Filed: 5/8/2026ACC: 0001039565-26-000002
π What this filing means
KAHN BROTHERS GROUP INC filed this quarterly 13FβHR report disclosing 48 equity positions with a total reported market value of $564.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$564.07M
Total AUM (reported)
25.97M
Total Shares
Allocation by class
COM$564.07M100.0%
Portfolio Concentration
Top 3$223.92M39.7%
4β10$217.03M38.5%
11β25$115.20M20.4%
Rest$7.91M1.4%
Top 3 weight
39.7%
Top 10 weight
78.2%
Voting Authority Distribution
Total shares with voting rights: 25.97M
Sole
Full voting authority
25.97M
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)
Sole48
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings48
Rows:
Citigroup Inc
SOLEShares840.90K
TypeSH
Market value$95.37M
16.91%
Sole
840.90K
Shared
0.00
None
0.00
Bayer AG Spons ADR
SOLEShares6.51M
TypeSH
Market value$74.78M
13.26%
Sole
6.51M
Shared
0.00
None
0.00
Flagstar Financial, Inc.
SOLEShares4.08M
TypeSH
Market value$53.78M
9.53%
Sole
4.08M
Shared
0.00
None
0.00
Walt Disney
SOLEShares378.91K
TypeSH
Market value$36.52M
6.47%
Sole
378.91K
Shared
0.00
None
0.00
Alphabet Inc Class C
SOLEShares122.03K
TypeSH
Market value$35.01M
6.21%
Sole
122.03K
Shared
0.00
None
0.00
Seaboard Corp
SOLEShares5.87K
TypeSH
Market value$33.19M
5.88%
Sole
5.87K
Shared
0.00
None
0.00
Organon & Co
SOLEShares5.54M
TypeSH
Market value$33.17M
5.88%
Sole
5.54M
Shared
0.00
None
0.00
BP PLC
SOLEShares622.26K
TypeSH
Market value$29.25M
5.18%
Sole
622.26K
Shared
0.00
None
0.00
Merck & Co. Inc.
SOLEShares227.29K
TypeSH
Market value$27.34M
4.85%
Sole
227.29K
Shared
0.00
None
0.00
Zillow Group
SOLEShares545.21K
TypeSH
Market value$22.56M
4.00%
Sole
545.21K
Shared
0.00
None
0.00
Seaport Entmt Group
SOLEShares893.23K
TypeSH
Market value$19.19M
3.40%
Sole
893.23K
Shared
0.00
None
0.00
Patterson Uti Energy
SOLEShares1.69M
TypeSH
Market value$18.30M
3.25%
Sole
1.69M
Shared
0.00
None
0.00
IDT Corp
SOLEShares372.57K
TypeSH
Market value$18.29M
3.24%
Sole
372.57K
Shared
0.00
None
0.00
Pfizer
SOLEShares484.73K
TypeSH
Market value$13.61M
2.41%
Sole
484.73K
Shared
0.00
None
0.00
M B I A Inc
SOLEShares2.06M
TypeSH
Market value$12.15M
2.15%
Sole
2.06M
Shared
0.00
None
0.00
Bristol-Myers Squibb
SOLEShares170.38K
TypeSH
Market value$10.33M
1.83%
Sole
170.38K
Shared
0.00
None
0.00
GSK PLC ADR
SOLEShares160.98K
TypeSH
Market value$8.88M
1.58%
Sole
160.98K
Shared
0.00
None
0.00
ExxonMobil
SOLEShares18.25K
TypeSH
Market value$3.10M
0.55%
Sole
18.25K
Shared
0.00
None
0.00
Genie Energy
SOLEShares175.01K
TypeSH
Market value$2.47M
0.44%
Sole
175.01K
Shared
0.00
None
0.00
Novartis AG Sponsored ADR
SOLEShares13.39K
TypeSH
Market value$2.04M
0.36%
Sole
13.39K
Shared
0.00
None
0.00
Fairfax Finl HLDGS LTD Sub VTG
SOLEShares1.02K
TypeSH
Market value$1.73M
0.31%
Sole
1.02K
Shared
0.00
None
0.00
CSX Corp Com
SOLEShares36.48K
TypeSH
Market value$1.50M
0.27%
Sole
36.48K
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
Tourmaline Oil Corp
SOLEShares26.96K
TypeSH
Market value$1.29M
0.23%
Sole
26.96K
Shared
0.00
None
0.00
JPMorgan Chase
SOLEShares2.82K
TypeSH
Market value$828.9K
0.15%
Sole
2.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Citigroup IncSOLE | COM | 840.90K | SH | $95.37M 16.91% | 840.90K | 0.00 | 0.00 |
Bayer AG Spons ADRSOLE | COM | 6.51M | SH | $74.78M 13.26% | 6.51M | 0.00 | 0.00 |
Flagstar Financial, Inc.SOLE | COM | 4.08M | SH | $53.78M 9.53% | 4.08M | 0.00 | 0.00 |
Walt DisneySOLE | COM | 378.91K | SH | $36.52M 6.47% | 378.91K | 0.00 | 0.00 |
Alphabet Inc Class CSOLE | COM | 122.03K | SH | $35.01M 6.21% | 122.03K | 0.00 | 0.00 |
Seaboard CorpSOLE | COM | 5.87K | SH | $33.19M 5.88% | 5.87K | 0.00 | 0.00 |
Organon & CoSOLE | COM | 5.54M | SH | $33.17M 5.88% | 5.54M | 0.00 | 0.00 |
BP PLCSOLE | COM | 622.26K | SH | $29.25M 5.18% | 622.26K | 0.00 | 0.00 |
Merck & Co. Inc.SOLE | COM | 227.29K | SH | $27.34M 4.85% | 227.29K | 0.00 | 0.00 |
Zillow GroupSOLE | COM | 545.21K | SH | $22.56M 4.00% | 545.21K | 0.00 | 0.00 |
Seaport Entmt GroupSOLE | COM | 893.23K | SH | $19.19M 3.40% | 893.23K | 0.00 | 0.00 |
Patterson Uti EnergySOLE | COM | 1.69M | SH | $18.30M 3.25% | 1.69M | 0.00 | 0.00 |
IDT CorpSOLE | COM | 372.57K | SH | $18.29M 3.24% | 372.57K | 0.00 | 0.00 |
PfizerSOLE | COM | 484.73K | SH | $13.61M 2.41% | 484.73K | 0.00 | 0.00 |
M B I A IncSOLE | COM | 2.06M | SH | $12.15M 2.15% | 2.06M | 0.00 | 0.00 |
Bristol-Myers SquibbSOLE | COM | 170.38K | SH | $10.33M 1.83% | 170.38K | 0.00 | 0.00 |
GSK PLC ADRSOLE | COM | 160.98K | SH | $8.88M 1.58% | 160.98K | 0.00 | 0.00 |
ExxonMobilSOLE | COM | 18.25K | SH | $3.10M 0.55% | 18.25K | 0.00 | 0.00 |
Genie EnergySOLE | COM | 175.01K | SH | $2.47M 0.44% | 175.01K | 0.00 | 0.00 |
Novartis AG Sponsored ADRSOLE | COM | 13.39K | SH | $2.04M 0.36% | 13.39K | 0.00 | 0.00 |
Fairfax Finl HLDGS LTD Sub VTGSOLE | COM | 1.02K | SH | $1.73M 0.31% | 1.02K | 0.00 | 0.00 |
CSX Corp ComSOLE | COM | 36.48K | SH | $1.50M 0.27% | 36.48K | 0.00 | 0.00 |
First Natl BK Alaska ComSOLE | COM | 4.92K | SH | $1.47M 0.26% | 4.92K | 0.00 | 0.00 |
Tourmaline Oil CorpSOLE | COM | 26.96K | SH | $1.29M 0.23% | 26.96K | 0.00 | 0.00 |
JPMorgan ChaseSOLE | COM | 2.82K | SH | $828.9K 0.15% | 2.82K | 0.00 | 0.00 |
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