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 | 12.79% | Reduce −0.7% | 1,186,573 | $62.60 | $74M | −8,279 | −$2M |
| MRK - Merck | 11.35% | Reduce −1.9% | 580,488 | $113.56 | $66M | −11,423 | −$7M |
| BP - BP PLC | 8.59% | Reduce −3.1% | 1,588,880 | $31.39 | $50M | −51,522 | −$9M |
| NYCBEUR - New York Community | 8.14% | Reduce −65.5% | 4,207,166 | $11.23 | $47M | −8,004,436 | +$8M |
| BAYRY - Bayer AG Spons | 7.53% | Add +17.9% | 5,159,540 | $8.47 | $44M | +785,085 | +$13M |
| GSK - GSK PLC | 7.46% | Reduce −14.7% | 1,058,832 | $40.88 | $43M | −182,429 | −$5M |
| BMY - Bristol Myers Squibb | 7.36% | Reduce −0.1% | 826,108 | $51.74 | $43M | −1,150 | +$8M |
| DIS - Disney | 6.72% | Add +83.5% | 405,445 | $96.19 | $39M | +184,542 | +$17M |
| OGN - Organon | 6.05% | Add +10.5% | 1,835,193 | $19.13 | $35M | +174,170 | +$725K |
| PFE - Pfizer | 4.97% | Reduce −0.5% | 997,025 | $28.94 | $29M | −5,405 | +$806K |
| SEB - Seaboard | 4.88% | Reduce −2.1% | 9,034 | $3,137 | $28M | −191 | −$819K |
| Assured Guaranty | 4.04% | Reduce −2.0% | 294,985 | $79.52 | $23M | −6,102 | +$228K |
| PTEN - Patterson Energy | 2.96% | Reduce −3.2% | 2,246,029 | $7.65 | $17M | −74,825 | −$7M |
| IDT - IDT Corp · CL B | 2.17% | Reduce −0.4% | 330,228 | $38.17 | $13M | −1,279 | +$697K |
| GNE - Genie Energy | 0.81% | Reduce −0.6% | 289,913 | $16.25 | $5M | −1,752 | +$446K |
| HLN - Haleon | 0.44% | Reduce −1.7% | 241,952 | $10.58 | $3M | −4,195 | +$527K |
| HOLX - Hologic | 0.36% | Hold | 25,591 | $81.45 | $2M | — | — |
| NVS - Novartis | 0.35% | Hold | 17,581 | $115.01 | $2M | — | — |
| CSX — | 0.30% | Hold | 49,820 | $34.52 | $2M | — | — |
| XOM - Exxon Mobil | 0.29% | Hold | 14,326 | $117.20 | $2M | — | — |
| FRFHF - Fairfax Financial | 0.22% | Hold | 1,018 | $1,264 | $1M | — | — |
| WBS - Webster Finl | 0.17% | Add +3.0% | 21,437 | $46.60 | $999K | +615 | +$91K |
| FBAK - First Natl Bk Of Alaska | 0.17% | Hold | 4,770 | $204.40 | $975K | — | — |
| AR - Antero Resources | 0.15% | Hold | 30,156 | $28.65 | $864K | — | — |
| CREW Energy | 0.14% | Add +3.4% | 150,780 | $5.31 | $801K | +5,000 | +$344K |
| MSFT - Microsoft | 0.14% | Add +0.7% | 1,839 | $430.55 | $792K | +12 | −$25K |
| BAC - Bank of America | 0.13% | Reduce −1.4% | 18,576 | $39.68 | $737K | −261 | −$12K |
| VOXX International | 0.11% | Reduce −94.1% | 103,808 | $6.30 | $654K | −1,657,896 | −$5M |
| JPM - Jp Morgan Chase | 0.11% | Reduce −12.1% | 2,950 | $210.85 | $622K | −407 | −$57K |
| AAPL - Apple | 0.10% | Hold | 2,492 | $233.15 | $581K | — | — |
| RFL - Rafael | 0.09% | Reduce −0.4% | 267,596 | $1.94 | $519K | −1,088 | +$132K |
| VZ - Verizon | 0.08% | Add +11.0% | 10,846 | $44.90 | $487K | +1,072 | +$84K |
| ZDGE - Zedge | 0.07% | Reduce −0.7% | 110,148 | $3.70 | $407K | −722 | +$69K |
| PEG - Public Service Enterprise | 0.07% | Hold | 4,500 | $89.11 | $401K | — | — |
| SEIC - Sei Investments | 0.06% | New | 5,147 | $69.17 | $356K | +5,147 | +$356K |
| Navient | 0.06% | Hold | 22,000 | $15.59 | $343K | — | — |
| IBM — | 0.06% | New | 1,508 | $221.32 | $334K | +1,508 | +$334K |
| CI - Cigna Group | 0.06% | Add +97.7% | 941 | $346.44 | $326K | +465 | −$5K |
| PEP - Pepsico | 0.06% | Hold | 1,900 | $170.00 | $323K | — | — |
| PG - Proctor & Gamble | 0.05% | Hold | 1,700 | $172.94 | $294K | — | — |
| AM - Antero Midstream | 0.05% | Add +5.9% | 18,856 | $15.06 | $284K | +1,050 | +$22K |
| PNC - Pnc Bank | 0.05% | Reduce −16.1% | 1,460 | $184.93 | $270K | −280 | −$1K |
| Lifeway Foods | 0.04% | Hold | 10,000 | $25.90 | $259K | — | — |
| PEYUF - Peyto Exp & Dev | 0.04% | Add +11.2% | 19,807 | $11.41 | $226K | +2,000 | +$36K |
| Nam Tai Property F | 0.04% | Reduce −0.6% | 84,830 | $2.50 | $212K | −500 | −$129K |
| OBT - Orange County Bancorp | 0.04% | Hold | 4,000 | $53.00 | $212K | — | — |
| DB - Deutsche Bank | 0.03% | New | 10,000 | $17.30 | $173K | +10,000 | +$173K |
| VTRS - Viatris | 0.03% | Reduce −3.8% | 13,623 | $11.65 | $159K | −532 | +$8K |
| GTX - Garrett Motion | 0.02% | Add +16.4% | 14,229 | $8.15 | $116K | +2,000 | +$11K |
| PIFYF - Pine Cliff Energy | 0.02% | Hold | 129,731 | $0.7323 | $95K | — | — |
| Trinity Place | 0.01% | Reduce −0.1% | 1,524,690 | $0.0399 | $61K | −994 | −$118K |
| Idw Media | 0.01% | Reduce −0.5% | 63,589 | $0.5347 | $34K | −351 | +$14K |
Showing top 50 of 52 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MBI - MBIA | 5.14% | Exit | 0 | $5.49 | $31M | −5,570,263 | −$31M |
| CVX - Chevrontexaco | 0.05% | Exit | 0 | $156.67 | $282K | −1,800 | −$282K |
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