Kahn Brothers Group Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Kahn Brothers Group Inc. reported 54 stock positions worth $564.7 million. Its top holding was Citigroup (C) at 18.1% of the portfolio, followed by Bayer AG-Sponsored ADR (BAYRY, 12.9%) and Flagstar Bank NA (FLG, 9.3%). Compared with Q3 2025, it opened 1 new position, added to 15 and reduced 25. The biggest buy was Alphabet Class C (GOOG, shares +1%) and the biggest sale Pfizer (PFE, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001039565
- Portfolio Value
- $564.7M (Q4 2025)
- SEC Filing
- 0001039565-26-000001 ↗ filed Feb 12, 2026
Holdings Value
Holdings 54 stocks · $564.7M
| C Citigroup Inc. | 18.11% | 876,278 | $102.3M | Reduce -0.0% |
| BAYRY Bayer AG-Sponsored ADR | 12.94% | 6,754,291 | $73.1M | Reduce -0.5% |
| FLG Flagstar Bank NA | 9.31% | 4,177,212 | $52.6M | Reduce -2.8% |
| MRK Merck & Co. Inc. | 8.02% | 430,103 | $45.3M | Reduce -0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 7.95% | 394,369 | $44.9M | Reduce -0.0% |
| GOOG Alphabet Inc. Class C | 7.52% | 135,416 | $42.5M | Add +0.5% |
| BP BP PLC-Spons ADR | 6.39% | 1,038,402 | $36.1M | Reduce -4.3% |
| SEB Seaboard Corp. | 5.73% | 7,285 | $32.4M | Reduce -5.7% |
| OGN Organon & Co. | 4.61% | 3,629,451 | $26.0M | Add +0.3% |
| IDT Idt Corp. Class B | 3.55% | 392,011 | $20.1M | Reduce -0.1% |
| PFE Pfizer Inc. | 2.44% | 553,950 | $13.8M | Reduce -21.7% |
| SEG Seaport Entertainment Group | 2.05% | 586,170 | $11.6M | Add +0.5% |
| BMY Bristol-Myers Squibb Co. | 1.93% | 202,196 | $10.9M | Reduce -25.8% |
| PTEN Patterson-Uti Energy Inc. | 1.88% | 1,742,013 | $10.6M | Reduce -7.6% |
| GSK GSK PLC-Spon ADR | 1.55% | 178,696 | $8.8M | Reduce -31.5% |
| MBI Mbia Inc. | 1.30% | 1,028,784 | $7.4M | Reduce -0.1% |
| GNE Genie Energy Ltd. Class B | 0.46% | 190,312 | $2.6M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.43% | 20,217 | $2.4M | Add +12.7% |
| FRFHF Fairfax Financial Hldgs Ltd. | 0.34% | 1,018 | $1.9M | No change |
| NVS Novartis AG-Sponsored ADR | 0.33% | 13,678 | $1.9M | Reduce -4.5% |
| WBS Webster Financial Corp. | 0.33% | 29,833 | $1.9M | Reduce -1.1% |
| FBAK First National Bank Alaska | 0.26% | 4,920 | $1.5M | Reduce -1.4% |
| CSX CSX Corp. | 0.24% | 37,531 | $1.4M | Reduce -7.9% |
| TRMLF Tourmaline Oil Corp. | 0.21% | 26,959 | $1.2M | Add +10.4% |
| MSFT Microsoft Corp. | 0.20% | 2,392 | $1.2M | Add +25.6% |
| JPM JPMorgan Chase & Co. | 0.20% | 3,468 | $1.1M | Add +30.0% |
| AAPL Apple Inc. | 0.15% | 3,092 | $841K | Add +3.3% |
| HLN Haleon PLC-ADR | 0.12% | 65,321 | $660K | Reduce -4.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.10% | 10,484 | $577K | Reduce -5.8% |
| SEIC Sei Investments Company | 0.10% | 6,596 | $541K | No change |
| PEYUF Peyto Exploration & Dev Corp. | 0.09% | 31,857 | $528K | No change |
| PNC PNC Financial Services Group | 0.08% | 2,257 | $471K | Add +54.9% |
| DB Deutsche Bank AG-Registered | 0.07% | 10,000 | $386K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 1,228 | $364K | Reduce -18.6% |
| PEG Public Service Enterprise GP | 0.06% | 4,424 | $355K | Add +22.1% |
| BX Blackstone Inc. | 0.06% | 2,300 | $355K | Add +53.3% |
| AM Antero Midstream Corp. | 0.06% | 18,856 | $335K | No change |
| VZ Verizon Communications Inc. | 0.06% | 8,147 | $332K | Add +12.6% |
| NVDA Nvidia Corp. | 0.06% | 1,740 | $325K | No change |
| PIFYF Pine Cliff Energy Ltd. | 0.05% | 520,000 | $307K | No change |
| CVX Chevron Corp. | 0.05% | 2,003 | $305K | No change |
| AGO Assured Guaranty Ltd. | 0.05% | 3,110 | $279K | Add +20.1% |
| ZDGE Zedge Inc. Class B | 0.05% | 82,558 | $271K | Reduce -0.4% |
| NAVI Navient Corp. | 0.05% | 20,600 | $268K | No change |
| PG The Procter & Gamble Co. | 0.05% | 1,867 | $268K | Add +5.7% |
| PEP Pepsico Inc. | 0.05% | 1,800 | $258K | No change |
| WRLC Windrock Ltd. Co. | 0.04% | 569 | $250K | No change |
| BN Brookfield Corp. | 0.04% | 5,070 | $233K | No change |
| OBT Orange County Bancorp Inc. | 0.04% | 8,000 | $228K | No change |
| AXP American Express Co. | 0.04% | 610 | $226K | Reduce -47.0% |
| AR Antero Resources Corp. | 0.04% | 6,242 | $215K | Reduce -65.0% |
| CMCSA Comcast Corp. Class A | 0.04% | 7,025 | $210K | Add +10.1% |
| RFL Rafael Holdings Inc. Class B | 0.01% | 59,246 | $70K | Reduce -62.7% |
| Tphgreenwich Trust Uni | 0.00% | 166,999 | $0 | New |
Portfolio Sells Q3 2025 → Q4 2025
| PFE Pfizer Inc. | Reduce -21.7% | 2.44% | −0.95 |
| BP BP PLC-Spons ADR | Reduce -4.3% | 6.39% | −0.65 |
| GSK GSK PLC-Spon ADR | Reduce -31.5% | 1.55% | −0.57 |
| DIS The Walt Disney Co. | Reduce -0.0% | 7.95% | −0.55 |
| BMY Bristol-Myers Squibb Co. | Reduce -25.8% | 1.93% | −0.38 |
| IDT Idt Corp. Class B | Reduce -0.1% | 3.55% | −0.30 |
| MBI Mbia Inc. | Reduce -0.1% | 1.30% | −0.14 |
| GNE Genie Energy Ltd. Class B | Reduce -0.8% | 0.46% | −0.07 |
| AR Antero Resources Corp. | Reduce -65.0% | 0.04% | −0.07 |
| AXP American Express Co. | Reduce -47.0% | 0.04% | −0.03 |
| CSX CSX Corp. | Reduce -7.9% | 0.24% | −0.03 |
| RFL Rafael Holdings Inc. Class B | Reduce -62.7% | 0.01% | −0.03 |
| FLG Flagstar Bank NA | Reduce -2.8% | 9.31% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -18.6% | 0.06% | −0.02 |
| NVS Novartis AG-Sponsored ADR | Reduce -4.5% | 0.33% | −0.01 |
| BAC Bank of America Corp. | Reduce -5.8% | 0.10% | −0.01 |
| WBS Webster Financial Corp. | Reduce -1.1% | 0.33% | −0.00 |
| HLN Haleon PLC-ADR | Reduce -4.0% | 0.12% | +0.00 |
| ZDGE Zedge Inc. Class B | Reduce -0.4% | 0.05% | +0.00 |
| FBAK First National Bank Alaska | Reduce -1.4% | 0.26% | +0.01 |
| PTEN Patterson-Uti Energy Inc. | Reduce -7.6% | 1.88% | +0.05 |
| SEB Seaboard Corp. | Reduce -5.7% | 5.73% | +0.44 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 8.02% | +1.17 |
| C Citigroup Inc. | Reduce -0.0% | 18.11% | +1.38 |
| BAYRY Bayer AG-Sponsored ADR | Reduce -0.5% | 12.94% | +2.36 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOG Alphabet Inc. Class C | Add +0.5% | 7.52% | +1.35 |
| XOM Exxon Mobil Corp. | Add +12.7% | 0.43% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +30.0% | 0.20% | +0.04 |
| PNC PNC Financial Services Group | Add +54.9% | 0.08% | +0.03 |
| MSFT Microsoft Corp. | Add +25.6% | 0.20% | +0.02 |
| TRMLF Tourmaline Oil Corp. | Add +10.4% | 0.21% | +0.02 |
| BX Blackstone Inc. | Add +53.3% | 0.06% | +0.01 |
| AGO Assured Guaranty Ltd. | Add +20.1% | 0.05% | +0.01 |
| PEG Public Service Enterprise GP | Add +22.1% | 0.06% | +0.01 |
| AAPL Apple Inc. | Add +3.3% | 0.15% | +0.01 |
| Tphgreenwich Trust Uni | New | 0.00% | 0.00 |
| CMCSA Comcast Corp. Class A | Add +10.1% | 0.04% | −0.00 |
| VZ Verizon Communications Inc. | Add +12.6% | 0.06% | −0.00 |
| PG The Procter & Gamble Co. | Add +5.7% | 0.05% | −0.00 |
| SEG Seaport Entertainment Group | Add +0.5% | 2.05% | −0.46 |
| OGN Organon & Co. | Add +0.3% | 4.61% | −2.66 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 48 | $632.7M | C, BAYRY, FLG, GOOG, Z |
| Q1 2026 | 48 | $564.1M | C, BAYRY, FLG, DIS, GOOG |
| Q4 2025 | 54 | $564.7M | C, BAYRY, FLG, MRK, DIS |
| Q3 2025 | 53 | $531.8M | C, BAYRY, FLG, DIS, OGN |
| Q2 2025 | 50 | $497.9M | C, BAYRY, DIS, FLG, MRK |
| Q1 2025 | 55 | $494.5M | C, FLG, MRK, BAYRY, BP |
| Q4 2024 | 52 | $460.4M | C, MRK, DIS, BMY, BP |
| Q3 2024 | 53 | $580.6M | C, MRK, BP, FLG, BAYRY |
| Q2 2024 | 52 | $595.0M | C, MRK, BP, GSK, FLG |
| Q1 2024 | 53 | $674.4M | AGO, MRK, C, BP, GSK |