Kahn Brothers Group Inc 13F Holdings · Q2 2026
Kahn Brothers Group Inc reported 47 securities worth $632.67M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: C (18.50%), BAYRY (14.12%), FLG (9.62%). Among its top 25 positions this quarter: 7 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | C | Citigroup Inc | $117.1M | 18.50% | 836,337 | Trimmed |
| 2 | BAYRY | Bayer AG Spons ADR | $89.3M | 14.12% | 6.5M | Added |
| 3 | FLG | Flagstar Financial, Inc. | $60.9M | 9.62% | 4.1M | Trimmed |
| 4 | GOOG | Alphabet Inc Class C | $42.7M | 6.75% | 120,906 | Trimmed |
| 5 | Z | Zillow Group Inc | $37.3M | 5.89% | 1.2M | Added |
| 6 | OGN | Organon & Co | $36.2M | 5.72% | 2.7M | Trimmed |
| 7 | DIS | Walt Disney | $34.6M | 5.46% | 359,092 | Trimmed |
| 8 | MRK | Merck & Co. Inc. | $28.0M | 4.43% | 218,182 | Trimmed |
| 9 | MBI | M B I A Inc | $27.5M | 4.34% | 4.2M | Added |
| 10 | SEG | Seaport Entmt Group | $24.4M | 3.86% | 917,005 | Added |
| 11 | SEB | Seaboard Corp | $24.1M | 3.80% | 5,389 | Trimmed |
| 12 | BP | BP PLC | $23.1M | 3.65% | 624,999 | Added |
| 13 | IDT | IDT Corp Class B | $20.5M | 3.23% | 351,660 | Trimmed |
| 14 | PTEN | Patterson Uti Energy | $15.3M | 2.41% | 1.7M | Trimmed |
| 15 | PFE | Pfizer | $11.2M | 1.77% | 464,001 | Trimmed |
| 16 | BMY | Bristol-Myers Squibb | $10.0M | 1.59% | 174,152 | Added |
| 17 | GSK | GSK PLC ADR | $8.3M | 1.31% | 158,438 | Trimmed |
| 18 | XOM | ExxonMobil | $2.4M | 0.38% | 17,655 | Trimmed |
| 19 | GNE | Genie Energy LTD Class B | $2.2M | 0.35% | 151,941 | Trimmed |
| 20 | NVS | Novartis AG | $2.1M | 0.33% | 13,186 | Trimmed |
| 21 | CSX | CSX Corp Com | $1.7M | 0.26% | 34,781 | Trimmed |
| 22 | FRFHF | Fairfax Finl HLDGS LTD Sub VTG | $1.7M | 0.26% | 1,018 | Hold |
| 23 | FBAK | First Natl BK Alaska | $1.6M | 0.25% | 4,920 | Hold |
| 24 | TRMLF | Tourmaline Oil Corp Com | $1.1M | 0.18% | 26,959 | Hold |
| 25 | JPM | JPMorgan Chase | $942,055 | 0.15% | 2,878 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR