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
| Assured Guaranty | 11.64% | Reduce −3.4% | 987,372 | $74.83 | $74M | −34,767 | +$12M |
| MRK - Merck | 10.73% | Reduce −2.2% | 624,541 | $109.02 | $68M | −14,252 | +$2M |
| NYCBEUR - New York Community | 9.93% | Reduce −2.1% | 6,160,014 | $10.23 | $63M | −133,885 | −$8M |
| C - Citigroup | 9.80% | Reduce −0.5% | 1,209,368 | $51.44 | $62M | −6,316 | +$12M |
| BP - BP PLC | 9.56% | Reduce −3.4% | 1,713,854 | $35.40 | $61M | −59,780 | −$8M |
| GSK - GSK PLC | 7.35% | Reduce −1.8% | 1,259,482 | $37.06 | $47M | −22,807 | +$193K |
| BMY - Bristol Myers Squibb | 6.74% | Reduce −2.1% | 833,916 | $51.31 | $43M | −17,783 | −$7M |
| PTEN - Patterson Energy | 5.96% | Reduce −3.8% | 3,499,998 | $10.80 | $38M | −139,721 | −$13M |
| SEB - Seaboard | 5.04% | Reduce −5.4% | 8,963 | $3,570 | $32M | −511 | −$4M |
| VOXX International | 4.84% | Reduce −0.5% | 2,877,564 | $10.68 | $31M | −15,048 | +$8M |
| MBI - MBIA | 4.66% | Add +0.4% | 4,829,606 | $6.12 | $30M | +20,222 | −$5M |
| PFE - Pfizer | 4.65% | Reduce −2.8% | 1,025,681 | $28.79 | $30M | −30,078 | −$5M |
| IDT - IDT Corp · CL B | 1.87% | Reduce −0.6% | 347,092 | $34.12 | $12M | −1,971 | +$4M |
| GNE - Genie Energy | 1.31% | Reduce −0.6% | 295,840 | $28.13 | $8M | −1,672 | +$4M |
| BAYRY - Bayer AG Spons | 1.04% | New | 712,500 | $9.23 | $7M | +712,500 | +$7M |
| HLN - Haleon | 0.84% | Reduce −37.5% | 645,675 | $8.23 | $5M | −386,789 | −$3M |
| WBS - Webster Finl | 0.81% | Reduce −5.0% | 101,073 | $50.76 | $5M | −5,339 | +$840K |
| BB - Blackberry | 0.70% | Reduce −8.9% | 1,256,824 | $3.54 | $4M | −123,232 | −$2M |
| HOLX - Hologic | 0.32% | Hold | 28,491 | $71.46 | $2M | — | — |
| NVS - Novartis | 0.29% | Reduce −16.3% | 18,063 | $100.99 | $2M | −3,515 | −$374K |
| CSX — | 0.27% | Reduce −0.2% | 50,320 | $34.68 | $2M | −108 | +$194K |
| XOM - Exxon Mobil | 0.24% | Reduce −1.4% | 15,223 | $99.98 | $2M | −214 | −$293K |
| BAC - Bank of America | 0.22% | Add +7.6% | 40,985 | $33.66 | $1M | +2,912 | +$337K |
| JPM - Jp Morgan Chase | 0.15% | Reduce 0.0% | 5,774 | $170.07 | $982K | −1 | +$145K |
| FBAK - First Natl Bk Of Alaska | 0.15% | Hold | 4,770 | $198.95 | $949K | — | — |
| VTRS - Viatris | 0.09% | Reduce −24.1% | 52,356 | $10.83 | $567K | −16,632 | −$142K |
| OGN - Organon | 0.08% | Reduce −31.2% | 35,310 | $14.42 | $509K | −16,036 | −$383K |
| VZ - Verizon | 0.08% | Add +4.8% | 13,397 | $37.68 | $505K | +618 | +$90K |
| CREW Energy | 0.08% | Hold | 145,780 | $3.44 | $502K | — | — |
| RFL - Rafael | 0.08% | Reduce −0.4% | 272,066 | $1.83 | $498K | −1,144 | −$22K |
| Navient | 0.07% | Hold | 23,286 | $18.62 | $434K | — | — |
| Nam Tai Property F | 0.06% | Reduce −0.4% | 85,530 | $4.75 | $406K | −360 | −$2K |
| CVX - Chevrontexaco | 0.06% | Reduce −24.6% | 2,448 | $149.10 | $365K | −800 | −$183K |
| PEP - Pepsico | 0.05% | Hold | 1,900 | $170.00 | $323K | — | — |
| PG - Proctor & Gamble | 0.05% | Hold | 2,000 | $146.48 | $293K | — | — |
| T - At T | 0.04% | Add +152.3% | 16,737 | $16.79 | $281K | +10,102 | +$181K |
| CMCSA - Comcast · CL A | 0.04% | Add +2.2% | 6,410 | $43.79 | $281K | +138 | +$215K |
| ZDGE - Zedge | 0.04% | Reduce −0.4% | 115,977 | $2.35 | $273K | −457 | +$18K |
| Trinity Place | 0.03% | Add +2.8% | 1,522,025 | $0.1112 | $169K | +41,085 | −$371K |
| PEYUF - Peyto Exp & Dev | 0.03% | Hold | 17,807 | $9.15 | $163K | — | — |
| Lifeway Foods | 0.02% | Hold | 10,000 | $13.40 | $134K | — | — |
| Idw Media | 0.00% | Reduce −1.8% | 66,132 | $0.4466 | $30K | −1,220 | −$11K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SEIC - Sei Investments | 0.06% | Exit | 0 | $60.30 | $398K | −6,600 | −$398K |
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