Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group Portfolio Stock Holdings
According to the SEC 13F filed on August 17, 2026, Kahn Brothers Group disclosed 47 stock positions valued at approximately $632.67M as of quarter-end June 30, 2026. The largest holdings include Citigroup Inc, Bayer AG Spons ADR, and Flagstar Financial, Inc..
- Report Period
- June 30, 2026
- No. of Stocks
- 47
- Portfolio Value
- $632.67M
Holdings by Sector
Kahn Brothers Group Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Citigroup Inc | C | Financial Services | 18.50% | 836,337 | -4,560 | -0.54% | $117,053,726 |
| Bayer AG Spons ADR | BAYRY | Healthcare | 14.12% | 6,518,603 | +4,710 | +0.07% | $89,307,717 |
| Flagstar Financial, Inc. | NYCB | Other | 9.62% | 4,074,720 | -8,898 | -0.22% | $60,876,316 |
| Alphabet Inc Class C | GOOG | Communication Services | 6.75% | 120,906 | -1,123 | -0.92% | $42,719,716 |
| Zillow Group Inc | Z | Communication Services | 5.89% | 1,182,261 | +637,049 | +116.84% | $37,264,866 |
| Organon & Co | OGN | Healthcare | 5.72% | 2,670,523 | -2,866,470 | -51.77% | $36,158,881 |
| Walt Disney | DIS | Communication Services | 5.46% | 359,092 | -19,817 | -5.23% | $34,562,605 |
| Merck & Co. Inc. | MRK | Healthcare | 4.43% | 218,182 | -9,106 | -4.01% | $28,036,427 |
| M B I A Inc | MBI | Financial Services | 4.34% | 4,213,920 | +2,157,486 | +104.91% | $27,474,758 |
| Seaport Entmt Group | SEG | Other | 3.86% | 917,005 | +23,778 | +2.66% | $24,392,333 |
| Seaboard Corp | SEB | Industrials | 3.80% | 5,389 | -482 | -8.21% | $24,058,274 |
| BP PLC | BP | Energy | 3.65% | 624,999 | +2,743 | +0.44% | $23,093,713 |
| IDT Corp Class B | IDT | Communication Services | 3.23% | 351,660 | -20,906 | -5.61% | $20,452,545 |
| Patterson Uti Energy | PTEN | Energy | 2.41% | 1,663,758 | -26,398 | -1.56% | $15,273,298 |
| Pfizer | PFE | Healthcare | 1.77% | 464,001 | -20,732 | -4.28% | $11,173,144 |
| Bristol-Myers Squibb | BMY | Healthcare | 1.59% | 174,152 | +3,771 | +2.21% | $10,034,638 |
| GSK PLC ADR | GSK | Healthcare | 1.31% | 158,438 | -2,544 | -1.58% | $8,305,319 |
| ExxonMobil | XOM | Energy | 0.38% | 17,655 | -600 | -3.29% | $2,413,791 |
| Genie Energy LTD Class B | GNE | Utilities | 0.35% | 151,941 | -23,070 | -13.18% | $2,195,547 |
| Novartis AG | NVS | Healthcare | 0.33% | 13,186 | -200 | -1.49% | $2,066,509 |
| Fairfax Finl HLDGS LTD Sub VTG | FRFHF | Financial Services | 0.26% | 1,018 | - | - | $1,673,994 |
| CSX Corp Com | CSX | Industrials | 0.26% | 34,781 | -1,700 | -4.66% | $1,653,140 |
| First Natl BK Alaska | 32112J106 | Other | 0.25% | 4,920 | - | - | $1,555,719 |
| Tourmaline Oil Corp Com | 89156V106 | Other | 0.18% | 26,959 | - | - | $1,126,933 |
| JPMorgan Chase | JPM | Financial Services | 0.15% | 2,878 | +60 | +2.13% | $942,055 |
| Apple Inc Com | AAPL | Technology | 0.14% | 3,092 | - | - | $894,701 |
| Microsoft | MSFT | Technology | 0.13% | 2,168 | +76 | +3.63% | $808,707 |
| Sei Invt Co Pa PV $0.01 | SEIC | Financial Services | 0.09% | 6,596 | - | - | $578,535 |
| Haleon PLC | HLN | Healthcare | 0.09% | 58,341 | +1,910 | +3.38% | $544,321 |
| Bank Of America Corp | BAC | Financial Services | 0.09% | 9,459 | - | - | $538,973 |
Showing 30 of 47 holdings in the latest reporting period.