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 Q4 2021 Q3 · filed 25 Jan · long equity

MBI - MBIA 10.80% Add +0.2% 4,978,900 $15.79 $79M +11,067 +$15M
Assured Guaranty 9.90% Add +0.2% 1,435,845 $50.20 $72M +3,420 +$5M
Glaxosmithkline 8.71% Add +6.3% 1,438,569 $44.10 $63M +85,211 +$12M
PFE - Pfizer 8.26% Add +3.8% 1,017,928 $59.05 $60M +36,940 +$18M
BP - BP PLC 8.20% Reduce −1.8% 2,240,889 $26.63 $60M −40,545 −$3M
NYCBEUR - New York Community 8.18% Add +1.7% 4,877,639 $12.21 $60M +83,267 −$2M
BMY - Bristol Myers Squibb 7.89% Add +5.5% 921,603 $62.35 $57M +47,873 +$6M
MRK - Merck 7.47% Add +0.4% 709,224 $76.64 $54M +3,041 +$1M
C - Citigroup 7.41% Add +7.3% 893,788 $60.37 $54M +60,852 −$4M
PTEN - Patterson Energy 6.91% Reduce 0.0% 5,956,377 $8.45 $50M −1,987 −$3M
SEB - Seaboard 5.43% Reduce −0.3% 10,048 $3,935 $40M −30 −$2M
IDT · CL B 2.87% Add +0.1% 472,349 $44.16 $21M +376 +$1M
VOXX International 2.83% Add +3.6% 2,023,059 $10.17 $21M +69,749 −$2M
Sterling Bancorp 0.96% Reduce −0.9% 270,498 $25.79 $7M −2,521 +$162K
Viewray 0.70% Add +63.4% 920,200 $5.51 $5M +357,045 +$1M
Trinity Place 0.37% Add +9.0% 1,473,462 $1.84 $3M +121,163 +$61K
HOLX - Hologic 0.34% Reduce −8.6% 32,539 $76.56 $2M −3,080 −$138K
OGN - Organon 0.29% Reduce −1.8% 68,870 $30.45 $2M −1,294 −$204K
NVS - Novartis 0.27% Add +9.7% 22,378 $87.47 $2M +1,980 +$289K
Genie Energy 0.25% Reduce −1.1% 332,810 $5.57 $2M −3,628 −$343K
BB - Blackberry 0.20% Reduce −10.2% 1,543,947 $0.9349 $1M −175,570 −$15M
RFL - Rafael 0.20% Reduce −9.2% 283,007 $5.10 $1M −28,728 −$8M
VTRS - Viatris 0.16% Add +0.2% 88,280 $13.53 $1M +188 +$1K
FBAK - First Natl Bk Of Alaska 0.15% Hold 4,770 $231.95 $1M
ZDGE - Zedge 0.15% Add +0.7% 123,179 $8.72 $1M +834 −$561K
BRK.B - Berkshire Hathaway 0.13% Hold 3,250 $299.00 $972K
XOM - Exxon Mobil 0.13% Hold 15,564 $61.19 $952K
VZ - Verizon 0.11% Reduce −3.4% 15,714 $51.96 $816K −550 −$62K
Provident Financial 0.09% Hold 27,472 $24.22 $665K
JPM - Jp Morgan Chase 0.07% Reduce −10.6% 3,150 $158.35 $499K −375 −$78K
Navient 0.07% Hold 23,286 $21.22 $494K
BAC - Bank of America 0.07% Hold 10,708 $44.49 $476K
Hope Bancorp 0.06% Hold 31,000 $14.71 $456K
CREW Energy 0.06% Hold 182,000 $2.25 $410K
CVX - Chevrontexaco 0.05% Reduce −15.2% 3,348 $117.35 $393K −600 −$8K
Nam Tai Ppty 0.05% Add +0.4% 37,900 $10.09 $382K +150 −$495K
AIG - American Tel & Tel 0.05% Reduce −1.9% 14,578 $24.60 $359K −284 −$43K
PEP - Pepsico 0.05% Hold 1,900 $173.71 $330K
CMCSA - Comcast · CL A 0.04% Hold 5,398 $50.33 $272K
PEYUF - Peyto Exp & Dev 0.04% Hold 35,000 $7.48 $262K
Idw Media 0.02% Add +0.4% 72,621 $2.00 $145K +256 −$60K
DB - Deutsche Bank 0.02% Hold 10,000 $12.50 $125K
Lifeway Foods 0.01% Hold 10,000 $4.60 $46K

* 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). Share change and $ change are vs 2021 Q3. 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