Filed: 2/12/2026ACC: 0001039565-26-000001
📋 What this filing means
KAHN BROTHERS GROUP INC filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $564.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$564.70M
Total AUM (reported)
23.51M
Total Shares
Allocation by class
COM$564.70M100.0%
Portfolio Concentration
Top 3$227.93M40.4%
4–10$247.18M43.8%
11–25$79.03M14.0%
Rest$10.58M1.9%
Top 3 weight
40.4%
Top 10 weight
84.1%
Voting Authority Distribution
Total shares with voting rights: 23.51M
Sole
Full voting authority
23.51M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole54
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings54
Rows:
Citigroup Inc
SOLEShares876.28K
TypeSH
Market value$102.25M
18.11%
Sole
876.28K
Shared
0.00
None
0.00
Bayer AG Spons ADR
SOLEShares6.75M
TypeSH
Market value$73.08M
12.94%
Sole
6.75M
Shared
0.00
None
0.00
Flagstar Financial, Inc.
SOLEShares4.18M
TypeSH
Market value$52.59M
9.31%
Sole
4.18M
Shared
0.00
None
0.00
Merck & Co. Inc.
SOLEShares430.10K
TypeSH
Market value$45.27M
8.02%
Sole
430.10K
Shared
0.00
None
0.00
Walt Disney
SOLEShares394.37K
TypeSH
Market value$44.87M
7.95%
Sole
394.37K
Shared
0.00
None
0.00
Alphabet Inc Class C
SOLEShares135.42K
TypeSH
Market value$42.49M
7.52%
Sole
135.42K
Shared
0.00
None
0.00
BP PLC
SOLEShares1.04M
TypeSH
Market value$36.06M
6.39%
Sole
1.04M
Shared
0.00
None
0.00
Seaboard Corp
SOLEShares7.29K
TypeSH
Market value$32.38M
5.73%
Sole
7.29K
Shared
0.00
None
0.00
Organon & Co
SOLEShares3.63M
TypeSH
Market value$26.02M
4.61%
Sole
3.63M
Shared
0.00
None
0.00
Idt Corp Class B
SOLEShares392.01K
TypeSH
Market value$20.07M
3.55%
Sole
392.01K
Shared
0.00
None
0.00
Pfizer
SOLEShares553.95K
TypeSH
Market value$13.79M
2.44%
Sole
553.95K
Shared
0.00
None
0.00
Seaport Entmt Group Inc Com
SOLEShares586.17K
TypeSH
Market value$11.59M
2.05%
Sole
586.17K
Shared
0.00
None
0.00
Bristol-Myers Squibb
SOLEShares202.20K
TypeSH
Market value$10.91M
1.93%
Sole
202.20K
Shared
0.00
None
0.00
Patterson Uti Energy
SOLEShares1.74M
TypeSH
Market value$10.64M
1.88%
Sole
1.74M
Shared
0.00
None
0.00
GSK PLC ADR
SOLEShares178.70K
TypeSH
Market value$8.76M
1.55%
Sole
178.70K
Shared
0.00
None
0.00
M B I A Inc
SOLEShares1.03M
TypeSH
Market value$7.37M
1.30%
Sole
1.03M
Shared
0.00
None
0.00
Genie Energy LTD Class B
SOLEShares190.31K
TypeSH
Market value$2.62M
0.46%
Sole
190.31K
Shared
0.00
None
0.00
ExxonMobil
SOLEShares20.22K
TypeSH
Market value$2.43M
0.43%
Sole
20.22K
Shared
0.00
None
0.00
Fairfax Finl HLDGS LTD Sub VTG
SOLEShares1.02K
TypeSH
Market value$1.94M
0.34%
Sole
1.02K
Shared
0.00
None
0.00
Novartis AG Sponsored ADR
SOLEShares13.68K
TypeSH
Market value$1.89M
0.33%
Sole
13.68K
Shared
0.00
None
0.00
Webster Finl Co
SOLEShares29.83K
TypeSH
Market value$1.88M
0.33%
Sole
29.83K
Shared
0.00
None
0.00
First Natl BK Alaska Com
SOLEShares4.92K
TypeSH
Market value$1.47M
0.26%
Sole
4.92K
Shared
0.00
None
0.00
CSX Corp Com
SOLEShares37.53K
TypeSH
Market value$1.36M
0.24%
Sole
37.53K
Shared
0.00
None
0.00
Tourmaline Oil Corp Com
SOLEShares26.96K
TypeSH
Market value$1.21M
0.21%
Sole
26.96K
Shared
0.00
None
0.00
Microsoft
SOLEShares2.39K
TypeSH
Market value$1.16M
0.20%
Sole
2.39K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Citigroup IncSOLE | COM | 876.28K | SH | $102.25M 18.11% | 876.28K | 0.00 | 0.00 |
Bayer AG Spons ADRSOLE | COM | 6.75M | SH | $73.08M 12.94% | 6.75M | 0.00 | 0.00 |
Flagstar Financial, Inc.SOLE | COM | 4.18M | SH | $52.59M 9.31% | 4.18M | 0.00 | 0.00 |
Merck & Co. Inc.SOLE | COM | 430.10K | SH | $45.27M 8.02% | 430.10K | 0.00 | 0.00 |
Walt DisneySOLE | COM | 394.37K | SH | $44.87M 7.95% | 394.37K | 0.00 | 0.00 |
Alphabet Inc Class CSOLE | COM | 135.42K | SH | $42.49M 7.52% | 135.42K | 0.00 | 0.00 |
BP PLCSOLE | COM | 1.04M | SH | $36.06M 6.39% | 1.04M | 0.00 | 0.00 |
Seaboard CorpSOLE | COM | 7.29K | SH | $32.38M 5.73% | 7.29K | 0.00 | 0.00 |
Organon & CoSOLE | COM | 3.63M | SH | $26.02M 4.61% | 3.63M | 0.00 | 0.00 |
Idt Corp Class BSOLE | COM | 392.01K | SH | $20.07M 3.55% | 392.01K | 0.00 | 0.00 |
PfizerSOLE | COM | 553.95K | SH | $13.79M 2.44% | 553.95K | 0.00 | 0.00 |
Seaport Entmt Group Inc ComSOLE | COM | 586.17K | SH | $11.59M 2.05% | 586.17K | 0.00 | 0.00 |
Bristol-Myers SquibbSOLE | COM | 202.20K | SH | $10.91M 1.93% | 202.20K | 0.00 | 0.00 |
Patterson Uti EnergySOLE | COM | 1.74M | SH | $10.64M 1.88% | 1.74M | 0.00 | 0.00 |
GSK PLC ADRSOLE | COM | 178.70K | SH | $8.76M 1.55% | 178.70K | 0.00 | 0.00 |
M B I A IncSOLE | COM | 1.03M | SH | $7.37M 1.30% | 1.03M | 0.00 | 0.00 |
Genie Energy LTD Class BSOLE | COM | 190.31K | SH | $2.62M 0.46% | 190.31K | 0.00 | 0.00 |
ExxonMobilSOLE | COM | 20.22K | SH | $2.43M 0.43% | 20.22K | 0.00 | 0.00 |
Fairfax Finl HLDGS LTD Sub VTGSOLE | COM | 1.02K | SH | $1.94M 0.34% | 1.02K | 0.00 | 0.00 |
Novartis AG Sponsored ADRSOLE | COM | 13.68K | SH | $1.89M 0.33% | 13.68K | 0.00 | 0.00 |
Webster Finl CoSOLE | COM | 29.83K | SH | $1.88M 0.33% | 29.83K | 0.00 | 0.00 |
First Natl BK Alaska ComSOLE | COM | 4.92K | SH | $1.47M 0.26% | 4.92K | 0.00 | 0.00 |
CSX Corp ComSOLE | COM | 37.53K | SH | $1.36M 0.24% | 37.53K | 0.00 | 0.00 |
Tourmaline Oil Corp ComSOLE | COM | 26.96K | SH | $1.21M 0.21% | 26.96K | 0.00 | 0.00 |
MicrosoftSOLE | COM | 2.39K | SH | $1.16M 0.20% | 2.39K | 0.00 | 0.00 |
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