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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

2025 Q3 2025 Q2, filed 12 Nov, long equity only

Download CSV Download Excel All activity
C, Citigroup 16.73% Reduce −1.1% 876,660 $101.50 $89M −10,028 +$14M
BAYRY, Bayer 10.58%, was 10.19% Add +0.9% 6,787,253 $8.29 $56M +58,350 +$5.5M
FLG, Flagstar Financial 9.33% Reduce −0.6% 4,296,752 $11.55 $50M −24,413 +$3.8M
DIS, Disney 8.49% Add +0.5% 394,524 $114.50 $45M +2,074 −$3.5M
OGN, Organon 7.26%, was 6.78% Add +3.6% 3,616,845 $10.68 $39M +126,695 +$4.8M
BP 7.03% Reduce −3.9% 1,085,607 $34.46 $37M −43,765 +$3.6M
MRK, Merck 6.85%, was 7.80% Reduce −11.6% 433,750 $83.93 $36M −56,715 −$2.4M
GOOG, Alphabet 6.17%, was 1.32% Add +89.5% 134,722 $243.55 $33M +63,631 +$26M
SEB, Seaboard 5.30% Reduce −10.4% 7,724 $3,647 $28M −899 +$3.5M
IDT, IDT Corp 3.86%, was 5.44% Reduce −1.1% 392,357 $52.31 $21M −4,207 −$6.6M
PFE, Pfizer 3.39%, was 3.56% 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%, was 5.12% Reduce −50.5% 272,334 $45.10 $12M −278,349 −$13M
GSK 2.12%, was 5.09% Reduce −60.5% 260,837 $43.16 $11M −399,035 −$14M
PTEN, Patterson Uti Energy 1.84%, was 2.28% Reduce −1.7% 1,885,460 $5.18 $9.8M −32,200 −$1.6M
MBI, M 1.44% New 1,029,794 $7.45 $7.7M +1,029,794 +$7.7M
GNE, Genie Energy 0.54%, was 1.07% Reduce −3.6% 191,872 $14.95 $2.9M −7,127 −$2.5M
XOM, Exxon Mobil 0.38%, was 0.41% Reduce −6.3% 17,943 $112.75 $2M −1,200 −$41K
NVS, Novartis 0.35%, was 0.45% Reduce −22.4% 14,326 $128.24 $1.8M −4,145 −$398K
WBS, Webster Financial 0.34%, was 0.33% Add +0.3% 30,173 $59.44 $1.8M +84 +$151K
FRFHF 0.34% Hold 1,018 $1,750 $1.8M — —
CSX 0.27% Hold 40,731 $35.51 $1.4M — —
FBAK, First National Bank Alaska 0.26%, was 0.33% Reduce −20.7% 4,990 $272.00 $1.4M −1,300 −$264K
TRMLF, Tourmaline Oil 0.20%, was 0.27% Reduce −12.7% 24,409 $43.14 $1.1M −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 0.11%, was 0.25% Reduce −42.6% 68,027 $8.97 $610K −50,410 −$618K
AR, Antero Resources 0.11%, was 0.20% 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 Investment Co. Pa PV $0.01 0.11% Hold 6,596 $84.85 $560K — —
IBM 0.08% Hold 1,508 $282.16 $425K — —
PEYUF 0.08%, was 0.09% 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%, was 0.07% 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 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 Inc. 00500 0.05%, was 0.07% Reduce −2.2% 82,904 $2.91 $241K −1,877 −$99K
PIFYF, Pine Cliff Energy 0.04%, was 0.05% Reduce −1.9% 520,000 $0.4528 $235K −10,000 −$9K
BN, Brookfield Corporation 0.04% New 3,380 $68.64 $232K +3,380 +$232K
Assured Guaranty 0.04%, was 0.77% Reduce −94.1% 2,590 $84.65 $219K −41,396 −$3.6M

Showing top 50 of 53 by value

Exits / last held

Gone since 2025 Q2, shown at their last reported size.

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
AIG 0.04% Exit 0 $85.57 $201K −2,349 −$201K
Trinity PL — Exit 0 $0.0419 $7K −166,999 −$7K

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 2025 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