What Kahn Brothers Bought in Q2 2026
Kahn Brothers Group · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$632.7M
Total Value
48
Holdings
1
New Buys
18
Reduced
In Q2 2026, Kahn Brothers reported 48 long equity positions worth $632.7M in their Kahn Brothers Group 13F filing, including 1 new positions (largest: Webster Finl Co at $332K) and 10 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | C | Citigroup Inc | 836337 | $117.1M | 18.50% | -0.5% |
| 2 | BAYRY | Bayer AG Spons ADR | 6518603 | $89.3M | 14.12% | +0.1% |
| 3 | FLG | Flagstar Financial, Inc. | 4074720 | $60.9M | 9.62% | -0.2% |
| 4 | GOOG | Alphabet Inc Class C | 120906 | $42.7M | 6.75% | -0.9% |
| 5 | Z | Zillow Group Inc | 1182261 | $37.3M | 5.89% | 116.8% |
| 6 | OGN | Organon & Co | 2670523 | $36.2M | 5.72% | -51.8% |
| 7 | DIS | Walt Disney | 359092 | $34.6M | 5.46% | -5.2% |
| 8 | MRK | Merck & Co. Inc. | 218182 | $28.0M | 4.43% | -4.0% |
| 9 | MBI | M B I A Inc | 4213920 | $27.5M | 4.34% | +104.9% |
| 10 | SEG | Seaport Entertainment Group | 917005 | $24.4M | 3.86% | +2.7% |
| 11 | SEB | Seaboard Corp | 5389 | $24.1M | 3.80% | -8.2% |
| 12 | BP | BP PLC | 624999 | $23.1M | 3.65% | +0.4% |
| 13 | IDT | IDT Corp Class B | 351660 | $20.5M | 3.23% | -5.6% |
| 14 | PTEN | Patterson Uti Energy | 1663758 | $15.3M | 2.41% | -1.6% |
| 15 | PFE | Pfizer | 464001 | $11.2M | 1.77% | -4.3% |
| 16 | BMY | Bristol-Myers Squibb | 174152 | $10.0M | 1.59% | +2.2% |
| 17 | GSK | GSK plc | 158438 | $8.3M | 1.31% | -1.6% |
| 18 | XOM | ExxonMobil | 17655 | $2.4M | 0.38% | -3.3% |
| 19 | GNE | Genie Energy LTD Class B | 151941 | $2.2M | 0.35% | -13.2% |
| 20 | NVS | Novartis AG | 13186 | $2.1M | 0.33% | -1.5% |
| 21 | FRFFF | Fairfax Finl HLDGS LTD Sub VTG | 1018 | $1.7M | 0.26% | — |
| 22 | CSX | CSX Corp Com | 34781 | $1.7M | 0.26% | -4.7% |
| 23 | FBAK | First Natl BK Alaska | 4920 | $1.6M | 0.25% | — |
| 24 | TRMLF | Tourmaline Oil Corp Com | 26959 | $1.1M | 0.18% | — |
| 25 | JPM | JPMorgan Chase | 2878 | $942K | 0.15% | +2.1% |
| 26 | AAPL | Apple Inc Com | 3092 | $895K | 0.14% | — |
| 27 | MSFT | Microsoft | 2168 | $809K | 0.13% | +3.6% |
| 28 | SEIC | Sei Invt Co Pa PV $0.01 | 6596 | $579K | 0.09% | — |
| 29 | HLNCF | Haleon PLC | 58341 | $544K | 0.09% | +3.4% |
| 30 | BAC | Bank Of America Corp | 9459 | $539K | 0.09% | — |
| 31 | PEYUF | Peyto Expl & Dev Corp | 31307 | $522K | 0.08% | — |
| 32 | RFL | Rafael Holdings Inc Class B | 150493 | $494K | 0.08% | 157.0% |
| 33 | WRLC | Windrock LTD Co | 807 | $444K | 0.07% | +50.3% |
| 34 | IBM | Intl Business Machines | 1228 | $345K | 0.05% | — |
| 35 | DB | Deutsche Bank AG | 10000 | $338K | 0.05% | — |
| 36 | WBS-PG | Webster Finl Co | 4349 | $332K | 0.05% | NEW |
| 37 | PNC | PNC Finl SVCS Group Inc Com | 1342 | $330K | 0.05% | — |
| 38 | CVX | Chevron Corp. | 1953 | $324K | 0.05% | — |
| 39 | OBT | Orange CNTY Bancorp | 8000 | $294K | 0.05% | — |
| 40 | PEG | Public SVC Enterprise Group | 3524 | $286K | 0.05% | — |
| 41 | BX | Blackstone Inc Com | 2300 | $271K | 0.04% | — |
| 42 | AM | Antero Midstream Corp | 11806 | $269K | 0.04% | — |
| 43 | PG | Procter & Gamble | 1752 | $257K | 0.04% | -5.4% |
| 44 | PEP | Pepsico Inc Com | 1800 | $244K | 0.04% | — |
| 45 | ZDGE | Zedge Inc | 78126 | $242K | 0.04% | +0.3% |
| 46 | VZ | Verizon | 5682 | $241K | 0.04% | — |
| 47 | PIFYF | Pine Cliff Energy LTD Com | 520000 | $209K | 0.03% | — |
| 48 | TPHGF | Tphgreenwich Trust Uni | 166999 | $0 | 0.00% | — |