Thomas Kahn

Kahn Brothers Group Inc — managed by Thomas Kahn; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-06-30 (filed 2026-08-14) · Source: SEC EDGAR

Portfolio value$564.1M

Holdings48

Top holdingCitigroup Inc

Below band2

By what price implies: 14 demand a demanding growth rate, 6 modest.

13F × valuation

Valuation posture

Of 17 valued US positions, 2 trade below a conservative value band (as of 2026-08-25):

Seaboard CorpSEB8% · below
Bristol-Myers SquibbBMY4% · below

13F · concentration

Lonely conviction

Held by ≤2 tracked superinvestors, each ≥3% of this portfolio (as of 2026-06-30):

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Citigroup IncC	$95.4M	—	13	840,897	16.9%	Core 8q
Bayer Ag Spons AdrBAYRY	$74.8M	—	1	6,513,893	13.3%	Core 8q
Flagstar Financial, IncFLG	$53.8M	—	2	4,083,618	9.5%	Core 7q
Walt DisneyDIS	$36.5M	—	22	378,909	6.5%	Core 8q
Alphabet Inc Class CGOOG	$35.0M	—	37	122,029	6.2%	—
Seaboard CorpSEB	$33.2M	Below value	3	5,871	5.9%	—
Organon & CoOGN	$33.2M	—	1	5,536,993	5.9%	—
Bp PlcBP	$29.2M	—	4	622,256	5.2%	—
Merck & Co. IncMRK	$27.3M	—	12	227,288	4.8%	—
Zillow GroupZ	$22.6M	—	2	545,212	4.0%	—
Seaport Entmt GroupSEG	$19.2M	—	2	893,227	3.4%	No trim 4q
Patterson Uti EnergyPTEN	$18.3M	—	2	1,690,156	3.2%	—
Idt CorpIDT	$18.3M	—	2	372,566	3.2%	—
PfizerPFE	$13.6M	—	11	484,733	2.4%	—
M B I A IncMBI	$12.2M	—	2	2,056,434	2.2%	—
Bristol-Myers SquibbBMY	$10.3M	Below value	9	170,381	1.8%	—
Gsk Plc AdrGSK	$8.9M	—	8	160,982	1.6%	—
ExxonmobilXOM	$3.1M	—	13	18,255	0.5%	—
Genie EnergyGNE	$2.5M	—	1	175,011	0.4%	—
Novartis Ag Sponsored AdrNVS	$2.0M	—	6	13,386	0.4%	—
Fairfax Finl Hldgs Ltd Sub VtgFRFHF	$1.7M	—	3	1,018	0.3%	No trim 8q
Csx Corp ComCSX	$1.5M	—	6	36,481	0.3%	—
First Natl Bk Alaska ComFBAK	$1.5M	—	1	4,920	0.3%	—
Tourmaline Oil CorpTRMLF	$1.3M	—	1	26,959	0.2%	—
Jpmorgan ChaseJPM	$828,942	—	18	2,818	0.1%	—

Citigroup IncCCore 8q
Value$95.4MValuation—Holders13Weight16.9%
Bayer Ag Spons AdrBAYRYCore 8q
Value$74.8MValuation—Holders1Weight13.3%
Flagstar Financial, IncFLGCore 7q
Value$53.8MValuation—Holders2Weight9.5%
Walt DisneyDISCore 8q
Value$36.5MValuation—Holders22Weight6.5%
Alphabet Inc Class CGOOG—
Value$35.0MValuation—Holders37Weight6.2%
Seaboard CorpSEB—
Value$33.2MValuationBelow valueHolders3Weight5.9%
Organon & CoOGN—
Value$33.2MValuation—Holders1Weight5.9%
Bp PlcBP—
Value$29.2MValuation—Holders4Weight5.2%
Merck & Co. IncMRK—
Value$27.3MValuation—Holders12Weight4.8%
Zillow GroupZ—
Value$22.6MValuation—Holders2Weight4.0%
Seaport Entmt GroupSEGNo trim 4q
Value$19.2MValuation—Holders2Weight3.4%
Patterson Uti EnergyPTEN—
Value$18.3MValuation—Holders2Weight3.2%
Idt CorpIDT—
Value$18.3MValuation—Holders2Weight3.2%
PfizerPFE—
Value$13.6MValuation—Holders11Weight2.4%
M B I A IncMBI—
Value$12.2MValuation—Holders2Weight2.2%
Bristol-Myers SquibbBMY—
Value$10.3MValuationBelow valueHolders9Weight1.8%
Gsk Plc AdrGSK—
Value$8.9MValuation—Holders8Weight1.6%
ExxonmobilXOM—
Value$3.1MValuation—Holders13Weight0.5%
Genie EnergyGNE—
Value$2.5MValuation—Holders1Weight0.4%
Novartis Ag Sponsored AdrNVS—
Value$2.0MValuation—Holders6Weight0.4%
Fairfax Finl Hldgs Ltd Sub VtgFRFHFNo trim 8q
Value$1.7MValuation—Holders3Weight0.3%
Csx Corp ComCSX—
Value$1.5MValuation—Holders6Weight0.3%
First Natl Bk Alaska ComFBAK—
Value$1.5MValuation—Holders1Weight0.3%
Tourmaline Oil CorpTRMLF—
Value$1.3MValuation—Holders1Weight0.2%
Jpmorgan ChaseJPM—
Value$828,942Valuation—Holders18Weight0.1%

Showing top 25 of 48 positions

What is a superinvestor

About this investor

Portfolio overview

Kahn Brothers Group Inc's most recent 13F filing, for the quarter ended 2026-06-30, 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 0 new positions, exited 0, added to 0, and trimmed 0.

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.

Thomas Kahn has no positions in the strike zone right now. Browse the whole market by value band

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

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