Institutional
KAHN BROTHERS GROUP INC
CIK 0001039565
$564.1M
Reported AUM
48
Positions
Q1 2026
Period
2026-05-08
Filed
The Brief · KAHN BROTHERS GROUP INC · Q1 2026
AI · grounded in 13F
KAHN BROTHERS GROUP INC established a new position in Citigroup Inc C valued at $95.4M. The fund also initiated new stakes in Bayer AG Spons ADR BAYRY for $74.8M and Flagstar Financial, Inc. FLG for $53.8M. Other new additions include Walt Disney DIS at $36.5M and Alphabet Inc Class C GOOG at $35M.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | C | Citigroup Inc | $127.11 | -4.05% | 47.53% | 117.40% | $95.4M | 16.91% | — | HELD |
| 2 | BAYRY | Bayer AG Spons ADR | $13.64 | 1.11% | 69.11% | 7.24% | $74.8M | 13.26% | — | HELD |
| 3 | FLG | Flagstar Financial, Inc. | $14.08 | 0.72% | 25.25% | -56.00% | $53.8M | 9.53% | — | HELD |
| 4 | DIS | Walt Disney | $98.47 | -0.42% | -14.31% | -43.98% | $36.5M | 6.47% | — | HELD |
| 5 | GOOG | Alphabet Inc Class C | $335.92 | 1.00% | 75.60% | 130.67% | $35.0M | 6.21% | — | HELD |
| 6 | SEB | Seaboard Corp | $4588.58 | 0.88% | 42.07% | 6.86% | $33.2M | 5.88% | — | HELD |
| 7 | OGN | Organon & Co | $13.54 | 0.15% | 39.89% | -51.45% | $33.2M | 5.88% | — | HELD |
| 8 | BP | BP PLC | $43.32 | 3.96% | 38.32% | 115.92% | $29.2M | 5.18% | — | HELD |
| 9 | MRK | Merck & Co. Inc. | $130.39 | -1.08% | 70.49% | 100.41% | $27.3M | 4.85% | — | HELD |
| 10 | Z | Zillow Group | $34.00 | 0.97% | -58.01% | -64.84% | $22.6M | 4.00% | — | HELD |
| 11 | SEG | Seaport Entmt Group | $26.36 | -0.04% | 17.30% | -14.33% | $19.2M | 3.40% | — | HELD |
| 12 | PTEN | Patterson Uti Energy | $9.33 | 1.74% | 73.75% | 37.14% | $18.3M | 3.25% | — | HELD |
| 13 | IDT | IDT Corp | $67.10 | -1.15% | 17.44% | 58.00% | $18.3M | 3.24% | — | HELD |
| 14 | PFE | Pfizer | $25.16 | -0.36% | 15.03% | -28.59% | $13.6M | 2.41% | — | HELD |
| 15 | MBI | M B I A Inc | $5.39 | -1.28% | -3.75% | 10.42% | $12.2M | 2.15% | — | HELD |
| 16 | BMY | Bristol-Myers Squibb | $63.10 | -0.79% | 50.70% | 16.74% | $10.3M | 1.83% | — | HELD |
| 17 | GSK | GSK PLC ADR | $53.22 | -0.91% | 48.35% | 59.96% | $8.9M | 1.58% | — | HELD |
| 18 | XOM | ExxonMobil | $156.88 | 2.51% | 47.33% | 239.93% | $3.1M | 0.55% | — | HELD |
| 19 | GNE | Genie Energy | $14.03 | -2.03% | -29.09% | 136.70% | $2.5M | 0.44% | — | HELD |
| 20 | NVS | Novartis AG Sponsored ADR | $158.83 | -0.64% | 41.75% | 107.01% | $2.0M | 0.36% | — | HELD |
| 21 | FRFHF | Fairfax Finl HLDGS LTD Sub VTG | $1714.00 | -1.04% | -1.77% | 312.80% | $1.7M | 0.31% | — | HELD |
| 22 | CSX | CSX Corp Com | $50.76 | -0.16% | 47.27% | 66.79% | $1.5M | 0.27% | — | HELD |
| 23 | FBAK | First Natl BK Alaska Com | $319.00 | -0.31% | 28.54% | 91.43% | $1.5M | 0.26% | — | HELD |
| 24 | TRMLF | Tourmaline Oil Corp | $45.89 | 2.73% | 12.95% | 144.46% | $1.3M | 0.23% | — | HELD |
| 25 | JPM | JPMorgan Chase | $345.27 | -3.37% | 25.84% | 153.16% | $829K | 0.15% | — | HELD |
| 26 | AAPL | Apple Inc Com | $338.10 | -0.58% | 67.77% | 128.17% | $785K | 0.14% | — | HELD |
| 27 | MSFT | Microsoft | $390.50 | -0.72% | -24.89% | 34.54% | $774K | 0.14% | — | HELD |
| 28 | PEYUF | Peyto Expl & Dev Corp | $18.40 | 3.20% | 35.67% | 376.13% | $610K | 0.11% | — | HELD |
| 29 | HLN | Haleon PLC | $10.28 | 0.10% | 8.49% | 82.77% | $565K | 0.10% | — | HELD |
| 30 | SEIC | Sei Invt Co Pa PV $0.01 | $102.88 | -0.25% | 20.44% | 74.99% | $518K | 0.09% | — | HELD |
| 31 | BAC | Bank Of America Corp | $61.10 | -2.42% | — | — | $461K | 0.08% | — | HELD |
| 32 | CVX | Chevron Corp. | $191.90 | 2.30% | — | — | $404K | 0.07% | — | HELD |
| 33 | DB | Deutsche Bank AG Namen Akt | $35.47 | 0.31% | — | — | $298K | 0.05% | — | HELD |
| 34 | IBM | Intl Business Machines | $226.60 | -0.42% | — | — | $298K | 0.05% | — | HELD |
| 35 | PEG | Public SVC Enterprise Group | $77.75 | -1.52% | — | — | $285K | 0.05% | — | HELD |
| 36 | VZ | Verizon | $47.24 | -1.97% | — | — | $285K | 0.05% | — | HELD |
| 37 | PEP | Pepsico Inc Com | $143.50 | 0.45% | — | — | $280K | 0.05% | — | HELD |
| 38 | PNC | PNC Finl SVCS Group | $248.49 | -1.24% | — | — | $279K | 0.05% | — | HELD |
| 39 | AM | Antero Midstream | $21.52 | -1.06% | — | — | $269K | 0.05% | — | HELD |
| 40 | PG | Procter & Gamble | $146.12 | -1.85% | — | — | $268K | 0.05% | — | HELD |
| 41 | BX | Blackstone Inc Com | $129.40 | -3.36% | — | — | $264K | 0.05% | — | HELD |
| 42 | OBT | Orange CNTY Bancorp | $38.57 | -0.80% | — | — | $256K | 0.05% | — | HELD |
| 43 | PIFYF | Pine Cliff Energy LTD Com | $0.39 | -1.46% | — | — | $253K | 0.04% | — | HELD |
| 44 | WRLC | Windrock LTD Co | $540.00 | 0.00% | — | — | $252K | 0.04% | — | HELD |
| 45 | ZDGE | Zedge Inc | $2.93 | -0.34% | — | — | $228K | 0.04% | — | HELD |
| 46 | CMCSA | Comcast Corp New CL A | $24.61 | 1.74% | — | — | $206K | 0.04% | — | HELD |
| 47 | RFL | Rafael Holdings Inc | $1.99 | -5.24% | — | — | $73K | 0.01% | — | HELD |
| 48 | — | Tphgreenwich Trust Uni | — | — | — | — | — | — | — | HELD |
Source: SEC EDGAR · accession 0001039565-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.