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
| BMY - Bristol Myers Squibb | 10.24% | Reduce −0.5% | 924,093 | $71.09 | $66M | −4,772 | −$6M |
| BP - BP PLC | 9.67% | Reduce −1.2% | 2,173,723 | $28.55 | $62M | −27,256 | −$337K |
| Assured Guaranty | 9.41% | Reduce −4.0% | 1,252,676 | $48.23 | $60M | −52,322 | −$12M |
| MRK - Merck | 9.13% | Reduce −2.1% | 684,255 | $85.62 | $59M | −14,769 | −$5M |
| PTEN - Patterson Energy | 8.38% | Reduce −3.9% | 4,603,562 | $11.68 | $54M | −186,805 | −$22M |
| NYCBEUR - New York Community | 7.89% | Add +2.0% | 5,937,115 | $8.53 | $51M | +114,738 | −$3M |
| C - Citigroup | 7.55% | Add +4.3% | 1,162,791 | $41.67 | $48M | +47,993 | −$3M |
| PFE - Pfizer | 7.11% | Reduce −0.5% | 1,042,353 | $43.76 | $46M | −5,146 | −$9M |
| MBI - MBIA | 6.90% | Reduce −0.5% | 4,810,474 | $9.20 | $44M | −25,930 | −$15M |
| Glaxosmithkline | 5.98% | Reduce −8.8% | 1,304,939 | $29.43 | $38M | −126,221 | −$24M |
| SEB - Seaboard | 5.23% | Reduce −0.5% | 9,857 | $3,403 | $34M | −51 | −$5M |
| VOXX International | 3.49% | Add +9.9% | 2,942,172 | $7.61 | $22M | +266,160 | −$3M |
| IDT - IDT Corp · CL B | 1.81% | Reduce −0.1% | 467,829 | $24.83 | $12M | −337 | −$158K |
| HLN - Haleon | 1.37% | New | 1,442,550 | $6.09 | $9M | +1,442,550 | +$9M |
| BB - Blackberry | 1.08% | Reduce −1.5% | 1,476,968 | $4.70 | $7M | −21,760 | −$1M |
| Viewray | 0.94% | Add +1.8% | 1,653,417 | $3.64 | $6M | +30,000 | +$2M |
| WBS - Webster Finl | 0.81% | Reduce −5.9% | 114,564 | $45.20 | $5M | −7,164 | +$48K |
| GNE - Genie Energy | 0.47% | Reduce −0.1% | 322,777 | $9.35 | $3M | −337 | +$58K |
| HOLX - Hologic | 0.32% | Hold | 31,985 | $64.53 | $2M | — | — |
| NVS - Novartis | 0.27% | Hold | 23,078 | $76.01 | $2M | — | — |
| OGN - Organon | 0.23% | Reduce −6.4% | 62,268 | $23.41 | $1M | −4,290 | −$789K |
| XOM - Exxon Mobil | 0.20% | Reduce −32.9% | 14,909 | $87.33 | $1M | −7,300 | −$599K |
| Trinity Place | 0.20% | Reduce −0.5% | 1,457,260 | $0.8824 | $1M | −7,347 | −$193K |
| FBAK - First Natl Bk Of Alaska | 0.18% | Hold | 4,770 | $241.09 | $1M | — | — |
| BRK.B - Berkshire Hathaway | 0.13% | Reduce −1.4% | 3,107 | $267.04 | $830K | −43 | −$19K |
| VTRS - Viatris | 0.10% | Reduce −1.0% | 74,462 | $8.55 | $637K | −747 | −$151K |
| VZ - Verizon | 0.08% | Hold | 14,264 | $38.00 | $542K | — | — |
| Provident Financial | 0.08% | Hold | 27,472 | $19.51 | $536K | — | — |
| RFL - Rafael | 0.08% | Add +0.5% | 282,164 | $1.80 | $508K | +1,499 | −$17K |
| CVX - Chevrontexaco | 0.07% | Hold | 3,248 | $143.78 | $467K | — | — |
| Navient | 0.06% | Add +17.2% | 27,286 | $14.69 | $401K | +4,000 | +$75K |
| Hope Bancorp | 0.06% | Hold | 31,000 | $12.65 | $392K | — | — |
| CREW Energy | 0.05% | Reduce −49.5% | 92,000 | $3.72 | $342K | −90,000 | −$313K |
| BAC - Bank of America | 0.05% | Hold | 10,708 | $30.22 | $324K | — | — |
| PEP - Pepsico | 0.05% | Hold | 1,900 | $163.16 | $310K | — | — |
| JPM - Jp Morgan Chase | 0.05% | Reduce −1.8% | 2,775 | $104.50 | $290K | −50 | −$28K |
| ZDGE - Zedge | 0.04% | Reduce −0.1% | 121,510 | $2.36 | $287K | −109 | −$63K |
| PG - Proctor & Gamble | 0.04% | Hold | 2,244 | $126.25 | $283K | — | — |
| PEYUF - Peyto Exp & Dev | 0.04% | Hold | 35,000 | $8.03 | $281K | — | — |
| T - At T | 0.04% | Hold | 16,754 | $15.33 | $257K | — | — |
| GBCI - Glacier Bancorp | 0.03% | New | 4,320 | $49.07 | $212K | +4,320 | +$212K |
| CMCSA - Comcast · CL A | 0.03% | Hold | 7,074 | $29.30 | $207K | — | — |
| Idw Media | 0.02% | Reduce −0.1% | 69,904 | $1.53 | $107K | −60 | +$13K |
| DB - Deutsche Bank | 0.01% | Hold | 10,000 | $7.40 | $74K | — | — |
| Lifeway Foods | 0.01% | Hold | 10,000 | $5.70 | $57K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Nam Tai Ppty | 0.05% | Exit | 0 | $4.22 | $364K | −86,300 | −$364K |
| ALC - Alcon | 0.03% | Exit | 0 | $69.69 | $238K | −3,415 | −$238K |
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