KAHN BROTHERS GROUP INC
SEC Form 13F institutional filer · CIK 0001039565
13F-HR · 21 reported holdings · 2026-03-31
Reported long-US-equity value
$0.23B
Top-10 concentration
98.3%
KAHN BROTHERS GROUP INC — $228M AUM allocation strategy
KAHN BROTHERS GROUP INC files SEC Form 13F and reports $228M of long US equity value across 21 reported holdings for 2026-03-31.
Its largest sector bet is Financials 42.6%, followed by Communication Services 31.5% and Health Care 22.5%.
The top 10 holdings account for 98% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
KAHN BROTHERS GROUP INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$228M
total across 21 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
98% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$MRK −203K sh · −$17.9M−$PFE −69.2K sh · −$182K−$C −35.4K sh · −$6.89M
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Diversified Banks42.5%—
- Pharmaceuticals22.5%—
- Movies & Entertainment16.0%—
- Interactive Media & Services15.4%—
- Integrated Oil & Gas1.5%—
- Rail Transportation0.7%—
- Technology Hardware, Storage & Peripherals0.3%—
- Systems Software0.3%—
- Other holdings0.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $C | Citigroup Inc | 841K | $95.4M | -35.4K | 41.8% |
| $DIS | Walt Disney Company | 379K | $36.5M | -15.5K | 16.0% |
| $GOOGL | Alphabet Inc | 122K | $35M | -13.4K | 15.3% |
| $MRK | Merck & Company Inc | 227K | $27.3M | -203K | 12.0% |
| $PFE | Pfizer Inc | 485K | $13.6M | -69.2K | 6.0% |
| $BMY | Bristol-Myers Squibb Company | 170K | $10.3M | -31.8K | 4.5% |
| $XOM | ExxonMobil Holdings Corporation | 18.3K | $3.1M | -1.96K | 1.4% |
| $CSX | CSX Corporation | 36.5K | $1.5M | -1.05K | 0.7% |
| $JPM | JP Morgan Chase & Co | 2.82K | $829K | -650 | 0.4% |
| $AAPL | Apple Inc | 3.09K | $785K | +0 | 0.3% |
…and 11 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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