KAHN BROTHERS GROUP INC

Q2 2026 13F-HR/A Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
48
Total value ($000)
$632,672
Net value change ($000)
+68,607 (12.2%)
New positions
1
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
C 21,688 22.7%
MBI 15,321 126.1%
ZG 14,704 65.2%
BAYRY 14,531 19.4%
GOOGL 7,715 22.0%
FLG 7,095 13.2%
SEG 5,205 27.1%
OGN 2,992 9.0%
IDT 2,160 11.8%
MRK 695 2.5%
Top Reduces (Value $000, Stocks/ETFs)
SEB -9,137 -27.5%
BP -6,152 -21.0%
PTEN -3,031 -16.6%
PFE -2,438 -17.9%
DIS -1,956 -5.4%
XOM -683 -22.1%
GSK -580 -6.5%
BMY -299 -2.9%
GNE -279 -11.3%
CMCSA -206 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type