13F portfolio / Graham-style value
Kahn Brothers Group
Founded by Irving Kahn with sons Thomas and Alan
Kahn Brothers Group was founded in 1978 by Irving Kahn and his sons, Thomas and Alan.
Irving Kahn was an early disciple of Benjamin Graham and was active as an investor from 1928 until his death.
- Reported 13F value
- $633M
- Positions
- 48
- Est. 1-yearEstimate
- +29.4%SPY +15.7%
- Est. 3-year, annualizedEstimate
- +15.8%SPY +22.8%
As of Jun 30, 2026 · filed Aug 17, 2026
Holdings
1 new · 9 added · 15 trimmed · 23 unchanged · 1 sold out
| 1 | C on Yahoo Finance (opens in a new tab) | Citigroup IncCOM | 18.5% | $117M | 836,337 | Trimmed -0.5% | $38.24* | $123.71 | +223.5% |
| 2 | BAYRY on Yahoo Finance (opens in a new tab) | Bayer AG Spons ADRCOM | 14.1% | $89M | 6,518,603 | Unchanged | $7.31 | $12.43 | +70.1% |
| 3 | FLG on Yahoo Finance (opens in a new tab) | Flagstar Financial, Inc.COM | 9.6% | $61M | 4,074,720 | Unchanged | $10.91 | $11.14 | +2.1% |
| 4 | GOOG on Yahoo Finance (opens in a new tab) | Alphabet Inc Class CCOM | 6.8% | $43M | 120,906 | Trimmed -0.9% | $186.29 | $337.82 | +81.3% |
| 5 | Z on Yahoo Finance (opens in a new tab) | Zillow Group IncCOM | 5.9% | $37M | 1,182,261 | Added +116.8% | $45.23 | $30.55 | -32.5% |
| 6 | OGN on Yahoo Finance (opens in a new tab) | Organon & CoCOM | 5.7% | $36M | 2,670,523 | Trimmed -51.8% | $11.95* | $13.77 | +15.3% |
| 7 | DIS on Yahoo Finance (opens in a new tab) | Walt DisneyCOM | 5.5% | $35M | 359,092 | Trimmed -5.2% | $97.88 | $110.23 | +12.6% |
| 8 | MRK on Yahoo Finance (opens in a new tab) | Merck & Co. Inc.COM | 4.4% | $28M | 218,182 | Trimmed -4.0% | $97.38* | $146.65 | +50.6% |
| 9 | MBI on Yahoo Finance (opens in a new tab) | M B I A IncCOM | 4.3% | $27M | 4,213,920 | Added +104.9% | $6.19 | $4.36 | -29.4% |
| 10 | SEG on Yahoo Finance (opens in a new tab) | Seaport Entmt GroupCOM | 3.9% | $24M | 917,005 | Added +2.7% | $22.62 | $22.67 | +0.2% |
| 11 | SEB on Yahoo Finance (opens in a new tab) | Seaboard CorpCOM | 3.8% | $24M | 5,389 | Trimmed -8.2% | $3656.04* | $3952.65 | +8.1% |
| 12 | BP on Yahoo Finance (opens in a new tab) | BP PLCCOM | 3.7% | $23M | 624,999 | Unchanged | $32.92* | $50.03 | +51.9% |
| 13 | IDT on Yahoo Finance (opens in a new tab) | IDT Corp Class BCOM | 3.2% | $20M | 351,660 | Trimmed -5.6% | $33.36* | $81.18 | +143.3% |
| 14 | PTEN on Yahoo Finance (opens in a new tab) | Patterson Uti EnergyCOM | 2.4% | $15M | 1,663,758 | Trimmed -1.6% | $13.23* | $11.52 | -13.0% |
| 15 | PFE on Yahoo Finance (opens in a new tab) | PfizerCOM | 1.8% | $11M | 464,001 | Trimmed -4.3% | $27.79* | $29.51 | +6.2% |
| 16 | BMY on Yahoo Finance (opens in a new tab) | Bristol-Myers SquibbCOM | 1.6% | $10M | 174,152 | Added +2.2% | $51.17* | $60.51 | +18.3% |
| 17 | GSK on Yahoo Finance (opens in a new tab) | GSK PLC ADRCOM | 1.3% | $8M | 158,438 | Trimmed -1.6% | $36.29 | $49.56 | +36.6% |
| 18 | — | ExxonMobilCOM | 0.4% | $2M | 17,655 | Trimmed -3.3% | — | — | — |
| 19 | GNE on Yahoo Finance (opens in a new tab) | Genie Energy LTD Class BCOM | 0.3% | $2M | 151,941 | Trimmed -13.2% | $14.10* | $16.78 | +19.0% |
| 20 | NVS on Yahoo Finance (opens in a new tab) | Novartis AGCOM | 0.3% | $2M | 13,186 | Trimmed -1.5% | $93.04* | $150.88 | +62.2% |
| 21 | FRFHF on Yahoo Finance (opens in a new tab) | Fairfax Finl HLDGS LTD Sub VTGCOM | 0.3% | $2M | 1,018 | Unchanged | $1014.79 | $1705.00 | +68.0% |
| 22 | CSX on Yahoo Finance (opens in a new tab) | CSX Corp ComCOM | 0.3% | $2M | 34,781 | Trimmed -4.7% | $29.33* | $48.48 | +65.3% |
| 23 | FBAK on Yahoo Finance (opens in a new tab) | First Natl BK AlaskaCOM | 0.2% | $2M | 4,920 | Unchanged | $161.54* | $315.00 | +95.0% |
| 24 | TRMLF on Yahoo Finance (opens in a new tab) | Tourmaline Oil Corp ComCOM | 0.2% | $1M | 26,959 | Unchanged | $43.03 | $46.30 | +7.6% |
| 25 | JPM on Yahoo Finance (opens in a new tab) | JPMorgan ChaseCOM | 0.1% | $942K | 2,878 | Added +2.1% | $261.74 | $337.82 | +29.1% |
| 26 | AAPL on Yahoo Finance (opens in a new tab) | Apple Inc ComCOM | 0.1% | $895K | 3,092 | Unchanged | $189.22 | $342.77 | +81.1% |
| 27 | MSFT on Yahoo Finance (opens in a new tab) | MicrosoftCOM | 0.1% | $809K | 2,168 | Added +3.6% | $417.74 | $526.88 | +26.1% |
| 28 | SEIC on Yahoo Finance (opens in a new tab) | Sei Invt Co Pa PV $0.01COM | 0.1% | $579K | 6,596 | Unchanged | $68.23 | $104.52 | +53.2% |
| 29 | HLN on Yahoo Finance (opens in a new tab) | Haleon PLCCOM | 0.1% | $544K | 58,341 | Added +3.4% | $7.74* | $10.06 | +29.9% |
| 30 | BAC on Yahoo Finance (opens in a new tab) | Bank Of America CorpCOM | 0.1% | $539K | 9,459 | Unchanged | $27.07* | $51.48 | +90.2% |
| 31 | PEYUF on Yahoo Finance (opens in a new tab) | Peyto Expl & Dev CorpCOM | 0.1% | $522K | 31,307 | Unchanged | $9.75* | $17.86 | +83.1% |
| 32 | RFL on Yahoo Finance (opens in a new tab) | Rafael Holdings Inc Class BCOM | 0.1% | $494K | 150,493 | Added +157.0% | $1.80* | $1.38 | -23.2% |
| 33 | WRLC on Yahoo Finance (opens in a new tab) | Windrock LTD CoCOM | 0.1% | $444K | 807 | Added +50.3% | $468.81 | $555.00 | +18.4% |
| 34 | IBM on Yahoo Finance (opens in a new tab) | Intl Business MachinesCOM | 0.1% | $345K | 1,228 | Unchanged | $185.19 | $231.64 | +25.1% |
| 35 | DB on Yahoo Finance (opens in a new tab) | Deutsche Bank AGCOM | 0.1% | $338K | 10,000 | Unchanged | $15.08 | $32.54 | +115.8% |
| 36 | — | Webster Finl CoCOM | 0.1% | $332K | 4,349 | New | — | — | — |
| 37 | PNC on Yahoo Finance (opens in a new tab) | PNC Finl SVCS Group Inc ComCOM | 0.1% | $330K | 1,342 | Unchanged | $158.19 | $216.53 | +36.9% |
| 38 | CVX on Yahoo Finance (opens in a new tab) | Chevron Corp.COM | 0.1% | $324K | 1,953 | Unchanged | $146.39 | $224.22 | +53.2% |
| 39 | OBT on Yahoo Finance (opens in a new tab) | Orange CNTY BancorpCOM | 0.0% | $294K | 8,000 | Unchanged | $23.67 | $37.06 | +56.6% |
| 40 | PEG on Yahoo Finance (opens in a new tab) | Public SVC Enterprise GroupCOM | 0.0% | $286K | 3,524 | Unchanged | $60.41 | $71.61 | +18.5% |
| 41 | BX on Yahoo Finance (opens in a new tab) | Blackstone Inc ComCOM | 0.0% | $271K | 2,300 | Unchanged | $151.10 | $106.46 | -29.5% |
| 42 | AM on Yahoo Finance (opens in a new tab) | Antero Midstream CorpCOM | 0.0% | $269K | 11,806 | Unchanged | $11.27 | $20.36 | +80.7% |
| 43 | PG on Yahoo Finance (opens in a new tab) | Procter & GambleCOM | 0.0% | $257K | 1,752 | Trimmed -5.4% | $141.17* | $158.64 | +12.4% |
| 44 | PEP on Yahoo Finance (opens in a new tab) | Pepsico Inc ComCOM | 0.0% | $244K | 1,800 | Unchanged | $157.80* | $130.98 | -17.0% |
| 45 | ZDGE on Yahoo Finance (opens in a new tab) | Zedge IncCOM | 0.0% | $242K | 78,126 | Unchanged | $2.04* | $2.74 | +34.5% |
| 46 | VZ on Yahoo Finance (opens in a new tab) | VerizonCOM | 0.0% | $241K | 5,682 | Unchanged | $29.53* | $44.88 | +51.9% |
| 47 | PIFYF on Yahoo Finance (opens in a new tab) | Pine Cliff Energy LTD ComCOM | 0.0% | $209K | 520,000 | Unchanged | $0.41 | $0.37 | -7.9% |
| 48 | — | Tphgreenwich Trust UniCOM | 0.0% | $0 | 166,999 | Unchanged | — | — | — |
Sold out since Q1 2026
- CMCSA on Yahoo Finance (opens in a new tab)Comcast Corp New CL A$206K at Q1 2026
Estimated, from reported holdings
Quarter by quarter
High-conviction buys (new positions at 3% or more of the portfolio) since Q3 2023: 3. Of 2 with six months of history, 50.0% beat the S&P 500 from the filing date.
Source: SEC Form 13F-HR 0001039565-26-000006, compared with the Q1 2026 report. 0 option rows are excluded from weights. Tickers map from CUSIP via OpenFIGI. Estimated returns weight each position’s next-quarter total return (Yahoo Finance adjusted closes) by its quarter-end value and assume no trades. Estimated cost averages daily adjusted closes in each quarter the share count rose, from Q3 2023 onward (* = held at the start of our data). Price is the latest close.
Important information
Form 13F data is delayed. Managers have up to 45 days after each calendar quarter to file, so holdings shown may have changed materially since the report date. 13F reports cover long positions in US-listed equities and certain other securities only; they exclude short positions, most non-US holdings, cash, bonds and private investments, and managers may request confidential treatment for some positions. Options rows are listed in filings but are not counted in the holdings and weights shown here.
Estimated holdings returns, estimated cost and high-conviction results are hypothetical calculations from quarter-end holdings and public prices, assuming no trades between reports. They are not the actual returns or costs of any fund or manager and do not reflect fees, trading, leverage, shorts or cash. Biographies are drawn from cited public sources. This page is for information only and is not individualized investment advice or a recommendation to buy or sell any security. Gulfstream Capital and its clients may hold positions in securities shown.