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 | 16.73% | Reduce −1.1% | 876,660 | $101.50 | $89M | −10,028 | +$14M |
| BAYRY - Bayer AG Spons | 10.58% | Add +0.9% | 6,787,253 | $8.29 | $56M | +58,350 | +$6M |
| FLG - Flagstar Financial | 9.33% | Reduce −0.6% | 4,296,752 | $11.55 | $50M | −24,413 | +$4M |
| DIS - Walt Disney | 8.49% | Add +0.5% | 394,524 | $114.50 | $45M | +2,074 | −$3M |
| OGN - Organon & | 7.26% | Add +3.6% | 3,616,845 | $10.68 | $39M | +126,695 | +$5M |
| BP - BP F Sponsored | 7.03% | Reduce −3.9% | 1,085,607 | $34.46 | $37M | −43,765 | +$4M |
| MRK - Merck & | 6.85% | Reduce −11.6% | 433,750 | $83.93 | $36M | −56,715 | −$2M |
| GOOG - Alphabet · CLASS C | 6.17% | Add +89.5% | 134,722 | $243.55 | $33M | +63,631 | +$26M |
| SEB - Seaboard | 5.30% | Reduce −10.4% | 7,724 | $3,647 | $28M | −899 | +$3M |
| IDT - IDT Corp · CLASS B | 3.86% | Reduce −1.1% | 392,357 | $52.31 | $21M | −4,207 | −$7M |
| PFE - Pfizer | 3.39% | Reduce −3.3% | 707,144 | $25.48 | $18M | −23,845 | +$299K |
| SEG - Seaport | 2.51% | New | 583,364 | $22.92 | $13M | +583,364 | +$13M |
| BMY - Bristol-Myers Squibb | 2.31% | Reduce −50.5% | 272,334 | $45.10 | $12M | −278,349 | −$13M |
| GSK - GSK F Sponsored | 2.12% | Reduce −60.5% | 260,837 | $43.16 | $11M | −399,035 | −$14M |
| PTEN - Patterson Uti Energy | 1.84% | Reduce −1.7% | 1,885,460 | $5.18 | $10M | −32,200 | −$2M |
| MBI - M B I A | 1.44% | New | 1,029,794 | $7.45 | $8M | +1,029,794 | +$8M |
| GNE - Genie Energy · CLASS B | 0.54% | Reduce −3.6% | 191,872 | $14.95 | $3M | −7,127 | −$2M |
| XOM - Exxonmobil | 0.38% | Reduce −6.3% | 17,943 | $112.75 | $2M | −1,200 | −$41K |
| NVS - Novartis AG Sponsored | 0.35% | Reduce −22.4% | 14,326 | $128.24 | $2M | −4,145 | −$398K |
| WBS - Webster Finl | 0.34% | Add +0.3% | 30,173 | $59.44 | $2M | +84 | +$151K |
| FRFHF — | 0.34% | Hold | 1,018 | $1,750 | $2M | — | — |
| CSX — | 0.27% | Hold | 40,731 | $35.51 | $1M | — | — |
| FBAK - First Natl Bk Alaska | 0.26% | Reduce −20.7% | 4,990 | $272.00 | $1M | −1,300 | −$264K |
| TRMLF - Tourmaline Oil | 0.20% | Reduce −12.7% | 24,409 | $43.14 | $1M | −3,550 | −$293K |
| MSFT - Microsoft | 0.19% | Hold | 1,905 | $517.95 | $987K | — | — |
| JPM - Jpmorgan Chase | 0.16% | Reduce −3.9% | 2,668 | $315.43 | $842K | −107 | +$37K |
| AAPL - Apple | 0.14% | Hold | 2,992 | $254.63 | $762K | — | — |
| HLN - Haleon F Sponsored | 0.11% | Reduce −42.6% | 68,027 | $8.97 | $610K | −50,410 | −$618K |
| AR - Antero Res | 0.11% | Reduce −28.4% | 17,842 | $33.56 | $599K | −7,064 | −$404K |
| BAC - Bank of America | 0.11% | Reduce −6.4% | 11,126 | $51.59 | $574K | −761 | +$11K |
| SEIC - Sei Invt Pa Pv $0 01 | 0.11% | Hold | 6,596 | $84.85 | $560K | — | — |
| IBM — | 0.08% | Hold | 1,508 | $282.16 | $425K | — | — |
| PEYUF — | 0.08% | Reduce −1.4% | 31,857 | $13.03 | $415K | −450 | −$45K |
| AXP - American Express | 0.07% | New | 1,150 | $332.16 | $382K | +1,150 | +$382K |
| AM - Antero Midstream | 0.07% | Hold | 18,856 | $19.44 | $367K | — | — |
| DB - Deutsche Bank AG Namen Akt | 0.07% | Hold | 10,000 | $35.41 | $354K | — | — |
| NVDA - Nvidia | 0.06% | New | 1,740 | $186.66 | $325K | +1,740 | +$325K |
| VZ - Verizon | 0.06% | Reduce −6.2% | 7,237 | $43.95 | $318K | −478 | −$16K |
| CVX - Chevron | 0.06% | Reduce −2.4% | 2,003 | $155.29 | $311K | −50 | +$17K |
| PEG - Public Service Enterprise | 0.06% | Hold | 3,624 | $83.46 | $302K | — | — |
| PNC - Pnc Finl Svcs Group | 0.06% | Reduce −2.7% | 1,457 | $200.93 | $293K | −40 | +$14K |
| PG - Procter & Gamble | 0.05% | Hold | 1,767 | $153.65 | $271K | — | — |
| Navient | 0.05% | Hold | 20,600 | $13.15 | $271K | — | — |
| BX - Blackstone | 0.05% | Hold | 1,500 | $170.85 | $256K | — | — |
| WRLC - Windrock | 0.05% | Hold | 569 | $445.02 | $253K | — | — |
| PEP - Pepsico | 0.05% | Hold | 1,800 | $140.44 | $253K | — | — |
| ZDGE - Zedge 00500 · CLASS B | 0.05% | Reduce −2.2% | 82,904 | $2.91 | $241K | −1,877 | −$99K |
| PIFYF - Pine Cliff Energy | 0.04% | Reduce −1.9% | 520,000 | $0.4528 | $235K | −10,000 | −$9K |
| BN - Brookfield · CL A | 0.04% | New | 3,380 | $68.64 | $232K | +3,380 | +$232K |
| Assured Guaranty F | 0.04% | Reduce −94.1% | 2,590 | $84.65 | $219K | −41,396 | −$4M |
| RFL - Rafael · CLASS B | 0.04% | Reduce −1.5% | 158,674 | $1.36 | $216K | −2,358 | −$63K |
| OBT - Orange Cnty Bancorp | 0.04% | Hold | 8,000 | $25.21 | $202K | — | — |
| CMCSA - Comcast · CL A | 0.04% | Hold | 6,380 | $31.42 | $200K | — | — |
Showing top 50 of 53 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| AIG - American International | 0.04% | Exit | 0 | $85.57 | $201K | −2,349 | −$201K |
| Trinity Pl | — | Exit | 0 | $0.0419 | $7K | −166,999 | −$7K |
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