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Kahn Brothers Group's 2026Q1 portfolio

Kahn Brothers Group (Kahn Brothers Group) held 38 positions as of Mar 31, 2026, with the largest position at 16.9% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but 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 Mar 31, 2026 (38)

  1. 1CCitigroup Inc
    % port
    16.9%
    -1.2pp vs prior Q
  2. 2BAYRYBayer Ag-sponsored Adr
    % port
    13.3%
    +0.3pp vs prior Q
  3. 3FLGFlagstar Bank NA
    % port
    9.5%
    +0.2pp vs prior Q
  4. 4DISWalt Disney Co/the
    % port
    6.5%
    -1.5pp vs prior Q
  5. 5GOOGAlphabet Inc-cl C
    % port
    6.2%
    -1.3pp vs prior Q
  6. 6SEBSeaboard Corp
    % port
    5.9%
    +0.2pp vs prior Q
  7. 7OGNOrganon & CO
    % port
    5.9%
    +1.3pp vs prior Q
  8. 8BPBP Plc-spons Adr
    % port
    5.2%
    -1.2pp vs prior Q
  9. 9MRKMerck & Co. Inc.
    % port
    4.8%
    -3.2pp vs prior Q
  10. 10ZZillow Group Inc - C
    % port
    4.0%
  11. 11SEGSeaport Entertainment Group
    % port
    3.4%
    +1.3pp vs prior Q
  12. 12PTENPatterson-uti Energy Inc
    % port
    3.2%
    +1.4pp vs prior Q
  13. 13IDTIdt Corp-class B
    % port
    3.2%
    -0.3pp vs prior Q
  14. 14PFEPfizer Inc
    % port
    2.4%
  15. 15MBIMbia Inc
    % port
    2.2%
    +0.9pp vs prior Q
  16. 16BMYBristol-myers Squibb CO
    % port
    1.8%
  17. 17GSKGsk Plc-spon Adr
    % port
    1.6%
  18. 18XOMExxon Mobil Corp
    % port
    0.5%
    +0.1pp vs prior Q
  19. 19GNEGenie Energy Ltd-b
    % port
    0.4%
  20. 20NVSNovartis Ag-sponsored Adr
    % port
    0.4%
  21. 21FRFHFFairfax Financial Hldgs Ltd
    % port
    0.3%
  22. 22CSXCsx Corp
    % port
    0.3%
  23. 23FBAKFirst National Bank Alaska
    % port
    0.3%
  24. 24TRMLFTourmaline Oil Corp
    % port
    0.2%
  25. 25JPMJpmorgan Chase & CO
    % port
    0.1%
  26. 26AAPLApple Inc
    % port
    0.1%
  27. 27MSFTMicrosoft Corp
    % port
    0.1%
  28. 28PEYUFPeyto Exploration & Dev Corp
    % port
    0.1%
  29. 29HLNHaleon Plc-adr
    % port
    0.1%
  30. 30SEICSei Investments Company
    % port
    0.1%
  31. 31BACBank OF America Corp
    % port
    0.1%
  32. 32CVXChevron Corp
    % port
    0.1%
  33. 33DBDeutsche Bank AG Namen Akt
    % port
    0.1%
  34. 34IBMIntl Business Machines Corp
    % port
    0.1%
  35. 35PEGPublic Service Enterprise GP
    % port
    0.1%
  36. 36VZVerizon Communications Inc
    % port
    0.1%
  37. 37PEPPepsico Inc
    % port
    0.1%
  38. 38PNCPnc Financial Services Group
    % 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.