Kahn Brothers Group
Kahn Brothers Group
Latest 13F filing
Q1 2026
filed May 8, 2026
Portfolio value
$564.07M
Positions
48
Top 10 concentration
78.2%
QoQ change
-0.1%
$-638.48K
Activity vs. Q4 2025
1
New positions
4
Added to
12
Unchanged
31
Reduced
29
Exited
Portfolio composition — Q1 2026
- CCitigroup Inc16.9%
- BAYRYBayer AG Spons ADR13.3%
- FLGFlagstar Financial, Inc.9.5%
- DISWalt Disney6.5%
- GOOGAlphabet Inc Class C6.2%
- SEBSeaboard Corp5.9%
- OGNOrganon & Co5.9%
- BPBP PLC5.2%
- MRKMerck & Co. Inc.4.8%
- ZZillow Group4.0%
- Other38 more positions21.8%
Top buys
New & added positions, by size
Holdings as of Q1 2026
| # | Ticker | Issuer | Shares | Value | % Portfolio | Reported price | Action | Δ Shares |
|---|---|---|---|---|---|---|---|---|
| 1 | C | Citigroup Inc | 840,897 | $95.37M | 16.91% | $113.41 | REDUCE | -4.0% |
| 2 | BAYRY | Bayer AG Spons ADR | 6,513,893 | $74.78M | 13.26% | $11.48 | REDUCE | -3.6% |
| 3 | FLG | Flagstar Financial, Inc. | 4,083,618 | $53.78M | 9.53% | $13.17 | REDUCE | -2.2% |
| 4 | DIS | Walt Disney | 378,909 | $36.52M | 6.47% | $96.38 | REDUCE | -3.9% |
| 5 | GOOG | Alphabet Inc Class C | 122,029 | $35.01M | 6.21% | $286.86 | REDUCE | -9.9% |
| 6 | SEB | Seaboard Corp | 5,871 | $33.19M | 5.88% | $5654.02 | REDUCE | -19.4% |
| 7 | OGN | Organon & Co | 5,536,993 | $33.17M | 5.88% | $5.99 | ADD | +52.6% |
| 8 | BP | BP PLC | 622,256 | $29.25M | 5.18% | $47.00 | REDUCE | -40.1% |
| 9 | MRK | Merck & Co. Inc. | 227,288 | $27.34M | 4.85% | $120.29 | REDUCE | -47.2% |
| 10 | Z | Zillow Group | 545,212 | $22.56M | 4.00% | $41.38 | NEW | — |
| 11 | SEG | Seaport Entmt Group | 893,227 | $19.19M | 3.40% | $21.48 | ADD | +52.4% |
| 12 | PTEN | Patterson Uti Energy | 1,690,156 | $18.30M | 3.25% | $10.83 | REDUCE | -3.0% |
| 13 | IDT | IDT Corp | 372,566 | $18.29M | 3.24% | $49.10 | REDUCE | -5.0% |
| 14 | PFE | Pfizer | 484,733 | $13.61M | 2.41% | $28.08 | REDUCE | -12.5% |
| 15 | MBI | M B I A Inc | 2,056,434 | $12.15M | 2.15% | $5.91 | ADD | +99.9% |
| 16 | BMY | Bristol-Myers Squibb | 170,381 | $10.33M | 1.83% | $60.65 | REDUCE | -15.7% |
| 17 | GSK | GSK PLC ADR | 160,982 | $8.88M | 1.58% | $55.19 | REDUCE | -9.9% |
| 18 | XOM | ExxonMobil | 18,255 | $3.10M | 0.55% | $169.66 | REDUCE | -9.7% |
| 19 | GNE | Genie Energy | 175,011 | $2.47M | 0.44% | $14.14 | REDUCE | -8.0% |
| 20 | NVS | Novartis AG Sponsored ADR | 13,386 | $2.04M | 0.36% | $152.75 | REDUCE | -2.1% |
| 21 | FRFHF | Fairfax Finl HLDGS LTD Sub VTG | 1,018 | $1.73M | 0.31% | $1698.67 | — | 0% |
| 22 | CSX | CSX Corp Com | 36,481 | $1.50M | 0.27% | $41.05 | REDUCE | -2.8% |
| 23 | FBAK | First Natl BK Alaska Com | 4,920 | $1.47M | 0.26% | $299.00 | — | 0% |
| 24 | TRMLF | Tourmaline Oil Corp | 26,959 | $1.29M | 0.23% | $47.71 | — | 0% |
| 25 | JPM | JPMorgan Chase | 2,818 | $828.94K | 0.15% | $294.16 | REDUCE | -18.7% |
| 26 | AAPL | Apple Inc Com | 3,092 | $784.72K | 0.14% | $253.79 | — | 0% |
| 27 | MSFT | Microsoft | 2,092 | $774.39K | 0.14% | $370.17 | REDUCE | -12.5% |
| 28 | PEYUF | Peyto Expl & Dev Corp | 31,307 | $609.81K | 0.11% | $19.48 | REDUCE | -1.7% |
| 29 | HLN | Haleon PLC | 56,431 | $564.87K | 0.10% | $10.01 | REDUCE | -13.6% |
| 30 | SEIC | Sei Invt Co Pa PV $0.01 | 6,596 | $517.59K | 0.09% | $78.47 | — | 0% |
| 31 | BAC | Bank Of America Corp | 9,459 | $461.13K | 0.08% | $48.75 | REDUCE | -9.8% |
| 32 | CVX | Chevron Corp. | 1,953 | $404.07K | 0.07% | $206.90 | REDUCE | -2.5% |
| 33 | DB | Deutsche Bank AG Namen Akt | 10,000 | $297.80K | 0.05% | $29.78 | — | 0% |
| 34 | IBM | Intl Business Machines | 1,228 | $297.65K | 0.05% | $242.39 | — | 0% |
| 35 | PEG | Public SVC Enterprise Group | 3,524 | $285.27K | 0.05% | $80.95 | REDUCE | -20.3% |
| 36 | VZ | Verizon | 5,682 | $285.24K | 0.05% | $50.20 | REDUCE | -30.3% |
| 37 | PEP | Pepsico Inc Com | 1,800 | $279.52K | 0.05% | $155.29 | — | 0% |
| 38 | PNC | PNC Finl SVCS Group | 1,342 | $279.26K | 0.05% | $208.09 | REDUCE | -40.5% |
| 39 | AM | Antero Midstream | 11,806 | $269.18K | 0.05% | $22.80 | REDUCE | -37.4% |
| 40 | PG | Procter & Gamble | 1,852 | $267.50K | 0.05% | $144.44 | REDUCE | -0.8% |
| 41 | BX | Blackstone Inc Com | 2,300 | $264.48K | 0.05% | $114.99 | — | 0% |
| 42 | OBT | Orange CNTY Bancorp | 8,000 | $255.84K | 0.05% | $31.98 | — | 0% |
| 43 | PIFYF | Pine Cliff Energy LTD Com | 520,000 | $253.40K | 0.04% | $0.49 | — | 0% |
| 44 | WRLC | Windrock LTD Co | 537 | $251.85K | 0.04% | $469.00 | REDUCE | -5.6% |
| 45 | ZDGE | Zedge Inc | 77,928 | $228.33K | 0.04% | $2.93 | REDUCE | -5.6% |
| 46 | CMCSA | Comcast Corp New CL A | 7,169 | $205.82K | 0.04% | $28.71 | ADD | +2.0% |
| 47 | RFL | Rafael Holdings Inc | 58,557 | $73.20K | 0.01% | $1.25 | REDUCE | -1.2% |
| 48 | — | Tphgreenwich Trust Uni | 166,999 | $0 | 0.00% | $0.00 | — | 0% |
Positions exited in Q1 2026
| Ticker | Issuer | Prior shares |
|---|---|---|
| NAVI | Navient Corp | 20,600 |
| BN | Brookfield Corp VTG SHS CL A | 5,070 |
| — | Assured Guaranty LTD F | 3,110 |
| AR | Antero Res Corp Com | 6,242 |
| AXP | American Express Co Com | 610 |
| T | AT&T | 0 |
| — | TRINITY PL HLDGS INC | 0 |
| LWAY | LIFEWAY FOODS | 0 |
| — | GSK PLC | 0 |
| COF | CAPITAL ONE FINL | 0 |
| GTX | GARRETT MOTION | 0 |
| HO1 | HOLOGIC | 0 |
| — | IDW MEDIA | 0 |
| — | NAM TAI PROPERTY INC F | 0 |
| VRAYQ | VIEWRAY | 0 |
| WEYS | WEYCO GROUP INC | 0 |
| CREUR | CREW ENERGY | 0 |
| NYCBEUR | NEW YORK COMMUNITY | 0 |
| — | EAGLE BULK SHIPPING | 0 |
| GBCI | GLACIER BANCORP | 0 |
| BB | BLACKBERRY | 0 |
| VTRS | VIATRIS | 0 |
| VOXXGUSD | VOXX INTERNATIONAL | 0 |
| TPHS | TRINITY PLACE HOLDINGS | 0 |
| — | JP MORGAN CHASE | 0 |
| CI | CIGNA GROUP | 0 |
| AIG | AMERICAN INTL GROUP INC COM NEW | 0 |
| WBS | Webster Finl Co | 29,833 |
| NVDA | Nvidia Corp Com | 1,740 |
Source: SEC EDGAR 13F-HR filing May 8, 2026. Reported prices are derived from the filing's value-to-shares ratio (effectively the quarter-end mark). Filings are published with a 45-day delay. CIK 0001039565.