---
title: Kahn Brothers (Kahn Brothers Group Inc) — 13F holdings
canonical: https://sweetvaluelab.com/investors/kahn-brothers
cik: 0001039565
quarter: 2026-06-30
filed: 2026-08-17
---
# Kahn Brothers — Kahn Brothers Group Inc

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 17, 2026: 48 positions worth $632.7M. Against the quarter ended Mar 31, 2026: 1 bought, 12 added to, 19 unchanged, 16 reduced, 1 sold. The top five are 55% of the portfolio, the top ten 79%; 20 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| C | Citigroup Inc | 836,337 | $117.1M | 18.5% | reduced (-1%) |
| BAYRY | Bayer AG Spons ADR | 6,518,603 | $89.3M | 14.1% | added (+0%) |
| FLG | Flagstar Financial, Inc. | 4,074,720 | $60.9M | 9.6% | reduced (-0%) |
| GOOG | Alphabet Inc Class C | 120,906 | $42.7M | 6.8% | reduced (-1%) |
| Z | Zillow Group Inc | 1,182,261 | $37.3M | 5.9% | added (+117%) |
| OGN | Organon & Co | 2,670,523 | $36.2M | 5.7% | reduced (-52%) |
| DIS | Walt Disney | 359,092 | $34.6M | 5.5% | reduced (-5%) |
| MRK | Merck & Co. Inc. | 218,182 | $28.0M | 4.4% | reduced (-4%) |
| MBI | M B I A Inc | 4,213,920 | $27.5M | 4.3% | added (+105%) |
| SEG | Seaport Entmt Group | 917,005 | $24.4M | 3.9% | added (+3%) |
| SEB | Seaboard Corp | 5,389 | $24.1M | 3.8% | reduced (-8%) |
| BP | BP PLC | 624,999 | $23.1M | 3.7% | added (+0%) |
| IDT | IDT Corp Class B | 351,660 | $20.5M | 3.2% | reduced (-6%) |
| PTEN | Patterson Uti Energy | 1,663,758 | $15.3M | 2.4% | reduced (-2%) |
| PFE | Pfizer | 464,001 | $11.2M | 1.8% | reduced (-4%) |
| BMY | Bristol-Myers Squibb | 174,152 | $10.0M | 1.6% | added (+2%) |
| GSK | GSK PLC ADR | 158,438 | $8.3M | 1.3% | reduced (-2%) |
| XOM | ExxonMobil | 17,655 | $2.4M | 0.4% | reduced (-3%) |
| GNE | Genie Energy LTD Class B | 151,941 | $2.2M | 0.3% | reduced (-13%) |
| NVS | Novartis AG | 13,186 | $2.1M | 0.3% | reduced (-1%) |
| FRFHF | Fairfax Finl HLDGS LTD Sub VTG | 1,018 | $1.7M | 0.3% | held (0%) |
| CSX | CSX Corp Com | 34,781 | $1.7M | 0.3% | reduced (-5%) |
| FBAK | First Natl BK Alaska | 4,920 | $1.6M | 0.2% | held (0%) |
| TRMLF | Tourmaline Oil Corp Com | 26,959 | $1.1M | 0.2% | held (0%) |
| JPM | JPMorgan Chase | 2,878 | $942,055 | 0.1% | added (+2%) |
| AAPL | Apple Inc Com | 3,092 | $894,701 | 0.1% | held (0%) |
| MSFT | Microsoft | 2,168 | $808,707 | 0.1% | added (+4%) |
| SEIC | Sei Invt Co Pa PV $0.01 | 6,596 | $578,535 | 0.1% | held (0%) |
| HLN | Haleon PLC | 58,341 | $544,321 | 0.1% | added (+3%) |
| BAC | Bank Of America Corp | 9,459 | $538,973 | 0.1% | held (0%) |
| PEYUF | Peyto Expl & Dev Corp | 31,307 | $522,150 | 0.1% | held (0%) |
| RFL | Rafael Holdings Inc Class B | 150,493 | $493,617 | 0.1% | added (+157%) |
| WRLC | Windrock LTD Co | 807 | $443,841 | 0.1% | added (+50%) |
| IBM | Intl Business Machines | 1,228 | $345,325 | 0.1% | held (0%) |
| DB | Deutsche Bank AG | 10,000 | $337,600 | 0.1% | held (0%) |
| WBS | Webster Finl Co | 4,349 | $332,350 | 0.1% | bought |
| PNC | PNC Finl SVCS Group Inc Com | 1,342 | $330,427 | 0.1% | held (0%) |
| CVX | Chevron Corp. | 1,953 | $323,729 | 0.1% | held (0%) |
| OBT | Orange CNTY Bancorp | 8,000 | $294,240 | 0.0% | held (0%) |
| PEG | Public SVC Enterprise Group | 3,524 | $286,007 | 0.0% | held (0%) |
| BX | Blackstone Inc Com | 2,300 | $270,641 | 0.0% | held (0%) |
| AM | Antero Midstream Corp | 11,806 | $268,586 | 0.0% | held (0%) |
| PG | Procter & Gamble | 1,752 | $256,913 | 0.0% | reduced (-5%) |
| PEP | Pepsico Inc Com | 1,800 | $243,720 | 0.0% | held (0%) |
| ZDGE | Zedge Inc | 78,126 | $242,190 | 0.0% | added (+0%) |
| VZ | Verizon | 5,682 | $240,575 | 0.0% | held (0%) |
| PIFYF | Pine Cliff Energy LTD Com | 520,000 | $208,938 | 0.0% | held (0%) |
| — | Tphgreenwich Trust Uni | 166,999 | $0 | 0.0% | held (0%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| OGN | Organon & Co | 2,670,523 | 5,536,993 | reduced (-52%) | −$38.8M | $36.2M |
| Z | Zillow Group Inc | 1,182,261 | 545,212 | added (+117%) | +$20.1M | $37.3M |
| MBI | M B I A Inc | 4,213,920 | 2,056,434 | added (+105%) | +$14.1M | $27.5M |
| SEB | Seaboard Corp | 5,389 | 5,871 | reduced (-8%) | −$2.2M | $24.1M |
| DIS | Walt Disney | 359,092 | 378,909 | reduced (-5%) | −$1.9M | $34.6M |
| IDT | IDT Corp Class B | 351,660 | 372,566 | reduced (-6%) | −$1.2M | $20.5M |
| MRK | Merck & Co. Inc. | 218,182 | 227,288 | reduced (-4%) | −$1.2M | $28.0M |

---

Source: https://sweetvaluelab.com/investors/kahn-brothers (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.