KAHN BROTHERS GROUP INC
NEW YORK NY · SEC CIK 0001039565
$6.33亿2026Q2 申报市值
48持仓数
78.7%前十大占比 · 第一大 18.5%
0 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
Z 加仓+$2,007.98万
MBI 加仓+$1,406.68万
SEG 加仓+$63.25万
Rafael Holdings 加仓+$30.16万
BMY 加仓+$21.73万
2026Q2 卖出最多 按季末市值估算
OGN 减仓-$3,881.20万
SEB 减仓-$215.18万
Webster Finl Co 重新持有-$194.75万
DIS 减仓-$190.74万
IDT 减仓-$121.59万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CMCSA | Comcast Corp New CL A | $0 | 0.00% | 0 | -7,169 | -100.0% | -$20.58万 | 清仓 |
| — | Tphgreenwich Trust Uni | $0 | 0.00% | 166,999 | 0 | 0.0% | — | 不变 |
| — | Pine Cliff Energy LTD Com | $20.89万 | 0.03% | 520,000 | 0 | 0.0% | — | 不变 |
| VZ | Verizon | $24.06万 | 0.04% | 5,682 | 0 | 0.0% | — | 不变 |
| — | Zedge Inc | $24.22万 | 0.04% | 78,126 | 198 | 0.3% | $614 | 加仓 |
| PEP | Pepsico Inc Com | $24.37万 | 0.04% | 1,800 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble | $25.69万 | 0.04% | 1,752 | -100 | -5.4% | -$1.47万 | 减仓 |
| AM | Antero Midstream Corp | $26.86万 | 0.04% | 11,806 | 0 | 0.0% | — | 不变 |
| BX | Blackstone Inc Com | $27.06万 | 0.04% | 2,300 | 0 | 0.0% | — | 不变 |
| PEG | Public SVC Enterprise Group | $28.60万 | 0.05% | 3,524 | 0 | 0.0% | — | 不变 |
| OBT | Orange CNTY Bancorp | $29.42万 | 0.05% | 8,000 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corp. | $32.37万 | 0.05% | 1,953 | 0 | 0.0% | — | 不变 |
| PNC | PNC Finl SVCS Group Inc Com | $33.04万 | 0.05% | 1,342 | 0 | 0.0% | — | 不变 |
| — | Webster Finl Co | $33.23万 | 0.05% | 4,349 | -25,484 | -85.4% | -$194.75万 | 重新持有 |
| DB | Deutsche Bank AG | $33.76万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| IBM | Intl Business Machines | $34.53万 | 0.05% | 1,228 | 0 | 0.0% | — | 不变 |
| — | Windrock LTD Co | $44.38万 | 0.07% | 807 | 270 | 50.3% | $14.85万 | 加仓 |
| — | Rafael Holdings Inc Class B | $49.36万 | 0.08% | 150,493 | 91,936 | 157.0% | $30.16万 | 加仓 |
| — | Peyto Expl & Dev Corp | $52.22万 | 0.08% | 31,307 | 0 | 0.0% | — | 不变 |
| BAC | Bank Of America Corp | $53.90万 | 0.09% | 9,459 | 0 | 0.0% | — | 不变 |
| HLN | Haleon PLC | $54.43万 | 0.09% | 58,341 | 1,910 | 3.4% | $1.78万 | 加仓 |
| SEIC | Sei Invt Co Pa PV $0.01 | $57.85万 | 0.09% | 6,596 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft | $80.87万 | 0.13% | 2,168 | 76 | 3.6% | $2.83万 | 加仓 |
| AAPL | Apple Inc Com | $89.47万 | 0.14% | 3,092 | 0 | 0.0% | — | 不变 |
| JPM | JPMorgan Chase | $94.21万 | 0.15% | 2,878 | 60 | 2.1% | $1.96万 | 加仓 |
| — | Tourmaline Oil Corp Com | $112.69万 | 0.18% | 26,959 | 0 | 0.0% | — | 不变 |
| — | First Natl BK Alaska | $155.57万 | 0.25% | 4,920 | 0 | 0.0% | — | 不变 |
| CSX | CSX Corp Com | $165.31万 | 0.26% | 34,781 | -1,700 | -4.7% | -$8.08万 | 减仓 |
| — | Fairfax Finl HLDGS LTD Sub VTG | $167.40万 | 0.26% | 1,018 | 0 | 0.0% | — | 不变 |
| NVS | Novartis AG | $206.65万 | 0.33% | 13,186 | -200 | -1.5% | -$3.13万 | 减仓 |
| GNE | Genie Energy LTD Class B | $219.55万 | 0.35% | 151,941 | -23,070 | -13.2% | -$33.34万 | 减仓 |
| — | ExxonMobil | $241.38万 | 0.38% | 17,655 | -600 | -3.3% | -$8.20万 | 减仓 |
| GSK | GSK PLC ADR | $830.53万 | 1.31% | 158,438 | -2,544 | -1.6% | -$13.34万 | 减仓 |
| BMY | Bristol-Myers Squibb | $1,003.46万 | 1.59% | 174,152 | 3,771 | 2.2% | $21.73万 | 加仓 |
| PFE | Pfizer | $1,117.31万 | 1.77% | 464,001 | -20,732 | -4.3% | -$49.92万 | 减仓 |
| PTEN | Patterson Uti Energy | $1,527.33万 | 2.41% | 1,663,758 | -26,398 | -1.6% | -$24.23万 | 减仓 |
| IDT | IDT Corp Class B | $2,045.25万 | 3.23% | 351,660 | -20,906 | -5.6% | -$121.59万 | 减仓 |
| BP | BP PLC | $2,309.37万 | 3.65% | 624,999 | 2,743 | 0.4% | $10.14万 | 加仓 |
| SEB | Seaboard Corp | $2,405.83万 | 3.80% | 5,389 | -482 | -8.2% | -$215.18万 | 减仓 |
| SEG | Seaport Entmt Group | $2,439.23万 | 3.86% | 917,005 | 23,778 | 2.7% | $63.25万 | 加仓 |
| MBI | M B I A Inc | $2,747.48万 | 4.34% | 4,213,920 | 2,157,486 | 104.9% | $1,406.68万 | 加仓 |
| MRK | Merck & Co. Inc. | $2,803.64万 | 4.43% | 218,182 | -9,106 | -4.0% | -$117.01万 | 减仓 |
| DIS | Walt Disney | $3,456.26万 | 5.46% | 359,092 | -19,817 | -5.2% | -$190.74万 | 减仓 |
| OGN | Organon & Co | $3,615.89万 | 5.72% | 2,670,523 | -2,866,470 | -51.8% | -$3,881.20万 | 减仓 |
| Z | Zillow Group Inc | $3,726.49万 | 5.89% | 1,182,261 | 637,049 | 116.8% | $2,007.98万 | 加仓 |
| GOOG | Alphabet Inc Class C | $4,271.97万 | 6.75% | 120,906 | -1,123 | -0.9% | -$39.68万 | 减仓 |
| FLG | Flagstar Financial, Inc. | $6,087.63万 | 9.62% | 4,074,720 | -8,898 | -0.2% | -$13.29万 | 减仓 |
| — | Bayer AG Spons ADR | $8,930.77万 | 14.12% | 6,518,603 | 4,710 | 0.1% | $6.45万 | 加仓 |
| C | Citigroup Inc | $1.17亿 | 18.50% | 836,337 | -4,560 | -0.5% | -$63.82万 | 减仓 |