Kahn Brothers Group
Long Only- Manager
- Kahn Brothers
- Quarter
- Q2 2026
- Filed
- 2026-08-17
- 13F value
- $632.7M
- Positions
- 48
- CIK
- 0001039565
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Citigroup IncCHISTORY | 18.50% | (0.5%) | $117.1M | 836,337 | (4,560) | 0.05% | 13F |
| 2 | Bayer AG Spons ADRBAYRYHISTORY | 14.12% | +0.1% | $89.3M | 6,518,603 | +4,710 | — | 13F |
| 3 | Flagstar Financial, Inc.FLGHISTORY | 9.62% | (0.2%) | $60.9M | 4,074,720 | (8,898) | 0.98% | 13F |
| 4 | Alphabet Inc Class CGOOGHISTORY | 6.75% | (0.9%) | $42.7M | 120,906 | (1,123) | 0.00% | 13F |
| 5 | Zillow Group IncZHISTORY | 5.89% | +116.8% | $37.3M | 1,182,261 | +637,049 | 0.51% | 13F |
| 6 | Organon & CoOGNHISTORY | 5.72% | (51.8%) | $36.2M | 2,670,523 | (2,866,470) | 1.02% | 13F |
| 7 | Walt DisneyDISHISTORY | 5.46% | (5.2%) | $34.6M | 359,092 | (19,817) | 0.02% | 13F |
| 8 | Merck & Co. Inc.MRKHISTORY | 4.43% | (4.0%) | $28.0M | 218,182 | (9,106) | 0.01% | 13F |
| 9 | M B I A IncMBIHISTORY | 4.34% | +104.9% | $27.5M | 4,213,920 | +2,157,486 | 8.30% | 13F+13G |
| 10 | Seaport Entmt GroupSEGHISTORY | 3.86% | +2.7% | $24.4M | 917,005 | +23,778 | 1.71% | 13F |
| 11 | Seaboard CorpSEBHISTORY | 3.80% | (8.2%) | $24.1M | 5,389 | (482) | 0.56% | 13F |
| 12 | BP PLCBPHISTORY | 3.65% | +0.4% | $23.1M | 624,999 | +2,743 | — | 13F |
| 13 | IDT Corp Class BIDTHISTORY | 3.23% | (5.6%) | $20.5M | 351,660 | (20,906) | 1.41% | 13F |
| 14 | Patterson Uti EnergyPTENHISTORY | 2.41% | (1.6%) | $15.3M | 1,663,758 | (26,398) | 0.44% | 13F |
| 15 | PfizerPFEHISTORY | 1.77% | (4.3%) | $11.2M | 464,001 | (20,732) | 0.01% | 13F |
| 16 | Bristol-Myers SquibbBMYHISTORY | 1.59% | +2.2% | $10.0M | 174,152 | +3,771 | 0.01% | 13F |
| 17 | GSK PLC ADRGSKHISTORY | 1.31% | (1.6%) | $8.3M | 158,438 | (2,544) | 0.00% | 13F |
| 18 | ExxonMobilXOMHISTORY | 0.38% | (3.3%) | $2.4M | 17,655 | (600) | 0.00% | 13F |
| 19 | Genie Energy LTD Class BGNEHISTORY | 0.35% | (13.2%) | $2.2M | 151,941 | (23,070) | 0.58% | 13F |
| 20 | Novartis AGNVSHISTORY | 0.33% | (1.5%) | $2.1M | 13,186 | (200) | 0.00% | 13F |
| 21 | Fairfax Finl HLDGS LTD Sub VTGFRFHFHISTORY | 0.26% | — | $1.7M | 1,018 | — | 0.00% | 13F |
| 22 | CSX Corp ComCSXHISTORY | 0.26% | (4.7%) | $1.7M | 34,781 | (1,700) | 0.00% | 13F |
| 23 | First Natl BK AlaskaFBAKHISTORY | 0.25% | — | $1.6M | 4,920 | — | — | 13F |
| 24 | Tourmaline Oil Corp ComTRMLFHISTORY | 0.18% | — | $1.1M | 26,959 | — | — | 13F |
| 25 | JPMorgan ChaseJPMHISTORY | 0.15% | +2.1% | $0.9M | 2,878 | +60 | 0.00% | 13F |
| 26 | Apple Inc ComAAPLHISTORY | 0.14% | — | $0.9M | 3,092 | — | 0.00% | 13F |
| 27 | MicrosoftMSFTHISTORY | 0.13% | +3.6% | $0.8M | 2,168 | +76 | 0.00% | 13F |
| 28 | Sei Invt Co Pa PV $0.01SEICHISTORY | 0.09% | — | $0.6M | 6,596 | — | 0.01% | 13F |
| 29 | Haleon PLCHLNHISTORY | 0.09% | +3.4% | $0.5M | 58,341 | +1,910 | 0.00% | 13F |
| 30 | Bank Of America CorpBACHISTORY | 0.09% | — | $0.5M | 9,459 | — | 0.00% | 13F |
| 31 | Peyto Expl & Dev CorpPEYUFHISTORY | 0.08% | — | $0.5M | 31,307 | — | — | 13F |
| 32 | Rafael Holdings Inc Class BRFLHISTORY | 0.08% | +157.0% | $0.5M | 150,493 | +91,936 | 150493.00% | 13F |
| 33 | Windrock LTD CoWRLCHISTORY | 0.07% | +50.3% | $0.4M | 807 | +270 | — | 13F |
| 34 | Intl Business MachinesIBMHISTORY | 0.05% | — | $0.3M | 1,228 | — | — | 13F |
| 35 | Deutsche Bank AGDBHISTORY | 0.05% | — | $0.3M | 10,000 | — | — | 13F |
| 36 | Webster Finl Co947890109HISTORY | 0.05% | NEW | $0.3M | 4,349 | +4,349 | — | 13F |
| 37 | PNC Finl SVCS Group Inc ComPNCHISTORY | 0.05% | — | $0.3M | 1,342 | — | 0.00% | 13F |
| 38 | Chevron Corp.CVXHISTORY | 0.05% | — | $0.3M | 1,953 | — | 0.00% | 13F |
| 39 | Orange CNTY BancorpOBTHISTORY | 0.05% | — | $0.3M | 8,000 | — | 0.06% | 13F |
| 40 | Public SVC Enterprise GroupPEGHISTORY | 0.05% | — | $0.3M | 3,524 | — | — | 13F |
| 41 | Blackstone Inc ComBXHISTORY | 0.04% | — | $0.3M | 2,300 | — | 0.00% | 13F |
| 42 | Antero Midstream CorpAMHISTORY | 0.04% | — | $0.3M | 11,806 | — | 0.00% | 13F |
| 43 | Procter & GamblePGHISTORY | 0.04% | (5.4%) | $0.3M | 1,752 | (100) | 0.00% | 13F |
| 44 | Pepsico Inc ComPEPHISTORY | 0.04% | — | $0.2M | 1,800 | — | 0.00% | 13F |
| 45 | Zedge IncZDGEHISTORY | 0.04% | +0.3% | $0.2M | 78,126 | +198 | 14.89% | 13F |
| 46 | VerizonVZHISTORY | 0.04% | — | $0.2M | 5,682 | — | 0.00% | 13F |
| 47 | Pine Cliff Energy LTD ComPIFYFHISTORY | 0.03% | — | $0.2M | 520,000 | — | — | 13F |
| 48 | Tphgreenwich Trust Uni008997017HISTORY | 0.00% | — | $0.0M | 166,999 | — | — | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Rows marked Off-13F are >5% stakes disclosed on a Schedule 13D/13G dated after the latest 13F; they report shares and percent of class but no dollar value. Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology