13F INSTITUTION · CIK 0001039565 · 2026-Q2 · filed Aug 17, 2026
KA
Kahn Brothers
KAHN BROTHERS GROUP INC
$632.7M
13F long value · 2026-Q2 Positions48
CategoryValue
Quarters tracked8
● #542 of 556 by 13F long value
Size rank 1/10
1 ADD3 2×+1 TRIM
Snapshot
Kahn Brothers's 13F portfolio at a glance — size, concentration and this quarter's activity.
13F long value
$632.7M
Positions
48 (1 unmapped)
Top 48 long weight
99.9%
Quarters tracked
8
Latest 13F filed
Aug 17, 2026
13F long value by quarter
Reported long equity value each quarter — fund flows plus market moves. Option notional is not included.
Top holdings — 2026-Q2
The fund's largest reported positions. The long positions shown cover 99.9% of the long value.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| C CITIGROUP INC | CITIGROUP INC | 18.5% | $117.1M | 836.3K | -13.5% |
| BAYRY Bayer AG Spons ADR | Bayer AG Spons ADR | 14.1% | $89.3M | 6.5M | — |
| FLG FLAGSTAR BANK, NATIONAL ASSOCIATION | FLAGSTAR BANK, NATIONAL ASSOCIATION | 9.6% | $60.9M | 4.1M | -31.6% |
| GOOG Alphabet Inc. | Alphabet Inc. | 6.8% | $42.7M | 120.9K | -11.1% |
| Z ZILLOW GROUP, INC. | ZILLOW GROUP, INC. | 5.9% | $37.3M | 1.2M | +3.5% |
| OGN Organon & Co. | Organon & Co. | 5.7% | $36.2M | 2.7M | +1.5% |
| DIS Walt Disney Co | Walt Disney Co | 5.5% | $34.6M | 359.1K | +14.7% |
| MRK Merck & Co., Inc. | Merck & Co., Inc. | 4.4% | $28.0M | 218.2K | +9.4% |
| MBI MBIA INC | MBIA INC | 4.3% | $27.5M | 4.2M | -30.8% |
| SEG Seaport Entertainment Group Inc. | Seaport Entertainment Group Inc. | 3.9% | $24.4M | 917.0K | -15.0% |
| SEB SEABOARD CORP /DE/ | SEABOARD CORP /DE/ | 3.8% | $24.1M | 5.4K | -13.5% |
| BP BP PLC | BP PLC | 3.7% | $23.1M | 625.0K | +36.8% |
| IDT IDT CORP | IDT CORP | 3.2% | $20.5M | 351.7K | +40.8% |
| PTEN PATTERSON UTI ENERGY INC | PATTERSON UTI ENERGY INC | 2.4% | $15.3M | 1.7M | +33.4% |
| PFE PFIZER INC | PFIZER INC | 1.8% | $11.2M | 464.0K | +23.8% |
Quarterly changes — 2026-Q2
What Kahn Brothers opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| 2×+ | MBI 2×+ MBIA INC | MBIA INC | 2.1M | 4.2M | +104.9% | +$15.3M |
| 2×+ | Z 2×+ ZILLOW GROUP, INC. | ZILLOW GROUP, INC. | 545.2K | 1.2M | +116.8% | +$14.7M |
| TRIM | OGN TRIM Organon & Co. | Organon & Co. | 5.5M | 2.7M | -51.8% | +$3.0M |
| 2×+ | RFL 2×+ Rafael Holdings, Inc. | Rafael Holdings, Inc. | 58.6K | 150.5K | +157.0% | +$420.4K |
| ADD | WRLC ADD Windrock LTD Co | Windrock LTD Co | 537 | 807 | +50.3% | +$192.0K |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.