KAHN BROTHERS GROUP INC /DE/
13F Reported Value
ⓘ$564.1M
Holdings
48
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
KAHN BROTHERS GROUP INC /DE/ disclosed 48 positions worth $564.1M in its Form 13F-HR for Q2 2026, led by $C (CITIGROUP INC) at 16.9% of the equity portfolio. The portfolio is most concentrated in Financials (29.1% of disclosed assets). All figures are sourced directly from KAHN BROTHERS GROUP INC /DE/’s Form 13F-HR filing with the SEC under CIK 1039565.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 65.0#507
Quality
$95.4M840,897 sh Bayer AG Spons ADR - COM
—Quality
$74.8M6,513,893 sh- 37.6#2,228
Quality
$53.8M4,083,618 sh - 60.1
Quality
$36.5M378,909 sh - 78.2
Quality
$35.0M122,029 sh - 56.5
Quality
$33.2M5,871 sh - 50.5
Quality
$33.2M5,536,993 sh - —
Quality
$29.2M622,256 sh - 59.9
Quality
$27.3M227,288 sh - 58.5
Quality
$22.6M545,212 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 CITIGROUP INC$C | 65.0#507 | $95.4M | 840,897 |
| Bayer AG Spons ADR - COM | — | $74.8M | 6,513,893 |
 FLAGSTAR BANK, NATIONAL ASSOCIATION$FLG | 37.6#2,228 | $53.8M | 4,083,618 |
 Walt Disney Co$DIS | 60.1 | $36.5M | 378,909 |
 Alphabet Inc.$GOOGL | 78.2 | $35.0M | 122,029 |
 SEABOARD CORP /DE/$SEB | 56.5 | $33.2M | 5,871 |
 Organon & Co.$OGN | 50.5 | $33.2M | 5,536,993 |
 BP PLC$BP | — | $29.2M | 622,256 |
 Merck & Co., Inc.$MRK | 59.9 | $27.3M | 227,288 |
 ZILLOW GROUP, INC.$Z | 58.5 | $22.6M | 545,212 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of KAHN BROTHERS GROUP INC /DE/'s 48 positions.
Showing top 10 of 48 holdings.
Sector Allocation
Financials
$164.2M
Healthcare
$95.5M
Other
$80.4M
Communication Services
$74.5M
Energy
$51.3M
Technology
$36.8M
Consumer Staples
$34.3M
Industrials
$24.4M
Full Holdings — KAHN BROTHERS GROUP INC /DE/ (Q2 2026)
All 48 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $C | CITIGROUP INC | $95.4M | 16.9% | +0% | 65 |
| 2 | — | Bayer AG Spons ADR - COM | $74.8M | 13.3% | +0% | — |
| 3 | $FLG | FLAGSTAR BANK, NATIONAL ASSOCIATION | $53.8M | 9.5% | +0% | 37.6 |
| 4 | $DIS | Walt Disney Co | $36.5M | 6.5% | +0% | 60.1 |
| 5 | $GOOGL | Alphabet Inc. | $35.0M | 6.2% | +0% | 78.2 |
| 6 | $SEB | SEABOARD CORP /DE/ | $33.2M | 5.9% | +0% | 56.5 |
| 7 | $OGN | Organon & Co. | $33.2M | 5.9% | +0% | 50.5 |
| 8 | $BP | BP PLC | $29.2M | 5.2% | +0% | — |
| 9 | $MRK | Merck & Co., Inc. | $27.3M | 4.8% | +0% | 59.9 |
| 10 | $Z | ZILLOW GROUP, INC. | $22.6M | 4.0% | +0% | 58.5 |
| 11 |  $SEG | Seaport Entertainment Group Inc. | $19.2M | 3.4% | +0% | 16.2 |
| 12 |  $PTEN | PATTERSON UTI ENERGY INC | $18.3M | 3.3% | +0% | 49.7 |
| 13 |  $IDT | IDT CORP | $18.3M | 3.2% | +0% | 54.4 |
| 14 |  $PFE | PFIZER INC | $13.6M | 2.4% | +0% | 62 |
| 15 |  $MBI | MBIA INC | $12.2M | 2.1% | +0% | 39.9 |
| 16 |  $BMY | BRISTOL MYERS SQUIBB CO | $10.3M | 1.8% | +0% | 70.4 |
| 17 |  $GSK | GSK plc | $8.9M | 1.6% | +0% | — |
| 18 |  $XOM.R34088 | EXXON MOBIL CORP | $3.1M | 0.6% | +0% | 57.9 |
| 19 |  $GNE | Genie Energy Ltd. | $2.5M | 0.4% | +0% | — |
| 20 |  $NVS | NOVARTIS AG | $2.0M | 0.4% | +0% | — |
| 21 | — | Fairfax Finl HLDGS LTD Sub VTG - COM | $1.7M | 0.3% | +0% | — |
| 22 |  $CSX | CSX CORP | $1.5M | 0.3% | +0% | 65.2 |
| 23 | — | First Natl BK Alaska Com - COM | $1.5M | 0.3% | +0% | — |
| 24 | — | Tourmaline Oil Corp - COM | $1.3M | 0.2% | +0% | — |
| 25 |  $JPM | JPMORGAN CHASE & CO | $828,942 | 0.1% | +0% | 70.7 |
| 26 |  $AAPL | Apple Inc. | $784,718 | 0.1% | +0% | 76.4 |
| 27 |  $MSFT | MICROSOFT CORP | $774,395 | 0.1% | +0% | 79.8 |
| 28 | — | Peyto Expl & Dev Corp - COM | $609,806 | 0.1% | +0% | — |
| 29 |  $HLN | Haleon plc | $564,874 | 0.1% | +0% | — |
| 30 |  $SEIC | SEI INVESTMENTS CO | $517,588 | 0.1% | +0% | 69.6 |
| 31 |  $BAC | BANK OF AMERICA CORP /DE/ | $461,126 | 0.1% | +0% | 67.6 |
| 32 |  $CVX | CHEVRON CORP | $404,075 | 0.1% | +0% | 62.8 |
| 33 |  $DB | DEUTSCHE BANK AKTIENGESELLSCHAFT | $297,800 | 0.1% | +0% | 32.8 |
| 34 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $297,654 | 0.1% | +0% | 70 |
| 35 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $285,267 | 0.1% | +0% | 60.9 |
| 36 |  $VZ | VERIZON COMMUNICATIONS INC | $285,236 | 0.1% | +0% | 65.8 |
| 37 |  $PEP | PEPSICO INC | $279,522 | 0.1% | +0% | 63.4 |
| 38 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $279,256 | 0.1% | +0% | 73.7 |
| 39 |  $AM | Antero Midstream Corp | $269,176 | 0.1% | +0% | 65.4 |
| 40 |  $PG | PROCTER & GAMBLE Co | $267,502 | 0.1% | +0% | 64.6 |
| 41 |  $BX | Blackstone Inc. | $264,477 | 0.1% | +0% | 74.4 |
| 42 |  $OBT | Orange County Bancorp, Inc. /DE/ | $255,840 | 0.1% | +0% | 55.8 |
| 43 | — | Pine Cliff Energy LTD Com - COM | $253,403 | 0.0% | +0% | — |
| 44 | — | Windrock LTD Co - COM | $251,853 | 0.0% | +0% | — |
| 45 |  $ZDGE | Zedge, Inc. | $228,329 | 0.0% | +0% | 40.5 |
| 46 |  $CCZ | COMCAST CORP | $205,821 | 0.0% | +0% | 59.5 |
| 47 |  $RFL | Rafael Holdings, Inc. | $73,196 | 0.0% | +0% | 29.4 |
| 48 | — | Tphgreenwich Trust Uni - COM | $0 | 0.0% | +0% | — |
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