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
| NYCBEUR - New York Community | 11.14% | Reduce −0.9% | 6,293,899 | $11.34 | $71M | −58,773 | −$32K |
| BP - BP PLC | 10.71% | Reduce −3.7% | 1,773,634 | $38.72 | $69M | −68,857 | +$4M |
| MRK - Merck | 10.26% | Reduce −1.5% | 638,793 | $102.95 | $66M | −9,878 | −$9M |
| Assured Guaranty | 9.65% | Reduce −1.6% | 1,022,139 | $60.52 | $62M | −16,795 | +$4M |
| PTEN - Patterson Energy | 7.86% | Reduce −5.1% | 3,639,719 | $13.84 | $50M | −195,748 | +$4M |
| C - Citigroup | 7.80% | Add +0.7% | 1,215,684 | $41.13 | $50M | +8,878 | −$6M |
| BMY - Bristol Myers Squibb | 7.72% | Reduce −2.2% | 851,699 | $58.06 | $49M | −19,545 | −$12M |
| GSK - GSK PLC | 7.25% | Add +1.5% | 1,282,289 | $36.25 | $46M | +18,831 | +$1M |
| SEB - Seaboard | 5.55% | Reduce −0.9% | 9,474 | $3,753 | $36M | −86 | +$2M |
| PFE - Pfizer | 5.46% | Reduce −1.0% | 1,055,759 | $33.17 | $35M | −10,332 | −$4M |
| MBI - MBIA | 5.41% | Reduce −0.6% | 4,809,384 | $7.21 | $35M | −29,111 | −$7M |
| VOXX International | 3.60% | Reduce −1.1% | 2,892,612 | $7.98 | $23M | −31,554 | −$14M |
| HLN - Haleon | 1.34% | Reduce −18.7% | 1,032,464 | $8.33 | $9M | −237,974 | −$2M |
| IDT - IDT Corp · CL B | 1.20% | Reduce −1.1% | 349,063 | $22.05 | $8M | −4,052 | −$1M |
| BB - Blackberry | 1.01% | Reduce −1.9% | 1,380,056 | $4.71 | $6M | −26,189 | −$1M |
| GNE - Genie Energy | 0.68% | Reduce −1.5% | 297,512 | $14.73 | $4M | −4,552 | +$111K |
| WBS - Webster Finl | 0.67% | Hold | 106,412 | $40.31 | $4M | — | — |
| NVS - Novartis | 0.34% | Hold | 21,578 | $101.87 | $2M | — | — |
| HOLX - Hologic | 0.31% | Reduce −5.1% | 28,491 | $69.39 | $2M | −1,544 | −$455K |
| XOM - Exxon Mobil | 0.28% | Add +10.6% | 15,437 | $117.57 | $2M | +1,482 | +$318K |
| CSX — | 0.24% | New | 50,428 | $30.76 | $2M | +50,428 | +$2M |
| BAC - Bank of America | 0.16% | Add +17.2% | 38,073 | $27.38 | $1M | +5,592 | +$110K |
| FBAK - First Natl Bk Of Alaska | 0.14% | Hold | 4,770 | $188.05 | $897K | — | — |
| OGN - Organon | 0.14% | Reduce −14.1% | 51,346 | $17.37 | $892K | −8,452 | −$352K |
| JPM - Jp Morgan Chase | 0.13% | Add +53.0% | 5,775 | $144.94 | $837K | +2,000 | +$288K |
| VTRS - Viatris | 0.11% | Reduce −3.9% | 68,988 | $10.28 | $709K | −2,794 | −$7K |
| CREW Energy | 0.10% | Reduce −23.6% | 145,780 | $4.31 | $629K | −45,000 | −$155K |
| CVX - Chevrontexaco | 0.09% | Hold | 3,248 | $168.72 | $548K | — | — |
| Trinity Place | 0.08% | Reduce −0.8% | 1,480,940 | $0.3649 | $540K | −11,475 | −$265K |
| RFL - Rafael | 0.08% | Reduce −0.7% | 273,210 | $1.90 | $519K | −2,026 | −$56K |
| VZ - Verizon | 0.06% | Reduce −4.2% | 12,779 | $32.43 | $414K | −556 | −$81K |
| Nam Tai Property F | 0.06% | Hold | 85,890 | $4.75 | $408K | — | — |
| Navient | 0.06% | Hold | 23,286 | $17.22 | $401K | — | — |
| SEIC - Sei Investments | 0.06% | New | 6,600 | $60.30 | $398K | +6,600 | +$398K |
| PEP - Pepsico | 0.05% | Hold | 1,900 | $169.47 | $322K | — | — |
| PG - Proctor & Gamble | 0.05% | Add +5.3% | 2,000 | $145.88 | $292K | +100 | +$3K |
| ZDGE - Zedge | 0.04% | Reduce −1.1% | 116,434 | $2.19 | $255K | −1,351 | −$9K |
| PEYUF - Peyto Exp & Dev | 0.03% | Hold | 17,807 | $10.11 | $180K | — | — |
| Lifeway Foods | 0.02% | Hold | 10,000 | $10.30 | $103K | — | — |
| T - At T | 0.02% | Hold | 6,635 | $15.02 | $100K | — | — |
| CMCSA - Comcast · CL A | 0.01% | Add +324.9% | 6,272 | $10.43 | $65K | +4,796 | +$4K |
| Idw Media | 0.01% | Reduce −1.0% | 67,352 | $0.6019 | $41K | −664 | −$4K |
| Viewray | 0.00% | Reduce −0.1% | 2,046,547 | $0.0083 | $17K | −2,000 | −$704K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Hope Bancorp | 0.04% | Exit | 0 | $8.42 | $261K | −31,000 | −$261K |
| GBCI - Glacier Bancorp | 0.03% | Exit | 0 | $41.67 | $180K | −4,320 | −$180K |
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