Kahn Brothers Group
Kahn Brothers Group reported 48 stocks worth $633M in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are C (18.5%), BAYRY (14.1%) and FLG (9.6%). Compared with Q1 2026, the fund added to Z, MBI and SEG, trimmed C, FLG and GOOG and sold out of CMCSA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  C Citigroup Inc | $117M | 18.5% | 836K | −4,560 (−1%) | 8 of 8 | |
| 2 |  BAYRY Bayer A G F | $89.3M | 14.1% | 6.5M | No change | 8 of 8 | |
| 3 |  FLG Flagstar Financial Inc | $60.9M | 9.6% | 4.1M | −8,898 (−0%) | 7 of 8 | |
| 4 |  GOOG Alphabet Inc | $42.7M | 6.8% | 121K | −1,123 (−1%) | 5 of 8 | |
| 5 |  Z Zillow Group Inc | $37.3M | 5.9% | 1.2M | +637K (+117%) | 2 of 8 | |
| 6 |  OGN Organon & Co | $36.2M | 5.7% | 2.7M | −2.9M (−52%) | 8 of 8 | |
| 7 |  DIS Disney Walt Co | $34.6M | 5.5% | 359K | −20K (−5%) | 8 of 8 | |
| 8 |  MRK Merck & Co Inc | $28M | 4.4% | 218K | −9,106 (−4%) | 8 of 8 | |
| 9 |  MBI Mbia Inc | $27.5M | 4.3% | 4.2M | +2.2M (+105%) | 5 of 8 | |
| 10 |  SEG Seaport Entmt Group Inc | $24.4M | 3.9% | 917K | +24K (+3%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CMCSA Comcast Corp New | $206K | 7,169 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 17, 2026 | 13F-HR/A Amendment | Q2 2026 | SEC filing ↗ |
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
Other superinvestors
All hedge fund holdings →Kahn Brothers Group 13F FAQ
What does Kahn Brothers Group own?
Kahn Brothers Group reported 48 stocks worth $633M in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are C (18.5%), BAYRY (14.1%) and FLG (9.6%). The table above lists every position in the filing (the top 10 without an account).
What did Kahn Brothers Group buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 11 added to, 16 trimmed and 1 sold out. It sold all of CMCSA.
When will Kahn Brothers Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Kahn Brothers Group's portfolio worth?
The Q2 2026 filing reports $633M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.