KAHN BROTHERS GROUP INC

CIK 0001039565 · Q1 2026

13F Equity AUM

$564.1M

-0.1% QoQ

Positions

-6 QoQ

AUM Rank

#4,016

Top 32%

Skill Alpha (FF)

-1.1%/yr^ns

No Clear Edge

Rank #3,811 · Top 46%

vs S&P -9.0%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 52.4%Top 10: 78.2%Top 20: 97.4%

TRVC16.9%

BAYA13.3%

QC109.5%

DIS6.5%

GOOG6.2%

SEB5.9%

OGN5.9%

BP5.2%

MRK4.8%

Z4.0%

Others (37)21.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Unclassified26.4%

Communication Services20.1%

Healthcare17.0%

Financial Services16.6%

Energy9.4%

Industrials6.2%

Real Estate3.4%

Other0.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 47Median: 0.23%Avg: 2.13%

0–0.5%

29(3.4%)

0.5–1%

1(0.6%)

1–3%

4(8.0%)

3–5%

5(18.7%)

5%+

8(69.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 38Unique: 9vs 20 funds

0.5%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

MORGAN STANLEY

0.7%

STATE STREET CORP

1.1%

BANK OF AMERICA CORP /DE/

0.8%

VANGUARD CAPITAL MANAGEMENT LLC

JPMORGAN CHASE & CO

0.7%

FMR LLC

1.1%

GEODE CAPITAL MANAGEMENT, LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

1.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New1Increased4Decreased31Exited7

New Positions

Z4.0%

+545K

Increased

OGN5.9%

+1.9M(+53%)

MBI2.1%

+1.0M(+100%)

SEG3.4%

+307K(+52%)

CMCSA0.0%

+144(+2%)

Decreased

BP5.2%

-416,146(-40%)

BAYA13.3%

-240,398(-4%)

MRK4.8%

-202,815(-47%)

QC109.5%

-93,594(-2%)

PFE2.4%

-69,217(-13%)

PTEN3.3%

-51,857(-3%)

TRVC16.9%

-35,381(-4%)

BMY1.8%

-31,815(-16%)

IDT3.2%

-19,445(-5%)

GSK1.6%

-17,714(-10%)

Exited

-29,833

-1,740

-3,110

-20,600

-6,242

-5,070

AXP

-610

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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