Kahn Brothers — Portfolio & Holdings
Kahn Brothers of Kahn Brothers Group manages $564M across 48 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | Kahn Brothers |
|---|---|
| Firm | Kahn Brothers Group |
| Assets Under Management (13F) | $564M |
| Number of Positions | 48 |
| Reporting Period | Q2 2026 |
Top Holdings
Kahn Brothers's largest reported holdings: C, BAYRY, FLG, DIS, GOOG, SEB, OGN, BP, MRK, Z.
All 46 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 1 | C | Citigroup | 16.91% | $95.4M | Unchanged |
| 2 | BAYRY | Bayer Ag Spons Adr | 13.26% | $74.8M | Unchanged |
| 3 | FLG | Flagstar Bank, National Association | 9.53% | $53.8M | Unchanged |
| 4 | DIS | Walt Disney Co | 6.47% | $36.5M | Unchanged |
| 5 | GOOG | Alphabet Inc. | 6.21% | $35.0M | Unchanged |
| 6 | SEB | Seaboard | 5.88% | $33.2M | Unchanged |
| 7 | OGN | Organon & Co. | 5.88% | $33.2M | Unchanged |
| 8 | BP | BP | 5.18% | $29.2M | Unchanged |
| 9 | MRK | Merck & Co., Inc. | 4.85% | $27.3M | Unchanged |
| 10 | Z | Zillow Group | 4.00% | $22.6M | Unchanged |
| 11 | SEG | Seaport Entertainment Group Inc. | 3.40% | $19.2M | Unchanged |
| 12 | PTEN | Patterson Uti Energy | 3.25% | $18.3M | Unchanged |
| 13 | IDT | Idt | 3.24% | $18.3M | Unchanged |
| 14 | PFE | Pfizer | 2.41% | $13.6M | Unchanged |
| 15 | MBI | Mbia | 2.15% | $12.2M | Unchanged |
| 16 | BMY | Bristol Myers Squibb | 1.83% | $10.3M | Unchanged |
| 17 | GSK | GSK plc | 1.58% | $8.9M | Unchanged |
| 18 | XOM | ExxonMobil Holdings Corp | 0.55% | $3.1M | Unchanged |
| 19 | GNE | Genie Energy Ltd. | 0.44% | $2.5M | Unchanged |
| 20 | NVS | Novartis Ag | 0.36% | $2.0M | Unchanged |
| 21 | FRFHF | Fairfax Financial Holdings | 0.31% | $1.7M | Unchanged |
| 22 | CSX | CSX | 0.27% | $1.5M | Unchanged |
| 23 | FBAK | First Natl BK Alaska | 0.26% | $1.5M | Unchanged |
| 24 | TRMLF | Tourmaline Oil Corp | 0.23% | $1.3M | Unchanged |
| 25 | JPM | Jpmorgan Chase & | 0.15% | $829K | Unchanged |
| 26 | AAPL | Apple Inc. | 0.14% | $785K | Unchanged |
| 27 | MSFT | Microsoft | 0.14% | $774K | Unchanged |
| 28 | PEYUF | Peyto Expl & Dev | 0.11% | $610K | Unchanged |
| 29 | HLN | Haleon plc | 0.10% | $565K | Unchanged |
| 30 | SEIC | Sei Investments | 0.09% | $518K | Unchanged |
| 31 | BAC | Bank Of America | 0.08% | $461K | Unchanged |
| 32 | CVX | Chevron | 0.07% | $404K | Unchanged |
| 34 | IBM | International Business Machines | 0.05% | $298K | Unchanged |
| 35 | PEG | Public Service Enterprise Group | 0.05% | $285K | Unchanged |
| 36 | VZ | Verizon Communications | 0.05% | $285K | Unchanged |
| 37 | PEP | Pepsico | 0.05% | $280K | Unchanged |
| 38 | PNC | PNC Financial Services Group | 0.05% | $279K | Unchanged |
| 39 | AM | Antero Midstream Corp | 0.05% | $269K | Unchanged |
| 40 | PG | PROCTER & GAMBLE Co | 0.05% | $268K | Unchanged |
| 41 | BX | Blackstone Inc. | 0.05% | $264K | Unchanged |
| 42 | OBT | Orange County Bancorp, Inc. | 0.05% | $256K | Unchanged |
| 43 | PIFYF | Pine Cliff Energy | 0.04% | $253K | Unchanged |
| 44 | WRLC | Windrock | 0.04% | $252K | Unchanged |
| 45 | ZDGE | Zedge, Inc. | 0.04% | $228K | Unchanged |
| 46 | CMCSA | Comcast | 0.04% | $206K | Unchanged |
| 47 | RFL | Rafael Holdings, Inc. | 0.01% | $73K | Unchanged |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 09:17 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 09:17 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt