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 | 15.16% | Add +1.1% | 886,688 | $85.12 | $75M | +9,885 | +$13M |
| BAYRY - Bayer AG Spons | 10.19% | Add +2.4% | 6,728,903 | $7.54 | $51M | +155,210 | +$11M |
| DIS - Walt Disney | 9.77% | Add +12.7% | 392,450 | $124.01 | $49M | +44,275 | +$14M |
| FLG - Flagstar Financial | 9.20% | Add +2.5% | 4,321,165 | $10.60 | $46M | +104,179 | −$3M |
| MRK - Merck & | 7.80% | Reduce −0.4% | 490,465 | $79.16 | $39M | −1,810 | −$5M |
| BP - BP PLC | 6.79% | Reduce −1.8% | 1,129,372 | $29.93 | $34M | −20,595 | −$5M |
| OGN - Organon & | 6.78% | Add +40.0% | 3,490,150 | $9.68 | $34M | +996,766 | −$3M |
| IDT - IDT Corp · CLASS B | 5.44% | Add +8.5% | 396,564 | $68.32 | $27M | +31,028 | +$8M |
| BMY - Bristol-Myers Squibb | 5.12% | Reduce −7.8% | 550,683 | $46.29 | $25M | −46,745 | −$11M |
| GSK — | 5.09% | New | 659,872 | $38.40 | $25M | +659,872 | +$25M |
| SEB - Seaboard | 4.95% | Reduce −2.3% | 8,623 | $2,861 | $25M | −202 | +$870K |
| PFE - Pfizer | 3.56% | Reduce −0.6% | 730,989 | $24.24 | $18M | −4,200 | −$911K |
| PTEN - Patterson Uti Energy | 2.28% | Reduce −1.0% | 1,917,660 | $5.93 | $11M | −19,600 | −$5M |
| GOOG - Alphabet · CLASS C | 1.29% | New | 36,351 | $177.39 | $6M | +71,091 | +$7M |
| GNE - Genie Energy · CLASS B | 1.07% | Reduce −1.8% | 198,999 | $26.88 | $5M | −3,609 | +$2M |
| Assured Guaranty F | 0.77% | Reduce −76.3% | 43,986 | $87.10 | $4M | −141,645 | −$13M |
| NVS - Novartis AG Sponsored | 0.45% | Reduce −15.7% | 18,471 | $121.01 | $2M | −3,438 | −$208K |
| XOM - Exxonmobil | 0.41% | Add +38.5% | 19,143 | $107.80 | $2M | +5,325 | +$421K |
| FRFHF — | 0.37% | Hold | 1,018 | $1,802 | $2M | — | — |
| WBS - Webster Finl | 0.33% | Reduce −6.7% | 30,089 | $54.60 | $2M | −2,165 | −$20K |
| FBAK - First Natl Bk Alaska | 0.33% | Hold | 6,290 | $257.75 | $2M | — | — |
| TRMLF - Tourmaline Oil | 0.27% | Add +62.5% | 27,959 | $48.16 | $1M | +10,750 | +$516K |
| CSX — | 0.27% | Reduce −16.4% | 40,731 | $32.63 | $1M | −8,000 | −$105K |
| HLN - Haleon | 0.25% | Reduce −35.7% | 118,437 | $10.37 | $1M | −65,872 | −$668K |
| AR - Antero Res | 0.20% | Hold | 24,906 | $40.28 | $1M | — | — |
| MSFT - Microsoft | 0.19% | Add +3.6% | 1,905 | $497.41 | $948K | +66 | +$257K |
| JPM - Jpmorgan Chase | 0.16% | New | 2,775 | $289.91 | $805K | +2,775 | +$805K |
| AAPL - Apple | 0.12% | Add +7.2% | 2,992 | $205.17 | $614K | +200 | −$6K |
| SEIC - Sei Invt Pa Pv $0 01 | 0.12% | Hold | 6,596 | $89.86 | $593K | — | — |
| BAC - Bank of America | 0.11% | Reduce −31.2% | 11,887 | $47.32 | $562K | −5,388 | −$159K |
| PEYUF — | 0.09% | Add +63.1% | 32,307 | $14.26 | $461K | +12,500 | +$210K |
| IBM - Intl Business Machines | 0.09% | Hold | 1,508 | $294.78 | $445K | — | — |
| AM - Antero Midstream | 0.07% | Hold | 18,856 | $18.95 | $357K | — | — |
| ZDGE - Zedge · CLASS B | 0.07% | Reduce −1.0% | 84,781 | $4.01 | $340K | −840 | +$140K |
| VZ - Verizon | 0.07% | Reduce −1.9% | 7,715 | $43.27 | $334K | −148 | −$23K |
| PEG - Public Service Enterprise | 0.06% | Reduce −17.1% | 3,624 | $84.18 | $305K | −750 | −$55K |
| CVX - Chevron | 0.06% | Hold | 2,053 | $143.19 | $294K | — | — |
| DB - Deutsche Bank AG Namen Akt | 0.06% | Hold | 10,000 | $29.28 | $293K | — | — |
| Navient | 0.06% | Hold | 20,600 | $14.10 | $290K | — | — |
| PG - Procter & Gamble | 0.06% | Add +3.9% | 1,767 | $159.32 | $282K | +67 | −$8K |
| PNC - Pnc Finl Svcs Group | 0.06% | Hold | 1,497 | $186.42 | $279K | — | — |
| RFL - Rafael · CLASS B | 0.06% | Reduce −0.8% | 161,032 | $1.73 | $279K | −1,260 | −$25K |
| WRLC - Windrock | 0.05% | Hold | 569 | $455.00 | $259K | — | — |
| PIFYF - Pine Cliff Energy | 0.05% | New | 530,000 | $0.4618 | $245K | +530,000 | +$245K |
| PEP - Pepsico | 0.05% | Hold | 1,800 | $132.04 | $238K | — | — |
| CMCSA - Comcast · CL A | 0.05% | New | 6,380 | $35.69 | $228K | +6,380 | +$228K |
| BX - Blackstone | 0.05% | Hold | 1,500 | $149.58 | $224K | — | — |
| OBT - Orange Cnty Bancorp | 0.04% | New | 8,000 | $25.84 | $207K | +8,000 | +$207K |
| AIG - American International | 0.04% | Hold | 2,349 | $85.59 | $201K | — | — |
| GOOG - Alphabet | 0.03% | New | 34,740 | $4.20 | $146K | +71,091 | +$7M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GSK - GSK PLC | 6.44% | Exit | 0 | $38.74 | $32M | −822,227 | −$32M |
| HOLX - Hologic | 0.25% | Exit | 0 | $61.80 | $1M | −19,757 | −$1M |
| JPM - Jp Morgan Chase | 0.14% | Exit | 0 | $245.38 | $703K | −2,865 | −$703K |
| COF - Capital One Finl | 0.07% | Exit | 0 | $179.10 | $353K | −1,971 | −$353K |
| CI - Cigna Group | 0.06% | Exit | 0 | $329.37 | $277K | −841 | −$277K |
| Lifeway Foods | 0.05% | Exit | 0 | $24.40 | $244K | −10,000 | −$244K |
| Weyco Group | 0.04% | Exit | 0 | $30.43 | $219K | −7,197 | −$219K |
| Nam Tai Property F | 0.04% | Exit | 0 | $5.66 | $204K | −36,040 | −$204K |
| GTX - Garrett Motion | 0.02% | Exit | 0 | $8.36 | $103K | −12,318 | −$103K |
| Trinity Place | 0.01% | Exit | 0 | $0.0490 | $29K | −591,466 | −$29K |
| Idw Media | — | Exit | 0 | $0.3020 | $11K | −36,419 | −$11K |
| Viewray | — | Exit | 0 | — | — | −353,744 | $— |
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