Kahn Brothers Group INC 13F holdings
Kahn Brothers Group INC reported 49 positions with a total reported value of $1.2B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-17. Top holdings by reported value: C Citigroup Inc (17.7%), Bayer AG Spons ADR (13.7%), FLG Flagstar Financial, Inc. (9.6%), GOOGL Alphabet Inc Class C (6.5%), DIS Walt Disney (5.9%). Against 2026-03-31 it opened 2 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 49 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| C Citigroup Inc | 1,677,234 | $212.4M | 17.7% |
| Bayer AG Spons ADR | 13,032,496 | $164.1M | 13.7% |
| FLG Flagstar Financial, Inc. | 8,158,338 | $114.7M | 9.6% |
| GOOGL Alphabet Inc Class C | 242,935 | $77.7M | 6.5% |
| DIS Walt Disney | 738,001 | $71.1M | 5.9% |
| OGN Organon & Co | 8,207,516 | $69.3M | 5.8% |
| ZG Zillow Group | 1,727,473 | $59.8M | 5.0% |
| SEB Seaboard Corp | 11,260 | $57.3M | 4.8% |
| MRK Merck & Co. Inc. | 445,470 | $55.4M | 4.6% |
| BP BP PLC | 1,247,255 | $52.3M | 4.4% |
| Seaport Entmt Group | 1,810,232 | $43.6M | 3.6% |
| MBI M B I A Inc | 6,270,354 | $39.6M | 3.3% |
| IDT IDT Corp | 724,226 | $38.7M | 3.2% |
| PTEN Patterson Uti Energy | 3,353,914 | $33.6M | 2.8% |
| PFE Pfizer | 948,734 | $24.8M | 2.1% |
| BMY Bristol-Myers Squibb | 344,533 | $20.4M | 1.7% |
| GSK GSK PLC ADR | 319,420 | $17.2M | 1.4% |
| XOM ExxonMobil | 35,910 | $5.5M | 0.5% |
| GNE Genie Energy | 326,952 | $4.7M | 0.4% |
| NVS Novartis AG | 26,572 | $4.1M | 0.3% |
| Fairfax Finl HLDGS LTD Sub VTG | 2,036 | $3.4M | 0.3% |
| CSX CSX Corp Com | 71,262 | $3.2M | 0.3% |
| First Natl BK Alaska | 9,840 | $3.0M | 0.3% |
| TRMOY Tourmaline Oil Corp | 53,918 | $2.4M | 0.2% |
| JPM JPMorgan Chase | 5,696 | $1.8M | 0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 2 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| First Natl BK Alaska | 9,840 | $3.0M | 0.3% |
| Webster Finl Co | 4,349 | $332.4K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| First Natl BK Alaska Com | 4,920 | $1.5M | 0.3% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| C Citigroup Inc | 840,897 | 1,677,234 | +99.5% | $212.4M |
| Bayer AG Spons ADR | 6,513,893 | 13,032,496 | +100.1% | $164.1M |
| FLG Flagstar Financial, Inc. | 4,083,618 | 8,158,338 | +99.8% | $114.7M |
| ZG Zillow Group | 545,212 | 1,727,473 | +216.8% | $59.8M |
| GOOGL Alphabet Inc Class C | 122,029 | 242,935 | +99.1% | $77.7M |
| DIS Walt Disney | 378,909 | 738,001 | +94.8% | $71.1M |
| SEB Seaboard Corp | 5,871 | 11,260 | +91.8% | $57.3M |
| MRK Merck & Co. Inc. | 227,288 | 445,470 | +96.0% | $55.4M |
| MBI M B I A Inc | 2,056,434 | 6,270,354 | +204.9% | $39.6M |
| BP BP PLC | 622,256 | 1,247,255 | +100.4% | $52.3M |
| OGN Organon & Co | 5,536,993 | 8,207,516 | +48.2% | $69.3M |
| Seaport Entmt Group | 893,227 | 1,810,232 | +102.7% | $43.6M |
Decreases
No position was decreased.
CIK 1039565 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
