Kahn Brothers Group's Portfolio

Kahn Brothers Group 13F holdings

What is Kahn Brothers Group's portfolio?

Kahn Brothers Group has disclosed a total of 48 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $564,065,307.

What stocks does Kahn Brothers Group own?

In Kahn Brothers Group's portfolio as of 31 Mar 2026, the top 5 holdings are (C) CITIGROUP INC COM NEW (16.91%), (BAYRY) BAYER AG-SPONSORED ADR (13.26%), (FLG) FLAGSTAR FINANCIAL INC (9.53%), (DIS) WALT DISNEY CO/THE (6.47%) and (GOOG) ALPHABET INC-CL C (6.21%).

To see the historical data of Kahn Brothers Group's portfolio holdings please click on the "2026 Q1" dropdown menu and select the date.

To see Kahn Brothers Group's original 13F reports (2026 Q1), please click on the "important" button.

Portfolio value: $564M+
Period: 2026 Q1
Number of stock: 48
Update: 08 May 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
IDT
IDT CORP-CLASS B
3.24%
372,566
$49.10
-
$18,292,990
-4.96% (-19,445)
-0.17%
IBM
INTL BUSINESS MACHINES CORP
0.05%
1,228
$242.39
17.51% $284.84
$297,654
JPM
JPMORGAN CHASE & CO
0.15%
2,818
$294.16
6.19% $312.37
$828,942
-18.74% (-650)
-0.03%
MBI
MBIA INC
2.15%
2,056,434
$5.91
3.72% $6.13
$12,153,524
+99.89% (+1,027,650)
+1.08%
MRK
MERCK & CO INC
4.85%
227,288
$120.29
0.42% $120.79
$27,340,511
-47.15% (-202,815)
-4.33%
MSFT
MICROSOFT CORP
0.14%
2,092
$370.17
12.56% $416.67
$774,395
-12.54% (-300)
-0.02%
NVS
NOVARTIS AG-SPONSORED ADR
0.36%
13,386
$152.75
-
$2,044,711
-2.13% (-292)
-0.01%
OBT
ORANGE COUNTY BANCORP INC
0.05%
8,000
$31.98
9.07% $34.88
$255,840
OGN
ORGANON & CO
5.88%
5,536,993
$5.99
123.04% $13.36
$33,166,588
+52.56% (+1,907,542)
+2.03%
PTEN
PATTERSON-UTI ENERGY INC
3.25%
1,690,156
$10.83
6.28% $11.51
$18,304,389
-2.98% (-51,857)
-0.10%
PEP
PEPSICO INC
0.05%
1,800
$155.29
8.61% $141.92
$279,522
PEYUF
PEYTO EXPLORATION & DEV CORP
0.11%
31,307
$19.48
6.25% $18.26
$609,806
-1.73% (-550)
-0.00%
PFE
PFIZER INC
2.41%
484,733
$28.08
7.26% $26.04
$13,611,302
-12.50% (-69,217)
-0.34%
PIFYF
PINE CLIFF ENERGY LTD
0.04%
520,000
$0.49
7.65% $0.45
$253,403
PNC
PNC FINANCIAL SERVICES GROUP
0.05%
1,342
$208.09
9.75% $228.37
$279,256
-40.54% (-915)
-0.03%
PG
PROCTER & GAMBLE CO/THE
0.05%
1,852
$144.44
1.45% $146.54
$267,502
-0.80% (-15)
-0.00%
PEG
PUBLIC SERVICE ENTERPRISE GP
0.05%
3,524
$80.95
1.82% $79.48
$285,267
-20.34% (-900)
-0.01%
RFL
RAFAEL HOLDINGS INC-CLASS B
0.01%
58,557
$1.25
24.00% $1.55
$73,196
-1.16% (-689)
-0.00%
SEB
SEABOARD CORP
5.88%
5,871
$5,654.02
3.90% $5,433.77
$33,194,751
-19.41% (-1,414)
-1.42%
SEG
SEAPORT ENTERTAINMENT GROUP
3.40%
893,227
$21.48
11.45% $23.94
$19,186,515
+52.38% (+307,057)
+1.17%
20 of 48

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
WBS
WEBSTER FINANCIAL CORP
29,833
-0.33%
NVDA
NVIDIA CORP
1,740
-0.06%
NAVI
NAVIENT CORP
20,600
-0.05%
BN
BROOKFIELD CORP
5,070
-0.04%
AGO
ASSURED GUARANTY LTD
3,110
-0.05%
AR
ANTERO RESOURCES CORP
6,242
-0.04%
AXP
AMERICAN EXPRESS CO
610
-0.04%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.