KAHN BROTHERS GROUP INC
13F filer · CIK 1039565 · New York, NY
Summary
KAHN BROTHERS GROUP INC reported $632.67M across 48 positions in its 13F for 2026 Q2, filed Aug 17, 2026. The largest holdings are C (18.5%), BAYRY (14.1%), FLG (9.6%). Versus 2026 Q1, leaving options aside, it opened 1 new positions, added to 12, trimmed 16 and sold out of 1.
Reported value$632.67M
Positions48
Report period2026 Q2
FiledAug 17, 2026
New positions1
Added12
Trimmed16
Sold out1
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 18.5%Value $117.05MPrice $130.80Shares 836K -0.54%Since Jun 30 -6.54%
Weight 14.1%Value $89.31MPrice $13.90Shares 6.52M +0.07%Since Jun 30 +1.46%
Weight 9.6%Value $60.88MPrice $11.84Shares 4.07M -0.22%Since Jun 30 -20.75%
Weight 6.8%Value $42.72MPrice $337.32Shares 121K -0.92%Since Jun 30 -4.53%
Weight 5.9%Value $37.26MPrice $27.34Shares 1.18M +116.84%Since Jun 30 -13.26%
Weight 5.7%Value $36.16MPrice $13.74Shares 2.67M -51.77%Since Jun 30 +1.48%
Weight 5.5%Value $34.56MPrice $105.41Shares 359K -5.23%Since Jun 30 +9.52%
Weight 4.4%Value $28.04MPrice $149.28Shares 218K -4.01%Since Jun 30 +16.17%
Weight 4.3%Value $27.47MPrice $4.29Shares 4.21M +104.91%Since Jun 30 -34.20%
Weight 3.9%Value $24.39MPrice $23.33Shares 917K +2.66%Since Jun 30 -12.29%
Weight 3.8%Value $24.06MPrice $4055Shares 5,389 -8.21%Since Jun 30 -9.16%
Weight 3.7%Value $23.09MPrice $43.52Shares 625K +0.44%Since Jun 30 +17.78%
Weight 3.2%Value $20.45MPrice $75.56Shares 352K -5.61%Since Jun 30 +29.92%
Weight 2.4%Value $15.27MPrice $10.55Shares 1.66M -1.56%Since Jun 30 +14.92%
Weight 1.8%Value $11.17MPrice $28.72Shares 464K -4.28%Since Jun 30 +19.27%
Weight 1.6%Value $10.03MPrice $62.86Shares 174K +2.21%Since Jun 30 +9.09%
Weight 1.3%Value $8.31MPrice $49.35Shares 158K -1.58%Since Jun 30 -5.86%
Weight 0.4%Value $2.41MPrice $161.35Shares 18K -3.29%Since Jun 30 +18.01%
Weight 0.3%Value $2.20MPrice $16.15Shares 152K -13.18%Since Jun 30 +11.76%
Weight 0.3%Value $2.07MPrice $145.71Shares 13K -1.49%Since Jun 30 -7.03%
Weight 0.3%Value $1.67MPrice $1564Shares 1,018Since Jun 30 -4.90%
Weight 0.3%Value $1.65MPrice $46.93Shares 35K -4.66%Since Jun 30 -1.26%
First Natl BK AlaskaNo ticker matchHold
Weight 0.2%Value $1.56MShares 4,920
Tourmaline Oil Corp ComNo ticker matchHold
Weight 0.2%Value $1.13MShares 27K
Weight 0.1%Value $942.1KPrice $334.98Shares 2,878 +2.13%Since Jun 30 +2.34%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 18.5% | $117.05M | -6.54% | -0.54% | Trim | |
| 14.1% | $89.31M | +1.46% | +0.07% | Add | |
| 9.6% | $60.88M | -20.75% | -0.22% | Trim | |
| 6.8% | $42.72M | -4.53% | -0.92% | Trim | |
| 5.9% | $37.26M | -13.26% | +116.84% | Add | |
| 5.7% | $36.16M | +1.48% | -51.77% | Trim | |
| 5.5% | $34.56M | +9.52% | -5.23% | Trim | |
| 4.4% | $28.04M | +16.17% | -4.01% | Trim | |
| 4.3% | $27.47M | -34.20% | +104.91% | Add | |
| 3.9% | $24.39M | -12.29% | +2.66% | Add | |
| 3.8% | $24.06M | -9.16% | -8.21% | Trim | |
| 3.7% | $23.09M | +17.78% | +0.44% | Add | |
| 3.2% | $20.45M | +29.92% | -5.61% | Trim | |
| 2.4% | $15.27M | +14.92% | -1.56% | Trim | |
| 1.8% | $11.17M | +19.27% | -4.28% | Trim | |
| 1.6% | $10.03M | +9.09% | +2.21% | Add | |
| 1.3% | $8.31M | -5.86% | -1.58% | Trim | |
| 0.4% | $2.41M | +18.01% | -3.29% | Trim | |
| 0.3% | $2.20M | +11.76% | -13.18% | Trim | |
| 0.3% | $2.07M | -7.03% | -1.49% | Trim | |
| 0.3% | $1.67M | -4.90% | — | Hold | |
| 0.3% | $1.65M | -1.26% | -4.66% | Trim | |
| First Natl BK AlaskaNo ticker match | 0.2% | $1.56M | — | — | Hold |
| Tourmaline Oil Corp ComNo ticker match | 0.2% | $1.13M | — | — | Hold |
| 0.1% | $942.1K | +2.34% | +2.13% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.