Kahn Brothers 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Kahn Brothers disclosed 47 US equity positions worth $632.7m in its Q2 2026 13F filing. The largest position was C at 18.5% of the reported book, followed by Bayer AG Spons ADR and Flagstar Financial, Inc.. Against the Q1 2026 filing, it opened 1 new position, added to 9 and reduced 15 among the top 47 holdings.
What did Kahn Brothers own in Q2 2026? Top 47 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | C Citigroup Inc | Financial Services | 18.5% | $117.1m | 836,337 | -1% | reduced |
| 2 | Bayer AG Spons ADR | 14.1% | $89.3m | 6,518,603 | 0% | held | |
| 3 | Flagstar Financial, Inc. | 9.6% | $60.9m | 4,074,720 | -0% | held | |
| 4 | GOOG Alphabet Inc Class C | Communication Services | 6.8% | $42.7m | 120,906 | -1% | reduced |
| 5 | Z Zillow Group Inc | Communication Services | 5.9% | $37.3m | 1,182,261 | 117% | added |
| 6 | OGN Organon & Co | Healthcare | 5.7% | $36.2m | 2,670,523 | -52% | reduced |
| 7 | DIS Walt Disney | Communication Services | 5.5% | $34.6m | 359,092 | -5% | reduced |
| 8 | MRK Merck & Co. Inc. | Healthcare | 4.4% | $28.0m | 218,182 | -4% | reduced |
| 9 | MBI M B I A Inc | Financial Services | 4.3% | $27.5m | 4,213,920 | 105% | added |
| 10 | Seaport Entmt Group | 3.9% | $24.4m | 917,005 | 3% | added | |
| 11 | SEB Seaboard Corp | Industrials | 3.8% | $24.1m | 5,389 | -8% | reduced |
| 12 | BP BP PLC | Energy | 3.7% | $23.1m | 624,999 | 0% | held |
| 13 | IDT IDT Corp Class B | Communication Services | 3.2% | $20.5m | 351,660 | -6% | reduced |
| 14 | PTEN Patterson Uti Energy | Energy | 2.4% | $15.3m | 1,663,758 | -2% | reduced |
| 15 | PFE Pfizer | Healthcare | 1.8% | $11.2m | 464,001 | -4% | reduced |
| 16 | BMY Bristol-Myers Squibb | Healthcare | 1.6% | $10.0m | 174,152 | 2% | added |
| 17 | GSK GSK PLC ADR | Healthcare | 1.3% | $8.3m | 158,438 | -2% | reduced |
| 18 | EXMOC ExxonMobil | 0.4% | $2.4m | 17,655 | -3% | reduced | |
| 19 | GNE Genie Energy LTD Class B | Utilities | 0.3% | $2.2m | 151,941 | -13% | reduced |
| 20 | NVS Novartis AG | Healthcare | 0.3% | $2.1m | 13,186 | -1% | reduced |
| 21 | Fairfax Finl HLDGS LTD Sub VTG | 0.3% | $1.7m | 1,018 | 0% | held | |
| 22 | CSX CSX Corp Com | Industrials | 0.3% | $1.7m | 34,781 | -5% | reduced |
| 23 | First Natl BK Alaska | 0.2% | $1.6m | 4,920 | 0% | held | |
| 24 | Tourmaline Oil Corp Com | 0.2% | $1.1m | 26,959 | 0% | held | |
| 25 | JPM JPMorgan Chase | Financial Services | 0.1% | $942.1k | 2,878 | 2% | added |
| 26 | AAPL Apple Inc Com | Technology | 0.1% | $894.7k | 3,092 | 0% | held |
| 27 | MSFT Microsoft | Technology | 0.1% | $808.7k | 2,168 | 4% | added |
| 28 | SEIC Sei Invt Co Pa PV $0.01 | Financial Services | 0.1% | $578.5k | 6,596 | 0% | held |
| 29 | HLN Haleon PLC | Healthcare | 0.1% | $544.3k | 58,341 | 3% | added |
| 30 | BAC Bank Of America Corp | Financial Services | 0.1% | $539.0k | 9,459 | 0% | held |
| 31 | Peyto Expl & Dev Corp | 0.1% | $522.1k | 31,307 | 0% | held | |
| 32 | RFL Rafael Holdings Inc Class B | Real Estate | 0.1% | $493.6k | 150,493 | 157% | added |
| 33 | Windrock LTD Co | 0.1% | $443.8k | 807 | 50% | added | |
| 34 | IBM Intl Business Machines | Technology | 0.1% | $345.3k | 1,228 | 0% | held |
| 35 | Deutsche Bank AG | 0.1% | $337.6k | 10,000 | 0% | held | |
| 36 | WED Webster Finl Co | 0.1% | $332.4k | 4,349 | – | new | |
| 37 | PNC PNC Finl SVCS Group Inc Com | Financial Services | 0.1% | $330.4k | 1,342 | 0% | held |
| 38 | CVX Chevron Corp. | Energy | 0.1% | $323.7k | 1,953 | 0% | held |
| 39 | Orange CNTY Bancorp | 0.0% | $294.2k | 8,000 | 0% | held | |
| 40 | PEG Public SVC Enterprise Group | Utilities | 0.0% | $286.0k | 3,524 | 0% | held |
| 41 | BX Blackstone Inc Com | Financial Services | 0.0% | $270.6k | 2,300 | 0% | held |
| 42 | AM Antero Midstream Corp | Energy | 0.0% | $268.6k | 11,806 | 0% | held |
| 43 | PG Procter & Gamble | Consumer Defensive | 0.0% | $256.9k | 1,752 | -5% | reduced |
| 44 | PEP Pepsico Inc Com | Consumer Defensive | 0.0% | $243.7k | 1,800 | 0% | held |
| 45 | ZDGE Zedge Inc | 0.0% | $242.2k | 78,126 | 0% | held | |
| 46 | VZ Verizon | Communication Services | 0.0% | $240.6k | 5,682 | 0% | held |
| 47 | Pine Cliff Energy LTD Com | 0.0% | $208.9k | 520,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.