Featured 13F manager
Kahn Brothers Group Inc.
New York, NY 21 processed 13Fs on this site · 2021 Q3–2026 Q2
- $633M
- 47 Positions
- 2026 Q2
- +12.2% QoQ
- Top 5 54.9%
Portfolio
top 5 54.9% · top 10 78.7%
- C - Citigroup 18.5%
- BAYRY - Bayer AG Spons 14.1%
- FLG - Flagstar Financial 9.6%
- GOOG - Alphabet · CLASS C 6.8%
- Z - Zillow Group 5.9%
- OGN - Organon & 5.7%
- DIS - Walt Disney 5.5%
- MRK - Merck & 4.4%
- MBI - M B I A 4.3%
- SEG - Seaport 3.9%
- SEB - Seaboard 3.8%
- BP - BP PLC 3.6%
- Other 13.9%
AUM over time
Latest book
| C - Citigroup | 18.50% | Reduce −0.5% | 836,337 | $139.96 | $117M | −4,560 | +$22M |
| BAYRY - Bayer AG Spons | 14.12% | Add +0.1% | 6,518,603 | $13.70 | $89M | +4,710 | +$15M |
| FLG - Flagstar Financial | 9.62% | Reduce −0.2% | 4,074,720 | $14.94 | $61M | −8,898 | +$7M |
| GOOG - Alphabet · CLASS C | 6.75% | Reduce −0.9% | 120,906 | $353.33 | $43M | −1,123 | +$8M |
| Z - Zillow Group | 5.89% | Add +116.8% | 1,182,261 | $31.52 | $37M | +637,049 | +$15M |
| OGN - Organon & | 5.72% | Reduce −51.8% | 2,670,523 | $13.54 | $36M | −2,866,470 | +$3M |
| DIS - Walt Disney | 5.46% | Reduce −5.2% | 359,092 | $96.25 | $35M | −19,817 | −$2M |
| MRK - Merck & | 4.43% | Reduce −4.0% | 218,182 | $128.50 | $28M | −9,106 | +$696K |
| MBI - M B I A | 4.34% | Add +104.9% | 4,213,920 | $6.52 | $27M | +2,157,486 | +$15M |
| SEG - Seaport | 3.86% | Add +2.7% | 917,005 | $26.60 | $24M | +23,778 | +$5M |
| SEB - Seaboard | 3.80% | Reduce −8.2% | 5,389 | $4,464 | $24M | −482 | −$9M |
| BP - BP PLC | 3.65% | Add +0.4% | 624,999 | $36.95 | $23M | +2,743 | −$6M |
| IDT - IDT Corp · CLASS B | 3.23% | Reduce −5.6% | 351,660 | $58.16 | $20M | −20,906 | +$2M |
| PTEN - Patterson Uti Energy | 2.41% | Reduce −1.6% | 1,663,758 | $9.18 | $15M | −26,398 | −$3M |
| PFE - Pfizer | 1.77% | Reduce −4.3% | 464,001 | $24.08 | $11M | −20,732 | −$2M |
| BMY - Bristol-Myers Squibb | 1.59% | Add +2.2% | 174,152 | $57.62 | $10M | +3,771 | −$299K |
| GSK — | 1.31% | Reduce −1.6% | 158,438 | $52.42 | $8M | −2,544 | −$579K |
| XOM - ExxonMobil | 0.38% | Reduce −3.3% | 17,655 | $136.72 | $2M | −600 | −$683K |
| GNE - Genie Energy · CLASS B | 0.35% | Reduce −13.2% | 151,941 | $14.45 | $2M | −23,070 | −$279K |
| NVS - Novartis AG | 0.33% | Reduce −1.5% | 13,186 | $156.72 | $2M | −200 | +$22K |
| FRFHF — | 0.26% | Hold | 1,018 | $1,644 | $2M | — | — |
| CSX — | 0.26% | Reduce −4.7% | 34,781 | $47.53 | $2M | −1,700 | +$156K |
| FBAK - First Natl BK Alaska | 0.25% | Hold | 4,920 | $316.20 | $2M | — | — |
| TRMLF - Tourmaline Oil | 0.18% | Hold | 26,959 | $41.80 | $1M | — | — |
| JPM - JPMorgan Chase | 0.15% | Add +2.1% | 2,878 | $327.33 | $942K | +60 | +$113K |
| AAPL - Apple | 0.14% | Hold | 3,092 | $289.36 | $895K | — | — |
| MSFT - Microsoft | 0.13% | Add +3.6% | 2,168 | $373.02 | $809K | +76 | +$34K |
| SEIC - Sei Invt Pa PV $0 01 | 0.09% | Hold | 6,596 | $87.71 | $579K | — | — |
| HLN - Haleon | 0.09% | Add +3.4% | 58,341 | $9.33 | $544K | +1,910 | −$21K |
| BAC - Bank of America | 0.09% | Hold | 9,459 | $56.98 | $539K | — | — |
| PEYUF - Peyto Expl & Dev | 0.08% | Hold | 31,307 | $16.68 | $522K | — | — |
| RFL - Rafael · CLASS B | 0.08% | Add +157.0% | 150,493 | $3.28 | $494K | +91,936 | +$420K |
| WRLC - Windrock | 0.07% | Add +50.3% | 807 | $549.99 | $444K | +270 | +$192K |
| IBM - Intl Business Machines | 0.05% | Hold | 1,228 | $281.21 | $345K | — | — |
| DB - Deutsche Bank AG | 0.05% | Hold | 10,000 | $33.76 | $338K | — | — |
| WBS - Webster Finl | 0.05% | New | 4,349 | $76.42 | $332K | +4,349 | +$332K |
| PNC - PNC Finl SVCS Group | 0.05% | Hold | 1,342 | $246.22 | $330K | — | — |
| CVX - Chevron | 0.05% | Hold | 1,953 | $165.76 | $324K | — | — |
| OBT - Orange CNTY Bancorp | 0.05% | Hold | 8,000 | $36.78 | $294K | — | — |
| PEG - Public SVC Enterprise Group | 0.05% | Hold | 3,524 | $81.16 | $286K | — | — |
| BX - Blackstone | 0.04% | Hold | 2,300 | $117.67 | $271K | — | — |
| AM - Antero Midstream | 0.04% | Hold | 11,806 | $22.75 | $269K | — | — |
| PG - Procter & Gamble | 0.04% | Reduce −5.4% | 1,752 | $146.64 | $257K | −100 | −$11K |
| PEP - Pepsico | 0.04% | Hold | 1,800 | $135.40 | $244K | — | — |
| ZDGE - Zedge | 0.04% | Add +0.3% | 78,126 | $3.10 | $242K | +198 | +$14K |
| VZ - Verizon | 0.04% | Hold | 5,682 | $42.34 | $241K | — | — |
| PIFYF - Pine Cliff Energy | 0.03% | Hold | 520,000 | $0.4018 | $209K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CMCSA - Comcast · CL A | 0.04% | Exit | 0 | $28.73 | $206K | −7,169 | −$206K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 48 | $633M | +12.2% | RESTATEMENT | 8/17/2026 | 000103956526000006 |
| 2026 Q2 | 48 | $564M | — | 13F-HR | 8/14/2026 | 000103956526000004 |
| 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 | — | 13F-HR | 11/1/2021 | 000103956521000008 |
About
KAHN BROTHERS GROUP INC
21 processed 13Fs on this site · 2021 Q3–2026 Q2