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KAHN BROTHERS GROUP INC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001039565

$632.7M

disclosed book value

48

positions

18.5%

largest position share

Positions, as of 2026-06-30

top 48 of 48 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1CCitigroup Inc836,337$117.1M18.5%
2BAYRYBayer AG Spons ADR6.5M$89.3M14.1%
3FLGFlagstar Financial, Inc.4.1M$60.9M9.6%
4GOOGAlphabet Inc Class C120,906$42.7M6.8%
5ZZillow Group Inc1.2M$37.3M5.9%
6OGNOrganon & Co2.7M$36.2M5.7%
7DISWalt Disney359,092$34.6M5.5%
8MRKMerck & Co. Inc.218,182$28.0M4.4%
9MBIM B I A Inc4.2M$27.5M4.3%
10SEGSeaport Entmt Group917,005$24.4M3.9%
11SEBSeaboard Corp5,389$24.1M3.8%
12BPBP PLC624,999$23.1M3.7%
13IDTIDT Corp Class B351,660$20.5M3.2%
14PTENPatterson Uti Energy1.7M$15.3M2.4%
15PFEPfizer464,001$11.2M1.8%
16BMYBristol-Myers Squibb174,152$10.0M1.6%
17GSKGSK PLC ADR158,438$8.3M1.3%
18EXMOCExxonMobil17,655$2.4M0.4%
19GNEGenie Energy LTD Class B151,941$2.2M0.3%
20NVSNovartis AG13,186$2.1M0.3%
21FRFHFFairfax Finl HLDGS LTD Sub VTG1,018$1.7M0.3%
22CSXCSX Corp Com34,781$1.7M0.3%
23FBAKFirst Natl BK Alaska4,920$1.6M0.2%
24TRMLFTourmaline Oil Corp Com26,959$1.1M0.2%
25JPMJPMorgan Chase2,878$942,0550.1%
26AAPLApple Inc Com3,092$894,7010.1%
27MSFTMicrosoft2,168$808,7070.1%
28SEICSei Invt Co Pa PV $0.016,596$578,5350.1%
29HLNHaleon PLC58,341$544,3210.1%
30BACBank Of America Corp9,459$538,9730.1%
31PEYUFPeyto Expl & Dev Corp31,307$522,1500.1%
32RFLRafael Holdings Inc Class B150,493$493,6170.1%
33WRLCWindrock LTD Co807$443,8410.1%
34IBMIntl Business Machines1,228$345,3250.1%
35Deutsche Bank AG10,000$337,6000.1%
36WBSWebster Finl Co4,349$332,3500.1%
37PNCPNC Finl SVCS Group Inc Com1,342$330,4270.1%
38CVXChevron Corp.1,953$323,7290.1%
39OBTOrange CNTY Bancorp8,000$294,2400%
40PEGPublic SVC Enterprise Group3,524$286,0070%
41BXBlackstone Inc Com2,300$270,6410%
42AMAntero Midstream Corp11,806$268,5860%
43PGProcter & Gamble1,752$256,9130%
44PEPPepsico Inc Com1,800$243,7200%
45ZDGEZedge Inc78,126$242,1900%
46VZVerizon5,682$240,5750%
47PIFYFPine Cliff Energy LTD Com520,000$208,9380%
48Tphgreenwich Trust Uni166,999$00%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.