Form 13F manager

KAHN BROTHERS GROUP INC

Latest quarter 2026-06-30 · filed 2026-08-17 · reported total $633M · filing amended

As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.

Filed up to 45 days after quarter end; holdings may have changed since.

Amended: this view reflects the filer's restatement of 2026-08-17.

Positions

Row	Issuer	Class	Put/call	Value	% of total	SH/PRN qty
1	Citigroup Inc	COM	—	$117M	18.5%	SH 836,337
2	Bayer AG Spons ADR	COM	—	$89M	14.1%	SH 6,518,603
3	Flagstar Financial, Inc.	COM	—	$61M	9.6%	SH 4,074,720
4	Alphabet Inc Class C	COM	—	$43M	6.8%	SH 120,906
5	Zillow Group Inc	COM	—	$37M	5.9%	SH 1,182,261
6	OGN · Organon & Co	COM	—	$36M	5.7%	SH 2,670,523
7	DIS · Walt Disney	COM	—	$35M	5.5%	SH 359,092
8	MRK · Merck & Co. Inc.	COM	—	$28M	4.4%	SH 218,182
9	M B I A Inc	COM	—	$27M	4.3%	SH 4,213,920
10	Seaport Entmt Group	COM	—	$24M	3.9%	SH 917,005
11	Seaboard Corp	COM	—	$24M	3.8%	SH 5,389
12	BP PLC	COM	—	$23M	3.7%	SH 624,999
13	IDT Corp Class B	COM	—	$20M	3.2%	SH 351,660
14	PTEN · Patterson Uti Energy	COM	—	$15M	2.4%	SH 1,663,758
15	PFE · Pfizer	COM	—	$11M	1.8%	SH 464,001
16	Bristol-Myers Squibb	COM	—	$10M	1.6%	SH 174,152
17	GSK PLC ADR	COM	—	$8.3M	1.3%	SH 158,438
18	ExxonMobil	COM	—	$2.4M	0.4%	SH 17,655
19	Genie Energy LTD Class B	COM	—	$2.2M	0.3%	SH 151,941
20	Novartis AG	COM	—	$2.1M	0.3%	SH 13,186
21	Fairfax Finl HLDGS LTD Sub VTG	COM	—	$1.7M	0.3%	SH 1,018
22	CSX Corp Com	COM	—	$1.7M	0.3%	SH 34,781
23	First Natl BK Alaska	COM	—	$1.6M	0.2%	SH 4,920
24	Tourmaline Oil Corp Com	COM	—	$1.1M	0.2%	SH 26,959
25	JPMorgan Chase	COM	—	$0.9M	0.1%	SH 2,878
26	Apple Inc Com	COM	—	$0.9M	0.1%	SH 3,092
27	MSFT · Microsoft	COM	—	$0.8M	0.1%	SH 2,168
28	Sei Invt Co Pa PV $0.01	COM	—	$0.6M	<0.1%	SH 6,596
29	Haleon PLC	COM	—	$0.5M	<0.1%	SH 58,341
30	Bank Of America Corp	COM	—	$0.5M	<0.1%	SH 9,459
31	Peyto Expl & Dev Corp	COM	—	$0.5M	<0.1%	SH 31,307
32	Rafael Holdings Inc Class B	COM	—	<$1M	<0.1%	SH 150,493
33	Windrock LTD Co	COM	—	<$1M	<0.1%	SH 807
34	Intl Business Machines	COM	—	<$1M	<0.1%	SH 1,228
35	Deutsche Bank AG	COM	—	<$1M	<0.1%	SH 10,000
36	Webster Finl Co	COM	—	<$1M	<0.1%	SH 4,349
37	PNC Finl SVCS Group Inc Com	COM	—	<$1M	<0.1%	SH 1,342
38	CVX · Chevron Corp.	COM	—	<$1M	<0.1%	SH 1,953
39	Orange CNTY Bancorp	COM	—	<$1M	<0.1%	SH 8,000
40	Public SVC Enterprise Group	COM	—	<$1M	<0.1%	SH 3,524
41	Blackstone Inc Com	COM	—	<$1M	<0.1%	SH 2,300
42	AM · Antero Midstream Corp	COM	—	<$1M	<0.1%	SH 11,806
43	PG · Procter & Gamble	COM	—	<$1M	<0.1%	SH 1,752
44	Pepsico Inc Com	COM	—	<$1M	<0.1%	SH 1,800
45	ZDGE · Zedge Inc	COM	—	<$1M	<0.1%	SH 78,126
46	Verizon	COM	—	<$1M	<0.1%	SH 5,682
47	Pine Cliff Energy LTD Com	COM	—	<$1M	<0.1%	SH 520,000
48	Tphgreenwich Trust Uni	COM	—	<$1M	<0.1%	SH 166,999

Filed rows (48) — as filed

Row	Issuer	Class	Put/call	Value	% of total	SH/PRN qty	Source
1	Citigroup Inc	COM	—	$117M	18.5%	SH 836,337	0001039565-26-000006
2	Bayer AG Spons ADR	COM	—	$89M	14.1%	SH 6,518,603	0001039565-26-000006
3	Flagstar Financial, Inc.	COM	—	$61M	9.6%	SH 4,074,720	0001039565-26-000006
4	Alphabet Inc Class C	COM	—	$43M	6.8%	SH 120,906	0001039565-26-000006
5	Zillow Group Inc	COM	—	$37M	5.9%	SH 1,182,261	0001039565-26-000006
6	Organon & Co	COM	—	$36M	5.7%	SH 2,670,523	0001039565-26-000006
7	Walt Disney	COM	—	$35M	5.5%	SH 359,092	0001039565-26-000006
8	Merck & Co. Inc.	COM	—	$28M	4.4%	SH 218,182	0001039565-26-000006
9	M B I A Inc	COM	—	$27M	4.3%	SH 4,213,920	0001039565-26-000006
10	Seaport Entmt Group	COM	—	$24M	3.9%	SH 917,005	0001039565-26-000006
11	Seaboard Corp	COM	—	$24M	3.8%	SH 5,389	0001039565-26-000006
12	BP PLC	COM	—	$23M	3.7%	SH 624,999	0001039565-26-000006
13	IDT Corp Class B	COM	—	$20M	3.2%	SH 351,660	0001039565-26-000006
14	Patterson Uti Energy	COM	—	$15M	2.4%	SH 1,663,758	0001039565-26-000006
15	Pfizer	COM	—	$11M	1.8%	SH 464,001	0001039565-26-000006
16	Bristol-Myers Squibb	COM	—	$10M	1.6%	SH 174,152	0001039565-26-000006
17	GSK PLC ADR	COM	—	$8.3M	1.3%	SH 158,438	0001039565-26-000006
18	ExxonMobil	COM	—	$2.4M	0.4%	SH 17,655	0001039565-26-000006
19	Genie Energy LTD Class B	COM	—	$2.2M	0.3%	SH 151,941	0001039565-26-000006
20	Novartis AG	COM	—	$2.1M	0.3%	SH 13,186	0001039565-26-000006
21	Fairfax Finl HLDGS LTD Sub VTG	COM	—	$1.7M	0.3%	SH 1,018	0001039565-26-000006
22	CSX Corp Com	COM	—	$1.7M	0.3%	SH 34,781	0001039565-26-000006
23	First Natl BK Alaska	COM	—	$1.6M	0.2%	SH 4,920	0001039565-26-000006
24	Tourmaline Oil Corp Com	COM	—	$1.1M	0.2%	SH 26,959	0001039565-26-000006
25	JPMorgan Chase	COM	—	$0.9M	0.1%	SH 2,878	0001039565-26-000006
26	Apple Inc Com	COM	—	$0.9M	0.1%	SH 3,092	0001039565-26-000006
27	Microsoft	COM	—	$0.8M	0.1%	SH 2,168	0001039565-26-000006
28	Sei Invt Co Pa PV $0.01	COM	—	$0.6M	<0.1%	SH 6,596	0001039565-26-000006
29	Haleon PLC	COM	—	$0.5M	<0.1%	SH 58,341	0001039565-26-000006
30	Bank Of America Corp	COM	—	$0.5M	<0.1%	SH 9,459	0001039565-26-000006
31	Peyto Expl & Dev Corp	COM	—	$0.5M	<0.1%	SH 31,307	0001039565-26-000006
32	Rafael Holdings Inc Class B	COM	—	<$1M	<0.1%	SH 150,493	0001039565-26-000006
33	Windrock LTD Co	COM	—	<$1M	<0.1%	SH 807	0001039565-26-000006
34	Intl Business Machines	COM	—	<$1M	<0.1%	SH 1,228	0001039565-26-000006
35	Deutsche Bank AG	COM	—	<$1M	<0.1%	SH 10,000	0001039565-26-000006
36	Webster Finl Co	COM	—	<$1M	<0.1%	SH 4,349	0001039565-26-000006
37	PNC Finl SVCS Group Inc Com	COM	—	<$1M	<0.1%	SH 1,342	0001039565-26-000006
38	Chevron Corp.	COM	—	<$1M	<0.1%	SH 1,953	0001039565-26-000006
39	Orange CNTY Bancorp	COM	—	<$1M	<0.1%	SH 8,000	0001039565-26-000006
40	Public SVC Enterprise Group	COM	—	<$1M	<0.1%	SH 3,524	0001039565-26-000006
41	Blackstone Inc Com	COM	—	<$1M	<0.1%	SH 2,300	0001039565-26-000006
42	Antero Midstream Corp	COM	—	<$1M	<0.1%	SH 11,806	0001039565-26-000006
43	Procter & Gamble	COM	—	<$1M	<0.1%	SH 1,752	0001039565-26-000006
44	Pepsico Inc Com	COM	—	<$1M	<0.1%	SH 1,800	0001039565-26-000006
45	Zedge Inc	COM	—	<$1M	<0.1%	SH 78,126	0001039565-26-000006
46	Verizon	COM	—	<$1M	<0.1%	SH 5,682	0001039565-26-000006
47	Pine Cliff Energy LTD Com	COM	—	<$1M	<0.1%	SH 520,000	0001039565-26-000006
48	Tphgreenwich Trust Uni	COM	—	<$1M	<0.1%	SH 166,999	0001039565-26-000006

Changes from 2026-03-31 (rows of a security combined)

Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.

1 new · ▲ 12 up · ▼ 16 down · 1 exited · 19 unchanged — by reported quantity, largest value change first

Row	Change	Issuer	Class	Put/call	Value change	Qty change
1	▼ down	Citigroup Inc	COM	—	+$22M	SH −4,560 (−0.5%)
2	▲ up	M B I A Inc	COM	—	+$15M	SH +2,157,486 (+104.9%)
3	▲ up	Zillow Group / Zillow Group Inc	COM	—	+$15M	SH +637,049 (+116.8%)
4	▲ up	Bayer AG Spons ADR	COM	—	+$15M	SH +4,710 (+0.1%)
5	▼ down	Seaboard Corp	COM	—	−$9.1M	SH −482 (−8.2%)
6	▼ down	Alphabet Inc Class C	COM	—	+$7.7M	SH −1,123 (−0.9%)
7	▼ down	Flagstar Financial, Inc.	COM	—	+$7.1M	SH −8,898 (−0.2%)
8	▲ up	BP PLC	COM	—	−$6.2M	SH +2,743 (+0.4%)
9	▲ up	Seaport Entmt Group	COM	—	+$5.2M	SH +23,778 (+2.7%)
10	▼ down	Patterson Uti Energy	COM	—	−$3.0M	SH −26,398 (−1.6%)
11	▼ down	Organon & Co	COM	—	+$3.0M	SH −2,866,470 (−51.8%)
12	▼ down	Pfizer	COM	—	−$2.4M	SH −20,732 (−4.3%)
13	▼ down	IDT Corp / IDT Corp Class B	COM	—	+$2.2M	SH −20,906 (−5.6%)
14	▼ down	Walt Disney	COM	—	−$2.0M	SH −19,817 (−5.2%)
15	▼ down	Merck & Co. Inc.	COM	—	+$0.7M	SH −9,106 (−4.0%)
16	▼ down	ExxonMobil	COM	—	−$0.7M	SH −600 (−3.3%)
17	▼ down	GSK PLC ADR	COM	—	−$0.6M	SH −2,544 (−1.6%)
18	▲ up	Rafael Holdings Inc / Rafael Holdings Inc Class B	COM	—	+<$1M	SH +91,936 (+157.0%)
19	new	Webster Finl Co	COM	—	+<$1M	SH +4,349
20	▲ up	Bristol-Myers Squibb	COM	—	−<$1M	SH +3,771 (+2.2%)

Remaining 10 reported changes

Row	Change	Issuer	Class	Put/call	Value change	Qty change
21	▼ down	Genie Energy / Genie Energy LTD Class B	COM	—	−<$1M	SH −23,070 (−13.2%)
22	exited	Comcast Corp New CL A	COM	—	−<$1M	SH −7,169
23	▲ up	Windrock LTD Co	COM	—	+<$1M	SH +270 (+50.3%)
24	▼ down	CSX Corp Com	COM	—	+<$1M	SH −1,700 (−4.7%)
25	▲ up	JPMorgan Chase	COM	—	+<$1M	SH +60 (+2.1%)
26	▲ up	Microsoft	COM	—	+<$1M	SH +76 (+3.6%)
27	▼ down	Novartis AG / Novartis AG Sponsored ADR	COM	—	+<$1M	SH −200 (−1.5%)
28	▲ up	Haleon PLC	COM	—	−<$1M	SH +1,910 (+3.4%)
29	▲ up	Zedge Inc	COM	—	+<$1M	SH +198 (+0.3%)
30	▼ down	Procter & Gamble	COM	—	−<$1M	SH −100 (−5.4%)

Changes appear only where the prior quarter's validated report exists.

Filing details

CIK set: 0001039565

Superseded filing: 13F-HR filed 2026-08-14.

Filing history

2026-06-3013F-HR / 13F-HR/Asuperseded