One name, Citigroup Inc (C), is 18.5% of what Kahn Brothers Group reports for 2026 Q2, according to the 13F-HR/A filed with the SEC on August 17, 2026. The stake is 836K shares worth about $117.1M, the largest of 48 stock positions. Kahn Brothers Group trimmed the share count by 1% in 2026 Q2.
What did the 2026 Q2 filing report for C?
As of June 30, 2026, from the 13F-HR/A filed August 17, 2026.
| Value | |
|---|---|
| Portfolio weight | 18.5% |
| Shares | 836K |
| Reported value | $117.1M |
| Rank in portfolio | 1st of 48 |
| Next largest holding | BAYRY at 14.12% |
| Top three holdings | 42.24% of the book |
| Change this quarter | -1% shares |
How concentrated is Kahn Brothers Group in C?
C at 18.5% is 8.9 times the average stock position in the Kahn Brothers Group portfolio, which is 2%. The next largest holding is BAYRY at 14.12%. The three largest stocks together are 42.24% of the reported book. A quarter earlier C was 16.91% of the book.
Where does C sit in the Kahn Brothers Group portfolio?
C is the largest of 48 stock positions in the Kahn Brothers Group portfolio at 18.5%, above the fund's average stock position of 2%. The C cut was the 8th largest of the quarter's 30 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Kahn Brothers Group reported 48 stock positions, with 1 opened and 1 closed. The total portfolio value is about $632.7M, up 12% from the prior quarter.
How long has Kahn Brothers Group held C?
Kahn Brothers Group has held C since at least the quarter ended June 30, 2013, the start of the filings we track. The current weight is the highest the fund has reported for the name. Last quarter the fund cut the position by 4%. Every reported trade is on the Kahn Brothers Group C trade history page.
Did other funds buy or sell C in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 17, 2026, 8 hold C. The largest sellers were Richard Pzena, Donald Smith & Co. and Parnassus Endeavor Fund. Every tracked holder of C is on the C ownership page.
FAQ
What share of the Kahn Brothers Group portfolio is C?
C is 18.5% of the Kahn Brothers Group portfolio as of 2026 Q2, the largest of 48 stock positions.
What is the C stake of Kahn Brothers Group worth?
Kahn Brothers Group holds 836K shares of C, worth about $117.1M at June 30, 2026 prices, 18.5% of the reported portfolio.
What are the largest holdings of Kahn Brothers Group?
The largest stock positions of Kahn Brothers Group as of 2026 Q2 are C (18.5%), BAYRY (14.12%) and FLG (9.62%), together 42.24% of the book.
Did Kahn Brothers Group change its C position in 2026 Q2?
Kahn Brothers Group trimmed the share count by 1% in 2026 Q2.