Kahn Brothers Group Inc
- Period:
- Q1 2026
- Portfolio date:
- Mar 31, 2026
- No. of stocks:
- 47
- Portfolio value:
- $564,067,000
- Filed:
- May 8, 2026
- CIK:
- 1039565
| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| Chist | Citigroup Inc | 16.91 | Reduce 4.00% | 840,897 | $113.41 | $95.37M |
| BAYRYhist | Bayer AG Spons ADR | 13.26 | Reduce 4.00% | 6,513,893 | $11.48 | $74.78M |
| FLGhist | Flagstar Financial, Inc. | 9.53 | Reduce 2.00% | 4,083,618 | $13.17 | $53.78M |
| DIShist | Walt Disney | 6.47 | Reduce 4.00% | 378,909 | $96.38 | $36.52M |
| GOOGhist | Alphabet Inc Class C | 6.21 | Reduce 10.00% | 122,029 | $286.86 | $35.01M |
| SEBhist | Seaboard Corp | 5.88 | Reduce 19.00% | 5,871 | $5654.06 | $33.20M |
| OGNhist | Organon & Co | 5.88 | Add 53.00% | 5,536,993 | $5.99 | $33.17M |
| BPhist | BP PLC | 5.18 | Reduce 40.00% | 622,256 | $47.00 | $29.25M |
| MRKhist | Merck & Co. Inc. | 4.85 | Reduce 47.00% | 227,288 | $120.29 | $27.34M |
| ZGhist | Zillow Group | 4.00 | Buy | 545,212 | $41.38 | $22.56M |
| SEGhist | Seaport Entmt Group | 3.40 | Add 52.00% | 893,227 | $21.48 | $19.19M |
| PTENhist | Patterson Uti Energy | 3.25 | Reduce 3.00% | 1,690,156 | $10.83 | $18.30M |
| IDThist | IDT Corp | 3.24 | Reduce 5.00% | 372,566 | $49.10 | $18.29M |
| PFEhist | Pfizer | 2.41 | Reduce 12.00% | 484,733 | $28.08 | $13.61M |
| MBIhist | M B I A Inc | 2.15 | Add 100.00% | 2,056,434 | $5.91 | $12.15M |
| BMYhist | Bristol-Myers Squibb | 1.83 | Reduce 16.00% | 170,381 | $60.65 | $10.33M |
| GSKhist | GSK PLC ADR | 1.58 | Reduce 10.00% | 160,982 | $55.19 | $8.88M |
| XOMhist | ExxonMobil | 0.55 | Reduce 10.00% | 18,255 | $169.65 | $3.10M |
| GNEhist | Genie Energy | 0.44 | Reduce 8.00% | 175,011 | $14.14 | $2.48M |
| NVShist | Novartis AG Sponsored ADR | 0.36 | Reduce 2.00% | 13,386 | $152.77 | $2.04M |
| FRFHFhist | Fairfax Finl HLDGS LTD Sub VTG | 0.31 | — | 1,018 | $1698.43 | $1.73M |
| CSXhist | CSX Corp Com | 0.27 | Reduce 3.00% | 36,481 | $41.06 | $1.50M |
| FCAPhist | First Natl BK Alaska Com | 0.26 | — | 4,920 | $298.98 | $1.47M |
| TRMOYhist | Tourmaline Oil Corp | 0.23 | — | 26,959 | $47.70 | $1.29M |
| JPMhist | JPMorgan Chase | 0.15 | Reduce 19.00% | 2,818 | $294.18 | $829K |
| AAPLhist | Apple Inc Com | 0.14 | — | 3,092 | $253.88 | $785K |
| MSFThist | Microsoft | 0.14 | Reduce 13.00% | 2,092 | $369.98 | $774K |
| PEYUFhist | Peyto Expl & Dev Corp | 0.11 | Reduce 2.00% | 31,307 | $19.48 | $610K |
| HLNhist | Haleon PLC | 0.10 | Reduce 14.00% | 56,431 | $10.01 | $565K |
| SEIChist | Sei Invt Co Pa PV $0.01 | 0.09 | — | 6,596 | $78.53 | $518K |
| BAChist | Bank Of America Corp | 0.08 | Reduce 10.00% | 9,459 | $48.74 | $461K |
| CVXhist | Chevron Corp. | 0.07 | Reduce 2.00% | 1,953 | $206.86 | $404K |
| IBMhist | Intl Business Machines | 0.05 | — | 1,228 | $242.67 | $298K |
| DBhist | Deutsche Bank AG Namen Akt | 0.05 | — | 10,000 | $29.80 | $298K |
| VZhist | Verizon | 0.05 | Reduce 30.00% | 5,682 | $50.16 | $285K |
| PEGhist | Public SVC Enterprise Group | 0.05 | Reduce 20.00% | 3,524 | $80.87 | $285K |
| PEPhist | Pepsico Inc Com | 0.05 | — | 1,800 | $155.56 | $280K |
| PNChist | PNC Finl SVCS Group | 0.05 | Reduce 41.00% | 1,342 | $207.90 | $279K |
| AMhist | Antero Midstream | 0.05 | Reduce 37.00% | 11,806 | $22.79 | $269K |
| PGhist | Procter & Gamble | 0.05 | Reduce 1.00% | 1,852 | $144.71 | $268K |
| BXhist | Blackstone Inc Com | 0.05 | — | 2,300 | $114.78 | $264K |
| FNCTFhist | Orange CNTY Bancorp | 0.05 | — | 8,000 | $32.00 | $256K |
| PIFYFhist | Pine Cliff Energy LTD Com | 0.04 | — | 520,000 | $0.49 | $253K |
| WRLChist | Windrock LTD Co | 0.04 | Reduce 6.00% | 537 | $469.27 | $252K |
| ZDGEhist | Zedge Inc | 0.04 | Reduce 6.00% | 77,928 | $2.93 | $228K |
| CMCSAhist | Comcast Corp New CL A | 0.04 | Add 2.00% | 7,169 | $28.73 | $206K |
| RFLhist | Rafael Holdings Inc | 0.01 | Buy | 58,557 | $1.25 | $73K |
| WBShist | Webster Finl Co | 0.00 | Sell | 0 | — | $0 |
| NVDAhist | Nvidia Corp Com | 0.00 | Sell | 0 | — | $0 |
| AGOhist | Assured Guaranty LTD F | 0.00 | Sell | 0 | — | $0 |
| NAVIhist | Navient Corp | 0.00 | Sell | 0 | — | $0 |
| BNhist | Brookfield Corp VTG SHS CL A | 0.00 | Sell | 0 | — | $0 |
| AXPhist | American Express Co Com | 0.00 | Sell | 0 | — | $0 |
| ARhist | Antero Res Corp Com | 0.00 | Sell | 0 | — | $0 |
| RFLhist | Rafael Holdings Inc Class B | 0.00 | Sell | 0 | — | $0 |