KAHN BROTHERS GROUP INC — 13F Holdings

2026 Q2  ·  47 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, KAHN BROTHERS GROUP INC maintained a portfolio of 47 distinct positions.
Position History hover any row below to update
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KAHN BROTHERS GROUP INC New York, NY Asset Manager AUM $564M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
47
Quarter
2026 Q2
Top Holding
C (16.9%)
Top 10 Concentration
78.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-47 of 47
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
C
Citigroup Inc
Financial Services 16.91% 16.91% #1
Prev: #1
7.0
—
no change no change
P
S
840,897 $95,366,128 1999 Q4 13F Filing 2026-06-30 2026-08-14
BAYRY
Bayer AG Spons ...
Healthcare 13.26% 13.26% #2
Prev: #2
6.5
—
no change no change
P
S
6,513,893 $74,777,216 2023 Q4 13F Filing 2026-06-30 2026-08-14
FLG
Flagstar Financ...
Financial Services 9.53% 9.53% #3
Prev: #3
5.8
—
no change no change
P
S
4,083,618 $53,781,249 2024 Q4 13F Filing 2026-06-30 2026-08-14
DIS
Walt Disney
Communication Services 6.47% 6.47% #4
Prev: #4
4.1
—
no change no change
P
S
378,909 $36,519,249 2024 Q1 13F Filing 2026-06-30 2026-08-14
GOOG
Alphabet Inc Cl...
Communication Services 6.21% 6.21% #5
Prev: #5
4.0
—
no change no change
P
S
122,029 $35,005,238 2025 Q2 13F Filing 2026-06-30 2026-08-14
SEB
Seaboard Corp
Industrials 5.88% 5.88% #6
Prev: #6
3.4
—
no change no change
P
S
5,871 $33,194,751 1999 Q4 13F Filing 2026-06-30 2026-08-14
OGN
Organon & Co
Healthcare 5.88% 5.88% #7
Prev: #7
3.4
—
no change no change
P
S
5,536,993 $33,166,588 2021 Q2 13F Filing 2026-06-30 2026-08-14
BP
BP PLC
Energy 5.18% 5.18% #8
Prev: #8
3.1
—
no change no change
P
S
622,256 $29,246,032 1999 Q4 13F Filing 2026-06-30 2026-08-14
MRK
Merck & Co. Inc...
Healthcare 4.85% 4.85% #9
Prev: #9
2.9
—
no change no change
P
S
227,288 $27,340,511 2000 Q3 13F Filing 2026-06-30 2026-08-14
Z
Zillow Group
Communication Services 4.00% 4.00% #10
Prev: #10
2.6
—
no change no change
P
S
545,212 $22,560,872 2026 Q1 13F Filing 2026-06-30 2026-08-14
SEG
Seaport Entmt G...
Real Estate 3.40% 3.40% #11
Prev: #11
2.4
—
no change no change
P
S
893,227 $19,186,515 2025 Q3 13F Filing 2026-06-30 2026-08-14
PTEN
Patterson Uti E...
Energy 3.25% 3.25% #12
Prev: #12
2.3
—
no change no change
P
S
1,690,156 $18,304,389 2010 Q1 13F Filing 2026-06-30 2026-08-14
IDT
IDT Corp
Communication Services 3.24% 3.24% #13
Prev: #13
2.3
—
no change no change
P
S
372,566 $18,292,990 2001 Q1 13F Filing 2026-06-30 2026-08-14
PFE
Pfizer
Healthcare 2.41% 2.41% #14
Prev: #14
2.0
—
no change no change
P
S
484,733 $13,611,302 2000 Q3 13F Filing 2026-06-30 2026-08-14
MBI
M B I A Inc
Financial Services 2.15% 2.15% #15
Prev: #15
1.9
—
no change no change
P
S
2,056,434 $12,153,524 2010 Q1 13F Filing 2026-06-30 2026-08-14
BMY
Bristol-Myers S...
Healthcare 1.83% 1.83% #16
Prev: #16
1.7
—
no change no change
P
S
170,381 $10,333,607 1999 Q4 13F Filing 2026-06-30 2026-08-14
GSK
GSK PLC ADR
Healthcare 1.58% 1.58% #17
Prev: #17
1.6
—
no change no change
P
S
160,982 $8,884,596 2016 Q4 13F Filing 2026-06-30 2026-08-14
XOM
ExxonMobil
Energy 0.55% 0.55% #18
Prev: #18
1.2
—
no change no change
P
S
18,255 $3,097,143 1999 Q4 13F Filing 2026-06-30 2026-08-14
GNE
Genie Energy
Utilities 0.44% 0.44% #19
Prev: #19
1.2
—
no change no change
P
S
175,011 $2,474,655 2022 Q1 13F Filing 2026-06-30 2026-08-14
NVS
Novartis AG Spo...
Healthcare 0.36% 0.36% #20
Prev: #20
1.1
—
no change no change
P
S
13,386 $2,044,711 1999 Q4 13F Filing 2026-06-30 2026-08-14
FRFHF
Fairfax Finl HL...
Financial Services 0.31% 0.31% #21
Prev: #21
1.1
—
no change no change
P
S
1,018 $1,729,242 2024 Q1 13F Filing 2026-06-30 2026-08-14
CSX
CSX Corp Com
Industrials 0.27% 0.27% #22
Prev: #22
1.1
—
no change no change
P
S
36,481 $1,497,545 2023 Q3 13F Filing 2026-06-30 2026-08-14
FBAK
First Natl BK A...
Financial Services 0.26% 0.26% #23
Prev: #23
1.1
—
no change no change
P
S
4,920 $1,471,080 2019 Q2 13F Filing 2026-06-30 2026-08-14
TRMLF
Tourmaline Oil ...
Energy 0.23% 0.23% #24
Prev: #24
1.1
—
no change no change
P
S
26,959 $1,286,318 2024 Q4 13F Filing 2026-06-30 2026-08-14
JPM
JPMorgan Chase
Financial Services 0.15% 0.15% #25
Prev: #25
1.1
—
no change no change
P
S
2,818 $828,942 2025 Q2 13F Filing 2026-06-30 2026-08-14
AAPL
Apple Inc Com
Technology 0.14% 0.14% #26
Prev: #26
1.1
—
no change no change
P
S
3,092 $784,718 2019 Q3 13F Filing 2026-06-30 2026-08-14
MSFT
Microsoft
Technology 0.14% 0.14% #27
Prev: #27
1.1
—
no change no change
P
S
2,092 $774,395 2024 Q1 13F Filing 2026-06-30 2026-08-14
PEYUF
Peyto Expl & De...
Energy 0.11% 0.11% #28
Prev: #28
1.0
—
no change no change
P
S
31,307 $609,806 2019 Q3 13F Filing 2026-06-30 2026-08-14
HLN
Haleon PLC
Healthcare 0.10% 0.10% #29
Prev: #29
1.0
—
no change no change
P
S
56,431 $564,874 2022 Q3 13F Filing 2026-06-30 2026-08-14
SEIC
Sei Invt Co Pa ...
Financial Services 0.09% 0.09% #30
Prev: #30
1.0
—
no change no change
P
S
6,596 $517,588 2024 Q3 13F Filing 2026-06-30 2026-08-14
BAC
Bank Of America...
Financial Services 0.08% 0.08% #31
Prev: #31
1.0
—
no change no change
P
S
9,459 $461,126 2010 Q1 13F Filing 2026-06-30 2026-08-14
CVX
Chevron Corp.
Energy 0.07% 0.07% #32
Prev: #32
1.0
—
no change no change
P
S
1,953 $404,075 2002 Q3 13F Filing 2026-06-30 2026-08-14
DB
Deutsche Bank A...
Financial Services 0.05% 0.05% #33
Prev: #33
1.0
—
no change no change
P
S
10,000 $297,800 2020 Q3 13F Filing 2026-06-30 2026-08-14
IBM
Intl Business M...
Technology 0.05% 0.05% #34
Prev: #34
1.0
—
no change no change
P
S
1,228 $297,654 1999 Q4 13F Filing 2026-06-30 2026-08-14
PEG
Public SVC Ente...
Utilities 0.05% 0.05% #35
Prev: #35
1.0
—
no change no change
P
S
3,524 $285,267 2024 Q1 13F Filing 2026-06-30 2026-08-14
VZ
Verizon
Communication Services 0.05% 0.05% #36
Prev: #36
1.0
—
no change no change
P
S
5,682 $285,236 2019 Q2 13F Filing 2026-06-30 2026-08-14
PEP
Pepsico Inc Com
Consumer Defensive 0.05% 0.05% #37
Prev: #37
1.0
—
no change no change
P
S
1,800 $279,522 2019 Q3 13F Filing 2026-06-30 2026-08-14
PNC
PNC Finl SVCS G...
Financial Services 0.05% 0.05% #38
Prev: #38
1.0
—
no change no change
P
S
1,342 $279,256 2024 Q1 13F Filing 2026-06-30 2026-08-14
AM
Antero Midstrea...
Energy 0.05% 0.05% #39
Prev: #39
1.0
—
no change no change
P
S
11,806 $269,176 2024 Q1 13F Filing 2026-06-30 2026-08-14
PG
Procter & Gambl...
Consumer Defensive 0.05% 0.05% #40
Prev: #40
1.0
—
no change no change
P
S
1,852 $267,502 2022 Q1 13F Filing 2026-06-30 2026-08-14
BX
Blackstone Inc ...
Financial Services 0.05% 0.05% #41
Prev: #41
1.0
—
no change no change
P
S
2,300 $264,477 2025 Q1 13F Filing 2026-06-30 2026-08-14
OBT
Orange CNTY Ban...
Financial Services 0.05% 0.05% #42
Prev: #42
1.0
—
no change no change
P
S
8,000 $255,840 2019 Q2 13F Filing 2026-06-30 2026-08-14
PIFYF
Pine Cliff Ener...
Energy 0.04% 0.04% #43
Prev: #43
1.0
—
no change no change
P
S
520,000 $253,403 2024 Q1 13F Filing 2026-06-30 2026-08-14
WRLC
Windrock LTD Co
Industrials 0.04% 0.04% #44
Prev: #44
1.0
—
no change no change
P
S
537 $251,853 2025 Q1 13F Filing 2026-06-30 2026-08-14
ZDGE
Zedge Inc
Communication Services 0.04% 0.04% #45
Prev: #45
1.0
—
no change no change
P
S
77,928 $228,329 2016 Q2 13F Filing 2026-06-30 2026-08-14
CMCSA
Comcast Corp Ne...
Communication Services 0.04% 0.04% #46
Prev: #46
1.0
—
no change no change
P
S
7,169 $205,821 2003 Q2 13F Filing 2026-06-30 2026-08-14
RFL
Rafael Holdings...
Real Estate 0.01% 0.01% #47
Prev: #47
1.0
—
no change no change
P
S
58,557 $73,196 2018 Q1 13F Filing 2026-06-30 2026-08-14
Showing 1-47 of 47 holdings

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