Kahn Brothers Group Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Kahn Brothers Group Inc. reported 48 stock positions worth $564.1 million. Its top holding was Citigroup (C) at 16.9% of the portfolio, followed by Bayer AG-Sponsored ADR (BAYRY, 13.3%) and Flagstar Bank NA (FLG, 9.5%). Compared with Q4 2025, it opened 1 new position, sold out of 7, added to 4 and reduced 31. The biggest buy was a new position in Zillow Class C (Z) and the biggest sale Merck (MRK, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001039565
- Portfolio Value
- $564.1M (Q1 2026)
- SEC Filing
- 0001039565-26-000002 ↗ filed May 8, 2026
Holdings Value
Holdings 48 stocks · $564.1M
| C Citigroup Inc. | 16.91% | 840,897 | $95.4M | Reduce -4.0% |
| BAYRY Bayer AG-Sponsored ADR | 13.26% | 6,513,893 | $74.8M | Reduce -3.6% |
| FLG Flagstar Bank NA | 9.53% | 4,083,618 | $53.8M | Reduce -2.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 6.47% | 378,909 | $36.5M | Reduce -3.9% |
| GOOG Alphabet Inc. Class C | 6.21% | 122,029 | $35.0M | Reduce -9.9% |
| SEB Seaboard Corp. | 5.88% | 5,871 | $33.2M | Reduce -19.4% |
| OGN Organon & Co. | 5.88% | 5,536,993 | $33.2M | Add +52.6% |
| BP BP PLC-Spons ADR | 5.18% | 622,256 | $29.2M | Reduce -40.1% |
| MRK Merck & Co. Inc. | 4.85% | 227,288 | $27.3M | Reduce -47.1% |
| Z Zillow Group Inc. Class C | 4.00% | 545,212 | $22.6M | New |
| SEG Seaport Entertainment Group | 3.40% | 893,227 | $19.2M | Add +52.4% |
| PTEN Patterson-Uti Energy Inc. | 3.25% | 1,690,156 | $18.3M | Reduce -3.0% |
| IDT Idt Corp. Class B | 3.24% | 372,566 | $18.3M | Reduce -5.0% |
| PFE Pfizer Inc. | 2.41% | 484,733 | $13.6M | Reduce -12.5% |
| MBI Mbia Inc. | 2.15% | 2,056,434 | $12.2M | Add +99.9% |
| BMY Bristol-Myers Squibb Co. | 1.83% | 170,381 | $10.3M | Reduce -15.7% |
| GSK GSK PLC-Spon ADR | 1.58% | 160,982 | $8.9M | Reduce -9.9% |
| XOM Exxon Mobil Corp. | 0.55% | 18,255 | $3.1M | Reduce -9.7% |
| GNE Genie Energy Ltd. Class B | 0.44% | 175,011 | $2.5M | Reduce -8.0% |
| NVS Novartis AG-Sponsored ADR | 0.36% | 13,386 | $2.0M | Reduce -2.1% |
| FRFHF Fairfax Financial Hldgs Ltd. | 0.31% | 1,018 | $1.7M | No change |
| CSX CSX Corp. | 0.27% | 36,481 | $1.5M | Reduce -2.8% |
| FBAK First National Bank Alaska | 0.26% | 4,920 | $1.5M | No change |
| TRMLF Tourmaline Oil Corp. | 0.23% | 26,959 | $1.3M | No change |
| JPM JPMorgan Chase & Co. | 0.15% | 2,818 | $829K | Reduce -18.7% |
| AAPL Apple Inc. | 0.14% | 3,092 | $785K | No change |
| MSFT Microsoft Corp. | 0.14% | 2,092 | $774K | Reduce -12.5% |
| PEYUF Peyto Exploration & Dev Corp. | 0.11% | 31,307 | $610K | Reduce -1.7% |
| HLN Haleon PLC-ADR | 0.10% | 56,431 | $565K | Reduce -13.6% |
| SEIC Sei Investments Company | 0.09% | 6,596 | $518K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 9,459 | $461K | Reduce -9.8% |
| CVX Chevron Corp. | 0.07% | 1,953 | $404K | Reduce -2.5% |
| DB Deutsche Bank AG-Registered | 0.05% | 10,000 | $298K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 1,228 | $298K | No change |
| PEG Public Service Enterprise GP | 0.05% | 3,524 | $285K | Reduce -20.3% |
| VZ Verizon Communications Inc. | 0.05% | 5,682 | $285K | Reduce -30.3% |
| PEP Pepsico Inc. | 0.05% | 1,800 | $280K | No change |
| PNC PNC Financial Services Group | 0.05% | 1,342 | $279K | Reduce -40.5% |
| AM Antero Midstream Corp. | 0.05% | 11,806 | $269K | Reduce -37.4% |
| PG The Procter & Gamble Co. | 0.05% | 1,852 | $268K | Reduce -0.8% |
| BX Blackstone Inc. | 0.05% | 2,300 | $264K | No change |
| OBT Orange County Bancorp Inc. | 0.05% | 8,000 | $256K | No change |
| PIFYF Pine Cliff Energy Ltd. | 0.04% | 520,000 | $253K | No change |
| WRLC Windrock Ltd. Co. | 0.04% | 537 | $252K | Reduce -5.6% |
| ZDGE Zedge Inc. Class B | 0.04% | 77,928 | $228K | Reduce -5.6% |
| CMCSA Comcast Corp. Class A | 0.04% | 7,169 | $206K | Add +2.0% |
| RFL Rafael Holdings Inc. Class B | 0.01% | 58,557 | $73K | Reduce -1.2% |
| Tphgreenwich Trust Uni | 0.00% | 166,999 | $0 | No change |
Portfolio Sells Q4 2025 → Q1 2026
| MRK Merck & Co. Inc. | Reduce -47.1% | 4.85% | −3.17 |
| DIS The Walt Disney Co. | Reduce -3.9% | 6.47% | −1.47 |
| GOOG Alphabet Inc. Class C | Reduce -9.9% | 6.21% | −1.32 |
| BP BP PLC-Spons ADR | Reduce -40.1% | 5.18% | −1.20 |
| C Citigroup Inc. | Reduce -4.0% | 16.91% | −1.20 |
| WBS Webster Financial Corp. | Sold out | 0.00% | −0.33 |
| IDT Idt Corp. Class B | Reduce -5.0% | 3.24% | −0.31 |
| BMY Bristol-Myers Squibb Co. | Reduce -15.7% | 1.83% | −0.10 |
| MSFT Microsoft Corp. | Reduce -12.5% | 0.14% | −0.07 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -18.7% | 0.15% | −0.05 |
| AGO Assured Guaranty Ltd. | Sold out | 0.00% | −0.05 |
| NAVI Navient Corp. | Sold out | 0.00% | −0.05 |
| BN Brookfield Corp. | Sold out | 0.00% | −0.04 |
| AXP American Express Co. | Sold out | 0.00% | −0.04 |
| AR Antero Resources Corp. | Sold out | 0.00% | −0.04 |
| PNC PNC Financial Services Group | Reduce -40.5% | 0.05% | −0.03 |
| PFE Pfizer Inc. | Reduce -12.5% | 2.41% | −0.03 |
| GNE Genie Energy Ltd. Class B | Reduce -8.0% | 0.44% | −0.03 |
| BAC Bank of America Corp. | Reduce -9.8% | 0.08% | −0.02 |
| HLN Haleon PLC-ADR | Reduce -13.6% | 0.10% | −0.02 |
| PEG Public Service Enterprise GP | Reduce -20.3% | 0.05% | −0.01 |
| AM Antero Midstream Corp. | Reduce -37.4% | 0.05% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -30.3% | 0.05% | −0.01 |
| ZDGE Zedge Inc. Class B | Reduce -5.6% | 0.04% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.8% | 0.05% | 0.00 |
| WRLC Windrock Ltd. Co. | Reduce -5.6% | 0.04% | +0.00 |
| RFL Rafael Holdings Inc. Class B | Reduce -1.2% | 0.01% | +0.00 |
| PEYUF Peyto Exploration & Dev Corp. | Reduce -1.7% | 0.11% | +0.01 |
| CVX Chevron Corp. | Reduce -2.5% | 0.07% | +0.02 |
| GSK GSK PLC-Spon ADR | Reduce -9.9% | 1.58% | +0.02 |
| CSX CSX Corp. | Reduce -2.8% | 0.27% | +0.02 |
| NVS Novartis AG-Sponsored ADR | Reduce -2.1% | 0.36% | +0.03 |
| XOM Exxon Mobil Corp. | Reduce -9.7% | 0.55% | +0.12 |
| SEB Seaboard Corp. | Reduce -19.4% | 5.88% | +0.15 |
| FLG Flagstar Bank NA | Reduce -2.2% | 9.53% | +0.22 |
| BAYRY Bayer AG-Sponsored ADR | Reduce -3.6% | 13.26% | +0.32 |
| PTEN Patterson-Uti Energy Inc. | Reduce -3.0% | 3.25% | +1.36 |
Portfolio Buys Q4 2025 → Q1 2026
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 |