Canonical: https://ownershiptrace.com/13f/investors/49

# Kahn Brothers Group portfolio — 13F holdings Q2 2026

Kahn Brothers Group (Thomas G. Kahn) reported 48 long positions worth $632.7 million as of 2026-06-30. Top holdings: CITIGROUP INC, Bayview Acquisition Corp, FLAGSTAR BANK, NATIONAL ASSOCIATION, Alphabet Inc., ZILLOW GROUP, INC.. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.

## Reported share positions (up to 20)

| Company | Report period | Value | Portfolio weight | Change | Source |
|  --- | --- | --- | --- | --- | --- |
| [CITIGROUP INC](https://ownershiptrace.com/13f/companies/429) | 2026-06-30 | 117053726.00 USD | 18.50% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| [Bayview Acquisition Corp](https://ownershiptrace.com/13f/companies/7965) | 2026-06-30 | 89307717.00 USD | 14.12% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| [FLAGSTAR BANK, NATIONAL ASSOCIATION](https://ownershiptrace.com/13f/companies/1050) | 2026-06-30 | 60876316.00 USD | 9.62% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| [Alphabet Inc.](https://ownershiptrace.com/13f/companies/37) | 2026-06-30 | 42719716.00 USD | 6.75% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| [ZILLOW GROUP, INC.](https://ownershiptrace.com/13f/companies/592) | 2026-06-30 | 37264866.00 USD | 5.89% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| [Organon & Co.](https://ownershiptrace.com/13f/companies/751) | 2026-06-30 | 36158881.00 USD | 5.72% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| [Walt Disney Co](https://ownershiptrace.com/13f/companies/186) | 2026-06-30 | 34562605.00 USD | 5.46% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| [Merck & Co., Inc.](https://ownershiptrace.com/13f/companies/750) | 2026-06-30 | 28036427.00 USD | 4.43% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| [MBIA INC](https://ownershiptrace.com/13f/companies/2367) | 2026-06-30 | 27474758.00 USD | 4.34% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| [Seaport Entertainment Group Inc.](https://ownershiptrace.com/13f/companies/3137) | 2026-06-30 | 24392333.00 USD | 3.86% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| [SEABOARD CORP /DE/](https://ownershiptrace.com/13f/companies/1853) | 2026-06-30 | 24058274.00 USD | 3.80% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| [BP PLC](https://ownershiptrace.com/13f/companies/364) | 2026-06-30 | 23093713.00 USD | 3.65% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| [IDT CORP](https://ownershiptrace.com/13f/companies/3134) | 2026-06-30 | 20452545.00 USD | 3.23% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| [PATTERSON UTI ENERGY INC](https://ownershiptrace.com/13f/companies/465) | 2026-06-30 | 15273298.00 USD | 2.41% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| [PFIZER INC](https://ownershiptrace.com/13f/companies/422) | 2026-06-30 | 11173144.00 USD | 1.77% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| [BRISTOL MYERS SQUIBB CO](https://ownershiptrace.com/13f/companies/59) | 2026-06-30 | 10034638.00 USD | 1.59% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| [GSK plc](https://ownershiptrace.com/13f/companies/1078) | 2026-06-30 | 8305319.00 USD | 1.31% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| [EXXON MOBIL CORP](https://ownershiptrace.com/13f/companies/785) | 2026-06-30 | 2413791.00 USD | 0.38% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| [Genie Energy Ltd.](https://ownershiptrace.com/13f/companies/3133) | 2026-06-30 | 2195547.00 USD | 0.35% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| [NOVARTIS AG](https://ownershiptrace.com/13f/companies/2189) | 2026-06-30 | 2066509.00 USD | 0.33% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000004-index.html) |
| 2026-06-30 | 2026-08-17 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000006-index.html) |
| 2026-03-31 | 2026-05-08 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000002-index.html) |
| 2025-12-31 | 2026-02-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-26-000001-index.html) |
| 2025-09-30 | 2025-11-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-25-000006-index.html) |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-25-000005-index.html) |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-25-000004-index.html) |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-25-000001-index.html) |
| 2024-09-30 | 2024-11-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-24-000013-index.html) |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-24-000012-index.html) |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-24-000005-index.html) |
| 2023-12-31 | 2024-02-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-24-000001-index.html) |
| 2023-09-30 | 2023-11-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-23-000013-index.html) |
| 2023-06-30 | 2023-08-09 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-23-000010-index.html) |
| 2023-03-31 | 2023-05-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-23-000005-index.html) |
| 2022-12-31 | 2023-02-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-23-000002-index.html) |
| 2022-09-30 | 2022-11-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-22-000014-index.html) |
| 2022-06-30 | 2022-08-10 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-22-000013-index.html) |
| 2022-03-31 | 2022-05-02 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-22-000009-index.html) |
| 2021-12-31 | 2022-01-25 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1039565/0001039565-22-000001-index.html) |

Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.

This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.

[How to read the data](https://ownershiptrace.com/docs#reading-the-data) · [Disclaimer](https://ownershiptrace.com/disclaimer)