Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

KAHN BROTHERS GROUP INC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

KAHN BROTHERS GROUP INC (CIK 1039565) reported $632.7M across 47 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: C ($117.1M, 18.50%), BAYRY ($89.3M, 14.12%), FLG ($60.9M, 9.62%), GOOG ($42.7M, 6.75%), Z ($37.3M, 5.89%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CCitigroup Inc$117.1M18.50%836,337Trimmed
2BAYRYBayer AG Spons ADR$89.3M14.12%6.5MAdded
3FLGFlagstar Financial, Inc.$60.9M9.62%4.1MTrimmed
4GOOGAlphabet Inc Class C$42.7M6.75%120,906Trimmed
5ZZillow Group Inc$37.3M5.89%1.2MAdded
6OGNOrganon & Co$36.2M5.72%2.7MTrimmed
7DISWalt Disney$34.6M5.46%359,092Trimmed
8MRKMerck & Co. Inc.$28.0M4.43%218,182Trimmed
9MBIM B I A Inc$27.5M4.34%4.2MAdded
10SEGSeaport Entmt Group$24.4M3.86%917,005Added
11SEBSeaboard Corp$24.1M3.80%5,389Trimmed
12BPBP PLC$23.1M3.65%624,999Added
13IDTIDT Corp Class B$20.5M3.23%351,660Trimmed
14PTENPatterson Uti Energy$15.3M2.41%1.7MTrimmed
15PFEPfizer$11.2M1.77%464,001Trimmed
16BMYBristol-Myers Squibb$10.0M1.59%174,152Added
17GSKGSK PLC ADR$8.3M1.31%158,438Trimmed
18XOMExxonMobil$2.4M0.38%17,655Trimmed
19GNEGenie Energy LTD Class B$2.2M0.35%151,941Trimmed
20NVSNovartis AG$2.1M0.33%13,186Trimmed
21FRFHFFairfax Finl HLDGS LTD Sub VTG$1.7M0.26%1,018Hold
22CSXCSX Corp Com$1.7M0.26%34,781Trimmed
23FBAKFirst Natl BK Alaska$1.6M0.25%4,920Hold
24TRMLFTourmaline Oil Corp Com$1.1M0.18%26,959Hold
25JPMJPMorgan Chase$942,0550.15%2,878Added

Source: SEC Form 13F filings · as of 2026-06-30