Y 1.97% HARDING LOEVNER LP 3Y 7Y 1.62% JTC Employer Solutions Trustee Ltd 3Y 1.35% Douglas Lane & Associates, LLC 3Y 7Y 0.97% 2Xideas AG 3Y 0.85% DODGE & COX 3Y 7Y 0.81% Acumen Wealth Advisors, LLC 0.78% ABC ARBITRAGE SA 0.63%

FAQ About KAHN BROTHERS GROUP INC and HLN

These are the practical questions this page is built to answer before you even open the full history table.

How long has KAHN BROTHERS GROUP INC reported owning HLN?

KAHN BROTHERS GROUP INC reported HLN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HLN position in KAHN BROTHERS GROUP INC's portfolio?

The largest reported portfolio weight for HLN was 0.84% in 2023 Q4.

What is the latest reported HLN position on this page?

The most recent filing on this page is 2026 Q1, when KAHN BROTHERS GROUP INC reported 56,431 shares, equal to 0.10% of portfolio, with an estimated market value of $565K.

What does the chart on this HLN ownership page compare?

The chart compares KAHN BROTHERS GROUP INC's quarterly HLN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KAHN BROTHERS GROUP INC time their HLN position?

Based on 13F filing dates vs. subsequent HLN price moves, KAHN BROTHERS GROUP INC correctly timed 6 out of 14 reported position changes (43%). The annualised alpha on HLN relative to SPY over the holding period was -8.1%.

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