Kahn Brothers Group 13F, Q2 2026
Kahn Brothers · quarter ending 30 June 2026 · filed 17 August 2026 · SEC CIK 1039565
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
The 25 largest of 47 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| Citigroup Inc | C | $117.05M | 18.5% | unchanged |
| Bayer AG Spons ADR | BAYRY | $89.31M | 14.1% | unchanged |
| Flagstar Financial, Inc. | FLG | $60.88M | 9.6% | unchanged |
| Alphabet Inc Class C | GOOG | $42.72M | 6.8% | unchanged |
| Zillow Group Inc | Z | $37.26M | 5.9% | +117% shares |
| Organon & Co | OGN | $36.16M | 5.7% | -52% shares |
| Walt Disney | DIS | $34.56M | 5.5% | -5% shares |
| Merck & Co. Inc. | MRK | $28.04M | 4.4% | -4% shares |
| M B I A Inc | MBI | $27.47M | 4.3% | +105% shares |
| Seaport Entmt Group | SEG | $24.39M | 3.9% | +3% shares |
| Seaboard Corp | SEB | $24.06M | 3.8% | -8% shares |
| BP PLC | BP | $23.09M | 3.6% | unchanged |
| IDT Corp Class B | IDT | $20.45M | 3.2% | -6% shares |
| Patterson Uti Energy | PTEN | $15.27M | 2.4% | unchanged |
| Pfizer | PFE | $11.17M | 1.8% | -4% shares |
| Bristol-Myers Squibb | BMY | $10.03M | 1.6% | +2% shares |
| GSK PLC ADR | GSK | $8.31M | 1.3% | unchanged |
| ExxonMobil | XOM | $2.41M | 0.4% | -3% shares |
| Genie Energy LTD Class B | GNE | $2.20M | 0.3% | -13% shares |
| Novartis AG | NVS | $2.07M | 0.3% | unchanged |
| Fairfax Finl HLDGS LTD Sub VTG | FRFHF | $1.67M | 0.3% | unchanged |
| CSX Corp Com | CSX | $1.65M | 0.3% | -5% shares |
| First Natl BK Alaska | FBAK | $1.56M | 0.3% | unchanged |
| Tourmaline Oil Corp Com | TRMLF | $1.13M | 0.2% | unchanged |
| JPMorgan Chase | JPM | $942.1K | 0.1% | +2% shares |
What changed since Q1 2026
Against the Q1 2026 filing, Kahn Brothers Group opened 1 new position, added to 9, trimmed 10, left 27 unchanged and exited 1. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001039565-26-000006, filed by KAHN BROTHERS GROUP INC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.