Kahn Brothers portfolio
Every US-listed position Kahn Brothers Group reported in its 13F for Q2 2026, the quarter ended 2026-06-30, filed with the SEC on 2026-08-14. 48 positions at the quarter end, with none opened or closed during it.
Holdings at Q2 2026
| Ticker | Company | Allocation | Value | Shares | Change |
|---|---|---|---|---|---|
| C | Citigroup Inc | 16.91% | $95.37M | 840,897 | - |
| BAYRY | Bayer AG Spons ADR | 13.26% | $74.78M | 6,513,893 | - |
| FLG | Flagstar Bank, National Association | 9.53% | $53.78M | 4,083,618 | - |
| DIS | Walt Disney Co | 6.47% | $36.52M | 378,909 | - |
| GOOG | Alphabet Inc. | 6.21% | $35.01M | 122,029 | - |
| SEB | Seaboard Corp | 5.88% | $33.19M | 5,871 | - |
| OGN | Organon & Co. | 5.88% | $33.17M | 5,536,993 | - |
| BP | BP plc | 5.18% | $29.25M | 622,256 | - |
| MRK | Merck & Co., Inc. | 4.85% | $27.34M | 227,288 | - |
| Z | Zillow Group, Inc. | 4.00% | $22.56M | 545,212 | - |
| SEG | Seaport Entertainment Group Inc. | 3.40% | $19.19M | 893,227 | - |
| PTEN | Patterson-UTI Energy Inc | 3.25% | $18.30M | 1,690,156 | - |
| IDT | IDT Corp | 3.24% | $18.29M | 372,566 | - |
| PFE | Pfizer Inc | 2.41% | $13.61M | 484,733 | - |
| MBI | MBIA Inc | 2.15% | $12.15M | 2,056,434 | - |
| BMY | Bristol Myers Squibb Co | 1.83% | $10.33M | 170,381 | - |
| GSK | GSK plc | 1.58% | $8.88M | 160,982 | - |
| XOM | Exxon Mobil Corp | 0.55% | $3.10M | 18,255 | - |
| GNE | Genie Energy Ltd. | 0.44% | $2.47M | 175,011 | - |
| NVS | Novartis AG | 0.36% | $2.04M | 13,386 | - |
| FRFHF | Fairfax Finl HLDGS Ltd Sub VTG | 0.31% | $1.73M | 1,018 | - |
| CSX | CSX Corp | 0.27% | $1.50M | 36,481 | - |
| FBAK | First Natl BK Alaska Com | 0.26% | $1.47M | 4,920 | - |
| TRMLF | Tourmaline Oil Corp | 0.23% | $1.29M | 26,959 | - |
| JPM | JPMorgan Chase & Co | 0.15% | $828.94K | 2,818 | - |
| AAPL | Apple Inc. | 0.14% | $784.72K | 3,092 | - |
| MSFT | Microsoft Corp | 0.14% | $774.39K | 2,092 | - |
| PEYUF | Peyto Expl & Dev Corp | 0.11% | $609.81K | 31,307 | - |
| HLN | Haleon plc | 0.10% | $564.87K | 56,431 | - |
| SEIC | SEI Investments Co | 0.09% | $517.59K | 6,596 | - |
| BAC | Bank of America Corp | 0.08% | $461.13K | 9,459 | - |
| CVX | Chevron Corp | 0.07% | $404.07K | 1,953 | - |
| DB | Deutsche Bank Aktiengesellschaft | 0.05% | $297.80K | 10,000 | - |
| IBM | International Business Machines Corp | 0.05% | $297.65K | 1,228 | - |
| PEG | Public Service Enterprise Group Inc | 0.05% | $285.27K | 3,524 | - |
| VZ | Verizon Communications Inc | 0.05% | $285.24K | 5,682 | - |
| PEP | PepsiCo Inc | 0.05% | $279.52K | 1,800 | - |
| PNC | PNC Financial Services Group, Inc. | 0.05% | $279.26K | 1,342 | - |
| AM | Antero Midstream Corp | 0.05% | $269.18K | 11,806 | - |
| PG | Procter & Gamble Co | 0.05% | $267.50K | 1,852 | - |
| BX | Blackstone Inc. | 0.05% | $264.48K | 2,300 | - |
| OBT | Orange County Bancorp, Inc. | 0.05% | $255.84K | 8,000 | - |
| PIFYF | Pine Cliff Energy Ltd Com | 0.04% | $253.40K | 520,000 | - |
| WRLC | Windrock Ltd Co | 0.04% | $251.85K | 537 | - |
| ZDGE | Zedge, Inc. | 0.04% | $228.33K | 77,928 | - |
| CMCSA | Comcast Corp | 0.04% | $205.82K | 7,169 | - |
| RFL | Rafael Holdings, Inc. | 0.01% | $73.20K | 58,557 | - |
| - | Tphgreenwich Trust Uni | 0.00% | - | 166,999 | - |
Other investors
Mason HawkinsWallace WeitzChase ColemanChristopher BloomstranDavid EinhornHoward MarksTerry SmithFrancois Rochon