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Kahn Brothers Group's 2025Q4 portfolio

Kahn Brothers Group (Kahn Brothers Group) held 39 positions as of Dec 31, 2025, with the largest position at 18.1% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q4but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Dec 31, 2025 (39)

  1. 1CCitigroup Inc
    % port
    18.1%
    +1.4pp vs prior Qnow 16.9%
  2. 2BAYRYBayer Ag-sponsored Adr
    % port
    12.9%
    +2.4pp vs prior Qnow 13.3%
  3. 3FLGFlagstar Bank NA
    % port
    9.3%
    now 9.5%
  4. 4MRKMerck & Co. Inc.
    % port
    8.0%
    +1.2pp vs prior Qnow 4.8%
  5. 5DISWalt Disney Co/the
    % port
    7.9%
    -0.5pp vs prior Qnow 6.5%
  6. 6GOOGAlphabet Inc-cl C
    % port
    7.5%
    +1.4pp vs prior Qnow 6.2%
  7. 7BPBP Plc-spons Adr
    % port
    6.4%
    -0.6pp vs prior Qnow 5.2%
  8. 8SEBSeaboard Corp
    % port
    5.7%
    +0.4pp vs prior Qnow 5.9%
  9. 9OGNOrganon & CO
    % port
    4.6%
    -2.7pp vs prior Qnow 5.9%
  10. 10IDTIdt Corp-class B
    % port
    3.6%
    -0.3pp vs prior Qnow 3.2%
  11. 11PFEPfizer Inc
    % port
    2.4%
    -0.9pp vs prior Q
  12. 12SEGSeaport Entertainment Group
    % port
    2.1%
    -0.5pp vs prior Qnow 3.4%
  13. 13BMYBristol-myers Squibb CO
    % port
    1.9%
    -0.4pp vs prior Q
  14. 14PTENPatterson-uti Energy Inc
    % port
    1.9%
    now 3.2%
  15. 15GSKGsk Plc-spon Adr
    % port
    1.6%
    -0.6pp vs prior Q
  16. 16MBIMbia Inc
    % port
    1.3%
    -0.1pp vs prior Qnow 2.2%
  17. 17GNEGenie Energy Ltd-b
    % port
    0.5%
  18. 18XOMExxon Mobil Corp
    % port
    0.4%
    now 0.5%
  19. 19FRFHFFairfax Financial Hldgs Ltd
    % port
    0.3%
  20. 20NVSNovartis Ag-sponsored Adr
    % port
    0.3%
  21. 21FBAKFirst National Bank Alaska
    % port
    0.3%
  22. 22CSXCsx Corp
    % port
    0.2%
  23. 23TRMLFTourmaline Oil Corp
    % port
    0.2%
  24. 24MSFTMicrosoft Corp
    % port
    0.2%
  25. 25JPMJpmorgan Chase & CO
    % port
    0.2%
  26. 26AAPLApple Inc
    % port
    0.1%
  27. 27HLNHaleon Plc-adr
    % port
    0.1%
  28. 28BACBank OF America Corp
    % port
    0.1%
  29. 29SEICSei Investments Company
    % port
    0.1%
  30. 30PEYUFPeyto Exploration & Dev Corp
    % port
    0.1%
  31. 31PNCPnc Financial Services Group
    % port
    0.1%
  32. 32DBDeutsche Bank AG Namen Akt
    % port
    0.1%
  33. 33IBMIntl Business Machines Corp
    % port
    0.1%
  34. 34PEGPublic Service Enterprise GP
    % port
    0.1%
  35. 35BXBlackstone Inc
    % port
    0.1%
  36. 36VZVerizon Communications Inc
    % port
    0.1%
  37. 37AMAntero Midstream Corp
    % port
    0.1%
  38. 38CVXChevron Corp
    % port
    0.1%
  39. 39PIFYFPine Cliff Energy Ltd
    % port
    0.1%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.