Kahn Brothers Group
Kahn Brothers Group
Kahn Brothers Group (Kahn Brothers Group) discloses a $564M portfolio across 47 US-listed positions in the latest 13F filing (2026Q2, filed Aug 17, 2026). The largest holding is C at 16.9% of the book. Mechanically cloning this 13F returned 11.7%/yr over the past 12.2 years, versus 13.7%/yr for the S&P 500 across that identical 12.2-year window.
Holdings (47) · click any column to sort
| #↑ | Ticker | Issuer | % Port. | This Q | History | Value |
|---|---|---|---|---|---|---|
| 1 | C | 16.9% | $95M | |||
| 2 | BAYRY | 13.3% | $75M | |||
| 3 | FLG | 9.5% | $54M | |||
| 4 | DIS | 6.5% | $37M | |||
| 5 | GOOG | 6.2% | $35M | |||
| 6 | SEB | 5.9% | $33M | |||
| 7 | OGN | 5.9% | $33M | |||
| 8 | BP | 5.2% | $29M | |||
| 9 | MRK | 4.8% | $27M | |||
| 10 | Z | 4.0% | $23M | |||
| 11 | SEG | 3.4% | $19M | |||
| 12 | PTEN | 3.2% | $18M | |||
| 13 | IDT | 3.2% | $18M | |||
| 14 | PFE | 2.4% | $14M | |||
| 15 | MBI | 2.2% | $12M | |||
| 16 | BMY | 1.8% | $10M | |||
| 17 | GSK | 1.6% | $9M | |||
| 18 | XOM | 0.5% | $3M | |||
| 19 | GNE | 0.4% | $2M | |||
| 20 | NVS | 0.4% | $2M | |||
| 21 | FRFHF | 0.3% | $2M | |||
| 22 | CSX | 0.3% | $1M | |||
| 23 | FBAK | 0.3% | $1M | |||
| 24 | TRMLF | 0.2% | $1M | |||
| 25 | JPM | 0.1% | $829K | |||
| 26 | AAPL | 0.1% | $785K | |||
| 27 | MSFT | 0.1% | $774K | |||
| 28 | PEYUF | 0.1% | $610K | |||
| 29 | HLN | 0.1% | $565K | |||
| 30 | SEIC | 0.1% | $518K | |||
| 31 | BAC | 0.1% | $461K | |||
| 32 | CVX | 0.1% | $404K | |||
| 33 | DB | 0.1% | $298K | |||
| 34 | IBM | 0.1% | $298K | |||
| 35 | PEG | 0.1% | $285K | |||
| 36 | VZ | 0.1% | $285K | |||
| 37 | PEP | 0.1% | $280K | |||
| 38 | PNC | 0.1% | $279K | |||
| 39 | AM | <0.1% | $269K | |||
| 40 | PG | <0.1% | $268K | |||
| 41 | BX | <0.1% | $264K | |||
| 42 | OBT | <0.1% | $256K | |||
| 43 | PIFYF | <0.1% | $253K | |||
| 44 | WRLC | <0.1% | $252K | |||
| 45 | ZDGE | <0.1% | $228K | |||
| 46 | CMCSA | <0.1% | $206K | |||
| 47 | RFL | <0.1% | $73K |
- 1Cport16.9%val$95MCitigroup Incthis Q hold·18q
- port13.3%val$75MBayer Ag-sponsored Adrthis Q hold·11q
- 3FLGport9.5%val$54MFlagstar Bank NAthis Q hold·7q
- 4DISport6.5%val$37MWalt Disney Co/thethis Q hold·10q
- 5GOOGport6.2%val$35MAlphabet Inc-cl Cthis Q hold·5q
- 6SEBport5.9%val$33MSeaboard Corpthis Q hold·40q
- 7OGNport5.9%val$33MOrganon & COthis Q hold·21q
- 8BPport5.2%val$29MBP Plc-spons Adrthis Q hold·39q
- 9MRKport4.8%val$27MMerck & Co. Inc.this Q hold·18q
- 10Zport4.0%val$23MZillow Group Inc - Cthis Q hold·2q
- 11SEGport3.4%val$19MSeaport Entertainment Groupthis Q hold·4q
- 12PTENport3.2%val$18MPatterson-uti Energy Incthis Q hold·40q
- 13IDTport3.2%val$18MIdt Corp-class Bthis Q hold·18q
- 14PFEport2.4%val$14MPfizer Incthis Q hold·40q
- 15MBIport2.2%val$12MMbia Incthis Q hold·37q
- 16BMYport1.8%val$10MBristol-myers Squibb COthis Q hold·40q
- 17GSKport1.6%val$9MGsk Plc-spon Adrthis Q hold·5q
- 18XOMport0.5%val$3MExxon Mobil Corpthis Q hold·40q
- 19GNEport0.4%val$2MGenie Energy Ltd-bthis Q hold·18q
- 20NVSport0.4%val$2MNovartis Ag-sponsored Adrthis Q hold·40q
- 21FRFHFport0.3%val$2MFairfax Financial Hldgs Ltdthis Q hold·10q
- 22CSXport0.3%val$1MCsx Corpthis Q hold·12q
- 23FBAKport0.3%val$1MFirst National Bank Alaskathis Q hold·29q
- 24TRMLFport0.2%val$1MTourmaline Oil Corpthis Q hold·7q
- 25JPMport0.1%val$829KJpmorgan Chase & COthis Q hold·5q
- 26AAPLport0.1%val$785KApple Incthis Q hold·14q
- 27MSFTport0.1%val$774KMicrosoft Corpthis Q hold·10q
- 28PEYUFport0.1%val$610KPeyto Exploration & Dev Corpthis Q hold·28q
- 29HLNport0.1%val$565KHaleon Plc-adrthis Q hold·16q
- 30SEICport0.1%val$518KSei Investments Companythis Q hold·8q
- 31BACport0.1%val$461KBank OF America Corpthis Q hold·39q
- 32CVXport0.1%val$404KChevron Corpthis Q hold·38q
- 33DBport0.1%val$298KDeutsche Bank AG Namen Aktthis Q hold·17q
- 34IBMport0.1%val$298KIntl Business Machines Corpthis Q hold·13q
- 35PEGport0.1%val$285KPublic Service Enterprise GPthis Q hold·10q
- 36VZport0.1%val$285KVerizon Communications Incthis Q hold·29q
- 37PEPport0.1%val$280KPepsico Incthis Q hold·28q
- 38PNCport0.1%val$279KPnc Financial Services Groupthis Q hold·10q
- 39AMport<0.1%val$269KAntero Midstream Corpthis Q hold·10q
- 40PGport<0.1%val$268KProcter & Gamble Co/thethis Q hold·18q
- 41BXport<0.1%val$264KBlackstone Incthis Q hold·6q
- 42OBTport<0.1%val$256KOrange County Bancorp Incthis Q hold·13q
- 43PIFYFport<0.1%val$253KPine Cliff Energy Ltdthis Q hold·8q
- 44WRLCport<0.1%val$252KWindrock Ltd COthis Q hold·6q
- 45ZDGEport<0.1%val$228KZedge Inc-cl Bthis Q hold·40q
- 46CMCSAport<0.1%val$206KComcast Corp-class Athis Q hold·35q
- 47RFLport<0.1%val$73KRafael Holdings Inc-class Bthis Q hold·34q
About Kahn Brothers Group
Kahn Brothers Group is a New York-based value-oriented investment firm founded by Irving Kahn — who studied under Benjamin Graham at Columbia and worked alongside him at Graham-Newman — and later continued by his sons Thomas and Alan. The firm runs a concentrated, long-only equity book in the classic Graham tradition: patient accumulation of statistically cheap or out-of-favor names, low turnover, and little appetite for macro positioning or derivatives. With 47 reported positions and top-5 holdings accounting for roughly 52% of the disclosed portfolio, the 13F is a reasonably complete picture of their activity; the book is equity-long with no known systematic use of shorts or options that would create material gaps between the filing and economic exposure. Readers should note that the backtest implied by the public filings has trailed SPY by roughly 2.4 percentage points annually over twelve years — a pattern consistent with deep-value strategies that have faced structural headwinds since 2010, and with a style that prioritizes capital preservation and absolute returns over benchmark-relative performance.
2026Q2 brief
No notable moves in the 2026Q2 filing — Kahn Brothers Group held course.
AI-generated. Not investment advice.
Filing history
Kahn Brothers Group's disclosed 13F portfolio value and position count by quarter — the trajectory across every SEC filing.
| Quarter | Positions | Portfolio value |
|---|---|---|
| Q2 2026 holdings | 47 | $564M |
| Q1 2026 — what changed → | 47 | $564M |
| Q4 2025 — what changed → | 53 | $565M |
| Q3 2025 — what changed → | 53 | $532M |
| Q2 2025 — what changed → | 50 | $498M |
| Q1 2025 — what changed → | 54 | $494M |
| Q4 2024 holdings | 51 | $460M |
| Q3 2024 holdings | 52 | $581M |
| Q2 2024 holdings | 51 | $595M |
| Q1 2024 holdings | 52 | $674M |
| Q4 2023 holdings | 42 | $635M |
| Q3 2023 holdings | 43 | $641M |
Values as disclosed at each quarter end. Older filings on EDGAR.
Multibaggers Kahn Brothers Group held
Stocks up 5x or more since Kahn Brothers Group first held them at conviction size — the holding record behind the returns. Longest unbroken run and largest book weight are shown for each.
- GOOG10.6xALPHABET INC-CL C4q straight · peak 7.52% · still holds
Price multiple since the first quarter we observed a conviction holding (2014Q1 at the earliest), not Kahn Brothers Group's realized return — entry price and trades between filings aren't disclosed. Peak weight is share of disclosed US 13F book. All 129 multibaggers the cohort held →
Frequently asked questions
- What stocks does Kahn Brothers Group own?
- As of 2026Q2, Kahn Brothers Group's 13F discloses 47 positions worth $564M. The top five holdings: C (16.9%), BAYRY (13.3%), FLG (9.5%), DIS (6.5%), GOOG (6.2%). 13F filings cover long US-listed equities only — cash, bonds, shorts, and non-US positions are not disclosed.
- What did Kahn Brothers Group buy this quarter?
- The 2026Q2 filing shows no new purchases — no new positions were opened and no existing holdings were added to this quarter.
- How big is Kahn Brothers Group's portfolio?
- $564M across 47 positions per the latest 13F (filed Aug 17, 2026). The top five holdings account for 52% of the disclosed book.
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Long US equity 13F-HR filings only — no shorts, no derivatives. SEC filings at EDGAR (CIK 0001039565). Not investment advice.