KAHN BROTHERS GROUP INC — 13F Holdings & Portfolio
CIK 1039565 · latest 13F-HR filed 2026-08-17
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 2026-06-30 filing) the fund opened 1 new position, exited 1, added to 22, and trimmed 14.
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.
SUITE 1303
NEW YORK, NY 10022
$632.7M
Long-equity book
48
Distinct positions
2026-06-30
Filed 2026-08-17
+1 / −1 / ↑22 / ↓14
vs 2026-06-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Citigroup Inc$21.7M +22.7%
- M B I A Inc$15.3M +126.1%
- Zillow Group Inc$14.7M +65.2%
- Bayer AG Spons ADR$14.5M +19.4%
- Alphabet Inc Class C$7.7M +22.0%
Top Trims
- Seaboard Corp-$9.1M -27.5%
- BP PLC-$6.2M -21.0%
- Patterson Uti Energy-$3.0M -16.6%
- Pfizer-$2.4M -17.9%
- Walt Disney-$2.0M -5.4%
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 | FBAK | 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 |
| 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 |