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 source ↗Value Investor
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
Portfolio Composition
Sector Allocation
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Related managers
Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Dodge & Cox | 8.3% | BMY, CVX, DIS, HLN, IBM, MSFT, PFE, PG +7 |
| Semper Augustus Investments | 7.7% | CVX, DIS, MSFT, EXMOC, AAPL, MRK, GOOG |
| Gardner Russo & Quinn (Tom Russo) | 7.3% | CVX, DIS, MSFT, PEP, PG, AAPL, MRK, GOOG +1 |
| GMO (Jeremy Grantham) | 6.8% | BMY, CVX, C, IBM, MSFT, PEP, PFE, PG +11 |
| Chou Associates (Francis Chou) | 6.8% | C, MBI, BAC, AAPL, GOOG |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.