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
Book
| PTEN - Patterson Energy | 11.39% | Reduce −2.7% | 5,795,207 | $15.48 | $90M | −161,170 | +$39M |
| Assured Guaranty | 10.70% | Reduce −7.8% | 1,323,493 | $63.66 | $84M | −112,352 | +$12M |
| MBI - MBIA | 9.44% | Reduce −3.0% | 4,829,245 | $15.39 | $74M | −149,655 | −$4M |
| BMY - Bristol Myers Squibb | 8.58% | Add +0.4% | 925,728 | $73.03 | $68M | +4,125 | +$10M |
| BP - BP PLC | 8.25% | Reduce −1.4% | 2,209,649 | $29.40 | $65M | −31,240 | +$5M |
| Glaxosmithkline | 7.89% | Reduce −0.8% | 1,426,664 | $43.56 | $62M | −11,905 | −$1M |
| MRK - Merck | 7.24% | New | 694,535 | $82.05 | $57M | +694,535 | +$57M |
| PFE - Pfizer | 6.85% | Add +2.4% | 1,041,982 | $51.77 | $54M | +24,054 | −$6M |
| NYCBEUR - New York Community | 6.73% | Add +1.3% | 4,943,369 | $10.72 | $53M | +65,730 | −$7M |
| C - Citigroup | 6.59% | New | 972,147 | $53.40 | $52M | +972,147 | +$52M |
| SEB - Seaboard | 5.29% | Reduce −1.3% | 9,913 | $4,206 | $42M | −135 | +$2M |
| VOXX International | 2.95% | Add +15.0% | 2,326,470 | $9.97 | $23M | +303,411 | +$3M |
| IDT - IDT Corp · CL B | 2.03% | New | 467,958 | $34.09 | $16M | +467,958 | +$16M |
| BB - Blackberry | 1.43% | Reduce −2.5% | 1,504,855 | $7.46 | $11M | −39,092 | +$10M |
| WBS - Webster Finl | 0.87% | New | 122,196 | $56.12 | $7M | +122,196 | +$7M |
| Viewray | 0.58% | Add +27.5% | 1,172,862 | $3.92 | $5M | +252,662 | −$472K |
| Trinity Place | 0.35% | Reduce −0.6% | 1,463,982 | $1.90 | $3M | −9,480 | +$71K |
| HOLX - Hologic | 0.31% | Reduce −1.7% | 31,985 | $76.82 | $2M | −554 | −$34K |
| OGN - Organon | 0.30% | Reduce −2.1% | 67,404 | $34.94 | $2M | −1,466 | +$258K |
| GNE - Genie Energy | 0.28% | New | 323,046 | $6.75 | $2M | +323,046 | +$2M |
| NVS - Novartis | 0.25% | Hold | 22,378 | $87.76 | $2M | — | — |
| FBAK - First Natl Bk Of Alaska | 0.16% | Hold | 4,770 | $267.92 | $1M | — | — |
| XOM - Exxon Mobil | 0.16% | Reduce −1.9% | 15,264 | $82.61 | $1M | −300 | +$309K |
| BRK.B - Berkshire Hathaway | 0.15% | Reduce −3.1% | 3,150 | $364.22 | $1M | −100 | +$176K |
| VTRS - Viatris | 0.12% | Reduce −1.7% | 86,760 | $10.87 | $943K | −1,520 | −$251K |
| VZ - Verizon | 0.10% | Hold | 15,714 | $50.91 | $800K | — | — |
| CREW Energy | 0.09% | Hold | 182,000 | $4.07 | $741K | — | — |
| ZDGE - Zedge | 0.09% | Reduce −1.3% | 121,597 | $6.09 | $741K | −1,582 | −$333K |
| RFL - Rafael | 0.09% | Reduce −0.8% | 280,631 | $2.51 | $705K | −2,376 | −$739K |
| Provident Financial | 0.08% | Hold | 27,472 | $23.41 | $643K | — | — |
| Nam Tai Ppty | 0.07% | Add +125.9% | 85,600 | $6.25 | $535K | +47,700 | +$153K |
| CVX - Chevrontexaco | 0.07% | Reduce −3.0% | 3,248 | $162.87 | $529K | −100 | +$136K |
| Hope Bancorp | 0.06% | Hold | 31,000 | $16.06 | $498K | — | — |
| Navient | 0.06% | Add +19.3% | 27,786 | $17.04 | $473K | +4,500 | −$21K |
| BAC - Bank of America | 0.06% | Hold | 10,708 | $41.24 | $442K | — | — |
| JPM - Jp Morgan Chase | 0.05% | Hold | 3,150 | $136.19 | $429K | — | — |
| PEYUF - Peyto Exp & Dev | 0.05% | Hold | 35,000 | $10.14 | $355K | — | — |
| T - At T | 0.04% | New | 14,547 | $23.65 | $344K | +14,547 | +$344K |
| PEP - Pepsico | 0.04% | Hold | 1,900 | $167.37 | $318K | — | — |
| ALC - Alcon | 0.03% | New | 3,175 | $80.00 | $254K | +3,175 | +$254K |
| CMCSA - Comcast · CL A | 0.03% | Hold | 5,398 | $46.87 | $253K | — | — |
| PG - Proctor & Gamble | 0.03% | New | 1,600 | $150.00 | $240K | +1,600 | +$240K |
| Northrim Bancorp | 0.03% | New | 4,736 | $43.50 | $206K | +4,736 | +$206K |
| Idw Media | 0.02% | Reduce −4.0% | 69,708 | $1.82 | $127K | −2,913 | −$18K |
| DB - Deutsche Bank | 0.02% | Hold | 10,000 | $12.60 | $126K | — | — |
| Lifeway Foods | 0.01% | Hold | 10,000 | $7.20 | $72K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MRK - Merck | 7.47% | Exit | 0 | $76.64 | $54M | −709,224 | −$54M |
| C - Citigroup | 7.41% | Exit | 0 | $60.37 | $54M | −893,788 | −$54M |
| IDT · CL B | 2.87% | Exit | 0 | $44.16 | $21M | −472,349 | −$21M |
| Sterling Bancorp | 0.96% | Exit | 0 | $25.79 | $7M | −270,498 | −$7M |
| Genie Energy | 0.25% | Exit | 0 | $5.57 | $2M | −332,810 | −$2M |
| AIG - American Tel & Tel | 0.05% | Exit | 0 | $24.63 | $359K | −14,578 | −$359K |
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