Institutions / Kahn Brothers Group Inc
Kahn Brothers Group Inc
CIK 1039565 · Institution · as of Mar 31, 2026
Portfolio value
$564.07M
Positions
48
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$564.07M-0.1%Positions
48-11.1%Top holdings
Mar 31, 2026View all 48 →
| Company | Value | % of portfolio |
|---|---|---|
| Citigroup Inc | $95.37M | 16.9% |
| Bayer AG Spons ADR | $74.78M | 13.3% |
| Flagstar Bank, National Association | $53.78M | 9.5% |
| Walt Disney Co | $36.52M | 6.5% |
| Alphabet Inc. | $35.01M | 6.2% |
| Seaboard Corp | $33.19M | 5.9% |
| Organon & Co. | $33.17M | 5.9% |
| Bp PLC | $29.25M | 5.2% |
| Merck & Co., Inc. | $27.34M | 4.8% |
| Zillow Group, Inc. | $22.56M | 4.0% |
| Seaport Entertainment Group Inc. | $19.19M | 3.4% |
| Patterson Uti Energy Inc | $18.30M | 3.2% |
| Idt Corp | $18.29M | 3.2% |
| Pfizer Inc | $13.61M | 2.4% |
| Mbia Inc | $12.15M | 2.2% |
| Bristol Myers Squibb Co | $10.33M | 1.8% |
| Gsk PLC Adr | $8.88M | 1.6% |
| Exxon Mobil Corp | $3.10M | 0.5% |
| Genie Energy Ltd.GNE | $2.47M | 0.4% |
| Novartis AG Sponsored ADR | $2.04M | 0.4% |
| Fairfax Finl HLDGS LTD Sub VTG | $1.73M | 0.3% |
| Csx Corp | $1.50M | 0.3% |
| First Natl BK Alaska Com | $1.47M | 0.3% |
| Tourmaline Oil Corp | $1.29M | 0.2% |
| JPMORGAN CHASE & CO | $828.9K | 0.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Merck & Co., Inc. | $-24.40M | -203K -47.15% | 227,288 4.85% of portfolio | medium |
| Q1 2026 as of | New | Zillow Group, Inc. | $22.56M | +545K | 545,212 4.00% of portfolio | medium |
| Q1 2026 as of | Trim | 055622104 | $-19.56M | -416K -40.08% | 622,256 5.18% of portfolio | medium |
| Q1 2026 as of | Add | Organon & Co. | $11.43M | +1.9M +52.56% | 5,536,993 5.88% of portfolio | medium |
| Q1 2026 as of | Trim | 811543107 | $-7.99M | -1K -19.41% | 5,871 5.88% of portfolio | medium |
| Q1 2026 as of | Add | Seaport Entertainment Group Inc. | $6.60M | +307K +52.38% | 893,227 3.40% of portfolio | medium |
| Q1 2026 as of | Add | Mbia Inc | $6.07M | +1.0M +99.89% | 2,056,434 2.15% of portfolio | medium |
| Q1 2026 as of | Trim | Citigroup Inc | $-4.01M | -35K -4.04% | 840,897 16.91% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. | $-3.84M | -13K -9.89% | 122,029 6.21% of portfolio | low |
| Q1 2026 as of | Trim | 072730302 | $-2.76M | -240K -3.56% | 6,513,893 13.26% of portfolio | low |