KAHN BROTHERS GROUP INC 13F: Quarter-over-Quarter Portfolio Changes
KAHN BROTHERS GROUP INC reported a disclosed portfolio value of approximately $564.1 million in its latest SEC Form 13F-HR filing for Q2 2026, broadly unchanged quarter on quarter. Over the quarter, the manager initiated 1 new position and exited 1 position.
KAHN BROTHERS GROUP INC's top buy was a new stake in Antero Midstream CORP (SYN_03676B102) , equal to 0.0% of the disclosed portfolio. Its top sell was Antero Midstream CORP (AM) . The manager exited the position completely after it had accounted for 0.0% of the previous portfolio.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| ANTERO MIDSTREAM CORP | SYN_03676B102 | 0.0% | Holders → |
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| ANTERO MIDSTREAM CORP | AM | 0.0% |
Net Portfolio Value ChangeQ2 2026
- $0.6BPrior quarter
- $0.6BCurrent quarter
- +$0.0BNet delta
- 0.0%% change
Methodology & FAQ
How KAHN BROTHERS GROUP INC Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for KAHN BROTHERS GROUP INC: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description, including how confidential treatment filings are handled, is documented in the Methodology.
What stocks did KAHN BROTHERS GROUP INC buy in Q2 2026?
In Q2 2026, KAHN BROTHERS GROUP INC initiated 1 new position (ANTERO MIDSTREAM CORP (SYN_03676B102)).
What stocks did KAHN BROTHERS GROUP INC sell in Q2 2026?
In Q2 2026, KAHN BROTHERS GROUP INC fully sold 1 position (ANTERO MIDSTREAM CORP (AM)).
Which positions did KAHN BROTHERS GROUP INC initiate in Q2 2026?
KAHN BROTHERS GROUP INC established 1 new position in Q2 2026: ANTERO MIDSTREAM CORP (SYN_03676B102, 0.0%).
Which existing positions saw the largest allocation increases for KAHN BROTHERS GROUP INC in Q2 2026?
KAHN BROTHERS GROUP INC reported no material allocation increases in existing positions in Q2 2026.
Which positions did KAHN BROTHERS GROUP INC fully exit in Q2 2026?
KAHN BROTHERS GROUP INC fully exited 1 position in Q2 2026: ANTERO MIDSTREAM CORP (AM, last-reported weight 0.0%).
Which existing positions saw the largest allocation reductions for KAHN BROTHERS GROUP INC in Q2 2026?
KAHN BROTHERS GROUP INC reported no material allocation reductions in existing positions in Q2 2026.
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.