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 | 18.11% | Reduce 0.0% | 876,278 | $116.69 | $102M | −382 | +$13M |
| BAYRY - Bayer AG Spons | 12.94% | Reduce −0.5% | 6,754,291 | $10.82 | $73M | −32,962 | +$17M |
| FLG - Flagstar Financial | 9.31% | Reduce −2.8% | 4,177,212 | $12.59 | $53M | −119,540 | +$3M |
| MRK - Merck & | 8.02% | Reduce −0.8% | 430,103 | $105.26 | $45M | −3,647 | +$9M |
| DIS - Walt Disney | 7.95% | Reduce 0.0% | 394,369 | $113.77 | $45M | −155 | −$306K |
| GOOG - Alphabet · CLASS C | 7.52% | Add +0.5% | 135,416 | $313.80 | $42M | +694 | +$10M |
| BP - BP PLC | 6.39% | Reduce −4.3% | 1,038,402 | $34.73 | $36M | −47,205 | −$1M |
| SEB - Seaboard | 5.73% | Reduce −5.7% | 7,285 | $4,445 | $32M | −439 | +$4M |
| OGN - Organon & | 4.61% | Add +0.3% | 3,629,451 | $7.17 | $26M | +12,606 | −$13M |
| IDT - IDT Corp · CLASS B | 3.55% | Reduce −0.1% | 392,011 | $51.21 | $20M | −346 | −$449K |
| PFE - Pfizer | 2.44% | Reduce −21.7% | 553,950 | $24.90 | $14M | −153,194 | −$4M |
| SEG - Seaport | 2.05% | Add +0.5% | 586,170 | $19.77 | $12M | +2,806 | −$2M |
| BMY - Bristol-Myers Squibb | 1.93% | Reduce −25.8% | 202,196 | $53.94 | $11M | −70,138 | −$1M |
| PTEN - Patterson Uti Energy | 1.88% | Reduce −7.6% | 1,742,013 | $6.11 | $11M | −143,447 | +$877K |
| GSK — | 1.55% | Reduce −31.5% | 178,696 | $49.04 | $9M | −82,141 | −$2M |
| MBI - M B I A | 1.30% | Reduce −0.1% | 1,028,784 | $7.16 | $7M | −1,010 | −$306K |
| GNE - Genie Energy · CLASS B | 0.46% | Reduce −0.8% | 190,312 | $13.78 | $3M | −1,560 | −$246K |
| XOM - ExxonMobil | 0.43% | Add +12.7% | 20,217 | $120.34 | $2M | +2,274 | +$410K |
| FRFHF — | 0.34% | Hold | 1,018 | $1,909 | $2M | — | — |
| NVS - Novartis AG Sponsored | 0.33% | Reduce −4.5% | 13,678 | $137.87 | $2M | −648 | +$49K |
| WBS - Webster Finl | 0.33% | Reduce −1.1% | 29,833 | $62.94 | $2M | −340 | +$84K |
| FBAK - First Natl BK Alaska | 0.26% | Reduce −1.4% | 4,920 | $299.75 | $1M | −70 | +$117K |
| CSX — | 0.24% | Reduce −7.9% | 37,531 | $36.25 | $1M | −3,200 | −$86K |
| TRMLF - Tourmaline Oil | 0.21% | Add +10.4% | 26,959 | $44.92 | $1M | +2,550 | +$158K |
| MSFT - Microsoft | 0.20% | Add +25.6% | 2,392 | $483.62 | $1M | +487 | +$170K |
| JPM - JPMorgan Chase | 0.20% | Add +30.0% | 3,468 | $322.22 | $1M | +800 | +$276K |
| AAPL - Apple | 0.15% | Add +3.3% | 3,092 | $271.86 | $841K | +100 | +$79K |
| HLN - Haleon | 0.12% | Reduce −4.0% | 65,321 | $10.11 | $660K | −2,706 | +$50K |
| BAC - Bank of America | 0.10% | Reduce −5.8% | 10,484 | $55.00 | $577K | −642 | +$3K |
| SEIC - Sei Invt Pa PV $0 01 | 0.10% | Hold | 6,596 | $82.02 | $541K | — | — |
| PEYUF — | 0.09% | Hold | 31,857 | $16.57 | $528K | — | — |
| PNC - PNC Finl SVCS Group | 0.08% | Add +54.9% | 2,257 | $208.73 | $471K | +800 | +$178K |
| DB - Deutsche Bank AG Namen Akt | 0.07% | Hold | 10,000 | $38.56 | $386K | — | — |
| IBM - Intl Business Machines | 0.06% | Reduce −18.6% | 1,228 | $296.21 | $364K | −280 | −$62K |
| PEG - Public Service Enterprise | 0.06% | Add +22.1% | 4,424 | $80.30 | $355K | +800 | +$53K |
| BX - Blackstone | 0.06% | Add +53.3% | 2,300 | $154.14 | $355K | +800 | +$98K |
| AM - Antero Midstream | 0.06% | Hold | 18,856 | $17.79 | $335K | — | — |
| VZ - Verizon | 0.06% | Add +12.6% | 8,147 | $40.73 | $332K | +910 | +$14K |
| NVDA - Nvidia | 0.06% | Hold | 1,740 | $186.60 | $325K | — | — |
| PIFYF - Pine Cliff Energy | 0.05% | Hold | 520,000 | $0.5910 | $307K | — | — |
| CVX - Chevron | 0.05% | Hold | 2,003 | $152.41 | $305K | — | — |
| Assured Guaranty F | 0.05% | Add +20.1% | 3,110 | $89.87 | $279K | +520 | +$60K |
| ZDGE - Zedge 00500 · CLASS B | 0.05% | Reduce −0.4% | 82,558 | $3.28 | $271K | −346 | +$30K |
| Navient | 0.05% | Hold | 20,600 | $13.00 | $268K | — | — |
| PG - Procter & Gamble | 0.05% | Add +5.7% | 1,867 | $143.31 | $268K | +100 | −$4K |
| PEP - Pepsico | 0.05% | Hold | 1,800 | $143.52 | $258K | — | — |
| WRLC - Windrock | 0.04% | Hold | 569 | $440.00 | $250K | — | — |
| BN - Brookfield · CL A | 0.04% | Add +50.0% | 5,070 | $45.98 | $233K | +1,690 | +$1K |
| OBT - Orange CNTY Bancorp | 0.04% | Hold | 8,000 | $28.55 | $228K | — | — |
| AXP - American Express | 0.04% | Reduce −47.0% | 610 | $369.95 | $226K | −540 | −$156K |
| AR - Antero Res | 0.04% | Reduce −65.0% | 6,242 | $34.46 | $215K | −11,600 | −$384K |
| CMCSA - Comcast · CL A | 0.04% | Add +10.1% | 7,025 | $29.89 | $210K | +645 | +$10K |
| RFL - Rafael · CLASS B | 0.01% | Reduce −62.7% | 59,246 | $1.18 | $70K | −99,428 | −$146K |
Showing top 50 of 53 by value
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