Thomas Kahn
Net sellingKahn Brothers Group Inc — managed by Thomas Kahn; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-03-31 (filed 2026-05-08) · Source: SEC EDGAR
Kahn Brothers Group Inc's most recent 13F filing, for the quarter ended 2026-03-31, reports 48 positions worth $564.1M. The top 5 holdings represent 52% of that value, a moderately concentrated portfolio.
The single largest position is Citigroup Inc at 16.9% of the portfolio, followed by Bayer Ag Spons Adr at 13.3% and Flagstar Financial, Inc at 9.5%.
Against the prior quarter, Thomas Kahn opened 1 new position, exited 7, added to 4, and trimmed 31. The largest new buy was Zillow Group. The most notable sale was the full exit from Webster Finl Co.
Across all 8 quarters on file, Citigroup Inc has appeared in every filing, as has Bayer Ag Spons Adr. Citigroup Inc currently ranks first by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
As of 2026-07-02, 1 of Thomas Kahn's tracked holdings trade below our conservative value band (strike zone).
Open any to see the stock's valuation →
Valuation as of 2026-07-02; method: conservative Greenwald value band + Owner-Earnings DCF. Position observation, not advice.
Next · is it cheap
Thomas Kahn holds 1 position now in the strike zone.
See the full strike-zone list- Value$95.4MValuationAbove valueHolders9Weight (prev→now)18.1% → 16.9% ▼
- Value$74.8MValuation—Holders1Weight (prev→now)12.9% → 13.3% ▼
- Value$53.8MValuation—Holders2Weight (prev→now)9.3% → 9.5% ▼
- Value$36.5MValuationAbove valueHolders20Weight (prev→now)7.9% → 6.5% ▼
- Value$35.0MValuationAbove valueHolders31Weight (prev→now)7.5% → 6.2% ▼
- Value$33.2MValuationBelow value· unconf.Holders2Weight (prev→now)5.7% → 5.9% ▼
- Value$33.2MValuationAbove valueHolders2Weight (prev→now)4.6% → 5.9% ▲
- Value$29.2MValuation—Holders4Weight (prev→now)6.4% → 5.2% ▼
- Value$27.3MValuationAbove valueHolders9Weight (prev→now)8.0% → 4.8% ▼
- Value$22.6MValuationAbove valueHolders2Weight (prev→now)New · 4.0%
- Value$19.2MValuation—Holders2Weight (prev→now)2.1% → 3.4% ▲
- Value$18.3MValuation—Holders3Weight (prev→now)1.9% → 3.2% ▼
- Value$18.3MValuationWithin bandHolders1Weight (prev→now)3.6% → 3.2% ▼
- Value$13.6MValuationAbove valueHolders7Weight (prev→now)2.4% → 2.4% ▼
- Value$12.2MValuation—Holders2Weight (prev→now)1.3% → 2.2% ▲
- Value$10.3MValuationWithin bandHolders7Weight (prev→now)1.9% → 1.8% ▼
- Value$8.9MValuation—Holders6Weight (prev→now)1.6% → 1.6% ▼
- Value$3.1MValuationAbove valueHolders9Weight (prev→now)0.4% → 0.5% ▼
- Value$2.5MValuationWithin bandHolders1Weight (prev→now)0.5% → 0.4% ▼
- Value$2.0MValuation—Holders4Weight (prev→now)0.3% → 0.4% ▼
- Value$1.7MValuation—Holders1Weight (prev→now)0.3% → 0.3%
- Value$1.5MValuationAbove valueHolders5Weight (prev→now)0.2% → 0.3% ▼
- Value$1.5MValuation—Holders1Weight (prev→now)0.3% → 0.3%
- Value$1.3MValuation—Holders1Weight (prev→now)0.2% → 0.2%
- Value$828,942ValuationAbove valueHolders13Weight (prev→now)0.2% → 0.1% ▼
Showing top 25 of 48 positions
Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-08
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