Kahn Brothers Group Portfolio 2026 – Holdings, Stocks & Latest Trades

Filed:39 days ago · Sep 16, 2026

As of:Jun 29, 2026· Q2 2026

Next update expected:≈ Nov 14, 2026· Q3 2026

Portfolio Allocation

Top 5: 54.9%

47Holdings

Portfolio Holdings

Stock	%	Activity	Shares	Reported
Citigroup Inc.C	18.50%	Reduce 0.54%	836,337	$139.96
BA Bayer Ag Sponsored ADRBAYRY	14.12%	Add 0.07%	6,518,603	$13.70
Flagstar Financial Inc.FLG	9.62%	Reduce 0.22%	4,074,720	$14.94
Alphabet Inc. CL CGOOG	6.75%	Reduce 0.92%	120,906	$353.33
Zillow Group Inc.Z	5.89%	Add 116.84%	1,182,261	$31.52
Organon & Co.OGN	5.72%	Reduce 51.77%	2,670,523	$13.54
Walt Disney Co.DIS	5.46%	Reduce 5.23%	359,092	$96.25
Merck & Co.MRK	4.43%	Reduce 4.01%	218,182	$128.50
MBIA Inc.MBI	4.34%	Add 104.91%	4,213,920	$6.52
Seaport Entertainment GroupSEG	3.86%	Add 2.66%	917,005	$26.60
Seaboard Corp.SEB	3.80%	Reduce 8.21%	5,389	$4,464.28
BP plcBP	3.65%	Add 0.44%	624,999	$36.95
IDT Corp. CL BIDT	3.23%	Reduce 5.61%	351,660	$58.16
Patterson-UTI Energy Inc.PTEN	2.41%	Reduce 1.56%	1,663,758	$9.18
Pfizer Inc.PFE	1.77%	Reduce 4.28%	464,001	$24.08
Bristol-Myers SquibbBMY	1.59%	Add 2.21%	174,152	$57.62
GSK plcGSK	1.31%	Reduce 1.58%	158,438	$52.42
ExxonMobil Holdings Corp.XOM	0.38%	Reduce 3.29%	17,655	$136.73
Genie Energy Ltd.GNE	0.35%	Reduce 13.18%	151,941	$14.45
Novartis AGNVS	0.33%	Reduce 1.49%	13,186	$156.76
FR Fairfax Financial Holdings Ltd.FRFHF	0.26%		1,018	$1,644.40
CSX Corp.CSX	0.26%	Reduce 4.66%	34,781	$47.53
First National Bank AlaskaFBAK	0.25%		4,920	$316.26
TR Tourmaline Oil CorpTRMLF	0.18%		26,959	$41.80
JPMorgan Chase & Co.JPM	0.15%	Add 2.13%	2,878	$327.31
Apple Inc.AAPL	0.14%		3,092	$289.46
Microsoft Corp.MSFT	0.13%	Add 3.63%	2,168	$373.15
Bank of America Corp.BAC	0.09%		9,459	$56.98
SEI InvestmentsSEIC	0.09%		6,596	$87.78
Haleon Plc ADRHLN	0.09%	Add 3.38%	58,341	$9.32
PE Peyto Exploration & Development Corp.PEYUF	0.08%		31,307	$16.67
Rafael Holdings Inc.RFL	0.08%	Add 157.00%	150,493	$3.28
Windrock Ltd CoWRLC	0.07%	Add 50.28%	807	$550.19
Orange County Bancorp IncOBT	0.05%		8,000	$36.75
Chevron Corp.CVX	0.05%		1,953	$165.90
DB Deutsche Bank AGDB	0.05%		10,000	$33.80
International Business MachinesIBM	0.05%		1,228	$280.94
Public Serv. Enterprise Inc.PEG	0.05%		3,524	$81.16
PNC Financial ServicesPNC	0.05%		1,342	$245.90
WB Webster Financial Corp.WBS-OLD	0.05%	Buy	4,349	$76.34
Blackstone GroupBX	0.04%		2,300	$117.83
PepsiCo Inc.PEP	0.04%		1,800	$135.56
Procter & GamblePG	0.04%	Reduce 5.40%	1,752	$146.69
Verizon CommunicationsVZ	0.04%		5,682	$42.41
Zedge Inc.ZDGE	0.04%	Add 0.25%	78,126	$3.10
Antero Midstream Corp.AM	0.04%		11,806	$22.79
PI Pine Cliff Energy LtdPIFYF	0.03%		520,000	$0.40

Recent Activity

Citigroup Inc.

Reduce 0.54%

BAYRY

Bayer Ag Sponsored ADR

Add 0.07%

FLG

Flagstar Financial Inc.

Reduce 0.22%

GOOG

Alphabet Inc. CL C

Reduce 0.92%

Zillow Group Inc.

Add 116.84%

OGN

Organon & Co.

Reduce 51.77%

DIS

Walt Disney Co.

Reduce 5.23%

MRK

Merck & Co.

Reduce 4.01%

MBI

MBIA Inc.

Add 104.91%

SEG

Seaport Entertainment Group

Add 2.66%

SEB

Seaboard Corp.

Reduce 8.21%

BP plc

Add 0.44%

IDT

IDT Corp. CL B

Reduce 5.61%

PTEN

Patterson-UTI Energy Inc.

Reduce 1.56%

PFE

Pfizer Inc.

Reduce 4.28%

BMY

Bristol-Myers Squibb

Add 2.21%

GSK

GSK plc

Reduce 1.58%

XOM

ExxonMobil Holdings Corp.

Reduce 3.29%

GNE

Genie Energy Ltd.

Reduce 13.18%

NVS

Novartis AG

Reduce 1.49%

CSX

CSX Corp.

Reduce 4.66%

JPM

JPMorgan Chase & Co.

Add 2.13%

MSFT

Microsoft Corp.

Add 3.63%

HLN

Haleon Plc ADR

Add 3.38%

RFL

Rafael Holdings Inc.

Add 157.00%

WRLC

Windrock Ltd Co

Add 50.28%

WBS-OLD

Webster Financial Corp.

Buy

Procter & Gamble

Reduce 5.40%

ZDGE

Zedge Inc.

Add 0.25%

About the Kahn Brothers Group Portfolio

The Kahn Brothers Group portfolio holds 47 stocks with a total value of $633M, based on the latest SEC 13F filing (Q2 2026). Below you can explore every position, its portfolio weighting and the most recent buys and sells.

The largest position in the Kahn Brothers Group portfolio is Citigroup Inc., which accounts for 18.5% of the total portfolio value.

Frequently asked questions

Which stocks does Kahn Brothers Group own?

Kahn Brothers Group holds 47 different stocks according to the latest SEC 13F filing. The largest positions are Citigroup Inc., Bayer Ag Sponsored ADR, Flagstar Financial Inc.. The full list of holdings with weightings and values is shown in the table above.

What is Kahn Brothers Group's largest holding?

Kahn Brothers Group's largest position is Citigroup Inc., which makes up 18.5% of the total portfolio.

How big is Kahn Brothers Group's portfolio?

The Kahn Brothers Group portfolio is worth $633M and is spread across 47 stocks, based on the 13F filing as of Jun 29, 2026.

How often is Kahn Brothers Group's portfolio updated?

Institutional investors like Kahn Brothers Group disclose their holdings every quarter in an SEC 13F filing, due within 45 days after the end of each quarter. We update this page as soon as the new filing is published.

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