Kahn Brothers Group Inc 13F 持仓 · 2026年Q2
Kahn Brothers Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 47 只证券，申报市值合计 6.33 亿美元。前几大持仓：C（18.50%）、BAYRY（14.12%）、FLG（9.62%）。本季前 25 大持仓中：增持 7 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | C | Citigroup Inc | $117.1M | 18.50% | 836,337 | 减持 |
| 2 | BAYRY | Bayer AG Spons ADR | $89.3M | 14.12% | 6.5M | 增持 |
| 3 | FLG | Flagstar Financial, Inc. | $60.9M | 9.62% | 4.1M | 减持 |
| 4 | GOOG | Alphabet Inc Class C | $42.7M | 6.75% | 120,906 | 减持 |
| 5 | Z | Zillow Group Inc | $37.3M | 5.89% | 1.2M | 增持 |
| 6 | OGN | Organon & Co | $36.2M | 5.72% | 2.7M | 减持 |
| 7 | DIS | Walt Disney | $34.6M | 5.46% | 359,092 | 减持 |
| 8 | MRK | Merck & Co. Inc. | $28.0M | 4.43% | 218,182 | 减持 |
| 9 | MBI | M B I A Inc | $27.5M | 4.34% | 4.2M | 增持 |
| 10 | SEG | Seaport Entmt Group | $24.4M | 3.86% | 917,005 | 增持 |
| 11 | SEB | Seaboard Corp | $24.1M | 3.80% | 5,389 | 减持 |
| 12 | BP | BP PLC | $23.1M | 3.65% | 624,999 | 增持 |
| 13 | IDT | IDT Corp Class B | $20.5M | 3.23% | 351,660 | 减持 |
| 14 | PTEN | Patterson Uti Energy | $15.3M | 2.41% | 1.7M | 减持 |
| 15 | PFE | Pfizer | $11.2M | 1.77% | 464,001 | 减持 |
| 16 | BMY | Bristol-Myers Squibb | $10.0M | 1.59% | 174,152 | 增持 |
| 17 | GSK | GSK PLC ADR | $8.3M | 1.31% | 158,438 | 减持 |
| 18 | XOM | ExxonMobil | $2.4M | 0.38% | 17,655 | 减持 |
| 19 | GNE | Genie Energy LTD Class B | $2.2M | 0.35% | 151,941 | 减持 |
| 20 | NVS | Novartis AG | $2.1M | 0.33% | 13,186 | 减持 |
| 21 | CSX | CSX Corp Com | $1.7M | 0.26% | 34,781 | 减持 |
| 22 | FRFHF | Fairfax Finl HLDGS LTD Sub VTG | $1.7M | 0.26% | 1,018 | 持平 |
| 23 | FBAK | First Natl BK Alaska | $1.6M | 0.25% | 4,920 | 持平 |
| 24 | TRMLF | Tourmaline Oil Corp Com | $1.1M | 0.18% | 26,959 | 持平 |
| 25 | JPM | JPMorgan Chase | $942,055 | 0.15% | 2,878 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR