KAHN BROTHERS GROUP INC

Fundamental concentrated ★Highest signal CIK 1039565
League rank
#404
in Fundamental concentrated · #1048 overall
Long book
$564.1M
Q1 2026
Positions
48
Top-10 weight
78%
concentration
Last quarter
+16.8%
SPY +14.8%
Turnover
15%
of book per quarter

Strategy in plain words

auto-generated from filings

KAHN BROTHERS GROUP INC is a concentrated fundamental stock-picker, running a $564.1M US long book across 48 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: CITIGROUP INC, BAYER AG-SPONSORED ADR, FLAGSTAR BANK NA, WALT DISNEY CO/THE, ALPHABET INC-CL C.

Over the last 9 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-6.7%
Q2 2024
-2.5%
Q3 2024
-3.2%
Q4 2024
+4.2%
Q1 2025
+1.0%
Q2 2025
+7.3%
Q3 2025
+10.1%
Q4 2025
+5.7%
Q1 2026
+16.8%

Sector allocation

Financials
37%
Healthcare
19%
Services media
17%
Technology
8%
Consumer discretionary
7%
Energy
5%
Communications
4%
Other
1%

Long book by quarter

$674.4M
Q1 2024
$595.0M
Q2 2024
$580.6M
Q3 2024
$460.4M
Q4 2024
$494.5M
Q1 2025
$497.9M
Q2 2025
$531.8M
Q3 2025
$564.7M
Q4 2025
$564.1M
Q1 2026

What does KAHN BROTHERS own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
C CITIGROUP INCFinancials840.9K$95.4M16.9%-4.0%
FLG FLAGSTAR BANK NAFinancials4.1M$53.8M9.5%-2.2%
DIS WALT DISNEY CO/THEServices media378.9K$36.5M6.5%-3.9%
GOOG ALPHABET INC-CL CTechnology122.0K$35.0M6.2%-9.9%
SEB SEABOARD CORPConsumer discretionary5.9K$33.2M5.9%-19.4%
OGN ORGANON & COHealthcare5.5M$33.2M5.9%+52.6%
MRK MERCK & CO. INC.Healthcare227.3K$27.3M4.8%-47.2%
Z ZILLOW GROUP INC - CServices media545.2K$22.6M4.0%New
SEG SEAPORT ENTERTAINMENT GROUPServices media893.2K$19.2M3.4%+52.4%
PTEN PATTERSON-UTI ENERGY INCEnergy1.7M$18.3M3.2%-3.0%
IDT IDT CORP-CLASS BCommunications372.6K$18.3M3.2%-5.0%
PFE PFIZER INCHealthcare484.7K$13.6M2.4%-12.5%
MBI MBIA INCFinancials2.1M$12.2M2.2%+99.9%
BMY BRISTOL-MYERS SQUIBB COHealthcare170.4K$10.3M1.8%-15.7%
XOM EXXON MOBIL CORPEnergy18.3K$3.1M0.5%-9.7%
GNE GENIE ENERGY LTD-BUtilities175.0K$2.5M0.4%-8.0%
FRFHF FAIRFAX FINANCIAL HLDGS LTDFinancials1.0K$1.7M0.3%Held
CSX CSX CORPIndustrials36.5K$1.5M0.3%-2.8%
FBAK FIRST NATIONAL BANK ALASKA4.9K$1.5M0.3%Held
TRMLF TOURMALINE OIL CORP27.0K$1.3M0.2%Held
JPM JPMORGAN CHASE & COFinancials2.8K$829K0.1%-18.7%
AAPL APPLE INCTechnology3.1K$785K0.1%Held
MSFT MICROSOFT CORPTechnology2.1K$774K0.1%-12.5%
PEYUF PEYTO EXPLORATION & DEV CORP31.3K$610K0.1%-1.7%
SEIC SEI INVESTMENTS COMPANYFinancials6.6K$518K0.1%Held
BAC BANK OF AMERICA CORPFinancials9.5K$461K0.1%-9.8%
CVX CHEVRON CORPEnergy2.0K$404K0.1%-2.5%
DBK DEUTSCHE BANK AG-REGISTERED10.0K$298K0.1%Held
IBM INTL BUSINESS MACHINES CORPTechnology1.2K$298K0.1%Held
PEG PUBLIC SERVICE ENTERPRISE GPUtilities3.5K$285K0.1%-20.3%
VZ VERIZON COMMUNICATIONS INCCommunications5.7K$285K0.1%-30.3%
PEP PEPSICO INCConsumer staples1.8K$280K0.0%Held
PNC PNC FINANCIAL SERVICES GROUPFinancials1.3K$279K0.0%-40.5%
AM ANTERO MIDSTREAM CORPUtilities11.8K$269K0.0%-37.4%
PG PROCTER & GAMBLE CO/THEOther1.9K$268K0.0%-0.8%
BX BLACKSTONE INCFinancials2.3K$264K0.0%Held
OBT ORANGE COUNTY BANCORP INCFinancials8.0K$256K0.0%Held
PIFYF PINE CLIFF ENERGY LTD520.0K$253K0.0%Held
WRLC WINDROCK LTD CO537$252K0.0%-5.6%
ZDGE ZEDGE INC-CL BTechnology77.9K$228K0.0%-5.6%
CMCSA COMCAST CORP-CLASS ACommunications7.2K$206K0.0%+2.0%
RFL RAFAEL HOLDINGS INC-CLASS BHealthcare58.6K$73K0.0%-1.2%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 8, 202648$564.1M canonicalSEC ↗
Q4 202513F-HRFeb 12, 202654$564.7M canonicalSEC ↗
Q3 202513F-HRNov 12, 202553$531.8M canonicalSEC ↗
Q2 202513F-HRAug 14, 202551$497.9M canonicalSEC ↗
Q1 202513F-HRMay 15, 202555$494.5M canonicalSEC ↗
Q4 202413F-HRFeb 14, 202553$19.6M canonicalSEC ↗
Q3 202413F-HRNov 13, 202453$580.6M canonicalSEC ↗
Q2 202413F-HRAug 14, 202452$595.0M canonicalSEC ↗
Q1 202413F-HRMay 15, 202453$674.4M canonicalSEC ↗