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
| MRK - Merck | 10.97% | Reduce −3.4% | 648,671 | $115.39 | $75M | −22,933 | +$3M |
| NYCBEUR - New York Community | 10.47% | Reduce −0.6% | 6,352,672 | $11.24 | $71M | −36,472 | +$14M |
| BP - BP PLC | 9.53% | Reduce −6.0% | 1,842,491 | $35.29 | $65M | −117,466 | −$9M |
| BMY - Bristol Myers Squibb | 8.99% | Reduce −3.3% | 871,244 | $70.38 | $61M | −29,312 | −$1M |
| Assured Guaranty | 8.50% | Reduce −9.2% | 1,038,934 | $55.80 | $58M | −105,219 | +$456K |
| C - Citigroup | 8.15% | Reduce −0.9% | 1,206,806 | $46.04 | $56M | −10,747 | −$2M |
| PTEN - Patterson Energy | 6.73% | Reduce −5.4% | 3,835,467 | $11.97 | $46M | −217,820 | −$2M |
| GSK - GSK PLC | 6.60% | Reduce −1.1% | 1,263,458 | $35.64 | $45M | −14,018 | −$424K |
| MBI - MBIA | 6.13% | Add +2.2% | 4,838,495 | $8.64 | $42M | +103,933 | −$2M |
| PFE - Pfizer | 5.73% | Add +3.5% | 1,066,091 | $36.68 | $39M | +36,429 | −$3M |
| VOXX International | 5.45% | Reduce −2.0% | 2,924,166 | $12.71 | $37M | −58,850 | +$380K |
| SEB - Seaboard | 4.99% | Hold | 9,560 | $3,561 | $34M | — | — |
| HLN - Haleon | 1.56% | Reduce −8.0% | 1,270,438 | $8.38 | $11M | −110,834 | −$597K |
| IDT - IDT Corp · CL B | 1.34% | Reduce −3.6% | 353,115 | $25.85 | $9M | −13,116 | −$3M |
| BB - Blackberry | 1.14% | Reduce −0.5% | 1,406,245 | $5.53 | $8M | −6,700 | +$1M |
| GNE - Genie Energy | 0.63% | Reduce −2.7% | 302,064 | $14.14 | $4M | −8,498 | −$21K |
| WBS - Webster Finl | 0.59% | Reduce −5.8% | 106,412 | $37.75 | $4M | −6,609 | −$439K |
| HOLX - Hologic | 0.36% | Hold | 30,035 | $80.97 | $2M | — | — |
| NVS - Novartis | 0.32% | Hold | 21,578 | $100.89 | $2M | — | — |
| XOM - Exxon Mobil | 0.22% | Reduce −2.1% | 13,955 | $107.27 | $1M | −300 | −$66K |
| OGN - Organon | 0.18% | Reduce −3.0% | 59,798 | $20.80 | $1M | −1,821 | −$205K |
| FBAK - First Natl Bk Of Alaska | 0.14% | Hold | 4,770 | $196.02 | $935K | — | — |
| BAC - Bank of America | 0.14% | Reduce −18.3% | 32,481 | $28.70 | $932K | −7,258 | −$205K |
| Trinity Place | 0.12% | Hold | 1,492,415 | $0.5397 | $806K | — | — |
| CREW Energy | 0.11% | Reduce −32.5% | 190,780 | $4.11 | $784K | −92,000 | −$210K |
| Viewray | 0.11% | Add +26.4% | 2,048,547 | $0.3520 | $721K | +427,750 | −$5M |
| VTRS - Viatris | 0.11% | Reduce −2.5% | 71,782 | $9.98 | $716K | −1,855 | +$8K |
| RFL - Rafael | 0.08% | Reduce −1.5% | 275,236 | $2.09 | $575K | −4,298 | +$141K |
| JPM - Jp Morgan Chase | 0.08% | Hold | 3,775 | $145.43 | $549K | — | — |
| CVX - Chevrontexaco | 0.07% | Hold | 3,248 | $157.33 | $511K | — | — |
| VZ - Verizon | 0.07% | Add +0.2% | 13,335 | $37.15 | $495K | +31 | −$22K |
| Nam Tai Property F | 0.07% | Reduce −0.1% | 85,890 | $5.50 | $472K | −100 | +$291K |
| Navient | 0.06% | Hold | 23,286 | $18.58 | $433K | — | — |
| PEP - Pepsico | 0.05% | Hold | 1,900 | $185.26 | $352K | — | — |
| PG - Proctor & Gamble | 0.04% | Hold | 1,900 | $151.85 | $289K | — | — |
| ZDGE - Zedge | 0.04% | Reduce −2.4% | 117,785 | $2.24 | $264K | −2,863 | +$28K |
| Hope Bancorp | 0.04% | Hold | 31,000 | $8.42 | $261K | — | — |
| GBCI - Glacier Bancorp | 0.03% | Hold | 4,320 | $41.67 | $180K | — | — |
| PEYUF - Peyto Exp & Dev | 0.02% | Reduce −66.3% | 17,807 | $8.31 | $148K | −35,000 | −$325K |
| T - At T | 0.02% | Hold | 6,635 | $15.95 | $106K | — | — |
| Lifeway Foods | 0.01% | Hold | 10,000 | $6.50 | $65K | — | — |
| CMCSA - Comcast · CL A | 0.01% | Hold | 1,476 | $41.55 | $61K | — | — |
| Idw Media | 0.01% | Reduce −2.0% | 68,016 | $0.6501 | $44K | −1,400 | −$6K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BRK.B - Berkshire Hathaway | 0.14% | Exit | 0 | $308.66 | $959K | −3,107 | −$959K |
| Provident Financial | 0.08% | Exit | 0 | $19.18 | $527K | −27,472 | −$527K |
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