Follow-The-Filings

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

2026 Q2 · filed 8/17/2026 · 47 long · top 12 shown

top 5 54.9% · top 10 78.7%

AUM over time

2026 Q2 $633M +12.2% QoQ
2021 Q3 · $710M 2021 Q3 · $710M
Q3 2021
2021 Q4 · $728M · +2.5% QoQ 2021 Q4 · $728M · +2.5% QoQ
Q4
2022 Q1 · $788M · +8.2% QoQ 2022 Q1 · $788M · +8.2% QoQ
Q1 2022
2022 Q2 · $743M · −5.7% QoQ 2022 Q2 · $743M · −5.7% QoQ
Q2
2022 Q3 · $642M · −13.6% QoQ 2022 Q3 · $642M · −13.6% QoQ
Q3
2022 Q4 · $760M · +18.4% QoQ 2022 Q4 · $760M · +18.4% QoQ
Q4
2023 Q1 · $695M · −8.6% QoQ 2023 Q1 · $695M · −8.6% QoQ
Q1 2023
2023 Q2 · $682M · −1.9% QoQ 2023 Q2 · $682M · −1.9% QoQ
Q2
2023 Q3 · $641M · −6.0% QoQ 2023 Q3 · $641M · −6.0% QoQ
Q3
2023 Q4 · $635M · −0.9% QoQ 2023 Q4 · $635M · −0.9% QoQ
Q4
2024 Q1 · $674M · +6.1% QoQ 2024 Q1 · $674M · +6.1% QoQ
Q1 2024
2024 Q2 · $595M · −11.7% QoQ 2024 Q2 · $595M · −11.7% QoQ
Q2
2024 Q3 · $581M · −2.4% QoQ 2024 Q3 · $581M · −2.4% QoQ
Q3
2024 Q4 · $460M · −20.8% QoQ 2024 Q4 · $460M · −20.8% QoQ
Q4
2025 Q1 · $494M · +7.4% QoQ 2025 Q1 · $494M · +7.4% QoQ
Q1 2025
2025 Q2 · $498M · +0.8% QoQ 2025 Q2 · $498M · +0.8% QoQ
Q2
2025 Q3 · $532M · +6.8% QoQ 2025 Q3 · $532M · +6.8% QoQ
Q3
2025 Q4 · $565M · +6.2% QoQ 2025 Q4 · $565M · +6.2% QoQ
Q4
2026 Q1 · $564M · −0.2% QoQ 2026 Q1 · $564M · −0.2% QoQ
Q1 2026
2026 Q2 · $633M · +12.2% QoQ 2026 Q2 · $633M · +12.2% QoQ
Q2

Book

2021 Q3 · filed 1 Nov · long equity

Assured Guaranty 9.44% Hold 1,432,425 $46.81 $67M
MBI - MBIA 8.99% Hold 4,967,833 $12.85 $64M
BP - BP PLC 8.78% Hold 2,281,434 $27.33 $62M
NYCBEUR - New York Community 8.69% Hold 4,794,372 $12.87 $62M
C - Citigroup 8.23% Hold 832,936 $70.18 $58M
PTEN - Patterson Energy 7.55% Hold 5,958,364 $9.00 $54M
MRK - Merck 7.47% Hold 706,183 $75.11 $53M
Glaxosmithkline 7.28% Hold 1,353,358 $38.21 $52M
BMY - Bristol Myers Squibb 7.28% Hold 873,730 $59.17 $52M
PFE - Pfizer 5.94% Hold 980,988 $43.01 $42M
SEB - Seaboard 5.82% Hold 10,078 $4,100 $41M
VOXX International 3.15% Hold 1,953,310 $11.45 $22M
IDT · CL B 2.79% Hold 471,973 $41.95 $20M
BB - Blackberry 2.36% Hold 1,719,517 $9.73 $17M
RFL - Rafael 1.35% Hold 311,735 $30.73 $10M
Sterling Bancorp 0.96% Hold 273,019 $24.96 $7M
Viewray 0.57% Hold 563,155 $7.21 $4M
Trinity Place 0.37% Hold 1,352,299 $1.96 $3M
HOLX - Hologic 0.37% Hold 35,619 $73.81 $3M
OGN - Organon 0.32% Hold 70,164 $32.79 $2M
Genie Energy 0.31% Hold 336,438 $6.53 $2M
NVS - Novartis 0.23% Hold 20,398 $81.78 $2M
ZDGE - Zedge 0.23% Hold 122,345 $13.36 $2M
VTRS - Viatris 0.17% Hold 88,092 $13.55 $1M
FBAK - First Natl Bk Of Alaska 0.15% Hold 4,770 $230.00 $1M
XOM - Exxon Mobil 0.13% Hold 15,564 $58.82 $915K
BRK.B - Berkshire Hathaway 0.12% Hold 3,250 $272.94 $887K
VZ - Verizon 0.12% Hold 16,264 $54.01 $878K
Nam Tai Ppty 0.12% Hold 37,750 $23.25 $878K
Provident Financial 0.09% Hold 27,472 $23.47 $645K
JPM - Jp Morgan Chase 0.08% Hold 3,525 $163.69 $577K
Navient 0.06% Hold 23,286 $19.73 $459K
BAC - Bank of America 0.06% Hold 10,708 $42.45 $455K
Hope Bancorp 0.06% Hold 31,000 $14.44 $448K
CREW Energy 0.06% Hold 182,000 $2.46 $447K
AIG - American Tel & Tel 0.06% Hold 14,862 $27.01 $401K
CVX - Chevrontexaco 0.06% Hold 3,948 $101.45 $401K
CMCSA - Comcast · CL A 0.04% Hold 5,398 $55.93 $302K
PEP - Pepsico 0.04% Hold 1,900 $150.41 $286K
PEYUF - Peyto Exp & Dev 0.04% Hold 35,000 $7.78 $272K
Idw Media 0.03% Hold 72,365 $2.84 $206K
DB - Deutsche Bank 0.02% Hold 10,000 $12.70 $127K
Lifeway Foods 0.01% Hold 10,000 $5.60 $56K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

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

SEC filing name
KAHN BROTHERS GROUP INC
Location
New York, NY
All SEC filings
View on sec.gov