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

2023 Q1 2022 Q4 · filed 12 May · long equity

BP - BP PLC 10.70% Reduce −9.5% 1,959,957 $37.94 $74M −205,544 −$1M
MRK - Merck 10.29% Reduce −1.5% 671,604 $106.39 $71M −10,159 −$4M
BMY - Bristol Myers Squibb 8.98% Reduce −1.5% 900,556 $69.31 $62M −13,445 −$3M
NYCBEUR - New York Community 8.31% Add +7.2% 6,389,144 $9.04 $58M +426,402 +$6M
Assured Guaranty 8.28% Reduce −7.1% 1,144,153 $50.27 $58M −87,259 −$19M
C - Citigroup 8.22% Add +4.2% 1,217,553 $46.89 $57M +49,021 +$4M
PTEN - Patterson Energy 6.83% Reduce −9.4% 4,053,287 $11.70 $47M −418,818 −$28M
GSK - GSK PLC 6.54% Add +4.1% 1,277,476 $35.58 $45M +50,570 +$2M
MBI - MBIA 6.31% Reduce −1.7% 4,734,562 $9.26 $44M −82,720 −$18M
PFE - Pfizer 6.05% Reduce −0.8% 1,029,662 $40.80 $42M −8,644 −$11M
VOXX International 5.29% Reduce −1.1% 2,983,016 $12.33 $37M −31,681 +$12M
SEB - Seaboard 5.19% Reduce −4.0% 9,560 $3,770 $36M −395 −$2M
IDT - IDT Corp · CL B 1.80% Reduce −21.9% 366,231 $34.08 $12M −102,698 −$728K
HLN - Haleon 1.62% Reduce −2.1% 1,381,272 $8.14 $11M −29,343 −$42K
BB - Blackberry 0.93% Reduce −0.6% 1,412,945 $4.56 $6M −8,053 +$2M
Viewray 0.81% Reduce −0.2% 1,620,797 $3.46 $6M −2,620 −$2M
WBS - Webster Finl 0.64% Reduce −3.4% 113,021 $39.42 $4M −3,972 −$1M
GNE - Genie Energy 0.62% Reduce −4.7% 310,562 $13.82 $4M −15,315 +$923K
HOLX - Hologic 0.35% Reduce −1.2% 30,035 $80.71 $2M −350 +$151K
NVS - Novartis 0.29% Hold 21,578 $92.01 $2M
XOM - Exxon Mobil 0.22% Reduce −4.1% 14,255 $109.65 $2M −606 −$76K
OGN - Organon 0.21% Reduce −1.6% 61,619 $23.51 $1M −1,015 −$300K
BAC - Bank of America 0.16% Reduce −7.7% 39,739 $28.61 $1M −3,330 −$289K
CREW Energy 0.14% Hold 282,780 $3.52 $994K
BRK.B - Berkshire Hathaway 0.14% Hold 3,107 $308.62 $959K
FBAK - First Natl Bk Of Alaska 0.14% Hold 4,770 $198.95 $949K
Trinity Place 0.10% Reduce −0.2% 1,492,415 $0.4803 $717K −3,228 −$390K
VTRS - Viatris 0.10% Reduce −0.7% 73,637 $9.61 $708K −537 −$118K
CVX - Chevrontexaco 0.08% Hold 3,248 $163.18 $530K
Provident Financial 0.08% Hold 27,472 $19.18 $527K
VZ - Verizon 0.07% Reduce −4.7% 13,304 $38.86 $517K −650 −$33K
JPM - Jp Morgan Chase 0.07% Add +36.0% 3,775 $130.33 $492K +1,000 +$120K
PEYUF - Peyto Exp & Dev 0.07% Hold 52,807 $8.96 $473K
RFL - Rafael 0.06% Reduce −0.7% 279,534 $1.55 $434K −1,848 −$93K
Navient 0.05% Hold 23,286 $15.99 $372K
PEP - Pepsico 0.05% Hold 1,900 $182.11 $346K
Hope Bancorp 0.04% Hold 31,000 $9.81 $304K
PG - Proctor & Gamble 0.04% Reduce −15.3% 1,900 $148.74 $283K −344 −$41K
ZDGE - Zedge 0.03% Reduce −1.0% 120,648 $1.95 $235K −1,230 +$21K
Nam Tai Property F 0.03% Reduce −1.5% 85,990 $2.10 $181K −1,310 +$65K
GBCI - Glacier Bancorp 0.03% Hold 4,320 $41.67 $180K
T - At T 0.02% Reduce −61.7% 6,635 $19.25 $128K −10,694 −$191K
Lifeway Foods 0.01% Hold 10,000 $6.00 $60K
CMCSA - Comcast · CL A 0.01% Reduce −82.1% 1,476 $37.91 $56K −6,762 −$232K
Idw Media 0.01% Reduce −1.7% 69,416 $0.7214 $50K −1,208 −$16K

* 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 2022 Q4. 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