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KAHN BROTHERS GROUP INC

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13F filer, CIK 1039565, NEW YORK, NY

KAHN BROTHERS GROUP INC reported $632,672,050 across 48 holdings for the quarter ended 2026-06-30, in a 13F-HR/A filed 2026-08-17. Its ten largest share positions make up 78.69% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001039565-26-000006

Period
2026-06-30
Reported value
$633M
Holdings
48
Top 10 weight
78.69%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
Zadded+637,049$20.1M
MBIadded+2,157,486$14.1M
SEGadded+23,778$632K
WBSnew+4,349$332K
RFLadded+91,936$302K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
OGNreduced-2,866,470-$38.8M
SEBreduced-482-$2.15M
DISreduced-19,817-$1.91M
IDTreduced-20,906-$1.22M
MRKreduced-9,106-$1.17M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR/A 0001039565-26-000006, largest first. % of portfolio is the value over $632,672,050, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,186,573 shares; 2024Q4: 906,779 shares; 2025Q1: 876,803 shares; 2025Q2: 886,688 shares; 2025Q3: 876,660 shares; 2025Q4: 876,278 shares; 2026Q1: 840,897 shares; 2026Q2: 836,337 shares 836,337$117M18.5%-4,560Timeline
BAYRYBAYER AG-SPONSORED ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,159,540 shares; 2024Q4: 4,506,223 shares; 2025Q1: 6,573,693 shares; 2025Q2: 6,728,903 shares; 2025Q3: 6,787,253 shares; 2025Q4: 6,754,291 shares; 2026Q1: 6,513,893 shares; 2026Q2: 6,518,603 shares 6,518,603$89.3M14.12%+4,710Timeline
FLGFLAGSTAR BANK NATIONAL ASSOCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,559,701 shares; 2025Q1: 4,216,986 shares; 2025Q2: 4,321,165 shares; 2025Q3: 4,296,752 shares; 2025Q4: 4,177,212 shares; 2026Q1: 4,083,618 shares; 2026Q2: 4,074,720 shares 4,074,720$60.9M9.62%-8,898Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,091 shares; 2025Q3: 134,722 shares; 2025Q4: 135,416 shares; 2026Q1: 122,029 shares; 2026Q2: 120,906 shares 120,906$42.7M6.75%-1,123Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 545,212 shares; 2026Q2: 1,182,261 shares 1,182,261$37.3M5.89%+637,049Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,835,193 shares; 2024Q4: 1,567,273 shares; 2025Q1: 2,493,384 shares; 2025Q2: 3,490,150 shares; 2025Q3: 3,616,845 shares; 2025Q4: 3,629,451 shares; 2026Q1: 5,536,993 shares; 2026Q2: 2,670,523 shares 2,670,523$36.2M5.72%-2,866,470Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405,445 shares; 2024Q4: 353,026 shares; 2025Q1: 348,175 shares; 2025Q2: 392,450 shares; 2025Q3: 394,524 shares; 2025Q4: 394,369 shares; 2026Q1: 378,909 shares; 2026Q2: 359,092 shares 359,092$34.6M5.46%-19,817Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580,488 shares; 2024Q4: 508,908 shares; 2025Q1: 492,275 shares; 2025Q2: 490,465 shares; 2025Q3: 433,750 shares; 2025Q4: 430,103 shares; 2026Q1: 227,288 shares; 2026Q2: 218,182 shares 218,182$28M4.43%-9,106Timeline
MBIMBIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,029,794 shares; 2025Q4: 1,028,784 shares; 2026Q1: 2,056,434 shares; 2026Q2: 4,213,920 shares 4,213,920$27.5M4.34%+2,157,486Timeline
SEGSEAPORT ENTMT GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 583,364 shares; 2025Q4: 586,170 shares; 2026Q1: 893,227 shares; 2026Q2: 917,005 shares 917,005$24.4M3.86%+23,778Timeline
SEBSEABOARD CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,034 shares; 2024Q4: 9,018 shares; 2025Q1: 8,825 shares; 2025Q2: 8,623 shares; 2025Q3: 7,724 shares; 2025Q4: 7,285 shares; 2026Q1: 5,871 shares; 2026Q2: 5,389 shares 5,389$24.1M3.8%-482Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,588,880 shares; 2024Q4: 1,192,030 shares; 2025Q1: 1,149,967 shares; 2025Q2: 1,129,372 shares; 2025Q3: 1,085,607 shares; 2025Q4: 1,038,402 shares; 2026Q1: 622,256 shares; 2026Q2: 624,999 shares 624,999$23.1M3.65%+2,743Timeline
IDTIDT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330,228 shares; 2024Q4: 238,881 shares; 2025Q1: 365,536 shares; 2025Q2: 396,564 shares; 2025Q3: 392,357 shares; 2025Q4: 392,011 shares; 2026Q1: 372,566 shares; 2026Q2: 351,660 shares 351,660$20.5M3.23%-20,906Timeline
PTENPATTERSON-UTI ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,246,029 shares; 2024Q4: 1,996,371 shares; 2025Q1: 1,937,260 shares; 2025Q2: 1,917,660 shares; 2025Q3: 1,885,460 shares; 2025Q4: 1,742,013 shares; 2026Q1: 1,690,156 shares; 2026Q2: 1,663,758 shares 1,663,758$15.3M2.41%-26,398Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 997,025 shares; 2024Q4: 761,090 shares; 2025Q1: 735,189 shares; 2025Q2: 730,989 shares; 2025Q3: 707,144 shares; 2025Q4: 553,950 shares; 2026Q1: 484,733 shares; 2026Q2: 464,001 shares 464,001$11.2M1.77%-20,732Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 826,108 shares; 2024Q4: 690,252 shares; 2025Q1: 597,428 shares; 2025Q2: 550,683 shares; 2025Q3: 272,334 shares; 2025Q4: 202,196 shares; 2026Q1: 170,381 shares; 2026Q2: 174,152 shares 174,152$10M1.59%+3,771Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 659,872 shares; 2025Q3: 260,837 shares; 2025Q4: 178,696 shares; 2026Q1: 160,982 shares; 2026Q2: 158,438 shares 158,438$8.31M1.31%-2,544Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,326 shares; 2024Q4: 13,974 shares; 2025Q1: 13,818 shares; 2025Q2: 19,143 shares; 2025Q3: 17,943 shares; 2025Q4: 20,217 shares; 2026Q1: 18,255 shares; 2026Q2: 17,655 shares 17,655$2.41M0.38%-600Timeline
GNEGENIE ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289,913 shares; 2024Q4: 216,944 shares; 2025Q1: 202,608 shares; 2025Q2: 198,999 shares; 2025Q3: 191,872 shares; 2025Q4: 190,312 shares; 2026Q1: 175,011 shares; 2026Q2: 151,941 shares 151,941$2.2M0.35%-23,070Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,581 shares; 2024Q4: 21,181 shares; 2025Q1: 21,909 shares; 2025Q2: 18,471 shares; 2025Q3: 14,326 shares; 2025Q4: 13,678 shares; 2026Q1: 13,386 shares; 2026Q2: 13,186 shares 13,186$2.07M0.33%-200Timeline
FRFHFFAIRFAX FINANCIAL HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,018 shares; 2024Q4: 1,018 shares; 2025Q1: 1,018 shares; 2025Q2: 1,018 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares; 2026Q1: 1,018 shares; 2026Q2: 1,018 shares 1,018$1.67M0.26%0Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,820 shares; 2024Q4: 49,820 shares; 2025Q1: 48,731 shares; 2025Q2: 40,731 shares; 2025Q3: 40,731 shares; 2025Q4: 37,531 shares; 2026Q1: 36,481 shares; 2026Q2: 34,781 shares 34,781$1.65M0.26%-1,700Timeline
FBAKFIRST NATIONAL BANK ALASKAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,770 shares; 2024Q4: 6,290 shares; 2025Q1: 6,290 shares; 2025Q2: 6,290 shares; 2025Q3: 4,990 shares; 2025Q4: 4,920 shares; 2026Q1: 4,920 shares; 2026Q2: 4,920 shares 4,920$1.56M0.25%0Timeline
TRMLFTOURMALINE OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,308 shares; 2025Q1: 17,209 shares; 2025Q2: 27,959 shares; 2025Q3: 24,409 shares; 2025Q4: 26,959 shares; 2026Q1: 26,959 shares; 2026Q2: 26,959 shares 26,959$1.13M0.18%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,775 shares; 2025Q3: 2,668 shares; 2025Q4: 3,468 shares; 2026Q1: 2,818 shares; 2026Q2: 2,878 shares 2,878$942K0.15%+60Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,492 shares; 2024Q4: 2,792 shares; 2025Q1: 2,792 shares; 2025Q2: 2,992 shares; 2025Q3: 2,992 shares; 2025Q4: 3,092 shares; 2026Q1: 3,092 shares; 2026Q2: 3,092 shares 3,092$895K0.14%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,839 shares; 2024Q4: 1,839 shares; 2025Q1: 1,839 shares; 2025Q2: 1,905 shares; 2025Q3: 1,905 shares; 2025Q4: 2,392 shares; 2026Q1: 2,092 shares; 2026Q2: 2,168 shares 2,168$809K0.13%+76Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,147 shares; 2024Q4: 5,147 shares; 2025Q1: 6,596 shares; 2025Q2: 6,596 shares; 2025Q3: 6,596 shares; 2025Q4: 6,596 shares; 2026Q1: 6,596 shares; 2026Q2: 6,596 shares 6,596$579K0.09%0Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,952 shares; 2024Q4: 203,033 shares; 2025Q1: 184,309 shares; 2025Q2: 118,437 shares; 2025Q3: 68,027 shares; 2025Q4: 65,321 shares; 2026Q1: 56,431 shares; 2026Q2: 58,341 shares 58,341$544K0.09%+1,910Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,576 shares; 2024Q4: 19,430 shares; 2025Q1: 17,275 shares; 2025Q2: 11,887 shares; 2025Q3: 11,126 shares; 2025Q4: 10,484 shares; 2026Q1: 9,459 shares; 2026Q2: 9,459 shares 9,459$539K0.09%0Timeline
PEYUFPEYTO EXPLORATION & DEVELOPMENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,807 shares; 2024Q4: 19,807 shares; 2025Q1: 19,807 shares; 2025Q2: 32,307 shares; 2025Q3: 31,857 shares; 2025Q4: 31,857 shares; 2026Q1: 31,307 shares; 2026Q2: 31,307 shares 31,307$522K0.08%0Timeline
RFLRAFAEL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,596 shares; 2024Q4: 167,461 shares; 2025Q1: 162,292 shares; 2025Q2: 161,032 shares; 2025Q3: 158,674 shares; 2025Q4: 59,246 shares; 2026Q1: 58,557 shares; 2026Q2: 150,493 shares 150,493$494K0.08%+91,936Timeline
Windrock LTD CoWindrock LTD CoQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 537 shares; 2026Q2: 807 shares 807$444K0.07%+270
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: 1,508 shares; 2025Q2: 1,508 shares; 2025Q3: 1,508 shares; 2025Q4: 1,228 shares; 2026Q1: 1,228 shares; 2026Q2: 1,228 shares 1,228$345K0.05%0Timeline
DBDEUTSCHE BK AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000$338K0.05%0Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,437 shares; 2024Q4: 32,496 shares; 2025Q1: 32,254 shares; 2025Q2: 30,089 shares; 2025Q3: 30,173 shares; 2025Q4: 29,833 shares; 2026Q1: not reported; 2026Q2: 4,349 shares 4,349$332K0.05%newTimeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,460 shares; 2024Q4: 1,673 shares; 2025Q1: 1,497 shares; 2025Q2: 1,497 shares; 2025Q3: 1,457 shares; 2025Q4: 2,257 shares; 2026Q1: 1,342 shares; 2026Q2: 1,342 shares 1,342$330K0.05%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,053 shares; 2025Q2: 2,053 shares; 2025Q3: 2,003 shares; 2025Q4: 2,003 shares; 2026Q1: 1,953 shares; 2026Q2: 1,953 shares 1,953$324K0.05%0Timeline
OBTORANGE CNTY BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000$294K0.05%0Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 4,524 shares; 2025Q1: 4,374 shares; 2025Q2: 3,624 shares; 2025Q3: 3,624 shares; 2025Q4: 4,424 shares; 2026Q1: 3,524 shares; 2026Q2: 3,524 shares 3,524$286K0.05%0Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300$271K0.04%0Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,856 shares; 2024Q4: 18,856 shares; 2025Q1: 18,856 shares; 2025Q2: 18,856 shares; 2025Q3: 18,856 shares; 2025Q4: 18,856 shares; 2026Q1: 11,806 shares; 2026Q2: 11,806 shares 11,806$269K0.04%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,767 shares; 2025Q3: 1,767 shares; 2025Q4: 1,867 shares; 2026Q1: 1,852 shares; 2026Q2: 1,752 shares 1,752$257K0.04%-100Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800$244K0.04%0Timeline
ZDGEZEDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,148 shares; 2024Q4: 89,065 shares; 2025Q1: 85,621 shares; 2025Q2: 84,781 shares; 2025Q3: 82,904 shares; 2025Q4: 82,558 shares; 2026Q1: 77,928 shares; 2026Q2: 78,126 shares 78,126$242K0.04%+198Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,846 shares; 2024Q4: 11,476 shares; 2025Q1: 7,863 shares; 2025Q2: 7,715 shares; 2025Q3: 7,237 shares; 2025Q4: 8,147 shares; 2026Q1: 5,682 shares; 2026Q2: 5,682 shares 5,682$241K0.04%0Timeline
PIFYFPINE CLIFF ENERGY LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,731 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 530,000 shares; 2025Q3: 520,000 shares; 2025Q4: 520,000 shares; 2026Q1: 520,000 shares; 2026Q2: 520,000 shares 520,000$209K0.03%0Timeline
Tphgreenwich Trust UniTphgreenwich Trust UniQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 166,999 shares; 2026Q1: 166,999 shares; 2026Q2: 166,999 shares 166,999$00%0Value filed as zero, left out of ratios.

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CMCSACOMCAST CORP NEW7,169$206Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001039565-26-000004 superseded2026-08-14acceptance time not in the bulk data set
13F-HR/A 0001039565-26-000006 baserestatement2026-08-17acceptance time not in the bulk data set