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Kahn Brothers Group Inc.

CIK 1039565 · latest 13F filed 17 August 2026 · Read the filing on EDGAR

Kahn Brothers Group Inc. reported 48 US-listed holdings worth $632.7 million in its 13F for the quarter ended 30 June 2026, filed 17 August 2026. Its largest: Citigroup Inc. (18.5%), Bayer A G Sponsored ADR (14.1%) and Flagstar Bank, National Association (9.6%). Against the quarter before, it opened 1 position, added to 11, trimmed 16 and sold out of 1.

Reported holdings$632.7M+12.2% on Q1 2026
Positions48as many as Q1 2026
The largest ten78.7%of its reported holdings
Latest 13FQ2 2026filed 17 August 2026
Where the money is
Added toHeldTrimmed
C18.5%BAYRY14.1%FLG9.6%GOOG6.8%Z5.9%OGN5.7%DIS5.5%MRK4.4%MBI4.3%SEG3.9%SEB3.8%BP3.7%IDT3.2%PTEN2.4%33 more8.2%

The 14 largest of its 47 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $580.6 million in 53 positions$581MQ3 24Q4 2024: $460.4 million in 52 positions$460MQ4 24Q1 2025: $494.5 million in 55 positions$494MQ1 25Q2 2025: $497.9 million in 50 positions$498MQ2 25Q3 2025: $531.8 million in 53 positions$532MQ3 25Q4 2025: $564.7 million in 54 positions$565MQ4 25Q1 2026: $564.1 million in 48 positions$564MQ1 26Q2 2026: $632.7 million in 48 positions$633MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +38.1% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
90105120135Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +38.1%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 1Added 11Held 20Trimmed 16Sold out 1
Opened: 1Added: 11Held: 20Trimmed: 16Sold out: 1

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 1

  1. Webster Finl Corp. WBS$332,350

Added to 11

  1. Zillow Group Inc. Z+637,049 shares · +117%
  2. Mbia Inc. MBI+2.2 million shares · +105%
  3. Seaport Entertainment Group In SEG+23,778 shares · +3%
  4. Rafael Hldgs Inc. RFL+91,936 shares · +157%
  5. Bristol-Myers Squibb Co. BMY+3,771 shares · +2%
  6. Windrock LD Co.+270 shares · +50%
  7. BP plc BP+2,743 shares · +0%
  8. Microsoft Corp. MSFT+76 shares · +4%

and 3 more in the table below

Trimmed 16

  1. Organon & Co. OGN-2.9 million shares · -52%
  2. Seaboard Corp SEB-482 shares · -8%
  3. Walt Disney Co. DIS-19,817 shares · -5%
  4. Idt Corp. IDT-20,906 shares · -6%
  5. Merck & Co., Inc. MRK-9,106 shares · -4%
  6. Citigroup Inc. C-4,560 shares · -1%
  7. Pfizer Inc. PFE-20,732 shares · -4%
  8. Alphabet Inc. GOOG-1,123 shares · -1%

and 8 more in the table below

Sold out of 1

  1. Comcast Corp. CMCSA$205,821 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Citigroup Inc. C836.3K$117.1 million18.50%-4.6K
Bayer A G Sponsored ADR BAYRY6.5M$89.3 million14.12%+4.7K
Flagstar Bank, National Association FLG4.1M$60.9 million9.62%-8.9K
Alphabet Inc. GOOG120.9K$42.7 million6.75%-1.1K
Zillow Group Inc. Z1.2M$37.3 million5.89%+637.0K
Organon & Co. OGN2.7M$36.2 million5.72%-2.9M
Walt Disney Co. DIS359.1K$34.6 million5.46%-19.8K
Merck & Co., Inc. MRK218.2K$28.0 million4.43%-9.1K
Mbia Inc. MBI4.2M$27.5 million4.34%+2.2M
Seaport Entertainment Group In SEG917.0K$24.4 million3.86%+23.8K
Seaboard Corp SEB5.4K$24.1 million3.80%-482
BP plc BP625.0K$23.1 million3.65%+2.7K
Idt Corp. IDT351.7K$20.5 million3.23%-20.9K
Patterson-UTI Energy, Inc. PTEN1.7M$15.3 million2.41%-26.4K
Pfizer Inc. PFE464.0K$11.2 million1.77%-20.7K
Bristol-Myers Squibb Co. BMY174.2K$10.0 million1.59%+3.8K
GSK plc GSK158.4K$8.3 million1.31%-2.5K
ExxonMobil Holdings Corp. XOM17.7K$2.4 million0.38%-600
Genie Energy Ltd GNE151.9K$2.2 million0.35%-23.1K
Novartis AG NVS13.2K$2.1 million0.33%-200
Fairfax Finl Hldgs Ltd Sub VTG FRFHF1.0K$1.7 million0.26%no change
CSX Corp. CSX34.8K$1.7 million0.26%-1.7K
First Natl BK of Alaska FBAK4.9K$1.6 million0.25%no change
Tourmaline Oil Corp. Com TRMLF27.0K$1.1 million0.18%no change
JPMorgan Chase & Co. JPM2.9K$942,0550.15%+60
Apple Inc. AAPL3.1K$894,7010.14%no change
Microsoft Corp. MSFT2.2K$808,7070.13%+76
SEI Investments Co. SEIC6.6K$578,5350.09%no change
Haleon plc HLN58.3K$544,3210.09%+1.9K
Bank of America Corp. BAC9.5K$538,9730.09%no change
Peyto Exp & Dev PEYUF31.3K$522,1500.08%no change
Rafael Hldgs Inc. RFL150.5K$493,6170.08%+91.9K
Windrock LD Co.807$443,8410.07%+270
International Business Machines Corp. IBM1.2K$345,3250.05%no change
Deutsche Bank A G DB10.0K$337,6000.05%no change
Webster Finl Corp. WBS4.3K$332,3500.05%new
PNC Financial Services Group, Inc. PNC1.3K$330,4270.05%no change
Chevron Corp. CVX2.0K$323,7290.05%no change
Orange Cnty Bancorp Inc. OBT8.0K$294,2400.05%no change
Public Service Enterprise Group Inc. PEG3.5K$286,0070.05%no change
Blackstone Inc. BX2.3K$270,6410.04%no change
Antero Midstream Corp. AM11.8K$268,5860.04%no change
Procter & Gamble Co. PG1.8K$256,9130.04%-100
PepsiCo Inc. PEP1.8K$243,7200.04%no change
Zedge Inc. ZDGE78.1K$242,1900.04%+198
Verizon Communications Inc. VZ5.7K$240,5750.04%no change
Pine Cliff Energy PIFYF520.0K$208,9380.03%no change
Tphgreenwich Trust Uni167.0K$00.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 1 it sold out of are in the box above.