Kahn Brothers Group Inc

13F filer · CIK 0001039565

Reported Aug 17, 2026

Net seller this quarter

13F portfolio value$633MU.S. long equity reported on 13F

Positions421 new · 1 closed

Net flow last quarter-$12.2MBuys minus sells

Top 10 positions weight68.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 17, 202642 positions
CCitigroup Inc	$117M	18.50%	0.05%	-0.5%	Q1 2022
FLGFlagstar Bank, National Association	$60.9M	9.62%	0.98%	-0.2%	Q1 2025
GOOGAlphabet Inc.	$42.7M	6.75%	Not reported	-0.9%	Q2 2025
ZZillow Group, Inc.	$37.3M	5.89%	Not reported	+116.8%	Q1 2026
OGNOrganon & Co.	$36.2M	5.72%	1.02%	-51.8%	Q2 2021
DISWalt Disney Co	$34.6M	5.46%	0.02%	-5.2%	Q1 2024
MRKMerck & Co., Inc.	$28M	4.43%	0.01%	-4.0%	Q1 2022
MBIMbia Inc	$27.5M	4.34%	8.27%	+104.9%	Q4 2013
SEGSeaport Entertainment Group Inc.	$24.4M	3.86%	7.16%	+2.7%	Q3 2025
SEBSeaboard Corp	$24.1M	3.80%	0.56%	-8.2%	Q4 2013
BPBP PLC	$23.1M	3.65%	Not reported	+0.4%	Q4 2013
IDTIdt Corp	$20.5M	3.23%	Not reported	-5.6%	Q1 2022
PTENPatterson Uti Energy Inc	$15.3M	2.41%	0.44%	-1.6%	Q4 2013
PFEPfizer Inc	$11.2M	1.77%	0.01%	-4.3%	Q4 2013
BMYBristol Myers Squibb Co	$10M	1.59%	0.01%	+2.2%	Q4 2013
GSKGSK plc	$8.31M	1.31%	0.00%	-1.6%	Q4 2016
XOMExxonMobil Holdings Corp	$2.41M	0.38%	0.00%	-3.3%	Q4 2013
GNEGenie Energy Ltd.	$2.2M	0.35%	Not reported	-13.2%	Q1 2022
NVSNovartis AG	$2.07M	0.33%	0.00%	-1.5%	Q4 2013
FRFHFFairfax Financial Holdings Ltd/ Can	$1.67M	0.26%	0.00%	Not reported	Q1 2024
CSXCSX Corp	$1.65M	0.26%	0.00%	-4.7%	Q3 2023
TRMLFTourmaline Oil Corp	$1.13M	0.18%	Not reported	Not reported	Q1 2025
JPMJPMorgan Chase & Co	$942K	0.15%	0.00%	+2.1%	Q2 2025
AAPLApple Inc.	$895K	0.14%	0.00%	Not reported	Q3 2019
MSFTMicrosoft Corp	$809K	0.13%	0.00%	+3.6%	Q1 2024
SEICSei Investments Co	$579K	0.09%	0.01%	Not reported	Q3 2024
HLNHaleon plc	$544K	0.09%	0.00%	+3.4%	Q3 2022
BACBank of America Corp	$539K	0.09%	0.00%	Not reported	Q4 2013
RFLRafael Holdings, Inc.	$494K	0.08%	150493.00%	+157.0%	Q1 2018
IBMInternational Business Machines Corp	$345K	0.05%	0.00%	Not reported	Q4 2013
DBDeutsche Bank Aktiengesellschaft	$338K	0.05%	0.00%	Not reported	Q3 2020
WBSWebster Financial Corp	$332K	0.05%	0.00%	Not reported	Q1 2022
PNCPNC Financial Services Group, Inc.	$330K	0.05%	0.00%	Not reported	Q1 2024
CVXChevron Corp	$324K	0.05%	0.00%	Not reported	Q4 2013
OBTOrange County Bancorp, Inc.	$294K	0.05%	0.06%	Not reported	Q2 2019
PEGPublic Service Enterprise Group Inc	$286K	0.05%	0.00%	Not reported	Q1 2024
BXBlackstone Inc.	$271K	0.04%	0.00%	Not reported	Q1 2025
AMAntero Midstream Corp	$269K	0.04%	0.00%	Not reported	Q1 2024
PGPROCTER & GAMBLE Co	$257K	0.04%	0.00%	-5.4%	Q1 2022
PEPPepsico Inc	$244K	0.04%	0.00%	Not reported	Q3 2019
ZDGEZedge, Inc.	$242K	0.04%	14.89%	+0.3%	Q4 2016
VZVerizon Communications Inc	$241K	0.04%	0.00%	Not reported	Q2 2019
Q1 2026Reported May 8, 202642 positions
CCitigroup Inc	$95.4M	16.91%	0.05%	-4.0%	Q1 2022
FLGFlagstar Bank, National Association	$53.8M	9.53%	0.98%	-2.2%	Q1 2025
DISWalt Disney Co	$36.5M	6.47%	0.02%	-3.9%	Q1 2024
GOOGAlphabet Inc.	$35M	6.21%	Not reported	-9.9%	Q2 2025
SEBSeaboard Corp	$33.2M	5.88%	0.61%	-19.4%	Q4 2013
OGNOrganon & Co.	$33.2M	5.88%	2.11%	+52.6%	Q2 2021
BPBP PLC	$29.2M	5.18%	Not reported	-40.1%	Q4 2013
MRKMerck & Co., Inc.	$27.3M	4.85%	0.01%	-47.2%	Q1 2022
ZZillow Group, Inc.	$22.6M	4.00%	Not reported	New	Q1 2026
SEGSeaport Entertainment Group Inc.	$19.2M	3.40%	6.98%	+52.4%	Q3 2025
PTENPatterson Uti Energy Inc	$18.3M	3.25%	0.45%	-3.0%	Q4 2013
IDTIdt Corp	$18.3M	3.24%	Not reported	-5.0%	Q1 2022
PFEPfizer Inc	$13.6M	2.41%	0.01%	-12.5%	Q4 2013
MBIMbia Inc	$12.2M	2.15%	4.07%	+99.9%	Q4 2013
BMYBristol Myers Squibb Co	$10.3M	1.83%	0.01%	-15.7%	Q4 2013
GSKGSK plc	$8.88M	1.58%	0.00%	-9.9%	Q4 2016
XOMExxonMobil Holdings Corp	$3.1M	0.55%	0.00%	-9.7%	Q4 2013
GNEGenie Energy Ltd.	$2.47M	0.44%	Not reported	-8.0%	Q1 2022
NVSNovartis AG	$2.04M	0.36%	0.00%	-2.1%	Q4 2013
FRFHFFairfax Financial Holdings Ltd/ Can	$1.73M	0.31%	0.00%	Not reported	Q1 2024
CSXCSX Corp	$1.5M	0.27%	0.00%	-2.8%	Q3 2023
TRMLFTourmaline Oil Corp	$1.29M	0.23%	Not reported	Not reported	Q1 2025
JPMJPMorgan Chase & Co	$829K	0.15%	0.00%	-18.7%	Q2 2025
AAPLApple Inc.	$785K	0.14%	0.00%	Not reported	Q3 2019
MSFTMicrosoft Corp	$774K	0.14%	0.00%	-12.5%	Q1 2024
HLNHaleon plc	$565K	0.10%	0.00%	-13.6%	Q3 2022
SEICSei Investments Co	$518K	0.09%	0.01%	Not reported	Q3 2024
BACBank of America Corp	$461K	0.08%	0.00%	-9.8%	Q4 2013
CVXChevron Corp	$404K	0.07%	0.00%	-2.5%	Q4 2013
DBDeutsche Bank Aktiengesellschaft	$298K	0.05%	0.00%	Not reported	Q3 2020
IBMInternational Business Machines Corp	$298K	0.05%	0.00%	Not reported	Q4 2013
PEGPublic Service Enterprise Group Inc	$285K	0.05%	0.00%	-20.3%	Q1 2024
VZVerizon Communications Inc	$285K	0.05%	0.00%	-30.3%	Q2 2019
PEPPepsico Inc	$280K	0.05%	0.00%	Not reported	Q3 2019
PNCPNC Financial Services Group, Inc.	$279K	0.05%	0.00%	-40.5%	Q1 2024
AMAntero Midstream Corp	$269K	0.05%	0.00%	-37.4%	Q1 2024
PGPROCTER & GAMBLE Co	$268K	0.05%	0.00%	-0.8%	Q1 2022
BXBlackstone Inc.	$264K	0.05%	0.00%	Not reported	Q1 2025
OBTOrange County Bancorp, Inc.	$256K	0.05%	0.06%	Not reported	Q2 2019
ZDGEZedge, Inc.	$228K	0.04%	14.85%	-5.6%	Q4 2016
CMCSAComcast Corp	$206K	0.04%	0.00%	+2.1%	Q4 2013
RFLRafael Holdings, Inc.	$73.2K	0.01%	58557.00%	-1.2%	Q1 2018
Q4 2025Reported Feb 12, 202648 positions
CCitigroup Inc	$102M	18.11%	0.05%	0.0%	Q1 2022
FLGFlagstar Bank, National Association	$52.6M	9.31%	1.00%	-2.8%	Q1 2025
MRKMerck & Co., Inc.	$45.3M	8.02%	0.02%	-0.8%	Q1 2022
DISWalt Disney Co	$44.9M	7.95%	0.02%	0.0%	Q1 2024
GOOGAlphabet Inc.	$42.5M	7.52%	Not reported	+0.5%	Q2 2025
BPBP PLC	$36.1M	6.39%	Not reported	-4.4%	Q4 2013
SEBSeaboard Corp	$32.4M	5.73%	0.76%	-5.7%	Q4 2013
OGNOrganon & Co.	$26M	4.61%	1.39%	+0.4%	Q2 2021
IDTIdt Corp	$20.1M	3.55%	Not reported	-0.1%	Q1 2022
PFEPfizer Inc	$13.8M	2.44%	0.01%	-21.7%	Q4 2013
SEGSeaport Entertainment Group Inc.	$11.6M	2.05%	4.59%	+0.5%	Q3 2025
BMYBristol Myers Squibb Co	$10.9M	1.93%	0.01%	-25.8%	Q4 2013
PTENPatterson Uti Energy Inc	$10.6M	1.88%	0.46%	-7.6%	Q4 2013
GSKGSK plc	$8.76M	1.55%	0.00%	-31.5%	Q4 2016
MBIMbia Inc	$7.37M	1.30%	2.04%	-0.1%	Q4 2013
GNEGenie Energy Ltd.	$2.62M	0.46%	Not reported	-0.8%	Q1 2022
XOMExxonMobil Holdings Corp	$2.43M	0.43%	0.00%	+12.7%	Q4 2013
FRFHFFairfax Financial Holdings Ltd/ Can	$1.94M	0.34%	0.00%	Not reported	Q1 2024
NVSNovartis AG	$1.89M	0.33%	0.00%	-4.5%	Q4 2013
WBSWebster Financial Corp	$1.88M	0.33%	0.02%	-1.1%	Q1 2022
CSXCSX Corp	$1.36M	0.24%	0.00%	-7.9%	Q3 2023
TRMLFTourmaline Oil Corp	$1.21M	0.21%	Not reported	+10.5%	Q1 2025
MSFTMicrosoft Corp	$1.16M	0.20%	0.00%	+25.6%	Q1 2024
JPMJPMorgan Chase & Co	$1.12M	0.20%	0.00%	+30.0%	Q2 2025
AAPLApple Inc.	$841K	0.15%	0.00%	+3.3%	Q3 2019
HLNHaleon plc	$660K	0.12%	0.00%	-4.0%	Q3 2022
BACBank of America Corp	$577K	0.10%	0.00%	-5.8%	Q4 2013
SEICSei Investments Co	$541K	0.10%	0.01%	Not reported	Q3 2024
PNCPNC Financial Services Group, Inc.	$471K	0.08%	0.00%	+54.9%	Q1 2024
DBDeutsche Bank Aktiengesellschaft	$386K	0.07%	0.00%	Not reported	Q3 2020
IBMInternational Business Machines Corp	$364K	0.06%	0.00%	-18.6%	Q4 2013
PEGPublic Service Enterprise Group Inc	$355K	0.06%	0.00%	+22.1%	Q1 2024
BXBlackstone Inc.	$355K	0.06%	0.00%	+53.3%	Q1 2025
AMAntero Midstream Corp	$335K	0.06%	0.00%	Not reported	Q1 2024
VZVerizon Communications Inc	$332K	0.06%	0.00%	+12.6%	Q2 2019
NVDANvidia Corp	$325K	0.06%	0.00%	Not reported	Q3 2025
CVXChevron Corp	$305K	0.05%	0.00%	Not reported	Q4 2013
AGOAssured Guaranty Ltd	$279K	0.05%	0.01%	+20.1%	Q1 2017
ZDGEZedge, Inc.	$271K	0.05%	15.73%	-0.4%	Q4 2016
NAVINavient Corp	$268K	0.05%	0.02%	Not reported	Q3 2014
PGPROCTER & GAMBLE Co	$268K	0.05%	0.00%	+5.7%	Q1 2022
PEPPepsico Inc	$258K	0.05%	0.00%	Not reported	Q3 2019
BNBROOKFIELD Corp	$233K	0.04%	Not reported	Not reported	Q3 2025
OBTOrange County Bancorp, Inc.	$228K	0.04%	0.06%	Not reported	Q2 2019
AXPAmerican Express Co	$226K	0.04%	0.00%	-47.0%	Q3 2025
ARANTERO RESOURCES Corp	$215K	0.04%	0.00%	-65.0%	Q1 2024
CMCSAComcast Corp	$210K	0.04%	0.00%	+10.1%	Q4 2013
RFLRafael Holdings, Inc.	$69.9K	0.01%	59246.00%	-62.7%	Q1 2018
Q3 2025Reported Nov 12, 202548 positions
CCitigroup Inc	$89M	16.73%	0.05%	-1.1%	Q1 2022
FLGFlagstar Bank, National Association	$49.6M	9.33%	1.03%	-0.6%	Q1 2025
DISWalt Disney Co	$45.2M	8.49%	0.02%	+0.5%	Q1 2024
OGNOrganon & Co.	$38.6M	7.26%	1.39%	+3.6%	Q2 2021
BPBP PLC	$37.4M	7.03%	Not reported	-3.9%	Q4 2013
MRKMerck & Co., Inc.	$36.4M	6.85%	0.02%	-11.6%	Q1 2022
GOOGAlphabet Inc.	$32.8M	6.17%	Not reported	+89.5%	Q2 2025
SEBSeaboard Corp	$28.2M	5.30%	0.81%	-10.4%	Q4 2013
IDTIdt Corp	$20.5M	3.86%	Not reported	-1.1%	Q1 2022
PFEPfizer Inc	$18M	3.39%	0.01%	-3.3%	Q4 2013
SEGSeaport Entertainment Group Inc.	$13.4M	2.51%	4.58%	New	Q3 2025
BMYBristol Myers Squibb Co	$12.3M	2.31%	0.01%	-50.6%	Q4 2013
GSKGSK plc	$11.3M	2.12%	0.01%	-60.5%	Q4 2016
PTENPatterson Uti Energy Inc	$9.77M	1.84%	0.50%	-1.7%	Q4 2013
MBIMbia Inc	$7.67M	1.44%	2.04%	Not reported	Q4 2013
GNEGenie Energy Ltd.	$2.87M	0.54%	Not reported	-3.6%	Q1 2022
XOMExxonMobil Holdings Corp	$2.02M	0.38%	0.00%	-6.3%	Q4 2013
NVSNovartis AG	$1.84M	0.35%	0.00%	-22.4%	Q4 2013
WBSWebster Financial Corp	$1.79M	0.34%	0.02%	+0.3%	Q1 2022
FRFHFFairfax Financial Holdings Ltd/ Can	$1.78M	0.34%	0.00%	Not reported	Q1 2024
CSXCSX Corp	$1.45M	0.27%	0.00%	Not reported	Q3 2023
TRMLFTourmaline Oil Corp	$1.05M	0.20%	Not reported	-12.7%	Q1 2025
MSFTMicrosoft Corp	$987K	0.19%	0.00%	Not reported	Q1 2024
JPMJPMorgan Chase & Co	$842K	0.16%	0.00%	-3.9%	Q2 2025
AAPLApple Inc.	$762K	0.14%	0.00%	Not reported	Q3 2019
HLNHaleon plc	$610K	0.11%	0.00%	-42.6%	Q3 2022
ARANTERO RESOURCES Corp	$599K	0.11%	0.01%	-28.4%	Q1 2024
BACBank of America Corp	$574K	0.11%	0.00%	-6.4%	Q4 2013
SEICSei Investments Co	$560K	0.11%	0.01%	Not reported	Q3 2024
IBMInternational Business Machines Corp	$425K	0.08%	0.00%	Not reported	Q4 2013
AXPAmerican Express Co	$382K	0.07%	0.00%	New	Q3 2025
AMAntero Midstream Corp	$367K	0.07%	0.00%	Not reported	Q1 2024
DBDeutsche Bank Aktiengesellschaft	$354K	0.07%	0.00%	Not reported	Q3 2020
NVDANvidia Corp	$325K	0.06%	0.00%	New	Q3 2025
VZVerizon Communications Inc	$318K	0.06%	0.00%	-6.2%	Q2 2019
CVXChevron Corp	$311K	0.06%	0.00%	-2.4%	Q4 2013
PEGPublic Service Enterprise Group Inc	$302K	0.06%	0.00%	Not reported	Q1 2024
PNCPNC Financial Services Group, Inc.	$293K	0.06%	0.00%	-2.7%	Q1 2024
PGPROCTER & GAMBLE Co	$271K	0.05%	0.00%	Not reported	Q1 2022
NAVINavient Corp	$271K	0.05%	0.02%	Not reported	Q3 2014
BXBlackstone Inc.	$256K	0.05%	0.00%	Not reported	Q1 2025
PEPPepsico Inc	$253K	0.05%	0.00%	Not reported	Q3 2019
ZDGEZedge, Inc.	$241K	0.05%	15.80%	-2.2%	Q4 2016
BNBROOKFIELD Corp	$232K	0.04%	Not reported	New	Q3 2025
AGOAssured Guaranty Ltd	$219K	0.04%	0.01%	-94.1%	Q1 2017
RFLRafael Holdings, Inc.	$216K	0.04%	158674.00%	-1.5%	Q1 2018
OBTOrange County Bancorp, Inc.	$202K	0.04%	0.06%	Not reported	Q2 2019
CMCSAComcast Corp	$200K	0.04%	0.00%	Not reported	Q4 2013

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