Kahn Brothers
What Kahn Brothers held at the end of Q2 2026, from its 13F filed on 2026-08-17, against Q1 2026. US-listed shares only. Its filings at the SEC ›
Value
$632.67M
Q2 2026
Positions
47
shares, no options
Top 10
79%
of the portfolio
Changes
+10 / −16
1 new, 1 sold out
Holdings at the end of Q2 2026
| Company | Share of portfolio | Shares | Value | Change |
|---|---|---|---|---|
| CCitigroup Inc | 18.50% | 836,337 | $117.05M | Reduced 1% |
| BAYRYBayer AG Spons ADR | 14.12% | 6,518,603 | $89.31M | Unchanged |
| FLGFlagstar Financial, Inc. | 9.62% | 4,074,720 | $60.88M | Unchanged |
| GOOGAlphabet Inc Class C | 6.75% | 120,906 | $42.72M | Reduced 1% |
| ZZillow Group Inc | 5.89% | 1,182,261 | $37.26M | Added 117% |
| OGNOrganon & Co | 5.72% | 2,670,523 | $36.16M | Reduced 52% |
| DISWalt Disney | 5.46% | 359,092 | $34.56M | Reduced 5% |
| MRKMerck & Co. Inc. | 4.43% | 218,182 | $28.04M | Reduced 4% |
| MBIM B I A Inc | 4.34% | 4,213,920 | $27.47M | Added 105% |
| SEGSeaport Entmt Group | 3.86% | 917,005 | $24.39M | Added 3% |
| SEBSeaboard Corp | 3.80% | 5,389 | $24.06M | Reduced 8% |
| BPBP PLC | 3.65% | 624,999 | $23.09M | Unchanged |
| IDTIDT Corp Class B | 3.23% | 351,660 | $20.45M | Reduced 6% |
| PTENPatterson Uti Energy | 2.41% | 1,663,758 | $15.27M | Reduced 2% |
| PFEPfizer | 1.77% | 464,001 | $11.17M | Reduced 4% |
| BMYBristol-Myers Squibb | 1.59% | 174,152 | $10.03M | Added 2% |
| GSKGSK PLC ADR | 1.31% | 158,438 | $8.31M | Reduced 2% |
| ExxonMobil | 0.38% | 17,655 | $2.41M | Reduced 3% |
| GNEGenie Energy LTD Class B | 0.35% | 151,941 | $2.20M | Reduced 13% |
| NVSNovartis AG | 0.33% | 13,186 | $2.07M | Reduced 1% |
| FRFHFFairfax Finl HLDGS LTD Sub VTG | 0.26% | 1,018 | $1.67M | Unchanged |
| CSXCSX Corp Com | 0.26% | 34,781 | $1.65M | Reduced 5% |
| FBAKFirst Natl BK Alaska | 0.25% | 4,920 | $1.56M | Unchanged |
| TRMLFTourmaline Oil Corp Com | 0.18% | 26,959 | $1.13M | Unchanged |
| JPMJPMorgan Chase | 0.15% | 2,878 | $942,055 | Added 2% |
| AAPLApple Inc Com | 0.14% | 3,092 | $894,701 | Unchanged |
| MSFTMicrosoft | 0.13% | 2,168 | $808,707 | Added 4% |
| SEICSei Invt Co Pa PV $0.01 | 0.09% | 6,596 | $578,535 | Unchanged |
| HLNHaleon PLC | 0.09% | 58,341 | $544,321 | Added 3% |
| BACBank Of America Corp | 0.09% | 9,459 | $538,973 | Unchanged |
| PEYUFPeyto Expl & Dev Corp | 0.08% | 31,307 | $522,150 | Unchanged |
| RFLRafael Holdings Inc Class B | 0.08% | 150,493 | $493,617 | Added 157% |
| WRLCWindrock LTD Co | 0.07% | 807 | $443,841 | Added 50% |
| IBMIntl Business Machines | 0.05% | 1,228 | $345,325 | Unchanged |
| DBDeutsche Bank AG | 0.05% | 10,000 | $337,600 | Unchanged |
| Webster Finl Co | 0.05% | 4,349 | $332,350 | New |
| PNCPNC Finl SVCS Group Inc Com | 0.05% | 1,342 | $330,427 | Unchanged |
| CVXChevron Corp. | 0.05% | 1,953 | $323,729 | Unchanged |
| OBTOrange CNTY Bancorp | 0.05% | 8,000 | $294,240 | Unchanged |
| PEGPublic SVC Enterprise Group | 0.05% | 3,524 | $286,007 | Unchanged |
| BXBlackstone Inc Com | 0.04% | 2,300 | $270,641 | Unchanged |
| AMAntero Midstream Corp | 0.04% | 11,806 | $268,586 | Unchanged |
| PGProcter & Gamble | 0.04% | 1,752 | $256,913 | Reduced 5% |
| PEPPepsico Inc Com | 0.04% | 1,800 | $243,720 | Unchanged |
| ZDGEZedge Inc | 0.04% | 78,126 | $242,190 | Unchanged |
| VZVerizon | 0.04% | 5,682 | $240,575 | Unchanged |
| PIFYFPine Cliff Energy LTD Com | 0.03% | 520,000 | $208,938 | Unchanged |
Sold out in Q2 2026
CMCSA
Two years of filings
| Quarter | Positions | Value | Filed |
|---|---|---|---|
| 2026-06-30 | 48 positions | $632.67M | 2026-08-17 |
| 2026-03-31 | 48 positions | $564.07M | 2026-05-08 |
| 2025-12-31 | 54 positions | $564.70M | 2026-02-12 |
| 2025-09-30 | 53 positions | $531.80M | 2025-11-12 |
| 2025-06-30 | 50 positions | $497.95M | 2025-08-14 |
| 2025-03-31 | 55 positions | $494.45M | 2025-05-15 |
| 2024-12-31 | 52 positions | $460.36M | 2025-02-14 |
| 2024-09-30 | 53 positions | $580.57M | 2024-11-13 |
How to read it
A 13F lists US-listed shares and options at a quarter's end, filed up to 45 days later. “Added” and “reduced” compare the share counts of two quarter-ends; a correcting amendment replaces the original. Short positions, cash and holdings outside the US are not in it. None of this is advice.