Kahn Brothers Group

KAHN BROTHERS GROUP INC · CIK 0001039565 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-17 · Open the SEC sourceValue Investor

Kahn Brothers Group (KAHN BROTHERS GROUP INC) reported 48 positions worth $632.7M as of June 30, 2026 (13F filed August 17, 2026). Largest holding: C (18.5%). Biggest move: reduce OGN ($38.8M).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$632.7M
2026 Q2
Positions
48
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
78.7%
Est. Net Flow (Q)
2026 Q2
10 / 48 positions shown
#SymbolCompanyTypeValue% Port.Time HeldShares1YYTD
1CCitigroup IncSH$117.1M18.50%4.5 Years836,337
2BAYRYBayer AG Spons ADRSH$89.3M14.12%2.8 Years6,518,603
3FLGFlagstar Financial, Inc.SH$60.9M9.62%1.8 Years4,074,720
4GOOGAlphabet Inc Class CSH$42.7M6.75%1.3 Years120,906
5ZZillow Group Inc SH$37.3M5.89%2 Q1,182,261
6OGNOrganon & CoSH$36.2M5.72%5.3 Years2,670,523
7DISWalt DisneySH$34.6M5.46%2.5 Years359,092
8MRKMerck & Co. Inc.SH$28.0M4.43%4.5 Years218,182
9MBIM B I A IncSH$27.5M4.34%1 Year4,213,920
10SEGSeaport Entmt GroupSH$24.4M3.86%1 Year917,005

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Kahn Brothers Group hold as of Q2 2026?

Kahn Brothers Group reported 48 positions worth $632.7M in its Q2 2026 13F filing. Largest positions: C (18.5%), BAYRY (14.1%), FLG (9.6%), GOOG (6.8%) and Z (5.9%).

What did Kahn Brothers Group buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Kahn Brothers Group sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.