2026 Q1 Portfolio Activity
In 2026 Q1, KAHN BROTHERS GROUP INC maintained a portfolio of 54 distinct positions. The most significant new addition was Zillow Group, now representing 4.00% of the total fund value. They heavily accumulated shares in Seaport Entmt Group, increasing the position by 52.4%. The fund also reduced its exposure to Merck & Co. Inc. by 47.2%.
Position History
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Total Positions
54
Quarter
2026 Q1
Top Holding
C (16.9%)
Top 10 Concentration
78.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 54
KAHN BROTHERS GROUP INC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
C
Citigroup Inc
|
Financial Services | 16.91% | 18.11% |
#1
Prev: #1
|
6.5 |
—
|
-35,381 | -4.0% |
P
S
|
840,897 | $95,366,128 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BAYRY
Bayer AG Spons ...
|
Healthcare | 13.26% | 12.94% |
#2
Prev: #2
|
6.0 |
—
|
-240,398 | -3.6% |
P
S
|
6,513,893 | $74,777,216 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
FLG
Flagstar Financ...
|
Financial Services | 9.53% | 9.31% |
#3
Prev: #3
|
5.3 |
—
|
-93,594 | -2.2% |
P
S
|
4,083,618 | $53,781,249 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DIS
Walt Disney
|
Communication Services | 6.47% | 7.95% |
#4
1
Prev: #5
|
3.6 |
—
|
-15,460 | -3.9% |
P
S
|
378,909 | $36,519,249 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GOOG
Alphabet Inc Cl...
|
Communication Services | 6.21% | 7.52% |
#5
1
Prev: #6
|
3.5 |
—
|
-13,387 | -9.9% |
P
S
|
122,029 | $35,005,238 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SEB
Seaboard Corp
|
Industrials | 5.88% | 5.73% |
#6
2
Prev: #8
|
2.9 |
—
|
-1,414 | -19.4% |
P
S
|
5,871 | $33,194,751 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
OGN
Organon & Co
|
Healthcare | 5.88% | 4.61% |
#7
2
Prev: #9
|
5.4 |
—
|
1,907,542 | 52.6% |
P
S
|
5,536,993 | $33,166,588 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BP
BP PLC
|
Energy | 5.18% | 6.39% |
#8
1
Prev: #7
|
2.1 |
—
|
-416,146 | -40.1% |
P
S
|
622,256 | $29,246,032 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MRK
Merck & Co. Inc...
|
Healthcare | 4.85% | 8.02% |
#9
5
Prev: #4
|
1.9 |
—
|
-202,815 | -47.2% |
P
S
|
227,288 | $27,340,511 | 2000 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
Z
Zillow Group
|
Communication Services | 4.00% | — |
#10
Prev: #—
|
5.1 |
—
|
545,212 | — |
NEW
|
545,212 | $22,560,872 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SEG
Seaport Entmt G...
|
Real Estate | 3.40% | 2.05% |
#11
1
Prev: #12
|
4.4 |
—
|
307,057 | 52.4% |
P
S
|
893,227 | $19,186,515 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
PTEN
Patterson Uti E...
|
Energy | 3.25% | 1.88% |
#12
2
Prev: #14
|
1.8 |
—
|
-51,857 | -3.0% |
P
S
|
1,690,156 | $18,304,389 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IDT
IDT Corp
|
Communication Services | 3.24% | 3.55% |
#13
3
Prev: #10
|
1.8 |
—
|
-19,445 | -5.0% |
P
S
|
372,566 | $18,292,990 | 2001 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
PFE
Pfizer
|
Healthcare | 2.41% | 2.44% |
#14
3
Prev: #11
|
1.5 |
—
|
-69,217 | -12.5% |
P
S
|
484,733 | $13,611,302 | 2000 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MBI
M B I A Inc
|
Financial Services | 2.15% | 1.30% |
#15
1
Prev: #16
|
3.9 |
—
|
1,027,650 | 99.9% |
P
S
|
2,056,434 | $12,153,524 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BMY
Bristol-Myers S...
|
Healthcare | 1.83% | 1.93% |
#16
3
Prev: #13
|
1.2 |
—
|
-31,815 | -15.7% |
P
S
|
170,381 | $10,333,607 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GSK
GSK PLC ADR
|
Healthcare | 1.58% | 1.55% |
#17
2
Prev: #15
|
1.1 |
—
|
-17,714 | -9.9% |
P
S
|
160,982 | $8,884,596 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
XOM
ExxonMobil
|
Energy | 0.55% | 0.43% |
#18
Prev: #18
|
0.7 |
—
|
-1,962 | -9.7% |
P
S
|
18,255 | $3,097,143 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GNE
Genie Energy
|
Utilities | 0.44% | 0.46% |
#19
2
Prev: #17
|
0.7 |
—
|
-15,301 | -8.0% |
P
S
|
175,011 | $2,474,655 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NVS
Novartis AG Spo...
|
Healthcare | 0.36% | 0.33% |
#20
Prev: #20
|
0.6 |
—
|
-292 | -2.1% |
P
S
|
13,386 | $2,044,711 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
FRFHF
Fairfax Finl HL...
|
Financial Services | 0.31% | 0.34% |
#21
2
Prev: #19
|
1.1 |
—
|
no change | no change |
P
S
|
1,018 | $1,729,242 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CSX
CSX Corp Com
|
Industrials | 0.27% | 0.24% |
#22
1
Prev: #23
|
0.6 |
—
|
-1,050 | -2.8% |
P
S
|
36,481 | $1,497,545 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
FBAK
First Natl BK A...
|
Financial Services | 0.26% | 0.26% |
#23
1
Prev: #22
|
1.1 |
—
|
no change | no change |
P
S
|
4,920 | $1,471,080 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TRMLF
Tourmaline Oil ...
|
Energy | 0.23% | 0.21% |
#24
Prev: #24
|
1.1 |
—
|
no change | no change |
P
S
|
26,959 | $1,286,318 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
JPM
JPMorgan Chase
|
Financial Services | 0.15% | 0.20% |
#25
1
Prev: #26
|
0.6 |
—
|
-650 | -18.7% |
P
S
|
2,818 | $828,942 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AAPL
Apple Inc Com
|
Technology | 0.14% | 0.15% |
#26
1
Prev: #27
|
1.1 |
—
|
no change | no change |
P
S
|
3,092 | $784,718 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MSFT
Microsoft
|
Technology | 0.14% | 0.20% |
#27
2
Prev: #25
|
0.6 |
—
|
-300 | -12.5% |
P
S
|
2,092 | $774,395 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
PEYUF
Peyto Expl & De...
|
Energy | 0.11% | 0.09% |
#28
3
Prev: #31
|
0.5 |
—
|
-550 | -1.7% |
P
S
|
31,307 | $609,806 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
HLN
Haleon PLC
|
Healthcare | 0.10% | 0.12% |
#29
1
Prev: #28
|
0.5 |
—
|
-8,890 | -13.6% |
P
S
|
56,431 | $564,874 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SEIC
Sei Invt Co Pa ...
|
Financial Services | 0.09% | 0.10% |
#30
Prev: #30
|
1.0 |
—
|
no change | no change |
P
S
|
6,596 | $517,588 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BAC
Bank Of America...
|
Financial Services | 0.08% | 0.10% |
#31
2
Prev: #29
|
0.5 |
—
|
-1,025 | -9.8% |
P
S
|
9,459 | $461,126 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CVX
Chevron Corp.
|
Energy | 0.07% | 0.05% |
#32
9
Prev: #41
|
0.5 |
—
|
-50 | -2.5% |
P
S
|
1,953 | $404,075 | 2002 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DB
Deutsche Bank A...
|
Financial Services | 0.05% | 0.07% |
#33
Prev: #33
|
1.0 |
—
|
no change | no change |
P
S
|
10,000 | $297,800 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IBM
Intl Business M...
|
Technology | 0.05% | 0.06% |
#34
Prev: #34
|
1.0 |
—
|
no change | no change |
P
S
|
1,228 | $297,654 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
PEG
Public SVC Ente...
|
Utilities | 0.05% | 0.06% |
#35
Prev: #35
|
0.0 |
—
|
-900 | -20.3% |
P
S
|
3,524 | $285,267 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VZ
Verizon
|
Communication Services | 0.05% | 0.06% |
#36
2
Prev: #38
|
0.0 |
—
|
-2,465 | -30.3% |
P
S
|
5,682 | $285,236 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
PEP
Pepsico Inc Com
|
Consumer Defensive | 0.05% | 0.05% |
#37
9
Prev: #46
|
1.0 |
—
|
no change | no change |
P
S
|
1,800 | $279,522 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
PNC
PNC Finl SVCS G...
|
Financial Services | 0.05% | 0.08% |
#38
6
Prev: #32
|
0.0 |
—
|
-915 | -40.5% |
P
S
|
1,342 | $279,256 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AM
Antero Midstrea...
|
Energy | 0.05% | 0.06% |
#39
2
Prev: #37
|
0.0 |
—
|
-7,050 | -37.4% |
P
S
|
11,806 | $269,176 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
PG
Procter & Gambl...
|
Consumer Defensive | 0.05% | 0.05% |
#40
5
Prev: #45
|
0.5 |
—
|
-15 | -0.8% |
P
S
|
1,852 | $267,502 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BX
Blackstone Inc ...
|
Financial Services | 0.05% | 0.06% |
#41
5
Prev: #36
|
1.0 |
—
|
no change | no change |
P
S
|
2,300 | $264,477 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
OBT
Orange CNTY Ban...
|
Financial Services | 0.05% | 0.04% |
#42
7
Prev: #49
|
1.0 |
—
|
no change | no change |
P
S
|
8,000 | $255,840 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
PIFYF
Pine Cliff Ener...
|
Energy | 0.04% | 0.05% |
#43
3
Prev: #40
|
1.0 |
—
|
no change | no change |
P
S
|
520,000 | $253,403 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
WRLC
Windrock LTD Co
|
Industrials | 0.04% | 0.04% |
#44
3
Prev: #47
|
0.5 |
—
|
-32 | -5.6% |
P
S
|
537 | $251,853 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ZDGE
Zedge Inc
|
Communication Services | 0.04% | 0.05% |
#45
2
Prev: #43
|
0.5 |
—
|
-4,630 | -5.6% |
P
S
|
77,928 | $228,329 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CMCSA
Comcast Corp Ne...
|
Communication Services | 0.04% | 0.04% |
#46
6
Prev: #52
|
0.5 |
—
|
144 | 2.0% |
P
S
|
7,169 | $205,821 | 2003 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
RFL
Rafael Holdings...
|
Real Estate | 0.01% | 0.01% |
#47
6
Prev: #53
|
0.5 |
—
|
-689 | -1.2% |
P
S
|
58,557 | $73,196 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AR
Antero Res Corp...
|
Energy | 0.00% | 0.04% |
Sold All 😨
(Was: #51) |
0.0 |
—
|
-6,242 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AXP
American Expres...
|
Financial Services | 0.00% | 0.04% |
Sold All 😨
(Was: #50) |
0.0 |
—
|
-610 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BN
Brookfield Corp...
|
Financial Services | 0.00% | 0.04% |
Sold All 😨
(Was: #48) |
0.0 |
—
|
-5,070 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 |
Showing 1-50 of 54 holdings