Kahn Brothers Group Inc

Kahn Brothers Group Inc reported 48 holdings worth US$633M as of Jun 30, 2026 (Form 13F/A)

As of Jun 30, 2026 · Filed Aug 17, 2026

Kahn Brothers Group Inc reported 48 holdings worth US$633M as of Jun 30, 2026. Largest: Citigroup, Inc., Bayer Ag and Flagstar Bank, N.a. Filed Aug 17, 2026 (Form 13F/A).

Holdings
48
Value as reported
US$633M

The filing in full

CompanySharesValue as reported% of portfolio
Citigroup, Inc.836KUS$117M18.5%
Bayer Ag6.52MUS$89.3M14.1%
Flagstar Bank, N.a.4.07MUS$60.9M9.6%
Alphabet Inc (google) Class C120KUS$42.7M6.8%
Zillow Group, Inc.1.18MUS$37.3M5.9%
Organon & Co.2.67MUS$36.2M5.7%
Walt Disney Company (the)359KUS$34.6M5.5%
Merck & Company, Inc.218KUS$28M4.4%
Mbia Inc.4.21MUS$27.5M4.3%
Seaport Entertainment Group Inc.917KUS$24.4M3.9%
Seaboard Corporation5,389US$24.1M3.8%
Bp Plc625KUS$23.1M3.7%
Idt Corporation352KUS$20.5M3.2%
Patterson-uti Energy, Inc.1.66MUS$15.3M2.4%
Pfizer, Inc.464KUS$11.2M1.8%
Bristol-myers Squibb Company174KUS$10M1.6%
Gsk Plc158KUS$8.31M1.3%
Exxon Mobil Corporation17,655US$2.41M0.38%
Genie Energy Ltd.152KUS$2.2M0.35%
Novartis Ag13,186US$2.07M0.33%
Fairfax Financial Holdings Limited1,018US$1.67M0.26%
Csx Corporation34,781US$1.65M0.26%
Tourmaline Oil Corp.26,959US$1.13M0.18%
Jp Morgan Chase & Co.2,878US$942K0.15%
Apple Inc3,092US$895K0.14%
Microsoft Corp.2,168US$809K0.13%
Sei Investments Company6,596US$579K0.09%
Haleon Plc58,341US$544K0.09%
Bank Of America Corporation9,459US$539K0.09%
Peyto Exploration & Development Corp.31,307US$522K0.08%
Rafael Holdings, Inc.150KUS$494K0.08%
Windrock Ld Co.807US$444K0.07%
International Business Machines Corporation1,228US$345K0.05%
Webster Financial Corporation4,349US$332K0.05%
Pnc Financial Services Group, Inc. (the)1,342US$330K0.05%
Chevron Corporation1,953US$324K0.05%
Orange County Bancorp, Inc.8,000US$294K0.05%
Public Service Enterprise Group Incorporated3,524US$286K0.05%
Blackstone Inc.2,300US$271K0.04%
Antero Midstream Corporation11,806US$269K0.04%
Procter & Gamble Company (the)1,752US$257K0.04%
Pepsico, Inc.1,800US$244K0.04%
Zedge, Inc.78,126US$242K0.04%
Verizon Communications Inc.5,682US$241K0.04%
Pine Cliff Energy Ltd.520KUS$209K0.03%
Comcast Corporation0US$00.00%

Source

View original at SEC

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