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
| C - Citigroup | 12.74% | Reduce −0.4% | 1,194,852 | $63.46 | $76M | −4,594 | −$27K |
| MRK - Merck | 12.32% | Reduce −3.6% | 591,911 | $123.80 | $73M | −21,904 | −$8M |
| BP - BP PLC | 9.95% | Reduce −1.5% | 1,640,402 | $36.10 | $59M | −25,218 | −$4M |
| GSK - GSK PLC | 8.03% | Reduce −1.0% | 1,241,261 | $38.50 | $48M | −12,383 | −$6M |
| NYCBEUR - New York Community | 6.61% | Add +96.5% | 12,211,602 | $3.22 | $39M | +5,998,313 | +$19M |
| OGN - Organon | 5.78% | Add +40.7% | 1,661,023 | $20.70 | $34M | +480,819 | +$12M |
| BMY - Bristol Myers Squibb | 5.77% | Reduce −0.6% | 827,258 | $41.53 | $34M | −4,733 | −$11M |
| BAYRY - Bayer AG Spons | 5.18% | Add +41.2% | 4,374,455 | $7.04 | $31M | +1,275,315 | +$7M |
| MBI - MBIA | 5.14% | Add +7.6% | 5,570,263 | $5.49 | $31M | +393,650 | −$4M |
| SEB - Seaboard | 4.90% | Add +1.9% | 9,225 | $3,161 | $29M | +173 | −$24K |
| PFE - Pfizer | 4.71% | Reduce −2.0% | 1,002,430 | $27.98 | $28M | −20,289 | −$332K |
| PTEN - Patterson Energy | 4.04% | Reduce −12.5% | 2,320,854 | $10.36 | $24M | −331,478 | −$8M |
| Assured Guaranty | 3.90% | Reduce −69.0% | 301,087 | $77.15 | $23M | −669,493 | −$61M |
| DIS - Disney | 3.69% | Add +135.2% | 220,903 | $99.29 | $22M | +126,971 | +$10M |
| IDT - IDT Corp · CL B | 2.00% | Reduce −4.1% | 331,507 | $35.92 | $12M | −14,041 | −$1M |
| VOXX International | 0.94% | Reduce −38.2% | 1,761,704 | $3.16 | $6M | −1,087,822 | −$18M |
| GNE - Genie Energy | 0.72% | Reduce −0.7% | 291,665 | $14.62 | $4M | −2,025 | −$165K |
| HLN - Haleon | 0.34% | Reduce −48.1% | 246,147 | $8.26 | $2M | −228,134 | −$2M |
| HOLX - Hologic | 0.32% | Reduce −3.4% | 25,591 | $74.26 | $2M | −900 | −$165K |
| NVS - Novartis | 0.31% | Add +14.1% | 17,581 | $106.46 | $2M | +2,168 | +$381K |
| CSX — | 0.28% | Reduce −1.0% | 49,820 | $33.44 | $2M | −500 | −$199K |
| XOM - Exxon Mobil | 0.28% | Add +1.1% | 14,326 | $115.11 | $2M | +159 | +$2K |
| FRFHF - Fairfax Financial | 0.19% | Hold | 1,018 | $1,138 | $1M | — | — |
| AR - Antero Resources | 0.17% | Hold | 30,156 | $32.63 | $984K | — | — |
| FBAK - First Natl Bk Of Alaska | 0.16% | Hold | 4,770 | $195.81 | $934K | — | — |
| WBS - Webster Finl | 0.15% | Reduce −78.7% | 20,822 | $43.61 | $908K | −77,113 | −$4M |
| MSFT - Microsoft | 0.14% | Reduce −3.9% | 1,827 | $446.96 | $817K | −75 | +$16K |
| BAC - Bank of America | 0.13% | Reduce −44.4% | 18,837 | $39.78 | $749K | −15,064 | −$536K |
| JPM - Jp Morgan Chase | 0.11% | Reduce −13.2% | 3,357 | $202.26 | $679K | −510 | −$96K |
| AAPL - Apple | 0.09% | Hold | 2,492 | $210.67 | $525K | — | — |
| CREW Energy | 0.08% | Hold | 145,780 | $3.13 | $457K | — | — |
| VZ - Verizon | 0.07% | Reduce −2.5% | 9,774 | $41.23 | $403K | −248 | −$18K |
| RFL - Rafael | 0.07% | Reduce −0.6% | 268,684 | $1.44 | $387K | −1,679 | −$78K |
| Nam Tai Property F | 0.06% | Hold | 85,330 | $4.00 | $341K | — | — |
| ZDGE - Zedge | 0.06% | Reduce −3.5% | 110,870 | $3.05 | $338K | −3,974 | +$20K |
| PEG - Public Service Enterprise | 0.06% | Hold | 4,500 | $73.78 | $332K | — | — |
| CI - Cigna Group | 0.06% | Reduce −56.8% | 476 | $694.47 | $331K | −625 | −$70K |
| Navient | 0.05% | Reduce −1.9% | 22,000 | $14.56 | $320K | −421 | −$70K |
| PEP - Pepsico | 0.05% | Hold | 1,900 | $164.74 | $313K | — | — |
| CVX - Chevrontexaco | 0.05% | Hold | 1,800 | $156.67 | $282K | — | — |
| PG - Proctor & Gamble | 0.05% | Reduce −15.0% | 1,700 | $164.71 | $280K | −300 | −$45K |
| PNC - Pnc Bank | 0.05% | Reduce −9.6% | 1,740 | $155.75 | $271K | −185 | −$40K |
| AM - Antero Midstream | 0.04% | Hold | 17,806 | $14.71 | $262K | — | — |
| OBT - Orange County Bancorp | 0.04% | New | 4,000 | $53.00 | $212K | +4,000 | +$212K |
| PEYUF - Peyto Exp & Dev | 0.03% | Hold | 17,807 | $10.67 | $190K | — | — |
| Trinity Place | 0.03% | Hold | 1,525,684 | $0.1169 | $178K | — | — |
| VTRS - Viatris | 0.03% | Reduce −57.9% | 14,155 | $10.66 | $151K | −19,435 | −$250K |
| Lifeway Foods | 0.02% | Hold | 10,000 | $12.80 | $128K | — | — |
| GTX - Garrett Motion | 0.02% | Reduce −43.1% | 12,229 | $8.59 | $105K | −9,252 | −$109K |
| PIFYF - Pine Cliff Energy | 0.02% | Hold | 129,731 | $0.7400 | $96K | — | — |
| Idw Media | 0.00% | Reduce −2.6% | 63,940 | $0.3066 | $20K | −1,704 | −$6K |
Showing top 50 of 51 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Eagle Bulk Shipping | 0.04% | Exit | 0 | $62.56 | $279K | −4,460 | −$279K |
| GBCI - Glacier Bancorp | 0.04% | Exit | 0 | $40.23 | $252K | −6,264 | −$252K |
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