Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Kahn Brothers Group portfolio balances reported a total equity value of $564.07M across 48 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight Citigroup Inc (C) as the single largest position, accounting for 16.9% of total equity value, followed by Bayer AG Spons ADR (BAYRY), Flagstar Financial, Inc. (NYCB), Walt Disney (DIS), and others. Collectively, the top five holdings represent 52.4% of the portfolio, showing how capital is distributed among core positions and long-term investments.