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KAHN BROTHERS GROUP INC — 13F Holdings & Portfolio

CIK 1039565 · latest 13F-HR filed 2026-08-17

Backtest portfolio

KAHN BROTHERS GROUP INC manages $632.7M in 13F-reported U.S. long-equity assets across 48 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are C (18.50%), BAYRY (14.12%), FLG (9.62%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position and exited 1; 22 existing positions rose in reported value and 14 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$632.7M

Long-equity book

Holdings
48

Distinct positions

Period
2026-06-30

Filed 2026-08-17

Q/Q Activity
+1 / −1 / ↑22 / ↓14

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
C18.5% · -0%BAYRY14.1% · +0%FLG9.6% · -0%GOOG6.8% · -1%Z5.9% · +117%OGN5.7% · -52%DIS5.5% · -5%MRK4.4% · -4%MBI4.3% · +105%SEG3.9% · +3%SEB3.8% · -8%BP3.6% · +0%IDT3.2% · -6%PTEN2.4% · -2%PFE1.8% · -4%BMY1.6% · +2%GSK1.3% · -2%XOM0.4% · -3%GNE0.3% · -13%NVS0.3% · -2%NHHPF0.3% · 0%CSX0.3% · -5%FBAK0.2% · newTRMLF0.2% · 0%JPM0.1% · +2%AAPL0.1% · 0%MSFT0.1% · +4%SEIC0.1% · 0%HLN0.1% · +3%BAC0.1% · 0%PEYUF0.1% · 0%RFL0.1% · +157%Windrock LTD0.1% · +50%IBM0.1% · 0%DB0.1% · 0%WBS0.1% · newPNC0.1% · 0%CVX0.1% · 0%OBT0.0% · 0%PEG0.0% · 0%BX0.0% · 0%AM0.0% · 0%PG0.0% · -5%PEP0.0% · 0%ZDGE0.0% · +0%VZ0.0% · 0%PIFYF0.0% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 78.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 16, 2026.

Assets Under Management
$498.6M
Discretionary
$491.0M
Employees
5
Accounts
351
Address
555 MADISON AVE
SUITE 1303
NEW YORK, NY 10022
Phone
(212) 980-5050
Website
This firm reports 4 disclosure items on its registration.
Name Title / Status Ownership Type
KAHN BROTHERS GROUP, INC. ControlPARENT COMPANY
since Jul 2007
75% or moreDomestic Entity
KAHN, ANDREW, S ControlPRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR
since Aug 2014
Less than 5%Individual
DEMARCO, KAREN, ANNVICE PRESIDENT
since Mar 2006
Less than 5%Individual
KAHN, PHYLLIS Control
Indirect owner via KAHN BROTHERS GROUP, INC.
STOCKHOLDER
since Jan 2015
25–50%Individual
KAHN, THOMAS, GRAHAM Control
Indirect owner via KAHN BROTHERS GROUP, INC.
STOCKHOLDER
since Jul 1978
50–75%Individual
Ownership & leadership changes · 10 filings with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Sep 16, 2026 filing
  • No longer listedKAHN, THOMAS, GRAHAM · CHAIRMAN,PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, ALLIED MEMBER, STOCKHOLDER & DIRECTOR · Less than 5% · control person · listed since Jul 1978
  • ChangedKAHN, ANDREW, S · title SENIOR VICE PRESIDENT & DIRECTOR → PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR; now a control person
  • ChangedKAHN, THOMAS, GRAHAM · indirect via KAHN BROTHERS GROUP, INC.: title CHAIRMAN, PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, ALLIED MEMBER, STOCKHOLDER, DIRECTOR → STOCKHOLDER
Mar 31, 2023 filing
  • No longer listedKNOX, WILLIAM, KEITH · SENIOR VICE-PRESIDENT · Less than 5% · listed since Mar 2006
Mar 31, 2022 filing
  • No longer listedRODWOGIN, KENNETH, BARRY · SENIOR VICE PRESIDENT & DIRECTOR · Less than 5% · listed since Mar 2006
Mar 31, 2021 filing
  • No longer listedCUTRONE, PAULA · SENIOR VICE PRESIDENT, SECRETARY, STOCKHOLDER & DIRECTOR · Less than 5% · listed since Mar 2006
Mar 30, 2020 filing
  • No longer listedDELUCA, WILLIAM, FRANCIS · SENIOR VICE PRESIDENT & SECRETARY · Less than 5% · listed since Jul 1978
  • ChangedCUTRONE, PAULA · title SENIOR VICE PRESIDENT, STOCKHOLDER & DIRECTOR → SENIOR VICE PRESIDENT, SECRETARY, STOCKHOLDER & DIRECTOR
  • ChangedKAHN, ANDREW, S · title VICE PRESIDENT & DIRECTOR → SENIOR VICE PRESIDENT & DIRECTOR
Jul 2, 2018 filing
  • AddedKAHN, PHYLLIS · STOCKHOLDER · 25–50% · indirect via KAHN BROTHERS GROUP, INC. · control person
  • AddedKAHN, THOMAS, GRAHAM · CHAIRMAN, PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, ALLIED MEMBER, STOCKHOLDER, DIRECTOR · 50–75% · indirect via KAHN BROTHERS GROUP, INC. · control person
Jun 14, 2018 filing
  • ChangedKAHN, THOMAS, GRAHAM · title CHAIRMAN,PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, ALLIED MEMBER, & STOCKHOLDER → CHAIRMAN,PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, ALLIED MEMBER, STOCKHOLDER & DIRECTOR
Jul 16, 2015 filing
  • ChangedKAHN, ANDREW, S · title VICE PRESIDENT → VICE PRESIDENT & DIRECTOR
Apr 1, 2015 filing
  • No longer listedKAHN, DONALD, WILLIAM · CHAIRMAN, STOCKHOLDER, DIRECTOR · Less than 5% · control person · listed since Jul 1978
  • No longer listedKAHN, IRVING · HONORARY CHAIRMAN & DIRECTOR · Less than 5% · control person · listed since Jul 1978
  • ChangedKAHN, THOMAS, GRAHAM · title PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, ALLIED MEMBER, & STOCKHOLDER → CHAIRMAN,PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, ALLIED MEMBER, & STOCKHOLDER
Sep 16, 2014 filing
  • AddedKAHN, ANDREW, S · VICE PRESIDENT · Less than 5%
  • ChangedKAHN, DONALD, WILLIAM · title STOCKHOLDER, DIRECTOR → CHAIRMAN, STOCKHOLDER, DIRECTOR; now a control person
  • ChangedKAHN, IRVING · title CHAIRMAN, & DIRECTOR → HONORARY CHAIRMAN & DIRECTOR
Older changes (1 more filing)
Mar 30, 2012 filing (earliest on record)
  • ListedCUTRONE, PAULA · SENIOR VICE PRESIDENT, STOCKHOLDER & DIRECTOR · Less than 5%
  • ListedDELUCA, WILLIAM, FRANCIS · SENIOR VICE PRESIDENT & SECRETARY · Less than 5%
  • ListedDEMARCO, KAREN, ANN · VICE PRESIDENT · Less than 5%
  • ListedKAHN BROTHERS GROUP, INC. · PARENT COMPANY · 75% or more · control person
  • ListedKAHN, DONALD, WILLIAM · STOCKHOLDER, DIRECTOR · Less than 5%
  • ListedKAHN, IRVING · CHAIRMAN, & DIRECTOR · Less than 5% · control person
  • ListedKAHN, THOMAS, GRAHAM · PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, ALLIED MEMBER, & STOCKHOLDER · Less than 5% · control person
  • ListedKNOX, WILLIAM, KEITH · SENIOR VICE-PRESIDENT · Less than 5%
  • ListedRODWOGIN, KENNETH, BARRY · SENIOR VICE PRESIDENT & DIRECTOR · Less than 5%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 22 →

Top Trims

Show all 14 →

New Positions

Show all 1 →

Exited Positions

Show all 1 →

KAHN BROTHERS GROUP INC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Citigroup Inc C 172967424 $117.1M 18.50% 836,337 SH
2 Bayer AG Spons ADR BAYRY 072730302 $89.3M 14.12% 6,518,603 SH
3 Flagstar Financial, Inc. FLG 649445400 $60.9M 9.62% 4,074,720 SH
4 Alphabet Inc Class C GOOG 02079K107 $42.7M 6.75% 120,906 SH
5 Zillow Group Inc Z 98954M200 $37.3M 5.89% 1,182,261 SH
6 Organon & Co OGN 68622V106 $36.2M 5.72% 2,670,523 SH
7 Walt Disney DIS 254687106 $34.6M 5.46% 359,092 SH
8 Merck & Co. Inc. MRK 58933Y105 $28.0M 4.43% 218,182 SH
9 M B I A Inc MBI 55262C100 $27.5M 4.34% 4,213,920 SH
10 Seaport Entmt Group SEG 812215200 $24.4M 3.86% 917,005 SH
11 Seaboard Corp SEB 811543107 $24.1M 3.80% 5,389 SH
12 BP PLC BP 055622104 $23.1M 3.65% 624,999 SH
13 IDT Corp Class B IDT 448947507 $20.5M 3.23% 351,660 SH
14 Patterson Uti Energy PTEN 703481101 $15.3M 2.41% 1,663,758 SH
15 Pfizer PFE 717081103 $11.2M 1.77% 464,001 SH
16 Bristol-Myers Squibb BMY 110122108 $10.0M 1.59% 174,152 SH
17 GSK PLC ADR GSK 37733W204 $8.3M 1.31% 158,438 SH
18 ExxonMobil XOM 30231G102 $2.4M 0.38% 17,655 SH
19 Genie Energy LTD Class B GNE 372284208 $2.2M 0.35% 151,941 SH
20 Novartis AG NVS 66987V109 $2.1M 0.33% 13,186 SH
21 Fairfax Finl HLDGS LTD Sub VTG NHHPF 303901102 $1.7M 0.26% 1,018 SH
22 CSX Corp Com CSX 126408103 $1.7M 0.26% 34,781 SH
23 First Natl BK Alaska — 32112J106 $1.6M 0.25% 4,920 SH
24 Tourmaline Oil Corp Com TRMLF 89156V106 $1.1M 0.18% 26,959 SH
25 JPMorgan Chase JPM 46625H100 $942.1K 0.15% 2,878 SH
26 Apple Inc Com AAPL 037833100 $894.7K 0.14% 3,092 SH
27 Microsoft MSFT 594918104 $808.7K 0.13% 2,168 SH
28 Sei Invt Co Pa PV $0.01 SEIC 784117103 $578.5K 0.09% 6,596 SH
29 Haleon PLC HLN 405552100 $544.3K 0.09% 58,341 SH
30 Bank Of America Corp BAC 060505104 $539.0K 0.09% 9,459 SH
31 Peyto Expl & Dev Corp PEYUF 717046106 $522.1K 0.08% 31,307 SH
32 Rafael Holdings Inc Class B RFL 75062E106 $493.6K 0.08% 150,493 SH
33 Windrock LTD Co — 97349V107 $443.8K 0.07% 807 SH
34 Intl Business Machines IBM 459200101 $345.3K 0.05% 1,228 SH
35 Deutsche Bank AG DB D18190898 $337.6K 0.05% 10,000 SH
36 Webster Finl Co WBS 947890109 $332.4K 0.05% 4,349 SH
37 PNC Finl SVCS Group Inc Com PNC 693475105 $330.4K 0.05% 1,342 SH
38 Chevron Corp. CVX 166764100 $323.7K 0.05% 1,953 SH
39 Orange CNTY Bancorp OBT 68417L107 $294.2K 0.05% 8,000 SH
40 Public SVC Enterprise Group PEG 744573106 $286.0K 0.05% 3,524 SH
41 Blackstone Inc Com BX 09260D107 $270.6K 0.04% 2,300 SH
42 Antero Midstream Corp AM 03676B102 $268.6K 0.04% 11,806 SH
43 Procter & Gamble PG 742718109 $256.9K 0.04% 1,752 SH
44 Pepsico Inc Com PEP 713448108 $243.7K 0.04% 1,800 SH
45 Zedge Inc ZDGE 98923T104 $242.2K 0.04% 78,126 SH
46 Verizon VZ 92343V104 $240.6K 0.04% 5,682 SH
47 Pine Cliff Energy LTD Com PIFYF 722524105 $208.9K 0.03% 520,000 SH
48 Tphgreenwich Trust Uni — 008997017 $0 0.00% 166,999 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-17 $632.7M 48 0001039565-26-000006
2026-06-30 2026-08-14 $564.1M 48 0001039565-26-000004
2026-03-31 2026-05-08 $564.1M 48 0001039565-26-000002
2025-12-31 2026-02-12 $564.7M 54 0001039565-26-000001
Filer Information
Address
555 MADISON AVENUE
SUITE 1303
NEW YORK, NY 10022
Phone
(212) 980-5050
Filing Manager
KAHN BROTHERS GROUP INC
NEW YORK, NY
Signatory
Thomas G. Kahn
President