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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

2026 Q1 2025 Q4, filed 8 May, long equity only

Download CSV Download Excel All activity
C, Citigroup 16.91%, was 18.11% Reduce −4.0% 840,897 $113.41 $95M −35,381 −$6.9M
BAYRY, Bayer 13.26% Reduce −3.6% 6,513,893 $11.48 $75M −240,398 +$1.7M
FLG, Flagstar Financial 9.53% Reduce −2.2% 4,083,618 $13.17 $54M −93,594 +$1.2M
DIS, Disney 6.47%, was 7.95% Reduce −3.9% 378,909 $96.38 $37M −15,460 −$8.3M
GOOG, Alphabet 6.21%, was 7.52% Reduce −9.9% 122,029 $286.86 $35M −13,387 −$7.5M
SEB, Seaboard 5.88% Reduce −19.4% 5,871 $5,654 $33M −1,414 +$814K
OGN, Organon 5.88%, was 4.61% Add +52.6% 5,536,993 $5.99 $33M +1,907,542 +$7.1M
BP, BP PLC 5.18%, was 6.39% Reduce −40.1% 622,256 $47.00 $29M −416,146 −$6.8M
MRK, Merck 4.85%, was 8.02% Reduce −47.2% 227,288 $120.29 $27M −202,815 −$18M
Z, Zillow 4.00% New 545,212 $41.38 $23M +545,212 +$23M
SEG, Seaport 3.40%, was 2.05% Add +52.4% 893,227 $21.48 $19M +307,057 +$7.6M
PTEN, Patterson Uti Energy 3.25% Reduce −3.0% 1,690,156 $10.83 $18M −51,857 +$7.7M
IDT, IDT Corp 3.24%, was 3.55% Reduce −5.0% 372,566 $49.10 $18M −19,445 −$1.8M
PFE, Pfizer 2.41%, was 2.44% Reduce −12.5% 484,733 $28.08 $14M −69,217 −$182K
MBI, M 2.15%, was 1.30% Add +99.9% 2,056,434 $5.91 $12M +1,027,650 +$4.8M
BMY, Bristol Myers Squibb 1.83%, was 1.93% Reduce −15.7% 170,381 $60.65 $10M −31,815 −$573K
GSK 1.58% Reduce −9.9% 160,982 $55.19 $8.9M −17,714 +$121K
XOM, Exxon Mobil 0.55% Reduce −9.7% 18,255 $169.66 $3.1M −1,962 +$664K
GNE, Genie Energy 0.44%, was 0.46% Reduce −8.0% 175,011 $14.14 $2.5M −15,301 −$148K
NVS, Novartis 0.36% Reduce −2.1% 13,386 $152.75 $2M −292 +$159K
FRFHF 0.31% Hold 1,018 $1,699 $1.7M — —
CSX 0.27% Reduce −2.8% 36,481 $41.05 $1.5M −1,050 +$137K
FBAK, First National BANK Alaska 0.26% Hold 4,920 $299.00 $1.5M — —
TRMLF, Tourmaline Oil 0.23% Hold 26,959 $47.71 $1.3M — —
JPM, JPMorgan Chase 0.15%, was 0.20% Reduce −18.7% 2,818 $294.16 $829K −650 −$289K
AAPL, Apple 0.14% Hold 3,092 $253.79 $785K — —
MSFT, Microsoft 0.14%, was 0.20% Reduce −12.5% 2,092 $370.17 $774K −300 −$382K
PEYUF, Peyto Exploration & Development 0.11% Reduce −1.7% 31,307 $19.48 $610K −550 +$82K
HLN, Haleon 0.10%, was 0.12% Reduce −13.6% 56,431 $10.01 $565K −8,890 −$96K
SEIC, Sei Investment Co. Pa PV $0.01 0.09% Hold 6,596 $78.47 $518K — —
BAC, Bank of America 0.08%, was 0.10% Reduce −9.8% 9,459 $48.75 $461K −1,025 −$115K
CVX, Chevron 0.07% Reduce −2.5% 1,953 $206.90 $404K −50 +$99K
DB, Deutsche Bank AG Namen Akt 0.05% Hold 10,000 $29.78 $298K — —
IBM 0.05% Hold 1,228 $242.39 $298K — —
PEG, Public SERVICE Enterprise Group 0.05%, was 0.06% Reduce −20.3% 3,524 $80.95 $285K −900 −$70K
VZ, Verizon 0.05%, was 0.06% Reduce −30.3% 5,682 $50.20 $285K −2,465 −$47K
PEP, PepsiCo 0.05% Hold 1,800 $155.29 $280K — —
PNC 0.05%, was 0.08% Reduce −40.5% 1,342 $208.09 $279K −915 −$192K
AM, Antero Midstream 0.05%, was 0.06% Reduce −37.4% 11,806 $22.80 $269K −7,050 −$66K
PG, Procter & Gamble 0.05% Reduce −0.8% 1,852 $144.44 $268K −15 $—
BX, Blackstone 0.05% Hold 2,300 $114.99 $264K — —
OBT, Orange CNTY Bancorp 0.05% Hold 8,000 $31.98 $256K — —
PIFYF, Pine Cliff Energy 0.04% Hold 520,000 $0.4873 $253K — —
WRLC, Windrock 0.04% Reduce −5.6% 537 $469.00 $252K −32 +$1K
ZDGE, Zedge 0.04%, was 0.05% Reduce −5.6% 77,928 $2.93 $228K −4,630 −$42K
CMCSA, Comcast 0.04% Add +2.0% 7,169 $28.71 $206K +144 −$4K
RFL, Rafael 0.01% Reduce −1.2% 58,557 $1.25 $73K −689 +$3K

Exits / last held

Gone since 2025 Q4, shown at their last reported size.

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
WBS, Webster Financial 0.33% Exit 0 $62.95 $1.9M −29,833 −$1.9M
NVDA, Nvidia 0.06% Exit 0 $186.78 $325K −1,740 −$325K
Assured Guaranty 0.05% Exit 0 $89.71 $279K −3,110 −$279K
Navient 0.05% Exit 0 $13.01 $268K −20,600 −$268K
BN, Brookfield Corporation 0.04% Exit 0 $45.96 $233K −5,070 −$233K
AXP, American Express 0.04% Exit 0 $370.49 $226K −610 −$226K
AR, Antero Resources 0.04% Exit 0 $34.44 $215K −6,242 −$215K

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 Q4. 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