Kahn Brothers Group Inc reported 41 positions worth $485.42M for the quarter ended Jun 30, 2026, up 0.0% on the prior quarter. It opened 0 new positions, added to 0, trimmed 0 and exited 0. Its largest holding is Citigroup Inc at 19.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
No positions were reduced this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | C Citigroup Inc | Others | 840.9K | $95.37M | 19.65% | 0 | 0.0% | Unchanged | 0.05% |
| 2 | FLG Flagstar Bank, National Association | Financial Services | 4.08M | $53.78M | 11.08% | 0 | 0.0% | Unchanged | 0.98% |
| 3 | DIS Walt Disney Co | Communication Services | 378.9K | $36.52M | 7.52% | 0 | 0.0% | Unchanged | 0.02% |
| 4 | GOOG Alphabet Inc. | Technology | 122.0K | $35.01M | 7.21% | 0 | 0.0% | Unchanged | 0% |
| 5 | SEB Seaboard Corp | Consumer Staples | 5,871 | $33.19M | 6.84% | 0 | 0.0% | Unchanged | 0.61% |
| 6 | OGN Organon & Co. | Healthcare | 5.54M | $33.17M | 6.83% | 0 | 0.0% | Unchanged | 2.11% |
| 7 | BP Bp Plc | Energy | 622.3K | $29.25M | 6.02% | 0 | 0.0% | Unchanged | 0.02% |
| 8 | MRK Merck & Co., Inc. | Healthcare | 227.3K | $27.34M | 5.63% | 0 | 0.0% | Unchanged | 0.01% |
| 9 | Z Zillow Group, Inc. | Technology | 545.2K | $22.56M | 4.65% | 0 | 0.0% | Unchanged | 0.24% |
| 10 | SEG Seaport Entertainment Group Inc. | Consumer Discretionary | 893.2K | $19.19M | 3.95% | 0 | 0.0% | Unchanged | 6.98% |
| 11 | PTEN Patterson Uti Energy Inc | Energy | 1.69M | $18.30M | 3.77% | 0 | 0.0% | Unchanged | 0.44% |
| 12 | IDT Idt Corp | Communication Services | 372.6K | $18.29M | 3.77% | 0 | 0.0% | Unchanged | 1.4% |
| 13 | PFE Pfizer Inc | Healthcare | 484.7K | $13.61M | 2.8% | 0 | 0.0% | Unchanged | 0.01% |
| 14 | MBI Mbia Inc | Financial Services | 2.06M | $12.15M | 2.5% | 0 | 0.0% | Unchanged | 4.03% |
| 15 | BMY Bristol Myers Squibb Co | Healthcare | 170.4K | $10.33M | 2.13% | 0 | 0.0% | Unchanged | 0.01% |
Tip. Select a row to see that position’s full history at Kahn Brothers.
As of its Q2 2026 13F filing, Kahn Brothers Group Inc’s five largest positions were Citigroup Inc (C) at 19.6%, Flagstar Bank, National Association (FLG) at 11.1%, Walt Disney Co (DIS) at 7.5%, Alphabet Inc. (GOOG) at 7.2%, Seaboard Corp (SEB) at 6.8% of the reported portfolio.
Kahn Brothers Group Inc reported a 13F portfolio worth $485.42M across 41 positions for Q2 2026. That is up 0.0% from the previous quarter.
From the Form 13F-HR reports Kahn Brothers Group Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.