Kahn Brothers Group Inc holds a focused book of 48 stocks worth $632.7M as of Q2 2026 (disclosed Aug 17, 2026, a ~48-day 13F lag). This quarter they opened Webster Financial Corp and trimmed Citigroup Inc. Their largest long position is Citigroup Inc at 19% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
85% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Kahn Brothers Group Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 41 / 48 | $989.9B |
| STATE STREET CORP | 41 / 48 | $592.4B |
| MORGAN STANLEY | 41 / 48 | $221.6B |
| NORTHERN TRUST CORP | 41 / 48 | $135.3B |
| WELLS FARGO & COMPANY/MN | 41 / 48 | $59.3B |
| UBS Group AG | 41 / 48 | $55.3B |
| DEUTSCHE BANK AG\ | 41 / 48 | $50.1B |
| CITIGROUP INC | 41 / 48 | $22.1B |
Ranked by how many of Kahn Brothers Group Inc's top 48 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Citigroup Inc COM | $117.1M | 836.3K | 18.5% | ▼−0.5% Reduced · −5K sh | |
| 2 | Bayer AG Spons ADR COM | $89.3M | 6.52M | 14.1% | ▲+0.1% Added · +5K sh | |
| 3 | Flagstar Financial, Inc. COM | $60.9M | 4.07M | 9.6% | ▼−0.2% Reduced · −9K sh | |
| 4 | Alphabet Inc Class C COM | $42.7M | 120.9K | 6.8% | ▼−0.9% Reduced · −1K sh | |
| 5 | Zillow Group Inc COM | $37.3M | 1.18M | 5.9% | ▲+117% Added · +637K sh | |
| 6 | Organon & Co COM | $36.2M | 2.67M | 5.7% | ▼−52% Reduced · −2.9M sh | |
| 7 | Walt Disney COM | $34.6M | 359.1K | 5.5% | ▼−5.2% Reduced · −20K sh | |
| 8 | Merck & Co. Inc. COM | $28.0M | 218.2K | 4.4% | ▼−4.0% Reduced · −9K sh | |
| 9 | M B I A Inc COM | $27.5M | 4.21M | 4.3% | ▲+105% Added · +2.2M sh | |
| 10 | Seaport Entmt Group COM | $24.4M | 917.0K | 3.9% | ▲+2.7% Added · +24K sh | |
| 11 | Seaboard Corp COM | $24.1M | 5.4K | 3.8% | ▼−8.2% Reduced · −482 sh | |
| 12 | BP PLC COM | $23.1M | 625.0K | 3.7% | ▲+0.4% Added · +3K sh | |
| 13 | IDT Corp Class B COM | $20.5M | 351.7K | 3.2% | ▼−5.6% Reduced · −21K sh | |
| 14 | Patterson Uti Energy COM | $15.3M | 1.66M | 2.4% | ▼−1.6% Reduced · −26K sh | |
| 15 | Pfizer COM | $11.2M | 464.0K | 1.8% | ▼−4.3% Reduced · −21K sh | |
| 16 | Bristol-Myers Squibb COM | $10.0M | 174.2K | 1.6% | ▲+2.2% Added · +4K sh | |
| 17 | GSK PLC ADR COM | $8.3M | 158.4K | 1.3% | ▼−1.6% Reduced · −3K sh | |
| 18 | ExxonMobil COM | $2.4M | 17.7K | 0.4% | ▼−3.3% Reduced · −600 sh | |
| 19 | Genie Energy LTD Class B COM | $2.2M | 151.9K | 0.3% | ▼−13% Reduced · −23K sh | |
| 20 | Novartis AG COM | $2.1M | 13.2K | 0.3% | ▼−1.5% Reduced · −200 sh | |
| 21 | Fairfax Finl HLDGS LTD Sub VTG COM | $1.7M | 1.0K | 0.3% | —Held | |
| 22 | CSX Corp Com COM | $1.7M | 34.8K | 0.3% | ▼−4.7% Reduced · −2K sh | |
| 23 | First Natl BK Alaska COM | $1.6M | 4.9K | 0.2% | —Held | |
| 24 | Tourmaline Oil Corp Com COM | $1.1M | 27.0K | 0.2% | —Held | |
| 25 | JPMorgan Chase COM | $942K | 2.9K | 0.1% | ▲+2.1% Added · +60 sh | |
| 26 | Apple Inc Com COM | $895K | 3.1K | 0.1% | —Held | |
| 27 | Microsoft COM | $809K | 2.2K | 0.1% | ▲+3.6% Added · +76 sh | |
| 28 | Sei Invt Co Pa PV $0.01 COM | $579K | 6.6K | 0.1% | —Held | |
| 29 | Haleon PLC COM | $544K | 58.3K | 0.1% | ▲+3.4% Added · +2K sh | |
| 30 | Bank Of America Corp COM | $539K | 9.5K | 0.1% | —Held | |
| 31 | Peyto Expl & Dev Corp COM | $522K | 31.3K | 0.1% | —Held | |
| 32 | Rafael Holdings Inc Class B COM | $494K | 150.5K | 0.1% | ▲+157% Added · +92K sh | |
| 33 | Windrock LTD Co COM | $444K | 807 | 0.1% | ▲+50% Added · +270 sh | |
| 34 | Intl Business Machines COM | $345K | 1.2K | 0.1% | —Held | |
| 35 | Deutsche Bank AG COM | $338K | 10.0K | 0.1% | —Held | |
| 36 | Webster Finl Co COM | $332K | 4.3K | 0.1% | ▲New New position | |
| 37 | PNC Finl SVCS Group Inc Com COM | $330K | 1.3K | 0.1% | —Held | |
| 38 | Chevron Corp. COM | $324K | 2.0K | 0.1% | —Held | |
| 39 | Orange CNTY Bancorp COM | $294K | 8.0K | 0.0% | —Held | |
| 40 | Public SVC Enterprise Group COM | $286K | 3.5K | 0.0% | —Held | |
| 41 | Blackstone Inc Com COM | $271K | 2.3K | 0.0% | —Held | |
| 42 | Antero Midstream Corp COM | $269K | 11.8K | 0.0% | —Held | |
| 43 | Procter & Gamble COM | $257K | 1.8K | 0.0% | ▼−5.4% Reduced · −100 sh | |
| 44 | Pepsico Inc Com COM | $244K | 1.8K | 0.0% | —Held | |
| 45 | Zedge Inc COM | $242K | 78.1K | 0.0% | ▲+0.3% Added · +198 sh | |
| 46 | Verizon COM | $241K | 5.7K | 0.0% | —Held | |
| 47 | Pine Cliff Energy LTD Com COM | $209K | 520.0K | 0.0% | —Held | |
| 48 | Tphgreenwich Trust Uni COM | $0 | 167.0K | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1039565/holdings"
Use Arkolith to show KAHN BROTHERS GROUP INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 17, 2026 | 48 | $632.7M | 13F-HR/A |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 48 | $564.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 54 | $564.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.