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 | 12.59% | Reduce −3.3% | 876,803 | $70.99 | $62M | −29,976 | −$2M |
| FLG - Flagstar Finl | 9.91% | Add +18.5% | 4,216,986 | $11.62 | $49M | +657,285 | +$16M |
| MRK - Merck | 8.94% | Reduce −3.3% | 492,275 | $89.76 | $44M | −16,633 | −$6M |
| BAYRY - Bayer AG Spons | 8.00% | Add +45.9% | 6,573,693 | $6.02 | $40M | +2,067,470 | +$18M |
| BP - BP PLC | 7.86% | Reduce −3.5% | 1,149,967 | $33.79 | $39M | −42,063 | +$4M |
| OGN - Organon | 7.51% | Add +59.1% | 2,493,384 | $14.89 | $37M | +926,111 | +$14M |
| BMY - Bristol Myers Squibb | 7.37% | Reduce −13.4% | 597,428 | $60.99 | $36M | −92,824 | −$3M |
| DIS - Disney | 6.95% | Reduce −1.4% | 348,175 | $98.70 | $34M | −4,851 | −$5M |
| GSK - GSK PLC | 6.44% | Reduce −7.1% | 822,227 | $38.74 | $32M | −62,481 | +$2M |
| SEB - Seaboard | 4.81% | Reduce −2.1% | 8,825 | $2,697 | $24M | −193 | +$2M |
| IDT - IDT Corp · CL B | 3.79% | Add +53.0% | 365,536 | $51.31 | $19M | +126,655 | +$7M |
| PFE - Pfizer | 3.77% | Reduce −3.4% | 735,189 | $25.34 | $19M | −25,901 | −$2M |
| Assured Guaranty | 3.31% | Reduce −35.0% | 185,631 | $88.10 | $16M | −99,942 | −$9M |
| PTEN - Patterson Energy | 3.22% | Reduce −3.0% | 1,937,260 | $8.22 | $16M | −59,111 | −$565K |
| GNE - Genie Energy | 0.62% | Reduce −6.6% | 202,608 | $15.05 | $3M | −14,336 | −$333K |
| NVS - Novartis | 0.49% | Add +3.4% | 21,909 | $111.50 | $2M | +728 | +$382K |
| HLN - Haleon | 0.38% | Reduce −9.2% | 184,309 | $10.29 | $2M | −18,724 | −$40K |
| WBS - Webster Finl | 0.34% | Reduce −0.7% | 32,254 | $51.56 | $2M | −242 | −$131K |
| XOM - Exxon Mobil | 0.33% | Reduce −1.1% | 13,818 | $118.90 | $2M | −156 | +$140K |
| FBAK - First Natl Bk Of Alaska | 0.30% | Hold | 6,290 | $234.18 | $1M | — | — |
| FRFHF - Fairfax Financial | 0.30% | Hold | 1,018 | $1,445 | $1M | — | — |
| CSX — | 0.29% | Reduce −2.2% | 48,731 | $29.43 | $1M | −1,089 | −$174K |
| HOLX - Hologic | 0.25% | Reduce −33.2% | 19,757 | $61.78 | $1M | −9,834 | −$913K |
| AR - Antero Resources | 0.20% | Reduce −17.4% | 24,906 | $40.43 | $1M | −5,250 | −$50K |
| TRMLF - Tourmanline Oil | 0.17% | Reduce −0.6% | 17,209 | $48.23 | $830K | −99 | +$29K |
| BAC - Bank of America | 0.15% | Reduce −11.1% | 17,275 | $41.76 | $721K | −2,155 | −$133K |
| JPM - Jp Morgan Chase | 0.14% | Reduce −2.9% | 2,865 | $245.38 | $703K | −85 | −$4K |
| MSFT - Microsoft | 0.14% | Hold | 1,839 | $375.54 | $691K | — | — |
| AAPL - Apple | 0.13% | Hold | 2,792 | $222.06 | $620K | — | — |
| SEIC - Sei Investments | 0.10% | Add +28.2% | 6,596 | $77.62 | $512K | +1,449 | +$87K |
| IBM — | 0.08% | Hold | 1,508 | $248.55 | $375K | — | — |
| PEG - Public Service Enterprise | 0.07% | Reduce −3.3% | 4,374 | $82.30 | $360K | −150 | −$22K |
| VZ - Verizon | 0.07% | Reduce −31.5% | 7,863 | $45.40 | $357K | −3,613 | −$102K |
| COF - Capital One Finl | 0.07% | New | 1,971 | $179.10 | $353K | +1,971 | +$353K |
| CVX - Chevron | 0.07% | New | 2,053 | $167.07 | $343K | +2,053 | +$343K |
| AM - Antero Midstream | 0.07% | Hold | 18,856 | $17.98 | $339K | — | — |
| RFL - Rafael | 0.06% | Reduce −3.1% | 162,292 | $1.87 | $303K | −5,169 | +$27K |
| PG - Proctor & Gamble | 0.06% | Hold | 1,700 | $170.59 | $290K | — | — |
| CI - Cigna Group | 0.06% | Reduce −4.9% | 841 | $329.00 | $277K | −43 | +$33K |
| PEP - Pepsico | 0.05% | Hold | 1,800 | $150.00 | $270K | — | — |
| PNC - Pnc Bank | 0.05% | Reduce −10.5% | 1,497 | $175.68 | $263K | −176 | −$60K |
| Navient | 0.05% | Reduce −6.4% | 20,600 | $12.63 | $260K | −1,400 | −$32K |
| WRLC - Windrock Ld | 0.05% | New | 569 | $455.18 | $259K | +569 | +$259K |
| PEYUF - Peyto Exp & Dev | 0.05% | Hold | 19,807 | $12.67 | $251K | — | — |
| Lifeway Foods | 0.05% | Hold | 10,000 | $24.40 | $244K | — | — |
| DB - Deutsche Bank | 0.05% | Hold | 10,000 | $23.80 | $238K | — | — |
| Weyco Group | 0.04% | New | 7,197 | $30.43 | $219K | +7,197 | +$219K |
| BX - Blackstone | 0.04% | New | 1,500 | $140.00 | $210K | +1,500 | +$210K |
| AIG - American Intl Group | 0.04% | New | 2,349 | $86.85 | $204K | +2,349 | +$204K |
| Nam Tai Property F | 0.04% | Hold | 36,040 | $5.66 | $204K | — | — |
| ZDGE - Zedge | 0.04% | Reduce −3.9% | 85,621 | $2.34 | $200K | −3,444 | −$61K |
| GTX - Garrett Motion | 0.02% | Reduce −6.8% | 12,318 | $8.36 | $103K | −900 | −$16K |
| Trinity Place | 0.01% | Reduce −2.1% | 591,466 | $0.0490 | $29K | −12,952 | −$11K |
| Idw Media | 0.00% | Reduce −5.4% | 36,419 | $0.3104 | $11K | −2,079 | $— |
Showing top 50 of 54 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| VOXX International | 0.18% | Exit | 0 | $7.38 | $846K | −114,676 | −$846K |
| OBT - Orange County Bancorp | 0.05% | Exit | 0 | $55.50 | $222K | −4,000 | −$222K |
| MBI - MBIA | 0.01% | Exit | 0 | $6.42 | $68K | −10,600 | −$68K |
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