Kahn Brothers portfolio
Investment firm, New York · 13F holdings for the quarter ended June 30, 2026
Filed with the SEC August 17, 2026 · Next filing due by November 14, 2026
Reported value
$632.7M
up from $564.1M in Q1 2026
Positions
48
48 last quarter
Top 10 holdings
78.7%
of the portfolio
This quarter
1 new · 1 sold
12 added to, 16 trimmed
What Kahn Brothers did in Q2 2026
Kahn Brothers opened a new position in Webster Finl. It raised its stake in Rafael Holdings by 157%, Zillow Group by 117% and Mbia by 105%, among 4 it added to by half or more. It sold out of Comcast. It cut Organon by 52%. Citigroup is still the largest holding, at 18.5% of the portfolio.
Biggest buys
- Webster Finl WBSNew
- Rafael Holdings RFL+157%
- Zillow Group Z+117%
- Mbia MBI+105%
- Windrock+50%
Biggest sells
- Comcast CMCSASold out
- Organon OGN−52%
- Genie Energy GNE−13%
- Seaboard SEB−8%
- Idt IDT−6%
Top 15 holdings
Values as reported in the 13F, not today’s prices| # | Company | Share of portfolio | Reported value | Change vs Q1 2026 | Held since |
|---|---|---|---|---|---|
| 1 | CitigroupC | 18.5% | $117.1M | −0.5% | Q3 2024 or earlier |
| 2 | Bayer AG Spons ADR | 14.1% | $89.3M | +0.1% | Q3 2024 or earlier |
| 3 | Flagstar Bank, National AssociationFLG | 9.6% | $60.9M | −0.2% | Q4 2024 |
| 4 | AlphabetGOOG | 6.8% | $42.7M | −0.9% | Q2 2025 |
| 5 | Zillow GroupZ | 5.9% | $37.3M | +117% | Q1 2026 |
| 6 | OrganonOGN | 5.7% | $36.2M | −52% | Q3 2024 or earlier |
| 7 | Walt DisneyDIS | 5.5% | $34.6M | −5% | Q3 2024 or earlier |
| 8 | MerckMRK | 4.4% | $28.0M | −4% | Q3 2024 or earlier |
| 9 | MbiaMBI | 4.3% | $27.5M | +105% | Q4 2024 |
| 10 | Seaport Entertainment GroupSEG | 3.9% | $24.4M | +3% | Q3 2025 |
| 11 | SeaboardSEB | 3.8% | $24.1M | −8% | Q3 2024 or earlier |
| 12 | BpBP | 3.7% | $23.1M | +0.4% | Q3 2024 or earlier |
| 13 | IdtIDT | 3.2% | $20.5M | −6% | Q3 2024 or earlier |
| 14 | Patterson Uti EnergyPTEN | 2.4% | $15.3M | −2% | Q3 2024 or earlier |
| 15 | PfizerPFE | 1.8% | $11.2M | −4% | Q3 2024 or earlier |
33 more positions, plus every quarter’s holdings going back years.Request early access to see the full portfolio →
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About this data
- What is a 13F?
- A quarterly report to the SEC in which an investment manager with over $100 million in US-listed stocks lists what it holds.
- How current is it?
- Managers file up to 45 days after each quarter ends, so the holdings may have changed since.
- Whose figures are these?
- The values are as the manager reported them in the filing, not today's prices. The SEC lets a manager keep some positions confidential for a time, and those are not in the filing.
- What does it leave out?
- Short positions, cash, bonds and most holdings outside US markets. Options are left out here too.