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Kahn Brothers Group Inc.

New York, NY 21 processed 13Fs on this site, 2021 Q3 to 2026 Q2

  • $633M
  • 47 holdings
  • 2026 Q2
  • +12.2% QoQ
  • Top 5 54.9%

Portfolio

2026 Q2, filed 8/17/2026, top 12 of 47 holdings

Top 5 54.9%, top 10 78.7%

  1. C, Citigroup 18.5%
  2. BAYRY, Bayer 14.1%
  3. FLG, Flagstar Financial 9.6%
  4. GOOG, Alphabet 6.8%
  5. Z, Zillow 5.9%
  6. OGN, Organon 5.7%
  7. DIS, Disney 5.5%
  8. MRK, Merck 4.4%
  9. MBI, M 4.3%
  10. SEG, Seaport 3.9%
  11. SEB, Seaboard 3.8%
  12. BP, BP PLC 3.6%
  13. Other 13.9%

AUM over time

2026 Q2 $633M +12.2% QoQ
2021 Q3: $710M 2021 Q3: $710M
Q3 2021
2021 Q4: $728M, +2.5% QoQ 2021 Q4: $728M, +2.5% QoQ
Q4
2022 Q1: $788M, +8.2% QoQ 2022 Q1: $788M, +8.2% QoQ
Q1 2022
2022 Q2: $743M, −5.7% QoQ 2022 Q2: $743M, −5.7% QoQ
Q2
2022 Q3: $642M, −13.6% QoQ 2022 Q3: $642M, −13.6% QoQ
Q3
2022 Q4: $760M, +18.4% QoQ 2022 Q4: $760M, +18.4% QoQ
Q4
2023 Q1: $695M, −8.6% QoQ 2023 Q1: $695M, −8.6% QoQ
Q1 2023
2023 Q2: $682M, −1.9% QoQ 2023 Q2: $682M, −1.9% QoQ
Q2
2023 Q3: $641M, −6.0% QoQ 2023 Q3: $641M, −6.0% QoQ
Q3
2023 Q4: $635M, −0.9% QoQ 2023 Q4: $635M, −0.9% QoQ
Q4
2024 Q1: $674M, +6.1% QoQ 2024 Q1: $674M, +6.1% QoQ
Q1 2024
2024 Q2: $595M, −11.7% QoQ 2024 Q2: $595M, −11.7% QoQ
Q2
2024 Q3: $581M, −2.4% QoQ 2024 Q3: $581M, −2.4% QoQ
Q3
2024 Q4: $460M, −20.8% QoQ 2024 Q4: $460M, −20.8% QoQ
Q4
2025 Q1: $494M, +7.4% QoQ 2025 Q1: $494M, +7.4% QoQ
Q1 2025
2025 Q2: $498M, +0.8% QoQ 2025 Q2: $498M, +0.8% QoQ
Q2
2025 Q3: $532M, +6.8% QoQ 2025 Q3: $532M, +6.8% QoQ
Q3
2025 Q4: $565M, +6.2% QoQ 2025 Q4: $565M, +6.2% QoQ
Q4
2026 Q1: $564M, −0.2% QoQ 2026 Q1: $564M, −0.2% QoQ
Q1 2026
2026 Q2: $633M, +12.2% QoQ 2026 Q2: $633M, +12.2% QoQ
Q2

Book

2024 Q3 2024 Q2, filed 13 Nov, long equity only

Download CSV Download Excel All activity
C, Citigroup 12.79% Reduce −0.7% 1,186,573 $62.60 $74M −8,279 −$1.5M
MRK, Merck 11.35%, was 12.32% Reduce −1.9% 580,488 $113.56 $66M −11,423 −$7.4M
BP, BP PLC 8.59%, was 9.95% Reduce −3.1% 1,588,880 $31.39 $50M −51,522 −$9.3M
NYCB, New York Community 8.14% Reduce −65.5% 4,207,166 $11.23 $47M −8,004,436 +$7.9M
BAYRY, Bayer 7.53%, was 5.18% Add +17.9% 5,159,540 $8.47 $44M +785,085 +$13M
GSK 7.46%, was 8.03% Reduce −14.7% 1,058,832 $40.88 $43M −182,429 −$4.5M
BMY, Bristol Myers Squibb 7.36% Reduce −0.1% 826,108 $51.74 $43M −1,150 +$8.4M
DIS, Disney 6.72%, was 3.69% Add +83.5% 405,445 $96.19 $39M +184,542 +$17M
OGN, Organon 6.05%, was 5.78% 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%, was 4.90% 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%, was 4.04% Reduce −3.2% 2,246,029 $7.65 $17M −74,825 −$6.9M
IDT, IDT Corp 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 $4.7M −1,752 +$446K
HLN, Haleon 0.44% Reduce −1.7% 241,952 $10.58 $2.6M −4,195 +$527K
HOLX, Hologic 0.36% Hold 25,591 $81.45 $2.1M — —
NVS, Novartis 0.35% Hold 17,581 $115.01 $2M — —
CSX 0.30% Hold 49,820 $34.52 $1.7M — —
XOM, Exxon Mobil 0.29% Hold 14,326 $117.20 $1.7M — —
FRFHF, Fairfax Financial 0.22% Hold 1,018 $1,264 $1.3M — —
WBS, Webster Financial 0.17%, was 0.15% Add +3.0% 21,437 $46.60 $999K +615 +$91K
FBAK, First National Bank 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%, was 0.08% 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%, was 0.94% Reduce −94.1% 103,808 $6.30 $654K −1,657,896 −$4.9M
JPM, JPMorgan 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%, was 0.07% 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 0.06% Add +97.7% 941 $346.44 $326K +465 −$5K
PEP, PepsiCo 0.06% Hold 1,900 $170.00 $323K — —
PG, Procter & Gamble 0.05% Hold 1,700 $172.94 $294K — —
AM, Antero Midstream 0.05%, was 0.04% Add +5.9% 18,856 $15.06 $284K +1,050 +$22K
PNC 0.05% Reduce −16.1% 1,460 $184.93 $270K −280 −$1K
Lifeway Foods 0.04% Hold 10,000 $25.90 $259K — —
PEYUF 0.04%, was 0.03% Add +11.2% 19,807 $11.41 $226K +2,000 +$36K
Nam Tai Property 0.04%, was 0.06% 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 — —

Showing top 50 of 52 by value

Exits / last held

Gone since 2024 Q2, shown at their last reported size.

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, Chevron 0.05% Exit 0 $156.67 $282K −1,800 −$282K

Weight bar: held both quarters added sold at this quarter’s reported price

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2024 Q2. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top. Exit opens the last-held block below.

Filings history

20 periods, with AUM normalized

Newest 13Fs
Period Holds 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 to 2026 Q2

SEC filing name
KAHN BROTHERS GROUP INC
Location
New York, NY
All SEC filings
View on sec.gov