Q1 2026 · 13F-HR
KAHN BROTHERS GROUP INCholdings as filed
Filed 2026-05-08 · accession 0001039565-26-000002
$564.1M
Reported value
48
Positions
2026-03-31
Period end
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.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 172967424 | C | Citigroup Inc | $95.4M | 16.9% | 840,897 | Common | SOLE |
| 072730302 | BAYRY | Bayer AG Spons ADR | $74.8M | 13.3% | 6,513,893 | Common | SOLE |
| 649445400 | FLG | Flagstar Financial, Inc. | $53.8M | 9.53% | 4,083,618 | Common | SOLE |
| 254687106 | DIS | Walt Disney | $36.5M | 6.47% | 378,909 | Common | SOLE |
| 02079K107 | GOOG | Alphabet Inc Class C | $35.0M | 6.21% | 122,029 | Common | SOLE |
| 811543107 | SEB | Seaboard Corp | $33.2M | 5.88% | 5,871 | Common | SOLE |
| 68622V106 | OGN | Organon & Co | $33.2M | 5.88% | 5,536,993 | Common | SOLE |
| 055622104 | BP | BP PLC | $29.2M | 5.18% | 622,256 | Common | SOLE |
| 58933Y105 | MRK | Merck & Co. Inc. | $27.3M | 4.85% | 227,288 | Common | SOLE |
| 98954M200 | Z | Zillow Group | $22.6M | 4.00% | 545,212 | Common | SOLE |
| 812215200 | SEG | Seaport Entmt Group | $19.2M | 3.40% | 893,227 | Common | SOLE |
| 703481101 | PTEN | Patterson Uti Energy | $18.3M | 3.25% | 1,690,156 | Common | SOLE |
| 448947507 | IDT | IDT Corp | $18.3M | 3.24% | 372,566 | Common | SOLE |
| 717081103 | PFE | Pfizer | $13.6M | 2.41% | 484,733 | Common | SOLE |
| 55262C100 | MBI | M B I A Inc | $12.2M | 2.15% | 2,056,434 | Common | SOLE |
| 110122108 | BMY | Bristol-Myers Squibb | $10.3M | 1.83% | 170,381 | Common | SOLE |
| 37733W204 | GSK | GSK PLC ADR | $8.9M | 1.58% | 160,982 | Common | SOLE |
| 30231G102 | XOM | ExxonMobil | $3.1M | 0.55% | 18,255 | Common | SOLE |
| 372284208 | GNE | Genie Energy | $2.5M | 0.44% | 175,011 | Common | SOLE |
| 66987V109 | NVS | Novartis AG Sponsored ADR | $2.0M | 0.36% | 13,386 | Common | SOLE |
| 303901102 | FRFHF | Fairfax Finl HLDGS LTD Sub VTG | $1.7M | 0.31% | 1,018 | Common | SOLE |
| 126408103 | CSX | CSX Corp Com | $1.5M | 0.27% | 36,481 | Common | SOLE |
| 32112J106 | FBAK | First Natl BK Alaska Com | $1.5M | 0.26% | 4,920 | Common | SOLE |
| 89156V106 | TRMLF | Tourmaline Oil Corp | $1.3M | 0.23% | 26,959 | Common | SOLE |
| 46625H100 | JPM | JPMorgan Chase | $828,942 | 0.15% | 2,818 | Common | SOLE |
| 037833100 | AAPL | Apple Inc Com | $784,718 | 0.14% | 3,092 | Common | SOLE |
| 594918104 | MSFT | Microsoft | $774,395 | 0.14% | 2,092 | Common | SOLE |
| 717046106 | PEYUF | Peyto Expl & Dev Corp | $609,806 | 0.11% | 31,307 | Common | SOLE |
| 405552100 | HLN | Haleon PLC | $564,874 | 0.10% | 56,431 | Common | SOLE |
| 784117103 | SEIC | Sei Invt Co Pa PV $0.01 | $517,588 | 0.09% | 6,596 | Common | SOLE |
| 060505104 | BAC | Bank Of America Corp | $461,126 | 0.08% | 9,459 | Common | SOLE |
| 166764100 | CVX | Chevron Corp. | $404,075 | 0.07% | 1,953 | Common | SOLE |
| D18190898 | DB | Deutsche Bank AG Namen Akt | $297,800 | 0.05% | 10,000 | Common | SOLE |
| 459200101 | IBM | Intl Business Machines | $297,654 | 0.05% | 1,228 | Common | SOLE |
| 744573106 | PEG | Public SVC Enterprise Group | $285,267 | 0.05% | 3,524 | Common | SOLE |
| 92343V104 | VZ | Verizon | $285,236 | 0.05% | 5,682 | Common | SOLE |
| 713448108 | PEP | Pepsico Inc Com | $279,522 | 0.05% | 1,800 | Common | SOLE |
| 693475105 | PNC | PNC Finl SVCS Group | $279,256 | 0.05% | 1,342 | Common | SOLE |
| 03676B102 | AM | Antero Midstream | $269,176 | 0.05% | 11,806 | Common | SOLE |
| 742718109 | PG | Procter & Gamble | $267,502 | 0.05% | 1,852 | Common | SOLE |
| 09260D107 | BX | Blackstone Inc Com | $264,477 | 0.05% | 2,300 | Common | SOLE |
| 68417L107 | OBT | Orange CNTY Bancorp | $255,840 | 0.05% | 8,000 | Common | SOLE |
| 722524105 | PIFYF | Pine Cliff Energy LTD Com | $253,403 | 0.04% | 520,000 | Common | SOLE |
| 97349V107 | WRLC | Windrock LTD Co | $251,853 | 0.04% | 537 | Common | SOLE |
| 98923T104 | ZDGE | Zedge Inc | $228,329 | 0.04% | 77,928 | Common | SOLE |
| 20030N101 | CMCSA | Comcast Corp New CL A | $205,821 | 0.04% | 7,169 | Common | SOLE |
| 75062E106 | RFL | Rafael Holdings Inc | $73,196 | 0.01% | 58,557 | Common | SOLE |
| 008997017 | — | Tphgreenwich Trust Uni | $0 | — | 166,999 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.