StockDriftsStockDriftsTop 47 Kahn Brothers Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| C | Citigroup Inc | 18.5% | 836.3K | $117.1M | -0.54%(-4.56K) | $50.48(+177.65%) | 2026-06-30 | |
| BAYRY | Bayer AG Spons ADR | 14.12% | 6.52M | $89.3M | +0.07%(+4.71K) | $7.44(+85.91%) | 2026-06-30 | |
| FLG | Flagstar Financial, Inc. | 9.62% | 4.07M | $60.9M | -0.22%(-8.90K) | $16.96(-15.99%) | 2026-06-30 | |
| GOOG | Alphabet Inc Class C | 6.75% | 120.9K | $42.7M | -0.92%(-1.12K) | $187.85(+82.40%) | 2026-06-30 | |
| Z | Zillow Group Inc | 5.89% | 1.18M | $37.3M | +116.84%(+637.05K) | $44.75(-22.29%) | 2026-06-30 | |
| OGN | Organon & Co | 5.72% | 2.67M | $36.2M | -51.77%(-2.87M) | $12.29(+11.66%) | 2026-06-30 | |
| DIS | Walt Disney | 5.46% | 359.1K | $34.6M | -5.23%(-19.82K) | $104.72(+0.82%) | 2026-06-30 | |
| MRK | Merck & Co. Inc. | 4.43% | 218.2K | $28.0M | -4.01%(-9.11K) | $19.03(+615.77%) | 2026-06-30 | |
| MBI | M B I A Inc | 4.34% | 4.21M | $27.5M | +104.91%(+2.16M) | $4.88(+5.87%) | 2026-06-30 | |
| SEG | Seaport Entmt Group | 3.86% | 917.0K | $24.4M | +2.66%(+23.78K) | $20.81(+33.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.55% | +24.40% | +4.54% | +24.84% |
| Top 20 Holdings Unweighted | +9.34% | +30.70% | +2.81% | +14.85% |
Kahn Brothers Group INC reports $632.67M in US-listed equity holdings across 48 positions in its most recent 13F filing. Its largest disclosed positions are C (18.5%), BAYRY (14.1%) and FLG (9.6%). The top 20 holdings account for 97.51% of reported assets. Its disclosed equity book has returned +24.40% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kahn Brothers Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1039565). View Kahn Brothers Group INC’s 13F filings on SEC