Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KAHN BROTHERS GROUP INC (CIK 1039565) reported $564.1M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: C ($95.4M, 16.91%), BAYRY ($74.8M, 13.26%), NYCB ($53.8M, 9.53%), DIS ($36.5M, 6.47%), GOOG ($35.0M, 6.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | C | Citigroup Inc | $95.4M | 16.91% | 840,897 | Trimmed |
| 2 | BAYRY | Bayer AG Spons ADR | $74.8M | 13.26% | 6.5M | Trimmed |
| 3 | NYCB | Flagstar Financial, Inc. | $53.8M | 9.53% | 4.1M | Trimmed |
| 4 | DIS | Walt Disney | $36.5M | 6.47% | 378,909 | Trimmed |
| 5 | GOOG | Alphabet Inc Class C | $35.0M | 6.21% | 122,029 | Trimmed |
| 6 | SEB | Seaboard Corp | $33.2M | 5.88% | 5,871 | Trimmed |
| 7 | OGN | Organon & Co | $33.2M | 5.88% | 5.5M | Added |
| 8 | BP | BP PLC | $29.2M | 5.18% | 622,256 | Trimmed |
| 9 | MRK | Merck & Co. Inc. | $27.3M | 4.85% | 227,288 | Trimmed |
| 10 | Z | Zillow Group | $22.6M | 4.00% | 545,212 | New |
| 11 | SEG | Seaport Entmt Group | $19.2M | 3.40% | 893,227 | Added |
| 12 | PTEN | Patterson Uti Energy | $18.3M | 3.25% | 1.7M | Trimmed |
| 13 | IDT | IDT Corp | $18.3M | 3.24% | 372,566 | Trimmed |
| 14 | PFE | Pfizer | $13.6M | 2.41% | 484,733 | Trimmed |
| 15 | MBI | M B I A Inc | $12.2M | 2.15% | 2.1M | Added |
| 16 | BMY | Bristol-Myers Squibb | $10.3M | 1.83% | 170,381 | Trimmed |
| 17 | GSK | GSK PLC ADR | $8.9M | 1.58% | 160,982 | Trimmed |
| 18 | XOM | ExxonMobil | $3.1M | 0.55% | 18,255 | Trimmed |
| 19 | GNE | Genie Energy | $2.5M | 0.44% | 175,011 | Trimmed |
| 20 | NVS | Novartis AG Sponsored ADR | $2.0M | 0.36% | 13,386 | Trimmed |
| 21 | FRFHF | Fairfax Finl HLDGS LTD Sub VTG | $1.7M | 0.31% | 1,018 | Hold |
| 22 | CSX | CSX Corp Com | $1.5M | 0.27% | 36,481 | Trimmed |
| 23 | FBAK | First Natl BK Alaska Com | $1.5M | 0.26% | 4,920 | Hold |
| 24 | TRMLF | Tourmaline Oil Corp | $1.3M | 0.23% | 26,959 | Hold |
| 25 | JPM | JPMorgan Chase | $828,942 | 0.15% | 2,818 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31