As of Q1 2026, this manager reported 48 long-equity positions worth $564.07M in aggregate.
As of Q1 2026, Kahn Brothers Group's Kahn Brothers Group held 48 long-equity positions with a reported value of $564.07M.
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This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| MBI | M B I A Inc | Add +99.9% | 2.15% | 2,056,434 | $12.15M | $5.91 | $5.52 - $7.77(17%)$6.92 -> $5.91 |
| OGN | Organon & Co | Add +52.6% | 5.88% | 5,536,993 | $33.17M | $5.99 | $5.69 - $9.94(7%)$7.24 -> $5.99 |
| SEG | Seaport Entmt Group | Add +52.4% | 3.40% | 893,227 | $19.19M | $21.48 | $17.74 - $24.50(55%)$19.66 -> $21.48 |
| MRK | Merck & Co. Inc. | Reduce -47.1% | 4.85% | 227,288 | $27.34M | $120.29 | $104.43 - $125.14(77%)$106.45 -> $120.29 |
| PNC | PNC Finl SVCS Group | Reduce -40.5% | 0.05% | 1,342 | $279.26K | $208.09 | $197.56 - $243.94(23%)$211.46 -> $208.09 |
| BP | BP PLC | Reduce -40.1% | 5.18% | 622,256 | $29.25M | $47.00 | $33.40 - $48.27(91%)$35.83 -> $47.00 |
| AM | Antero Midstream | Reduce -37.4% | 0.05% | 11,806 | $269.18K | $22.80 | $17.12 - $23.84(85%)$17.94 -> $22.80 |
| VZ | Verizon | Reduce -30.3% | 0.05% | 5,682 | $285.24K | $50.20 | $38.68 - $51.68(89%)$40.52 -> $50.20 |
| PEG | Public SVC Enterprise Group | Reduce -20.3% | 0.05% | 3,524 | $285.27K | $80.95 | $77.31 - $87.63(35%)$80.99 -> $80.95 |
| SEB | Seaboard Corp | Reduce -19.4% | 5.88% | 5,871 | $33.19M | $5654.02 | $4290.40 - $5717.14(96%)$4423.24 -> $5654.02 |
| JPM | JPMorgan Chase | Reduce -18.7% | 0.15% | 2,818 | $828.94K | $294.16 | $279.10 - $337.25(26%)$325.48 -> $294.16 |
| BMY | Bristol-Myers Squibb | Reduce -15.7% | 1.83% | 170,381 | $10.33M | $60.65 | $52.06 - $62.89(79%)$53.46 -> $60.65 |
| HLN | Haleon PLC | Reduce -13.6% | 0.10% | 56,431 | $564.87K | $10.01 | $9.64 - $11.28(22%)$10.00 -> $10.01 |
| MSFT | Microsoft | Reduce -12.5% | 0.14% | 2,092 | $774.4K | $370.17 | $356.28 - $489.70(10%)$472.94 -> $370.17 |
| PFE | Pfizer | Reduce -12.5% | 2.41% | 484,733 | $13.61M | $28.08 | $24.83 - $28.31(93%)$25.18 -> $28.08 |
| GSK | GSK PLC ADR | Reduce -9.9% | 1.58% | 160,982 | $8.88M | $55.19 | $47.62 - $61.70(54%)$49.63 -> $55.19 |
| GOOG | Alphabet Inc Class C | Reduce -9.9% | 6.21% | 122,029 | $35.01M | $286.86 | $271.54 - $350.15(19%)$315.32 -> $286.86 |
| BAC | Bank Of America Corp | Reduce -9.8% | 0.08% | 9,459 | $461.13K | $48.75 | $46.12 - $57.55(23%)$55.95 -> $48.75 |
| XOM | ExxonMobil | Reduce -9.7% | 0.55% | 18,255 | $3.1M | $169.66 | $118.27 - $176.41(88%)$122.65 -> $169.66 |
| GNE | Genie Energy | Reduce -8.0% | 0.44% | 175,011 | $2.47M | $14.14 | $13.39 - $14.99(47%)$13.68 -> $14.14 |
| WRLC | Windrock LTD Co | Reduce -5.6% | 0.04% | 537 | $251.85K | $469.00 | $425.00 - $475.00(88%)$440.00 -> $466.54 |
| ZDGE | Zedge Inc | Reduce -5.6% | 0.04% | 77,928 | $228.33K | $2.93 | $2.56 - $3.91(27%)$3.37 -> $2.93 |
| IDT | IDT Corp | Reduce -5.0% | 3.24% | 372,566 | $18.29M | $49.10 | $46.48 - $52.78(42%)$50.57 -> $49.10 |
| CMCSA | Comcast Corp New CL A | Reduce -4.4%1.067:1 split | 0.04% | 7,169 | $205.82K | $28.71 | $27.10 - $32.86(28%)$27.69 -> $28.71 |
| C | Citigroup Inc | Reduce -4.0% | 16.91% | 840,897 | $95.37M | $113.41 | $102.01 - $125.16(49%)$118.70 -> $113.41 |
| Z | Zillow Group | New | 4.00% | 545,212 | $22.56M | $41.38 | $40.06 - $72.53(4%)$65.92 -> $41.38 |
| DIS | Walt Disney | Reduce -3.9% | 6.47% | 378,909 | $36.52M | $96.38 | $92.19 - $116.03(18%)$111.85 -> $96.38 |
| BAYRY | Bayer AG Spons ADR | Reduce -3.6% | 13.26% | 6,513,893 | $74.78M | $11.48 | $10.25 - $14.85(27%)$11.09 -> $11.48 |
| PTEN | Patterson Uti Energy | Reduce -3.0% | 3.25% | 1,690,156 | $18.3M | $10.83 | $6.08 - $11.75(84%)$6.47 -> $10.83 |
| CSX | CSX Corp Com | Reduce -2.8% | 0.27% | 36,481 | $1.5M | $41.05 | $34.79 - $43.35(73%)$36.27 -> $41.05 |
| CVX | Chevron Corp. | Reduce -2.5% | 0.07% | 1,953 | $404.08K | $206.90 | $151.25 - $214.71(88%)$155.90 -> $206.90 |
| NYCB | Flagstar Financial, Inc. | Reduce -2.2% | 9.53% | 4,083,618 | $53.78M | — | - |
| NVS | Novartis AG Sponsored ADR | Reduce -2.1% | 0.36% | 13,386 | $2.04M | $152.75 | $135.55 - $170.46(49%)$138.54 -> $152.75 |
| PEYUF | Peyto Expl & Dev Corp | Reduce -1.7% | 0.11% | 31,307 | $609.81K | $19.48 | $15.10 - $21.26(71%)$16.46 -> $19.53 |
| RFL | Rafael Holdings Inc | Reduce -1.2% | 0.01% | 58,557 | $73.2K | $1.25 | $1.14 - $1.60(24%)$1.26 -> $1.25 |
| AXP | American Express Co Com | Sold | — | 0 | $0 | — | - |
| AR | Antero Res Corp Com | Sold | — | 0 | $0 | — | - |
| AGO | Assured Guaranty LTD F | Sold | — | 0 | $0 | — | - |
| BN | Brookfield Corp VTG SHS CL A | Sold | — | 0 | $0 | — | - |
| NAVI | Navient Corp | Sold | — | 0 | $0 | — | - |
| NVDA | Nvidia Corp Com | Sold | — | 0 | $0 | — | - |
| WBS | Webster Finl Co | Sold | — | 0 | $0 | — | - |
| PG | Procter & Gamble | Reduce -0.8% | 0.05% | 1,852 | $267.5K | $144.44 | $137.62 - $167.25(23%)$141.79 -> $144.44 |