Kahn Brothers Kahn Brothers Group
Kahn Brothers Group is a value investment firm founded in the tradition of Benjamin Graham and long associated with the Kahn family of investors. The firm is known for deep-value security analysis, patience, and a multi-decade orientation to intrinsic value. Its filings are followed by classic value investors seeking Graham-and-Dodd style managers still active in public markets.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Zillow
Z
|
+$24.5M |
| 2 |
MBIA
MBI
|
+$13M |
| 3 |
SEG
Seaport Entertainment Group
SEG
|
+$559K |
| 4 |
WBS
Webster Financial
WBS
|
+$316K |
| 5 |
Bristol-Myers Squibb
BMY
|
+$217K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Organon & Co
OGN
|
+$34.3M |
| 2 |
Seaboard Corp
SEB
|
+$2.52M |
| 3 |
Walt Disney
DIS
|
+$2.02M |
| 4 |
IDT Corp
IDT
|
+$1.11M |
| 5 |
Merck
MRK
|
+$1.07M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 33.3% |
| 2 | Healthcare | 29.34% |
| 3 | Communication Services | 21.38% |
| 4 | Energy | 6.54% |
| 5 | Real Estate | 3.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
SEI Investments
SEIC
$13.1B
| $579K | 0.09% |
6,596
| – | – |
|
27
Haleon
HLN
$44B
| $544K | 0.09% |
58,341
+1,910
| +3% | +$17.8K |
|
28
Bank of America
BAC
$431B
| $539K | 0.09% |
9,459
| – | – |
|
29
Rafael Holdings
RFL
$112M
| $494K | 0.08% |
150,493
+91,936
| +157% | +$148K |
|
30
IBM
IBM
$222B
| $345K | 0.05% |
1,228
| – | – |
|
31
Deutsche Bank
DB
$71.1B
| $338K | 0.05% |
10,000
| – | – |
|
|
WBS
32
DELISTED
Webster Financial
WBS
| $332K | 0.05% |
+4,349
| New | +$316K |
|
33
PNC Financial Services
PNC
$97B
| $330K | 0.05% |
1,342
| – | – |
|
34
Chevron
CVX
$403B
| $324K | 0.05% |
1,953
| – | – |
|
35
Orange County Bancorp
OBT
$509M
| $294K | 0.05% |
8,000
| – | – |
|
36
Public Service Enterprise Group
PEG
$36.2B
| $286K | 0.05% |
3,524
| – | – |
|
37
Blackstone
BX
$108B
| $271K | 0.04% |
2,300
| – | – |
|
38
Antero Midstream
AM
$10.5B
| $269K | 0.04% |
11,806
| – | – |
|
39
Procter & Gamble
PG
$336B
| $257K | 0.04% |
1,752
-100
| -5% | -$14.6K |
|
40
PepsiCo
PEP
$196B
| $244K | 0.04% |
1,800
| – | – |
|
41
Zedge
ZDGE
$38M
| $242K | 0.04% |
78,126
+198
| +0.3% | +$613 |
|
42
Verizon
VZ
$205B
| $241K | 0.04% |
5,682
| – | – |
|
43
Comcast
CMCSA
$95.3B
| – | – |
-7,169
| Closed | -$206K |
|
Similar funds
Kahn Brothers's Q2 2026 Portfolio in Review
As of Q2 2026, Kahn Brothers held 49 positions worth $633M, up 12% from $564M the previous quarter. Its ten largest holdings account for 79% of the portfolio.
Trading was light in Q2 2026: portfolio turnover was 4.1%. Kahn Brothers opened 1 new position and exited 1, leaving the 49-position portfolio largely intact.
By sector, the portfolio is most concentrated in Financials at 33% of assets, up from 29% a quarter earlier, followed by Healthcare and Communication Services.
- Kahn Brothers's largest Q2 2026 buy was Webster Financial: 4,349 shares worth $332K.
- Kahn Brothers added most to Zillow in Q2 2026, an estimated $24.5M increase.
- Kahn Brothers's biggest Q2 2026 reduction was Organon & Co, cutting an estimated $34.3M.
- Kahn Brothers fully exited Comcast in Q2 2026, selling an estimated $206K.
- Kahn Brothers's ten largest holdings make up 79% of its $633M portfolio in Q2 2026.
- Kahn Brothers opened 1 new position and closed 1 in Q2 2026.
- Kahn Brothers's portfolio value rose 12% quarter-over-quarter to $633M.
Based on Kahn Brothers Group's 13F filing for Q2 2026, filed 14 Aug 2026.