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 | 13.86% | Reduce −23.6% | 906,779 | $70.39 | $64M | −279,794 | −$10M |
| MRK - Merck | 11.00% | Reduce −12.3% | 508,908 | $99.48 | $51M | −71,580 | −$15M |
| DIS - Disney | 8.54% | Reduce −12.9% | 353,026 | $111.35 | $39M | −52,419 | +$309K |
| BMY - Bristol Myers Squibb | 8.48% | Reduce −16.4% | 690,252 | $56.56 | $39M | −135,856 | −$4M |
| BP - BP PLC | 7.65% | Reduce −25.0% | 1,192,030 | $29.56 | $35M | −396,850 | −$15M |
| FLG - Flagstar Finl | 7.21% | New | 3,559,701 | $9.33 | $33M | +3,559,701 | +$33M |
| GSK - GSK PLC | 6.50% | Reduce −16.4% | 884,708 | $33.82 | $30M | −174,124 | −$13M |
| Assured Guaranty | 5.58% | Reduce −3.2% | 285,573 | $90.01 | $26M | −9,412 | +$2M |
| OGN - Organon | 5.08% | Reduce −14.6% | 1,567,273 | $14.92 | $23M | −267,920 | −$12M |
| BAYRY - Bayer AG Spons | 4.78% | Reduce −12.7% | 4,506,223 | $4.88 | $22M | −653,317 | −$22M |
| SEB - Seaboard | 4.76% | Reduce −0.2% | 9,018 | $2,430 | $22M | −16 | −$6M |
| PFE - Pfizer | 4.39% | Reduce −23.7% | 761,090 | $26.53 | $20M | −235,935 | −$9M |
| PTEN - Patterson Energy | 3.58% | Reduce −11.1% | 1,996,371 | $8.26 | $16M | −249,658 | −$693K |
| IDT - IDT Corp · CL B | 2.47% | Reduce −27.7% | 238,881 | $47.52 | $11M | −91,347 | −$1M |
| GNE - Genie Energy | 0.73% | Reduce −25.2% | 216,944 | $15.59 | $3M | −72,969 | −$1M |
| HOLX - Hologic | 0.46% | Add +15.6% | 29,591 | $72.10 | $2M | +4,000 | +$49K |
| NVS - Novartis | 0.45% | Add +20.5% | 21,181 | $97.29 | $2M | +3,600 | +$39K |
| HLN - Haleon | 0.42% | Reduce −16.1% | 203,033 | $9.54 | $2M | −38,919 | −$623K |
| WBS - Webster Finl | 0.39% | Add +51.6% | 32,496 | $55.21 | $2M | +11,059 | +$795K |
| CSX — | 0.35% | Hold | 49,820 | $32.28 | $2M | — | — |
| XOM - Exxon Mobil | 0.33% | Reduce −2.5% | 13,974 | $107.56 | $2M | −352 | −$176K |
| FBAK - First Natl Bk Of Alaska | 0.32% | Add +31.9% | 6,290 | $233.23 | $1M | +1,520 | +$492K |
| FRFHF - Fairfax Financial | 0.31% | Hold | 1,018 | $1,391 | $1M | — | — |
| AR - Antero Resources | 0.23% | Hold | 30,156 | $35.05 | $1M | — | — |
| BAC - Bank of America | 0.19% | Add +4.6% | 19,430 | $43.97 | $854K | +854 | +$117K |
| VOXX International | 0.18% | Add +10.5% | 114,676 | $7.38 | $846K | +10,868 | +$192K |
| TRMLF - Tourmanline Oil | 0.17% | New | 17,308 | $46.28 | $801K | +17,308 | +$801K |
| MSFT - Microsoft | 0.17% | Hold | 1,839 | $421.66 | $775K | — | — |
| JPM - Jp Morgan Chase | 0.15% | Hold | 2,950 | $239.66 | $707K | — | — |
| AAPL - Apple | 0.15% | Add +12.0% | 2,792 | $250.36 | $699K | +300 | +$118K |
| VZ - Verizon | 0.10% | Add +5.8% | 11,476 | $40.00 | $459K | +630 | −$28K |
| SEIC - Sei Investments | 0.09% | Hold | 5,147 | $82.57 | $425K | — | — |
| PEG - Public Service Enterprise | 0.08% | Add +0.5% | 4,524 | $84.44 | $382K | +24 | −$19K |
| IBM — | 0.07% | Hold | 1,508 | $219.57 | $331K | — | — |
| PNC - Pnc Bank | 0.07% | Add +14.6% | 1,673 | $193.07 | $323K | +213 | +$53K |
| Navient | 0.06% | Hold | 22,000 | $13.29 | $292K | — | — |
| AM - Antero Midstream | 0.06% | Hold | 18,856 | $15.11 | $285K | — | — |
| PG - Proctor & Gamble | 0.06% | Hold | 1,700 | $167.65 | $285K | — | — |
| RFL - Rafael | 0.06% | Reduce −37.4% | 167,461 | $1.65 | $277K | −100,135 | −$243K |
| PEP - Pepsico | 0.06% | Reduce −5.3% | 1,800 | $152.22 | $274K | −100 | −$49K |
| ZDGE - Zedge | 0.06% | Reduce −19.1% | 89,065 | $2.93 | $261K | −21,083 | −$146K |
| Lifeway Foods | 0.05% | Hold | 10,000 | $24.80 | $248K | — | — |
| CI - Cigna Group | 0.05% | Reduce −6.1% | 884 | $275.72 | $244K | −57 | −$82K |
| PEYUF - Peyto Exp & Dev | 0.05% | Hold | 19,807 | $11.91 | $236K | — | — |
| OBT - Orange County Bancorp | 0.05% | Hold | 4,000 | $55.50 | $222K | — | — |
| Nam Tai Property F | 0.04% | Reduce −57.5% | 36,040 | $4.74 | $171K | −48,790 | −$41K |
| DB - Deutsche Bank | 0.04% | Hold | 10,000 | $17.00 | $170K | — | — |
| GTX - Garrett Motion | 0.03% | Reduce −7.1% | 13,218 | $9.00 | $119K | −1,011 | +$3K |
| MBI - MBIA | 0.01% | New | 10,600 | $6.46 | $68K | +10,600 | +$68K |
| Trinity Place | 0.01% | Reduce −60.4% | 604,418 | $0.0667 | $40K | −920,272 | −$20K |
| Idw Media | 0.00% | Reduce −39.5% | 38,498 | $0.2984 | $11K | −25,091 | −$23K |
Showing top 50 of 51 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| NYCBEUR - New York Community | 8.14% | Exit | 0 | $11.23 | $47M | −4,207,166 | −$47M |
| CREW Energy | 0.14% | Exit | 0 | $5.31 | $801K | −150,780 | −$801K |
| VTRS - Viatris | 0.03% | Exit | 0 | $11.67 | $159K | −13,623 | −$159K |
| PIFYF - Pine Cliff Energy | 0.02% | Exit | 0 | $0.7323 | $95K | −129,731 | −$95K |
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