Manager
KAHN BROTHERS GROUP INC
30 processed 13Fs · since 2019 Q1
AUM over time
13F holdings value over time
2026 Q1
$564M
-0.2% QoQ
showing latest · scroll left for older quarters · scrub to inspect
max $825M
AUM
$564M
positions
47
long
period
2026 Q1
QoQ AUM
-0.2%
qtr moves
35
qoq
N 1
E 7
A 3
R 24
top 5
52.4%
Portfolio
Latest Disclosed Portfolio
2026 Q1 · filed 5/8/2026 · 47 long positions · top 12 shown
top 5 52.4% · top 10 78.2% · 12 ≥1% · full holdings →
% of full 13F book
- Citigroup Inc - C 16.9%
- Bayer AG Spons ADR - BAYRY 13.3%
- Flagstar Financial, Inc. 9.5%
- Walt Disney - DIS 6.5%
- Alphabet Inc Class C - GOOG 6.2%
- Seaboard Corp - SE 5.9%
- Organon & Co 5.9%
- BP PLC - BP 5.2%
- Merck & Co. Inc. - MRK 4.8%
- Zillow Group - Z 4.0%
- Seaport Entmt Group - SE 3.4%
- Patterson Uti Energy 3.2%
- Other 15.2%
This quarter
2026 Q1 2025 Q4
- New 1
- Exit 7
- Add 3
- Reduce 24
- Z New opened 4.0%
- Webster Finl Co. Exit was 0.3%
- NVDA Exit was 0.1%
- Assured Guaranty Ltd F Exit was 0.1%
- Navient Corp. Exit was 0.1%
- AR Exit was 0.0%
this quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/8/2026 · 35 meaningful
| Action | Issuer | Δ Shares | Δ Value | Δ Port % |
|---|---|---|---|---|
| New | Z · Zillow Group | +545,212 | +$23M | +4.00 pp |
| Exit | Webster Finl Co. | -29,833 | −$2M | -0.33 pp |
| Exit | NVDA · Nvidia Corp. Com | -1,740 | −$325 | -0.06 pp |
| Exit | Assured Guaranty Ltd F | -3,110 | −$279 | -0.05 pp |
| Exit | Navient Corp. | -20,600 | −$268 | -0.05 pp |
| Exit | Antero Res Corp. Com | -6,242 | −$215 | -0.04 pp |
| Exit | AXP · American Express Co. Com | -610 | −$226 | -0.04 pp |
| Exit | BN · Brookfield Corp. Vtg Shs Cl A | -5,070 | −$233 | -0.04 pp |
| Add | SE · Seaport Entmt Group | +307,057 | +$8M | +1.35 pp |
| Add | Organon & Co. | +1,907,542 | +$7M | +1.27 pp |
| Add | M B I A Inc. | +1,027,650 | +$5M | +0.85 pp |
| Reduce | MRK · Merck & Co. Inc. | -202,815 | −$18M | -3.17 pp |
| Reduce | DIS · Walt Disney | -15,460 | −$8M | -1.47 pp |
| Reduce | Patterson Uti Energy | -51,857 | +$8M | +1.36 pp |
| Reduce | GOOG · Alphabet Inc. Class C | -13,387 | −$7M | -1.32 pp |
| Reduce | BP · Bp PLC | -416,146 | −$7M | -1.20 pp |
| Reduce | C · Citigroup Inc. | -35,381 | −$7M | -1.20 pp |
| Reduce | Bayer AG Spons Adr | -240,398 | +$2M | +0.32 pp |
| Reduce | Idt Corp. | -19,445 | −$2M | -0.31 pp |
| Reduce | SE · Seaboard Corp. | -1,414 | +$814 | +0.15 pp |
| Reduce | XOM · Exxonmobil | -1,962 | +$664 | +0.12 pp |
| Reduce | BMY · Bristol-Myers Squibb | -31,815 | −$573 | -0.10 pp |
| Reduce | MSFT · Microsoft | -300 | −$382 | -0.07 pp |
| Reduce | JPM · Jpmorgan Chase | -650 | −$289 | -0.05 pp |
| Reduce | PFE · Pfizer | -69,217 | −$182 | -0.03 pp |
| Reduce | Genie Energy | -15,301 | −$148 | -0.03 pp |
| Reduce | PNC · Pnc Finl Svcs Group | -915 | −$192 | -0.03 pp |
| Reduce | Haleon PLC | -8,890 | −$96 | -0.02 pp |
| Reduce | GSK · Gsk PLC Adr | -17,714 | +$121 | +0.02 pp |
| Reduce | BAC · Bank Of America Corp. | -1,025 | −$115 | -0.02 pp |
| Reduce | VZ · Verizon | -2,465 | −$47 | -0.01 pp |
| Reduce | Zedge Inc. | -4,630 | −$42 | -0.01 pp |
| Reduce | Antero Midstream | -7,050 | −$66 | -0.01 pp |
| Reduce | PEG · Public Svc Enterprise Group | -900 | −$70 | -0.01 pp |
| Reduce | Windrock Ltd Co. | -32 | +$1 | 0.00 pp |
filings history
30 periods · normalized AUM · click period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q1 | 48 | $564M | -0.2% | 13F-HR | 5/8/2026 | 000103956526000002 |
| 2025 Q4 | 54 | $565M | +6.2% | 13F-HR | 2/12/2026 | 000103956526000001 |
| 2025 Q3 | 53 | $532M | +6.8% | 13F-HR | 11/12/2025 | 000103956525000006 |
| 2025 Q2 | 51 | $498M | +0.8% | 13F-HR | 8/14/2025 | 000103956525000005 |
| 2025 Q1 | 55 | $494M | +7.4% | 13F-HR | 5/15/2025 | 000103956525000004 |
| 2024 Q4 | 52 | $460M | -20.8% | 13F-HR | 2/14/2025 | 000103956525000001 |
| 2024 Q3 | 53 | $581M | -2.4% | 13F-HR | 11/13/2024 | 000103956524000013 |
| 2024 Q2 | 52 | $595M | -11.7% | 13F-HR | 8/14/2024 | 000103956524000012 |
| 2024 Q1 | 53 | $674M | +6.1% | 13F-HR | 5/15/2024 | 000103956524000005 |
| 2023 Q4 | 43 | $635M | -0.9% | 13F-HR | 2/13/2024 | 000103956524000001 |
| 2023 Q3 | 43 | $641M | -6.0% | 13F-HR | 11/13/2023 | 000103956523000013 |
| 2023 Q2 | 43 | $682M | -1.9% | 13F-HR | 8/9/2023 | 000103956523000010 |
| 2023 Q1 | 45 | $695M | -8.6% | 13F-HR | 5/12/2023 | 000103956523000005 |
| 2022 Q4 | 45 | $760M | +18.4% | 13F-HR | 2/15/2023 | 000103956523000002 |
| 2022 Q3 | 45 | $642M | -13.6% | 13F-HR | 11/15/2022 | 000103956522000014 |
| 2022 Q2 | 45 | $743M | -5.7% | 13F-HR | 8/10/2022 | 000103956522000013 |
| 2022 Q1 | 46 | $788M | +8.2% | 13F-HR | 5/2/2022 | 000103956522000009 |
| 2021 Q4 | 43 | $728M | +2.5% | 13F-HR | 1/25/2022 | 000103956522000001 |
| 2021 Q3 | 43 | $710M | +1.7% | 13F-HR | 11/1/2021 | 000103956521000008 |
| 2021 Q2 | 43 | $698M | +8.0% | 13F-HR | 8/4/2021 | 000103956521000007 |
| 2021 Q1 | 42 | $646M | +12.7% | 13F-HR | 5/7/2021 | 000103956521000006 |
| 2020 Q4 | 42 | $573M | +8.5% | 13F-HR | 2/11/2021 | 000103956521000001 |
| 2020 Q3 | 42 | $528M | -10.8% | 13F-HR | 11/6/2020 | 000103956520000010 |
| 2020 Q2 | 47 | $592M | +8.2% | 13F-HR | 8/3/2020 | 000103956520000009 |
| 2020 Q1 | 48 | $547M | -33.7% | 13F-HR | 5/11/2020 | 000103956520000008 |
| 2019 Q4 | 47 | $825M | +3.6% | 13F-HR | 1/27/2020 | 000103956520000002 |
| 2019 Q3 | 48 | $798M | — | RESTATEMENT | 11/5/2019 | 000103956519000008 |
| 2019 Q3 | 48 | $796M | -0.5% | 13F-HR | 11/4/2019 | 000103956519000007 |
| 2019 Q2 | 44 | $800M | +25.0% | 13F-HR | 8/5/2019 | 000103956519000003 |
| 2019 Q1 | 32 | $640M | — | 13F-HR | 5/6/2019 | 000103956519000002 |