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 | $132.32 | 4.08% | 41.58% | 108.64% | $95.4M | 16.91% | — | HELD |
| 2 | BAYRY | Bayer AG Spons ADR | $13.97 | 2.42% | 73.20% | 9.83% | $74.8M | 13.26% | — | HELD |
| 3 | FLG | Flagstar Financial, Inc. | $14.25 | 1.21% | 27.58% | -55.19% | $53.8M | 9.53% | — | HELD |
| 4 | DIS | Walt Disney | $96.16 | -2.36% | -16.33% | -45.30% | $36.5M | 6.47% | — | HELD |
| 5 | GOOG | Alphabet Inc Class C | $333.68 | -0.62% | 77.27% | 132.86% | $35.0M | 6.21% | — | HELD |
| 6 | SEB | Seaboard Corp | $4505.27 | -1.82% | 42.49% | 7.17% | $33.2M | 5.88% | — | HELD |
| 7 | OGN | Organon & Co | $13.55 | 0.07% | 40.20% | -51.34% | $33.2M | 5.88% | — | HELD |
| 8 | BP | BP PLC | $44.22 | 2.08% | 43.80% | 124.47% | $29.2M | 5.18% | — | HELD |
| 9 | MRK | Merck & Co. Inc. | $129.79 | -0.44% | 66.99% | 96.29% | $27.3M | 4.85% | — | HELD |
| 10 | Z | Zillow Group | $33.71 | -0.85% | -57.97% | -64.80% | $22.6M | 4.00% | — | HELD |
| 11 | SEG | Seaport Entmt Group | $26.34 | -0.08% | 17.26% | -14.36% | $19.2M | 3.40% | — | HELD |
| 12 | PTEN | Patterson Uti Energy | $9.85 | 5.57% | 76.78% | 39.53% | $18.3M | 3.25% | — | HELD |
| 13 | IDT | IDT Corp | $65.94 | -1.73% | 15.02% | 54.74% | $18.3M | 3.24% | — | HELD |
| 14 | PFE | Pfizer | $24.91 | -0.95% | 14.58% | -28.87% | $13.6M | 2.41% | — | HELD |
| 15 | MBI | M B I A Inc | $5.37 | -0.37% | -4.11% | 10.01% | $12.2M | 2.15% | — | HELD |
| 16 | BMY | Bristol-Myers Squibb | $64.86 | 2.79% | 49.51% | 15.83% | $10.3M | 1.83% | — | HELD |
| 17 | GSK | GSK PLC ADR | $52.07 | -2.16% | 47.00% | 58.50% | $8.9M | 1.58% | — | HELD |
| 18 | XOM | ExxonMobil | $156.97 | 0.14% | 47.45% | 240.22% | $3.1M | 0.55% | — | HELD |
| 19 | GNE | Genie Energy | $14.12 | 0.64% | -28.63% | 138.22% | $2.5M | 0.44% | — | HELD |
| 20 | NVS | Novartis AG Sponsored ADR | $158.44 | -0.25% | 41.60% | 106.79% | $2.0M | 0.36% | — | HELD |
| 21 | FRFHF | Fairfax Finl HLDGS LTD Sub VTG | $1684.29 | -1.73% | -3.48% | 305.65% | $1.7M | 0.31% | — | HELD |
| 22 | CSX | CSX Corp Com | $50.19 | -1.08% | 46.98% | 66.46% | $1.5M | 0.27% | — | HELD |
| 23 | FBAK | First Natl BK Alaska Com | $325.00 | 1.88% | 30.96% | 95.03% | $1.5M | 0.26% | — | HELD |
| 24 | TRMLF | Tourmaline Oil Corp | $44.48 | -3.07% | 9.48% | 136.95% | $1.3M | 0.23% | — | HELD |
| 25 | JPM | JPMorgan Chase | $350.85 | 1.78% | 21.40% | 144.23% | $829K | 0.15% | — | HELD |
| 26 | AAPL | Apple Inc Com | $333.43 | -1.41% | 65.41% | 124.96% | $785K | 0.14% | — | HELD |
| 27 | MSFT | Microsoft | $451.10 | 15.51% | -13.24% | 55.41% | $774K | 0.14% | — | HELD |
| 28 | PEYUF | Peyto Expl & Dev Corp | $18.28 | -0.65% | 34.78% | 373.03% | $610K | 0.11% | — | HELD |
| 29 | HLN | Haleon PLC | $10.11 | -1.65% | 6.70% | 79.75% | $565K | 0.10% | — | HELD |
| 30 | SEIC | Sei Invt Co Pa PV $0.01 | $103.04 | 0.16% | 20.63% | 75.26% | $518K | 0.09% | — | HELD |
| 31 | BAC | Bank Of America Corp | $61.73 | 1.08% | — | — | $461K | 0.08% | — | HELD |
| 32 | CVX | Chevron Corp. | $192.31 | 0.23% | — | — | $404K | 0.07% | — | HELD |
| 33 | DB | Deutsche Bank AG Namen Akt | $37.03 | 4.40% | — | — | $298K | 0.05% | — | HELD |
| 34 | IBM | Intl Business Machines | $221.74 | -2.08% | — | — | $298K | 0.05% | — | HELD |
| 35 | PEG | Public SVC Enterprise Group | $77.55 | -0.26% | — | — | $285K | 0.05% | — | HELD |
| 36 | VZ | Verizon | $46.11 | -2.35% | — | — | $285K | 0.05% | — | HELD |
| 37 | PEP | Pepsico Inc Com | $140.20 | -2.30% | — | — | $280K | 0.05% | — | HELD |
| 38 | PNC | PNC Finl SVCS Group | $248.71 | 0.09% | — | — | $279K | 0.05% | — | HELD |
| 39 | AM | Antero Midstream | $21.55 | 0.14% | — | — | $269K | 0.05% | — | HELD |
| 40 | PG | Procter & Gamble | $143.96 | -1.46% | — | — | $268K | 0.05% | — | HELD |
| 41 | BX | Blackstone Inc Com | $128.07 | -1.03% | — | — | $264K | 0.05% | — | HELD |
| 42 | OBT | Orange CNTY Bancorp | $37.77 | -2.07% | — | — | $256K | 0.05% | — | HELD |
| 43 | PIFYF | Pine Cliff Energy LTD Com | $0.40 | 0.37% | — | — | $253K | 0.04% | — | HELD |
| 44 | WRLC | Windrock LTD Co | $550.00 | 1.85% | — | — | $252K | 0.04% | — | HELD |
| 45 | ZDGE | Zedge Inc | $2.97 | 1.37% | — | — | $228K | 0.04% | — | HELD |
| 46 | CMCSA | Comcast Corp New CL A | $23.67 | -3.82% | — | — | $206K | 0.04% | — | HELD |
| 47 | RFL | Rafael Holdings Inc | $2.00 | 0.50% | — | — | $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.