Funds › Kahn Brothers Group Inc
Kahn Brothers Group Inc
13F for Q2 2026, filed Aug 17, 2026. 48 positions worth $632.7M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 17, 2026
Reported value
$632.7M
+$68.6M (12.2%) vs Q1 2026
Positions
48
48 in Q1 2026
Top 10 share
78.7%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | C Citigroup, Inc. | 836,337 | $117.1M | 18.5% | -0.5% | 13F ↗ |
| 2 | Bayer Ag-Sponsored ADR | 6.52M | $89.3M | 14.1% | +0.1% | 13F ↗ |
| 3 | FLG Flagstar Bank, N.A. | 4.07M | $60.9M | 9.6% | -0.2% | 13F ↗ |
| 4 | GOOG Alphabet Inc. Class C | 120,906 | $42.7M | 6.8% | -0.9% | 13F ↗ |
| 5 | Z Zillow Group, Inc. Class C | 1.18M | $37.3M | 5.9% | +117% | 13F ↗ |
| 6 | OGN Organon & Co. | 2.67M | $36.2M | 5.7% | -51.8% | 13F ↗ |
| 7 | DIS Walt Disney Company | 359,092 | $34.6M | 5.5% | -5.2% | 13F ↗ |
| 8 | MRK Merck & Company, Inc. | 218,182 | $28.0M | 4.4% | -4.0% | 13F ↗ |
| 9 | MBI MBIA Inc. · Common Stocks | 4.21M | $27.5M | 4.3% | +105% | 13F ↗ |
| 10 | SEG Seaport Entertainment Group Inc. | 917,005 | $24.4M | 3.9% | +2.7% | 13F ↗ |
| 11 | SEB Seaboard Corporation | 5,389 | $24.1M | 3.8% | -8.2% | 13F ↗ |
| 12 | BP BP p.l.c. · ADR | 624,999 | $23.1M | 3.7% | +0.4% | 13F ↗ |
| 13 | IDT IDT Corporation | 351,660 | $20.5M | 3.2% | -5.6% | 13F ↗ |
| 14 | PTEN Patterson-UTI Energy, Inc. | 1.66M | $15.3M | 2.4% | -1.6% | 13F ↗ |
| 15 | PFE Pfizer, Inc. | 464,001 | $11.2M | 1.8% | -4.3% | 13F ↗ |
| 16 | BMY Bristol-Myers Squibb Company | 174,152 | $10.0M | 1.6% | +2.2% | 13F ↗ |
| 17 | GSK GSK plc · ADR | 158,438 | $8.3M | 1.3% | -1.6% | 13F ↗ |
| 18 | Exxon Mobil Corp | 17,655 | $2.4M | 0.4% | -3.3% | 13F ↗ |
| 19 | GNE Genie Energy Ltd. | 151,941 | $2.2M | 0.3% | -13.2% | 13F ↗ |
| 20 | NVS Novartis AG · ADR | 13,186 | $2.1M | 0.3% | -1.5% | 13F ↗ |
| 21 | FRFHF Fairfax Financial Holdings Ltd | 1,018 | $1.7M | 0.3% | Unchanged | 13F ↗ |
| 22 | CSX CSX Corporation | 34,781 | $1.7M | 0.3% | -4.7% | 13F ↗ |
| 23 | First National Bank Alaska | 4,920 | $1.6M | 0.2% | Unchanged | 13F ↗ |
| 24 | TRMLF Tourmaline Oil Corp | 26,959 | $1.1M | 0.2% | Unchanged | 13F ↗ |
| 25 | JPM JPMorgan Chase & Co. | 2,878 | $942.1K | 0.1% | +2.1% | 13F ↗ |
| 26 | AAPL Apple Inc. | 3,092 | $894.7K | 0.1% | Unchanged | 13F ↗ |
| 27 | MSFT Microsoft Corporation | 2,168 | $808.7K | 0.1% | +3.6% | 13F ↗ |
| 28 | SEIC SEI Investments Company | 6,596 | $578.5K | 0.1% | Unchanged | 13F ↗ |
| 29 | HLN Haleon plc · ADR | 58,341 | $544.3K | 0.1% | +3.4% | 13F ↗ |
| 30 | BAC Bank of America Corporation | 9,459 | $539.0K | 0.1% | Unchanged | 13F ↗ |
| 31 | Peyto Exploration & Dev Corp | 31,307 | $522.1K | 0.1% | Unchanged | 13F ↗ |
| 32 | RFL Rafael Holdings, Inc. | 150,493 | $493.6K | 0.1% | +157% | 13F ↗ |
| 33 | Windrock Ltd Co | 807 | $443.8K | 0.1% | +50.3% | 13F ↗ |
| 34 | IBM International Business Machines Corporation | 1,228 | $345.3K | 0.1% | Unchanged | 13F ↗ |
| 35 | DB Deutsche Bank AG | 10,000 | $337.6K | 0.1% | Unchanged | 13F ↗ |
| 36 | Webster Financial Corp | 4,349 | $332.4K | 0.1% | New | 13F ↗ |
| 37 | PNC PNC Financial Services Group, Inc. | 1,342 | $330.4K | 0.1% | Unchanged | 13F ↗ |
| 38 | CVX Chevron Corporation | 1,953 | $323.7K | 0.1% | Unchanged | 13F ↗ |
| 39 | OBT Orange County Bancorp, Inc. | 8,000 | $294.2K | <0.1% | Unchanged | 13F ↗ |
| 40 | PEG Public Service Enterprise Group Incorporated | 3,524 | $286.0K | <0.1% | Unchanged | 13F ↗ |
| 41 | BX Blackstone Inc. | 2,300 | $270.6K | <0.1% | Unchanged | 13F ↗ |
| 42 | AM Antero Midstream Corporation | 11,806 | $268.6K | <0.1% | Unchanged | 13F ↗ |
| 43 | PG Procter & Gamble Company | 1,752 | $256.9K | <0.1% | -5.4% | 13F ↗ |
| 44 | PEP PepsiCo, Inc. | 1,800 | $243.7K | <0.1% | Unchanged | 13F ↗ |
| 45 | ZDGE Zedge, Inc. | 78,126 | $242.2K | <0.1% | +0.3% | 13F ↗ |
| 46 | VZ Verizon Communications Inc. | 5,682 | $240.6K | <0.1% | Unchanged | 13F ↗ |
| 47 | Pine Cliff Energy Ltd | 520,000 | $208.9K | <0.1% | Unchanged | 13F ↗ |
| 48 | Tphgreenwich Trust Uni | 166,999 | $0 | <0.1% | Unchanged | 13F ↗ |
Changes since Q1 2026
1 new, 12 added to, 16 trimmed, 1 exited, 19 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| Webster Financial Corp | 4,349 | New | $332.4K |
Added to (12)
| Z Zillow Group, Inc. Class C | 1.18M | +117% | $20.1M |
| MBI MBIA Inc. · Common Stocks | 4.21M | +105% | $14.1M |
| SEG Seaport Entertainment Group Inc. | 917,005 | +2.7% | $632.5K |
| RFL Rafael Holdings, Inc. | 150,493 | +157% | $301.6K |
| BMY Bristol-Myers Squibb Company | 174,152 | +2.2% | $217.3K |
| Windrock Ltd Co | 807 | +50.3% | $148.5K |
| BP BP p.l.c. · ADR | 624,999 | +0.4% | $101.4K |
| Bayer Ag-Sponsored ADR | 6.52M | +0.1% | $64.5K |
| MSFT Microsoft Corporation | 2,168 | +3.6% | $28.3K |
| JPM JPMorgan Chase & Co. | 2,878 | +2.1% | $19.6K |
Trimmed (16)
| OGN Organon & Co. | 2.67M | -51.8% | -$38.8M |
| SEB Seaboard Corporation | 5,389 | -8.2% | -$2.2M |
| DIS Walt Disney Company | 359,092 | -5.2% | -$1.9M |
| IDT IDT Corporation | 351,660 | -5.6% | -$1.2M |
| MRK Merck & Company, Inc. | 218,182 | -4.0% | -$1.2M |
| C Citigroup, Inc. | 836,337 | -0.5% | -$638.2K |
| PFE Pfizer, Inc. | 464,001 | -4.3% | -$499.2K |
| GOOG Alphabet Inc. Class C | 120,906 | -0.9% | -$396.8K |
| GNE Genie Energy Ltd. | 151,941 | -13.2% | -$333.4K |
| PTEN Patterson-UTI Energy, Inc. | 1.66M | -1.6% | -$242.3K |
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| CMCSA Comcast Corporation | 7,169 | Exited | -$205.8K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 17, 2026 | 13F-HR/A (restatement) | 48 | $632.7M | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 48 | $564.1M | Replaced | SEC ↗ |
| Q1 2026 | May 8, 2026 | 13F-HR | 48 | $564.1M | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 54 | $564.7M | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 53 | $531.8M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 50 | $497.9M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 55 | $494.5M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer