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Livermore
Livermore
ZHEN

Kahn Brothers Group Inc

SEC CIK
0001039565
Latest filing
Aug 14, 2026

The latest 13F from Kahn Brothers Group Inc covers Q2 2026 (filed Aug 14, 2026): 48 long positions worth $632.7M. The top 10 holdings make up 78.7% of the portfolio, and the largest is Citigroup Inc (C) at 18.5%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1
Est. +$332.4K
Added
12
Est. +$35.7M
Reduced
16
Est. −$47.8M
Sold out
1
Est. −$205.8K

Top 5 holdings

Share of this quarter's portfolio value

  1. CCitigroup Inc
    18.5%$117.1MHistory
  2. Bayer AG072730302
    14.1%$89.3M
  3. FLGFlagstar Bank, National Association
    9.6%$60.9MHistory
  4. GOOGAlphabet Inc.
    6.8%$42.7MHistory
  5. ZZillow Group, Inc.
    5.9%$37.3MHistory

Share of portfolio

Top 5 holdings and the other 43 positions, by share of portfolio value

  1. C18.5%
  2. Bayer AG14.1%
  3. FLG9.6%
  4. GOOG6.8%
  5. Z5.9%
  6. Other 43 positions45.1%

Biggest buys

New and added positions, by estimated amount bought

  1. ZZillow Group, Inc.
    +$20.1MAddedHistory
  2. MBIMbia Inc
    +$14.1MAddedHistory
  3. SEGSeaport Entertainment Group Inc.
    +$632.5KAddedHistory
  4. WBSWebster Financial Corp
    +$332.4KNewHistory
  5. RFLRafael Holdings, Inc.
    +$301.6KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MBIMbia Inc
    +2.19 pp2.2% → 4.3%History
  2. ZZillow Group, Inc.
    +1.89 pp4.0% → 5.9%History
  3. Bayer AG072730302
    +0.86 pp13.3% → 14.1%
  4. SEGSeaport Entertainment Group Inc.
    +0.45 pp3.4% → 3.9%History
  5. RFLRafael Holdings, Inc.
    +0.07 pp<0.1% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. OGNOrganon & Co.
    −$38.8MReducedHistory
  2. SEBSeaboard Corp
    −$2.15MReducedHistory
  3. DISWalt Disney Co
    −$1.91MReducedHistory
  4. IDTIdt Corp
    −$1.22MReducedHistory
  5. MRKMerck & Co., Inc.
    −$1.17MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. SEBSeaboard Corp
    −2.08 pp5.9% → 3.8%History
  2. DISWalt Disney Co
    −1.01 pp6.5% → 5.5%History
  3. PTENPatterson Uti Energy Inc
    −0.83 pp3.2% → 2.4%History
  4. PFEPfizer Inc
    −0.65 pp2.4% → 1.8%History
  5. MRKMerck & Co., Inc.
    −0.42 pp4.8% → 4.4%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$632.7M
+$68.6M (+12.2%) vs. prior quarter
Positions
48
0 vs. prior quarter
Top 10 concentration
78.7%
Top 10 as share of value
Turnover
6.0%
Q2 2026, one quarter
Average holding period
13.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $787.6M (Q1 2022)

Q1 2021: $646.1MQ2 2021: $698.3MQ3 2021: $710.3MQ4 2021: $728.0MQ1 2022: $787.6MQ2 2022: $742.7MQ3 2022: $641.7MQ4 2022: $759.6MQ1 2023: $694.7MQ2 2023: $682.1MQ3 2023: $640.9MQ4 2023: $634.8MQ1 2024: $674.4MQ2 2024: $595.0MQ3 2024: $580.6MQ4 2024: $460.4MQ1 2025: $494.5MQ2 2025: $497.9MQ3 2025: $531.8MQ4 2025: $564.7MQ1 2026: $564.1MQ2 2026: $632.7M
Q1 2021Q2 2026
13F filings of Kahn Brothers Group Inc by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 2026Amended48$632.7MCBayer AGFLGvs. Q1 2026SEC
Q1 2026May 8, 202648$564.1MCBayer AGFLGvs. Q4 2025SEC
Q4 2025Feb 12, 202654$564.7MCBayer AGFLGvs. Q3 2025SEC
Q3 2025Nov 12, 202553$531.8MCBayer AGFLGvs. Q2 2025SEC
Q2 2025Aug 14, 202550$497.9MCBayer AGDISvs. Q1 2025SEC
Q1 2025May 15, 202555$494.5MCFLGMRKvs. Q4 2024SEC
Q4 2024Feb 14, 202552$460.4MCMRKDISvs. Q3 2024SEC
Q3 2024Nov 13, 202453$580.6MCMRKBPvs. Q2 2024SEC
Q2 2024Aug 14, 202452$595.0MCMRKBPvs. Q1 2024SEC
Q1 2024May 15, 202453$674.4MAGOMRKCvs. Q4 2023SEC
Q4 2023Feb 13, 202443$634.8MAGOMRKFlagstar Bank, National Associationvs. Q3 2023SEC
Q3 2023Nov 13, 202343$640.9MFlagstar Bank, National AssociationBPMRKvs. Q2 2023SEC
Q2 2023Aug 9, 202343$682.1MMRKFlagstar Bank, National AssociationBPvs. Q1 2023SEC
Q1 2023May 12, 202345$694.7MBPMRKBMYvs. Q4 2022SEC
Q4 2022Feb 15, 202345$759.6MAGOMRKBPvs. Q3 2022SEC
Q3 2022Nov 15, 202245$641.7MBMYBPAGOvs. Q2 2022SEC
Q2 2022Aug 10, 202245$742.7MPTENAGOBMYvs. Q1 2022SEC
Q1 2022May 2, 202246$787.6MPTENAGOMBIvs. Q4 2021SEC
Q4 2021Jan 25, 202243$728.0MMBIAGOGSKvs. Q3 2021SEC
Q3 2021Nov 1, 202143$710.3MAGOMBIBPvs. Q2 2021SEC
Q2 2021Aug 4, 202143$698.3MAGOCitigroup IncBMYvs. Q1 2021SEC
Q1 2021May 7, 202142$646.1MAGOCitigroup IncFlagstar Bank, National Association–SEC

13D and 13G filings

Companies where Kahn Brothers Group Inc reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

2 companies, largest stake first.

Companies where Kahn Brothers Group Inc owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
MBIMbia Inc13G8.30%4.21M shares–Feb 11, 202113 filingsAug 14, 2026SEC
SEGSeaport Entertainment Group Inc.13G7.00%893.2K sharesNewMay 8, 20261 filingMay 8, 2026SEC

Latest filings

31 filings on file made by Kahn Brothers Group Inc or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Kahn Brothers Group Inc
CompanyFiled (ET)FormStakeChangeEvent dateFiling
MBIMbia IncAug 14, 202611:20 AM ET13G8.30%4.21M shares–Aug 14, 2026SEC
SEGSeaport Entertainment Group Inc.May 8, 202612:35 PM ET13G7.00%893.2K sharesNewMay 8, 2026SEC
VOXXVOXX International CorpAug 9, 202413G/AOld format–––SEC
VOXXVOXX International CorpAug 8, 202413G/AOld format–––SEC
MBIMbia IncAug 8, 202413G/AOld format–––SEC
VOXXVOXX International CorpMay 15, 202413GOld format–––SEC
MBIMbia IncMay 15, 202413GOld format–––SEC
Kahn Brothers Group IncFeb 13, 202411:29 AM ET13GOld format–New–SEC
MBIMbia IncFeb 13, 202413GOld format–––SEC
VOXXVOXX International CorpFeb 13, 202413GOld format–––SEC
VOXXVOXX International CorpNov 13, 202313GOld format–––SEC
MBIMbia IncNov 13, 202313GOld format–––SEC
VOXXVOXX International CorpAug 9, 202313GOld format–––SEC
MBIMbia IncAug 9, 202313GOld format–––SEC
VOXXVOXX International CorpMay 12, 202313GOld format–––SEC
MBIMbia IncMay 12, 202313GOld format–––SEC
VOXXVOXX International CorpFeb 15, 202313GOld format–––SEC
MBIMbia IncFeb 15, 202313GOld format–––SEC
VOXXVOXX International CorpNov 15, 202213GOld format–––SEC
MBIMbia IncNov 15, 202213GOld format–––SEC