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 | 10.16% | Reduce −17.3% | 4,790,367 | $15.76 | $75M | −1,004,840 | −$14M |
| Assured Guaranty | 9.80% | Reduce −1.4% | 1,304,998 | $55.79 | $73M | −18,495 | −$11M |
| BMY - Bristol Myers Squibb | 9.63% | Add +0.3% | 928,865 | $77.00 | $72M | +3,137 | +$4M |
| MRK - Merck | 8.58% | Add +0.6% | 699,024 | $91.17 | $64M | +4,489 | +$7M |
| BP - BP PLC | 8.40% | Reduce −0.4% | 2,200,979 | $28.35 | $62M | −8,670 | −$3M |
| Glaxosmithkline | 8.39% | Add +0.3% | 1,431,160 | $43.53 | $62M | +4,496 | +$152K |
| MBI - MBIA | 8.04% | Add +0.1% | 4,836,404 | $12.35 | $60M | +7,159 | −$15M |
| PFE - Pfizer | 7.39% | Add +0.5% | 1,047,499 | $52.43 | $55M | +5,517 | +$977K |
| NYCBEUR - New York Community | 7.16% | Add +17.8% | 5,822,377 | $9.13 | $53M | +879,008 | +$165K |
| C - Citigroup | 6.90% | Add +14.7% | 1,114,798 | $45.99 | $51M | +142,651 | −$643K |
| SEB - Seaboard | 5.18% | Reduce −0.1% | 9,908 | $3,883 | $38M | −5 | −$3M |
| VOXX International | 3.35% | Add +15.0% | 2,676,012 | $9.31 | $25M | +349,542 | +$2M |
| IDT - IDT Corp · CL B | 1.59% | Add 0.0% | 468,166 | $25.15 | $12M | +208 | −$4M |
| BB - Blackberry | 1.09% | Reduce −0.4% | 1,498,728 | $5.39 | $8M | −6,127 | −$3M |
| WBS - Webster Finl | 0.69% | Reduce −0.4% | 121,728 | $42.15 | $5M | −468 | −$2M |
| Viewray | 0.58% | Add +38.4% | 1,623,417 | $2.65 | $4M | +450,555 | −$296K |
| GNE - Genie Energy | 0.40% | Add 0.0% | 323,114 | $9.16 | $3M | +68 | +$780K |
| OGN - Organon | 0.30% | Reduce −1.3% | 66,558 | $33.75 | $2M | −846 | −$109K |
| HOLX - Hologic | 0.30% | Hold | 31,985 | $69.31 | $2M | — | — |
| NVS - Novartis | 0.26% | Add +3.1% | 23,078 | $84.51 | $2M | +700 | −$14K |
| XOM - Exxon Mobil | 0.26% | Add +45.5% | 22,209 | $85.62 | $2M | +6,945 | +$640K |
| Trinity Place | 0.20% | Add 0.0% | 1,464,607 | $1.01 | $1M | +625 | −$1M |
| FBAK - First Natl Bk Of Alaska | 0.16% | Hold | 4,770 | $242.56 | $1M | — | — |
| BRK.B - Berkshire Hathaway | 0.11% | Hold | 3,150 | $269.30 | $848K | — | — |
| VTRS - Viatris | 0.11% | Reduce −13.3% | 75,209 | $10.47 | $788K | −11,551 | −$156K |
| VZ - Verizon | 0.10% | Reduce −9.2% | 14,264 | $50.76 | $724K | −1,450 | −$76K |
| CREW Energy | 0.09% | Hold | 182,000 | $3.60 | $655K | — | — |
| Provident Financial | 0.08% | Hold | 27,472 | $22.28 | $612K | — | — |
| RFL - Rafael | 0.07% | Add 0.0% | 280,665 | $1.87 | $525K | +34 | −$180K |
| CVX - Chevrontexaco | 0.06% | Hold | 3,248 | $144.70 | $470K | — | — |
| Hope Bancorp | 0.06% | Hold | 31,000 | $13.84 | $429K | — | — |
| Nam Tai Ppty | 0.05% | Add +0.8% | 86,300 | $4.22 | $364K | +700 | −$171K |
| T - At T | 0.05% | Add +15.2% | 16,754 | $20.95 | $351K | +2,207 | +$7K |
| ZDGE - Zedge | 0.05% | Add 0.0% | 121,619 | $2.88 | $350K | +22 | −$391K |
| BAC - Bank of America | 0.04% | Hold | 10,708 | $31.13 | $333K | — | — |
| PEYUF - Peyto Exp & Dev | 0.04% | Hold | 35,000 | $9.34 | $327K | — | — |
| Navient | 0.04% | Reduce −16.2% | 23,286 | $13.99 | $326K | −4,500 | −$148K |
| PG - Proctor & Gamble | 0.04% | Add +40.3% | 2,244 | $143.76 | $323K | +644 | +$83K |
| JPM - Jp Morgan Chase | 0.04% | Reduce −10.3% | 2,825 | $112.57 | $318K | −325 | −$111K |
| PEP - Pepsico | 0.04% | Hold | 1,900 | $166.84 | $317K | — | — |
| CMCSA - Comcast · CL A | 0.04% | Add +31.0% | 7,074 | $39.29 | $278K | +1,676 | +$25K |
| ALC - Alcon | 0.03% | Add +7.6% | 3,415 | $69.61 | $238K | +240 | −$16K |
| Idw Media | 0.01% | Add +0.4% | 69,964 | $1.34 | $94K | +256 | −$33K |
| DB - Deutsche Bank | 0.01% | Hold | 10,000 | $8.70 | $87K | — | — |
| Lifeway Foods | 0.01% | Hold | 10,000 | $5.00 | $50K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Northrim Bancorp | 0.03% | Exit | 0 | $43.50 | $206K | −4,736 | −$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