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KAHN BROTHERS GROUP INC
hedge fundUpdated 24 days agoManaged by Kahn Brothers Group Inc • Latest filing Q2 2026
Portfolio value
$564.1M
Q2 2026
Filings
17
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-6.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 17 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q2 2022 | $742.7M |
| Q3 2022 | $641.7M |
| Q4 2022 | $759.6M |
| Q1 2023 | $694.7M |
| Q2 2023 | $682.1M |
| Q3 2023 | $640.9M |
| Q4 2023 | $634.8M |
| Q1 2024 | $674.4M |
| Q2 2024 | $595M |
| Q3 2024 | $580.6M |
| Q4 2024 | $460.4M |
| Q1 2025 | $494.5M |
| Q2 2025 | $497.9M |
| Q3 2025 | $531.8M |
| Q4 2025 | $564.7M |
| Q1 2026 | $564.1M |
| Q2 2026 | $564.1M |
Top holdings
48 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C C-PR Citigroup Inc | $117.1M | 836.3K | 18.50% | — |
| 2 | ? N/A Bayer AG Spons ADR | $89.3M | 6.52M | 14.12% | — |
| 3 | N NEMCL Flagstar Financial, Inc. | $60.9M | 4.07M | 9.62% | — |
| 4 | G GOOGN Alphabet Inc Class C | $42.7M | 120.9K | 6.75% | — |
| 5 | Z Z Zillow Group Inc | $37.3M | 1.18M | 5.89% | — |
| 6 | O OGN Organon & Co | $36.2M | 2.67M | 5.72% | — |
| 7 | D DIS Walt Disney | $34.6M | 359.1K | 5.46% | — |
| 8 | M MRK Merck & Co. Inc. | $28M | 218.2K | 4.43% | — |
| 9 | M MBI M B I A Inc | $27.5M | 4.21M | 4.34% | — |
| 10 | S SEG Seaport Entmt Group | $24.4M | 917.0K | 3.86% | — |
| 11 | S SEB Seaboard Corp | $24.1M | 5.4K | 3.80% | — |
| 12 | B BPPFF BP PLC | $23.1M | 625.0K | 3.65% | — |
| 13 | I IDT IDT Corp Class B | $20.5M | 351.7K | 3.23% | — |
| 14 | P PTEN Patterson Uti Energy | $15.3M | 1.66M | 2.41% | — |
| 15 | P PFE Pfizer | $11.2M | 464.0K | 1.77% | — |
| 16 | C CELG-RI Bristol-Myers Squibb | $10M | 174.2K | 1.59% | — |
| 17 | G GLAXF GSK PLC ADR | $8.3M | 158.4K | 1.31% | — |
| 18 | X XOM ExxonMobil | $2.4M | 17.7K | 0.38% | — |
| 19 | G GNE Genie Energy LTD Class B | $2.2M | 151.9K | 0.35% | — |
| 20 | N NVSEF Novartis AG | $2.1M | 13.2K | 0.33% | — |