1y return+41.0%S&P 500 +20.9%
3y return+29.1%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $123 against $195 in the S&P 500.2
Kahn Brothers Group IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CCitigroup Inc | $117.1M | 18.5% | |
| BAYRYBayer AG Spons ADR | $89.3M | 14.1% | |
| FLGFlagstar Financial, Inc. | $60.9M | 9.6% | |
| GOOGAlphabet Inc Class C | $42.7M | 6.8% | |
| ZZillow Group Inc | $37.3M | 5.9% | +116.8% |
| OGNOrganon & Co | $36.2M | 5.7% | −51.8% |
| DISWalt Disney | $34.6M | 5.5% | −5.2% |
| MRKMerck & Co. Inc. | $28.0M | 4.4% | −4.0% |
| MBIM B I A Inc | $27.5M | 4.3% | +104.9% |
| SEGSeaport Entmt Group | $24.4M | 3.9% | +2.7% |
| SEBSeaboard Corp | $24.1M | 3.8% | −8.2% |
| BPBp PLC | $23.1M | 3.7% | |
| IDTIDT Corp Class B | $20.5M | 3.2% | −5.6% |
| PTENPatterson Uti Energy | $15.3M | 2.4% | −1.6% |
| PFEPfizer | $11.2M | 1.8% | −4.3% |
| BMYBristol-Myers Squibb | $10.0M | 1.6% | +2.2% |
| GSKGsk PLC Adr | $8.3M | 1.3% | −1.6% |
| ExxonMobilCUSIP 30231G102 | $2.4M | 0.4% | −3.3% |
| GNEGenie Energy LTD Class B | $2.2M | 0.3% | −13.2% |
| NVSNovartis AG | $2.1M | 0.3% | −1.5% |
| FRFHFFairfax Finl HLDGS LTD Sub VTG | $1.7M | 0.3% | |
| CSXCSX Corp Com | $1.7M | 0.3% | −4.7% |
| FBAKFirst Natl BK Alaska | $1.6M | 0.2% | |
| TRMLFTourmaline Oil Corp Com | $1.1M | 0.2% | |
| JPMJPMorgan Chase | $942K | 0.1% | +2.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ExxonMobilCUSIP 30231G102 | June 30, 2020 | +205.7% | $2.4M |
| PTENPatterson Uti Energy | June 30, 2020 | +164.5% | $15.3M |
| CCitigroup Inc | March 31, 2022 | +162.1% | $117.1M |
| BACBank Of America Corp | June 30, 2020 | +139.9% | $539K |
| GNEGenie Energy LTD Class B | March 31, 2022 | +114.1% | $2.2M |
| GOOGAlphabet Inc Class C | June 30, 2025 | +99.2% | $42.7M |
| Deutsche Bank AGCUSIP D18190898 | September 30, 2024 | +95.0% | $338K |
| NVSNovartis AG | June 30, 2020 | +79.4% | $2.1M |
| IDTIDT Corp Class B | March 31, 2022 | +70.6% | $20.5M |
| AAPLApple Inc Com | March 31, 2024 | +68.7% | $895K |
Sold off last quarter
- CMCSAComcast Corp New CL A was $206K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.3% | +14.8% |
| March 31, 2026 | +5.2% | −4.6% |
| December 31, 2025 | +9.5% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +0.3% | +10.5% |
| March 31, 2025 | +4.1% | −4.6% |
| December 31, 2024 | −8.0% | +2.1% |
| September 30, 2024 | −0.3% | +5.4% |
| June 30, 2024 | −9.2% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +1.0% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +1.0% | +8.3% |
| March 31, 2023 | −6.1% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kahn Brothers Group Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1039565&type=13F-HR&dateb=&owner=include&count=40CIK 1039565
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1039565/000103956526000006/Filed August 17, 2026 · accession 0001039565-26-000006