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 | 16.91% | Reduce −4.0% | 840,897 | $113.41 | $95M | −35,381 | −$7M |
| BAYRY - Bayer AG Spons | 13.26% | Reduce −3.6% | 6,513,893 | $11.48 | $75M | −240,398 | +$2M |
| FLG - Flagstar Financial | 9.53% | Reduce −2.2% | 4,083,618 | $13.17 | $54M | −93,594 | +$1M |
| DIS - Walt Disney | 6.47% | Reduce −3.9% | 378,909 | $96.38 | $37M | −15,460 | −$8M |
| GOOG - Alphabet · CLASS C | 6.21% | Reduce −9.9% | 122,029 | $286.86 | $35M | −13,387 | −$7M |
| SEB - Seaboard | 5.88% | Reduce −19.4% | 5,871 | $5,654 | $33M | −1,414 | +$814K |
| OGN - Organon & | 5.88% | Add +52.6% | 5,536,993 | $5.99 | $33M | +1,907,542 | +$7M |
| BP - BP PLC | 5.18% | Reduce −40.1% | 622,256 | $47.00 | $29M | −416,146 | −$7M |
| MRK - Merck & | 4.85% | Reduce −47.2% | 227,288 | $120.29 | $27M | −202,815 | −$18M |
| Z - Zillow Group | 4.00% | New | 545,212 | $41.38 | $23M | +545,212 | +$23M |
| SEG - Seaport | 3.40% | Add +52.4% | 893,227 | $21.48 | $19M | +307,057 | +$8M |
| PTEN - Patterson Uti Energy | 3.25% | Reduce −3.0% | 1,690,156 | $10.83 | $18M | −51,857 | +$8M |
| IDT - IDT Corp | 3.24% | Reduce −5.0% | 372,566 | $49.10 | $18M | −19,445 | −$2M |
| PFE - Pfizer | 2.41% | Reduce −12.5% | 484,733 | $28.08 | $14M | −69,217 | −$182K |
| MBI - M B I A | 2.15% | Add +99.9% | 2,056,434 | $5.91 | $12M | +1,027,650 | +$5M |
| BMY - Bristol-Myers Squibb | 1.83% | Reduce −15.7% | 170,381 | $60.65 | $10M | −31,815 | −$573K |
| GSK — | 1.58% | Reduce −9.9% | 160,982 | $55.19 | $9M | −17,714 | +$121K |
| XOM - ExxonMobil | 0.55% | Reduce −9.7% | 18,255 | $169.66 | $3M | −1,962 | +$664K |
| GNE - Genie Energy | 0.44% | Reduce −8.0% | 175,011 | $14.14 | $2M | −15,301 | −$148K |
| NVS - Novartis AG Sponsored | 0.36% | Reduce −2.1% | 13,386 | $152.75 | $2M | −292 | +$159K |
| FRFHF — | 0.31% | Hold | 1,018 | $1,699 | $2M | — | — |
| CSX — | 0.27% | Reduce −2.8% | 36,481 | $41.05 | $1M | −1,050 | +$137K |
| FBAK - First Natl BK Alaska | 0.26% | Hold | 4,920 | $299.00 | $1M | — | — |
| TRMLF - Tourmaline Oil | 0.23% | Hold | 26,959 | $47.71 | $1M | — | — |
| JPM - JPMorgan Chase | 0.15% | Reduce −18.7% | 2,818 | $294.16 | $829K | −650 | −$289K |
| AAPL - Apple | 0.14% | Hold | 3,092 | $253.79 | $785K | — | — |
| MSFT - Microsoft | 0.14% | Reduce −12.5% | 2,092 | $370.17 | $774K | −300 | −$382K |
| PEYUF - Peyto Expl & Dev | 0.11% | Reduce −1.7% | 31,307 | $19.48 | $610K | −550 | +$82K |
| HLN - Haleon | 0.10% | Reduce −13.6% | 56,431 | $10.01 | $565K | −8,890 | −$96K |
| SEIC - Sei Invt Pa PV $0 01 | 0.09% | Hold | 6,596 | $78.47 | $518K | — | — |
| BAC - Bank of America | 0.08% | 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 - Intl Business Machines | 0.05% | Hold | 1,228 | $242.39 | $298K | — | — |
| PEG - Public SVC Enterprise Group | 0.05% | Reduce −20.3% | 3,524 | $80.95 | $285K | −900 | −$70K |
| VZ - Verizon | 0.05% | Reduce −30.3% | 5,682 | $50.20 | $285K | −2,465 | −$47K |
| PEP - Pepsico | 0.05% | Hold | 1,800 | $155.29 | $280K | — | — |
| PNC - PNC Finl SVCS Group | 0.05% | Reduce −40.5% | 1,342 | $208.09 | $279K | −915 | −$192K |
| AM - Antero Midstream | 0.05% | 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% | Reduce −5.6% | 77,928 | $2.93 | $228K | −4,630 | −$42K |
| CMCSA - Comcast · CL A | 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
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| WBS - Webster Finl | 0.33% | Exit | 0 | $62.95 | $2M | −29,833 | −$2M |
| NVDA - Nvidia | 0.06% | Exit | 0 | $186.78 | $325K | −1,740 | −$325K |
| Assured Guaranty F | 0.05% | Exit | 0 | $89.71 | $279K | −3,110 | −$279K |
| Navient | 0.05% | Exit | 0 | $13.01 | $268K | −20,600 | −$268K |
| BN - Brookfield · CL A | 0.04% | Exit | 0 | $45.96 | $233K | −5,070 | −$233K |
| AXP - American Express | 0.04% | Exit | 0 | $370.49 | $226K | −610 | −$226K |
| AR - Antero Res | 0.04% | Exit | 0 | $34.44 | $215K | −6,242 | −$215K |
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