KAHN BROTHERS GROUP INC — 13F Holdings & Portfolio
CIK 1039565 · latest 13F-HR filed 2026-05-08
KAHN BROTHERS GROUP INC manages $564.1M in 13F-reported U.S. long-equity assets across 48 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are C (16.91%), BAYRY (13.26%), FLG (9.53%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 7, added to 12, and trimmed 23.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$564.1M
Long-equity book
48
Distinct positions
2026-03-31
Filed 2026-05-08
+1 / −7 / ↑12 / ↓23
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Patterson Uti Energy$7.7M +72.0%
- Seaport Entmt Group$7.6M +65.6%
- Organon & Co$7.1M +27.5%
- M B I A Inc$4.8M +65.0%
- ExxonMobil$664.2K +27.3%
Top Trims
- Merck & Co. Inc.-$17.9M -39.6%
- Walt Disney-$8.3M -18.6%
- Alphabet Inc Class C-$7.5M -17.6%
- Citigroup Inc-$6.9M -6.7%
- BP PLC-$6.8M -18.9%
Exited Positions
- Webster Finl Co$1.9M
- Nvidia Corp Com$324.7K
- Assured Guaranty LTD F$279.5K
- Navient Corp$267.8K
- Brookfield Corp VTG SHS CL A$233.1K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Citigroup Inc | C | 172967424 | $95.4M | 16.91% | 840,897 | SH |
| 2 | Bayer AG Spons ADR | BAYRY | 072730302 | $74.8M | 13.26% | 6,513,893 | SH |
| 3 | Flagstar Financial, Inc. | FLG | 649445400 | $53.8M | 9.53% | 4,083,618 | SH |
| 4 | Walt Disney | DIS | 254687106 | $36.5M | 6.47% | 378,909 | SH |
| 5 | Alphabet Inc Class C | GOOG | 02079K107 | $35.0M | 6.21% | 122,029 | SH |
| 6 | Seaboard Corp | SEB | 811543107 | $33.2M | 5.88% | 5,871 | SH |
| 7 | Organon & Co | OGN | 68622V106 | $33.2M | 5.88% | 5,536,993 | SH |
| 8 | BP PLC | BP | 055622104 | $29.2M | 5.18% | 622,256 | SH |
| 9 | Merck & Co. Inc. | MRK | 58933Y105 | $27.3M | 4.85% | 227,288 | SH |
| 10 | Zillow Group | Z | 98954M200 | $22.6M | 4.00% | 545,212 | SH |
| 11 | Seaport Entmt Group | SEG | 812215200 | $19.2M | 3.40% | 893,227 | SH |
| 12 | Patterson Uti Energy | PTEN | 703481101 | $18.3M | 3.25% | 1,690,156 | SH |
| 13 | IDT Corp | IDT | 448947507 | $18.3M | 3.24% | 372,566 | SH |
| 14 | Pfizer | PFE | 717081103 | $13.6M | 2.41% | 484,733 | SH |
| 15 | M B I A Inc | MBI | 55262C100 | $12.2M | 2.15% | 2,056,434 | SH |
| 16 | Bristol-Myers Squibb | BMY | 110122108 | $10.3M | 1.83% | 170,381 | SH |
| 17 | GSK PLC ADR | GSK | 37733W204 | $8.9M | 1.58% | 160,982 | SH |
| 18 | ExxonMobil | XOM | 30231G102 | $3.1M | 0.55% | 18,255 | SH |
| 19 | Genie Energy | GNE | 372284208 | $2.5M | 0.44% | 175,011 | SH |
| 20 | Novartis AG Sponsored ADR | NVS | 66987V109 | $2.0M | 0.36% | 13,386 | SH |
| 21 | Fairfax Finl HLDGS LTD Sub VTG | — | 303901102 | $1.7M | 0.31% | 1,018 | SH |
| 22 | CSX Corp Com | CSX | 126408103 | $1.5M | 0.27% | 36,481 | SH |
| 23 | First Natl BK Alaska Com | — | 32112J106 | $1.5M | 0.26% | 4,920 | SH |
| 24 | Tourmaline Oil Corp | TRMLF | 89156V106 | $1.3M | 0.23% | 26,959 | SH |
| 25 | JPMorgan Chase | JPM | 46625H100 | $828.9K | 0.15% | 2,818 | SH |
| 26 | Apple Inc Com | AAPL | 037833100 | $784.7K | 0.14% | 3,092 | SH |
| 27 | Microsoft | MSFT | 594918104 | $774.4K | 0.14% | 2,092 | SH |
| 28 | Peyto Expl & Dev Corp | PEYUF | 717046106 | $609.8K | 0.11% | 31,307 | SH |
| 29 | Haleon PLC | HLN | 405552100 | $564.9K | 0.10% | 56,431 | SH |
| 30 | Sei Invt Co Pa PV $0.01 | SEIC | 784117103 | $517.6K | 0.09% | 6,596 | SH |
| 31 | Bank Of America Corp | BAC | 060505104 | $461.1K | 0.08% | 9,459 | SH |
| 32 | Chevron Corp. | CVX | 166764100 | $404.1K | 0.07% | 1,953 | SH |
| 33 | Deutsche Bank AG Namen Akt | DB | D18190898 | $297.8K | 0.05% | 10,000 | SH |
| 34 | Intl Business Machines | IBM | 459200101 | $297.7K | 0.05% | 1,228 | SH |
| 35 | Public SVC Enterprise Group | PEG | 744573106 | $285.3K | 0.05% | 3,524 | SH |
| 36 | Verizon | VZ | 92343V104 | $285.2K | 0.05% | 5,682 | SH |
| 37 | Pepsico Inc Com | PEP | 713448108 | $279.5K | 0.05% | 1,800 | SH |
| 38 | PNC Finl SVCS Group | PNC | 693475105 | $279.3K | 0.05% | 1,342 | SH |
| 39 | Antero Midstream | AM | 03676B102 | $269.2K | 0.05% | 11,806 | SH |
| 40 | Procter & Gamble | PG | 742718109 | $267.5K | 0.05% | 1,852 | SH |
| 41 | Blackstone Inc Com | BX | 09260D107 | $264.5K | 0.05% | 2,300 | SH |
| 42 | Orange CNTY Bancorp | OBT | 68417L107 | $255.8K | 0.05% | 8,000 | SH |
| 43 | Pine Cliff Energy LTD Com | PIFYF | 722524105 | $253.4K | 0.04% | 520,000 | SH |
| 44 | Windrock LTD Co | — | 97349V107 | $251.9K | 0.04% | 537 | SH |
| 45 | Zedge Inc | ZDGE | 98923T104 | $228.3K | 0.04% | 77,928 | SH |
| 46 | Comcast Corp New CL A | CMCSA | 20030N101 | $205.8K | 0.04% | 7,169 | SH |
| 47 | Rafael Holdings Inc | RFL | 75062E106 | $73.2K | 0.01% | 58,557 | SH |
| 48 | Tphgreenwich Trust Uni | — | 008997017 | $0 | 0.00% | 166,999 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $564.1M | 48 | 0001039565-26-000002 |
| 2025-12-31 | 2026-02-12 | $564.7M | 54 | 0001039565-26-000001 |