KAHN BROTHERS GROUP INC
Filing Date
Global Rank
#2,739
/ 8,700
▲ 832
Top Industry
Banks - Diversified
22.0%
Period ended 2 months ago
Filed Aug 17, 2026 · 27d
26 quarters · since Mar 2020
Portfolio Concentration
41 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
21.7%
+2.1 pts
Top 5
54.5%
+2.2 pts
Top 10
80.2%
+0.8 pts
HHI
939
Diversified+72
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 39.1% | $210,706,073 |
| Communication Services | 25.1% | $135,482,497 |
| Healthcare | 17.9% | $96,319,199 |
| Energy | 7.7% | $41,373,117 |
| Industrials | 4.8% | $25,711,414 |
| Real Estate | 4.6% | $24,885,950 |
| Utilities | 0.5% | $2,481,554 |
| Technology | 0.4% | $2,048,733 |
| Consumer Defensive | 0.1% | $500,633 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MBI | Mbia Inc | +2,157,486 | 4,213,920 | $27,474,758 | |
| ZG | Zillow Group, Inc. | +637,049 | 1,182,261 | $37,264,866 | |
| RFL | Rafael Holdings, Inc. | +91,936 | 150,493 | $493,617 | |
| SEG | Seaport Entertainment Group Inc. | +23,778 | 917,005 | $24,392,333 | |
| BMY | Bristol Myers Squibb Co | +3,771 | 174,152 | $10,034,638 | |
| BP | Bp PLC | +2,743 | 624,999 | $23,093,713 | |
| HLN | Haleon plc | +1,910 | 58,341 | $544,321 | |
| ZDGE | Zedge, Inc. | +198 | 78,126 | $242,190 | |
| MSFT | Microsoft Corp | +76 | 2,168 | $808,707 | |
| JPM | Jpmorgan Chase & Co | +60 | 2,878 | $942,055 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OGN | Organon & Co. | −2,866,470 | 2,670,523 | $36,158,881 | |
| PTEN | Patterson Uti Energy Inc | −26,398 | 1,663,758 | $15,273,298 | |
| GNE | Genie Energy Ltd. | −23,070 | 151,941 | $2,195,547 | |
| IDT | Idt Corp | −20,906 | 351,660 | $20,452,545 | |
| PFE | Pfizer Inc | −20,732 | 464,001 | $11,173,144 | |
| DIS | Walt Disney Co | −19,817 | 359,092 | $34,562,605 | |
| MRK | Merck & Co., Inc. | −9,106 | 218,182 | $28,036,387 | |
| FLG | Flagstar Bank, National Association | −8,898 | 4,074,720 | $60,876,316 | |
| C | Citigroup Inc | −4,560 | 836,337 | $117,053,726 | |
| GSK | GSK plc | −2,544 | 158,438 | $8,305,319 | |
| CSX | Csx Corp | −1,700 | 34,781 | $1,653,140 | |
| GOOGL | Alphabet Inc. | −1,123 | 120,906 | $42,719,716 | |
| XOM | ExxonMobil Holdings Corp | −600 | 17,655 | $2,413,791 | |
| SEB | Seaboard Corp /De/ | −482 | 5,389 | $24,058,274 | |
| NVS | Novartis AG | −200 | 13,186 | $2,066,509 | |
| PG | PROCTER & GAMBLE Co | −100 | 1,752 | $256,913 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| — | 4,349 | $332,350 | ||
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CMCSA | Comcast Corp | 7,169 | $205,821 | |
| No positions match the current search. | ||||
41 tracked positions ·
$539,509,170 total
· filing declares
48 positions · $632,672,050
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| C |
Citigroup Inc
Financial Services
|
Reduced | 836,337 | $117,053,726 | 21.70% | |
| FLG |
Flagstar Bank, National Association
Financial Services
|
Reduced | 4,074,720 | $60,876,316 | 11.28% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 120,906 | $42,719,716 | 7.92% | |
| ZG |
Zillow Group, Inc.
Communication Services
|
Added | 1,182,261 | $37,264,866 | 6.91% | |
| OGN |
Organon & Co.
Healthcare
|
Reduced | 2,670,523 | $36,158,881 | 6.70% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 359,092 | $34,562,605 | 6.41% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 218,182 | $28,036,387 | 5.20% | |
| MBI |
Mbia Inc
Financial Services
|
Added | 4,213,920 | $27,474,758 | 5.09% | |
| SEG |
Seaport Entertainment Group Inc.
Real Estate
|
Added | 917,005 | $24,392,333 | 4.52% | |
| SEB |
Seaboard Corp /De/
Industrials
|
Reduced | 5,389 | $24,058,274 | 4.46% | |
| BP |
Bp PLC
Energy
|
Added | 624,999 | $23,093,713 | 4.28% | |
| IDT |
Idt Corp
Communication Services
|
Reduced | 351,660 | $20,452,545 | 3.79% | |
| PTEN |
Patterson Uti Energy Inc
Energy
|
Reduced | 1,663,758 | $15,273,298 | 2.83% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 464,001 | $11,173,144 | 2.07% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 174,152 | $10,034,638 | 1.86% | |
| GSK |
GSK plc
Healthcare
|
Reduced | 158,438 | $8,305,319 | 1.54% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 17,655 | $2,413,791 | 0.45% | |
| GNE |
Genie Energy Ltd.
Utilities
|
Reduced | 151,941 | $2,195,547 | 0.41% | |
| NVS |
Novartis AG
Healthcare
|
Reduced | 13,186 | $2,066,509 | 0.38% | |
| FRFHF |
Fairfax Financial Holdings Ltd/ Can
Financial Services
|
Held | 1,018 | $1,676,452 | 0.31% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 34,781 | $1,653,140 | 0.31% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,878 | $942,055 | 0.17% | |
| AAPL |
Apple Inc.
Technology
|
Held | 3,092 | $894,701 | 0.17% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,168 | $808,707 | 0.15% | |
| SEIC |
Sei Investments Co
Financial Services
|
Held | 6,596 | $578,535 | 0.11% | |
| HLN |
Haleon plc
Healthcare
|
Added | 58,341 | $544,321 | 0.10% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 9,459 | $538,973 | 0.10% | |
| RFL |
Rafael Holdings, Inc.
Real Estate
|
Added | 150,493 | $493,617 | 0.09% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 1,228 | $345,325 | 0.06% | |
| DB |
Deutsche Bank Aktiengesellschaft
Financial Services
|
Held | 10,000 | $337,600 | 0.06% | |
|
|
NEW | 4,349 | $332,350 | 0.06% | ||
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Held | 1,342 | $330,427 | 0.06% | |
| CVX |
Chevron Corp
Energy
|
Held | 1,953 | $323,729 | 0.06% | |
| OBT |
Orange County Bancorp, Inc. /DE/
Financial Services
|
Held | 8,000 | $294,240 | 0.05% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Held | 3,524 | $286,007 | 0.05% | |
| BX |
Blackstone Inc.
Financial Services
|
Held | 2,300 | $270,641 | 0.05% | |
| AM |
Antero Midstream Corp
Energy
|
Held | 11,806 | $268,586 | 0.05% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 1,752 | $256,913 | 0.05% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 1,800 | $243,720 | 0.05% | |
| ZDGE |
Zedge, Inc.
Communication Services
|
Added | 78,126 | $242,190 | 0.04% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 5,682 | $240,575 | 0.04% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.