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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These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| 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 |
| 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 |