Kahn Brothers Group 13F, Q1 2026
Kahn Brothers · quarter ending 31 March 2026 · filed 8 May 2026 · SEC CIK 1039565
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2026
The 25 largest of 47 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| Citigroup Inc | C | $95.37M | 16.9% | -4% shares |
| Bayer AG Spons ADR | BAYRY | $74.78M | 13.3% | -4% shares |
| Flagstar Financial, Inc. | FLG | $53.78M | 9.5% | -2% shares |
| Walt Disney | DIS | $36.52M | 6.5% | -4% shares |
| Alphabet Inc Class C | GOOG | $35.01M | 6.2% | -10% shares |
| Seaboard Corp | SEB | $33.19M | 5.9% | -19% shares |
| Organon & Co | OGN | $33.17M | 5.9% | +53% shares |
| BP PLC | BP | $29.25M | 5.2% | -40% shares |
| Merck & Co. Inc. | MRK | $27.34M | 4.8% | -47% shares |
| Zillow Group | Z | $22.56M | 4.0% | new |
| Seaport Entmt Group | SEG | $19.19M | 3.4% | +52% shares |
| Patterson Uti Energy | PTEN | $18.30M | 3.3% | -3% shares |
| IDT Corp | IDT | $18.29M | 3.2% | -5% shares |
| Pfizer | PFE | $13.61M | 2.4% | -13% shares |
| M B I A Inc | MBI | $12.15M | 2.1% | +100% shares |
| Bristol-Myers Squibb | BMY | $10.33M | 1.8% | -16% shares |
| GSK PLC ADR | GSK | $8.88M | 1.6% | -10% shares |
| ExxonMobil | XOM | $3.10M | 0.6% | -10% shares |
| Genie Energy | GNE | $2.47M | 0.4% | -8% shares |
| Novartis AG Sponsored ADR | NVS | $2.04M | 0.4% | -2% shares |
| Fairfax Finl HLDGS LTD Sub VTG | FRFHF | $1.73M | 0.3% | unchanged |
| CSX Corp Com | CSX | $1.50M | 0.3% | -3% shares |
| First Natl BK Alaska Com | FBAK | $1.47M | 0.3% | unchanged |
| Tourmaline Oil Corp | TRMLF | $1.29M | 0.2% | unchanged |
| JPMorgan Chase | JPM | $828.9K | 0.1% | -19% shares |
What changed since Q4 2025
Against the Q4 2025 filing, Kahn Brothers Group opened 1 new position, added to 4, trimmed 28, left 14 unchanged and exited 7. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
- Z$22.56M
Exited
Other quarters
Source: SEC Form 13F-HR, accession 0001039565-26-000002, filed by KAHN BROTHERS GROUP INC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.