Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group Portfolio Stock Holdings
Kahn Brothers Group disclosed 48 stock positions valued at approximately $564.1 million in its latest SEC 13F filing. The largest holdings include Citigroup Inc, Bayer AG Spons ADR, and Flagstar Financial, Inc.. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 48
- Portfolio Value
- $564.1M
Holdings by Sector
Kahn Brothers Group Portfolio Holdings in Q1 2026
47 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Citigroup Inc | C | Financial Services | 16.91% | 840,897 | -35,381 | -4.04% | $95,366,128 |
| Bayer AG Spons ADR | BAYRY | Healthcare | 13.26% | 6,513,893 | -240,398 | -3.56% | $74,777,216 |
| Flagstar Financial, Inc. | NYCB | Other | 9.53% | 4,083,618 | -93,594 | -2.24% | $53,781,249 |
| Walt Disney | DIS | Communication Services | 6.47% | 378,909 | -15,460 | -3.92% | $36,519,249 |
| Alphabet Inc Class C | GOOG | Communication Services | 6.21% | 122,029 | -13,387 | -9.89% | $35,005,238 |
| Seaboard Corp | SEB | Industrials | 5.88% | 5,871 | -1,414 | -19.41% | $33,194,751 |
| Organon & Co | OGN | Healthcare | 5.88% | 5,536,993 | +1,907,542 | +52.56% | $33,166,588 |
| BP PLC | BP | Energy | 5.18% | 622,256 | -416,146 | -40.08% | $29,246,032 |
| Merck & Co. Inc. | MRK | Healthcare | 4.85% | 227,288 | -202,815 | -47.15% | $27,340,511 |
| Zillow Group | Z | Communication Services | 4.00% | 545,212 | +545,212 | +100.00% | $22,560,872 |
| Seaport Entmt Group | SEG | Other | 3.40% | 893,227 | +307,057 | +52.38% | $19,186,515 |
| Patterson Uti Energy | PTEN | Energy | 3.25% | 1,690,156 | -51,857 | -2.98% | $18,304,389 |
| IDT Corp | IDT | Communication Services | 3.24% | 372,566 | -19,445 | -4.96% | $18,292,990 |
| Pfizer | PFE | Healthcare | 2.41% | 484,733 | -69,217 | -12.50% | $13,611,302 |
| M B I A Inc | MBI | Financial Services | 2.15% | 2,056,434 | +1,027,650 | +99.89% | $12,153,524 |
| Bristol-Myers Squibb | BMY | Healthcare | 1.83% | 170,381 | -31,815 | -15.73% | $10,333,607 |
| GSK PLC ADR | GSK | Healthcare | 1.58% | 160,982 | -17,714 | -9.91% | $8,884,596 |
| ExxonMobil | XOM | Energy | 0.55% | 18,255 | -1,962 | -9.70% | $3,097,143 |
| Genie Energy | GNE | Utilities | 0.44% | 175,011 | -15,301 | -8.04% | $2,474,655 |
| Novartis AG Sponsored ADR | NVS | Healthcare | 0.36% | 13,386 | -292 | -2.13% | $2,044,711 |
| Fairfax Finl HLDGS LTD Sub VTG | FRFHF | Financial Services | 0.31% | 1,018 | - | - | $1,729,242 |
| CSX Corp Com | CSX | Industrials | 0.27% | 36,481 | -1,050 | -2.80% | $1,497,545 |
| First Natl BK Alaska Com | 32112J106 | Other | 0.26% | 4,920 | - | - | $1,471,080 |
| Tourmaline Oil Corp | 89156V106 | Other | 0.23% | 26,959 | - | - | $1,286,318 |
| JPMorgan Chase | JPM | Financial Services | 0.15% | 2,818 | -650 | -18.74% | $828,942 |
| Apple Inc Com | AAPL | Technology | 0.14% | 3,092 | - | - | $784,718 |
| Microsoft | MSFT | Technology | 0.14% | 2,092 | -300 | -12.54% | $774,395 |
| Peyto Expl & Dev Corp | 717046106 | Other | 0.11% | 31,307 | -550 | -1.73% | $609,806 |
| Haleon PLC | HLN | Healthcare | 0.10% | 56,431 | -8,890 | -13.61% | $564,874 |
| Sei Invt Co Pa PV $0.01 | SEIC | Financial Services | 0.09% | 6,596 | - | - | $517,588 |
| Bank Of America Corp | BAC | Financial Services | 0.08% | 9,459 | -1,025 | -9.78% | $461,126 |
| Chevron Corp. | CVX | Energy | 0.07% | 1,953 | -50 | -2.50% | $404,075 |
| Deutsche Bank AG Namen Akt | DB | Other | 0.05% | 10,000 | - | - | $297,800 |
| Intl Business Machines | IBM | Technology | 0.05% | 1,228 | - | - | $297,654 |
| Public SVC Enterprise Group | PEG | Utilities | 0.05% | 3,524 | -900 | -20.34% | $285,267 |
| Verizon | VZ | Communication Services | 0.05% | 5,682 | -2,465 | -30.26% | $285,236 |
| Pepsico Inc Com | PEP | Consumer Defensive | 0.05% | 1,800 | - | - | $279,522 |
| PNC Finl SVCS Group | PNC | Financial Services | 0.05% | 1,342 | -915 | -40.54% | $279,256 |
| Antero Midstream | AM | Energy | 0.05% | 11,806 | -7,050 | -37.39% | $269,176 |
| Procter & Gamble | PG | Consumer Defensive | 0.05% | 1,852 | -15 | -0.80% | $267,502 |
| Blackstone Inc Com | BX | Financial Services | 0.05% | 2,300 | - | - | $264,477 |
| Orange CNTY Bancorp | OBT | Financial Services | 0.05% | 8,000 | - | - | $255,840 |
| Pine Cliff Energy LTD Com | 722524105 | Other | 0.04% | 520,000 | - | - | $253,403 |
| Windrock LTD Co | 97349V107 | Other | 0.04% | 537 | -32 | -5.62% | $251,853 |
| Zedge Inc | ZDGE | Communication Services | 0.04% | 77,928 | -4,630 | -5.61% | $228,329 |
| Comcast Corp New CL A | CMCSA | Communication Services | 0.04% | 7,169 | +144 | +2.05% | $205,821 |
| Rafael Holdings Inc | RFL | Real Estate | 0.01% | 58,557 | -689 | -1.16% | $73,196 |