# Kahn Brothers — Kahn Brothers Group

Source: SEC EDGAR 13F filings (CIK 0001039565).
Page URL: https://superinvestorclub.com/manager/83
Last updated: 2026-07-08T11:29:25.333Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-08), Kahn Brothers reported 48 long equity positions in their Kahn Brothers Group 13F filing, with a total reported value of $564.1M.

### About

Deep value, Graham-style

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | C | Citigroup Inc | 840897 | $95.4M | 16.91% | -4.0% |
| 2 | BAYRY | Bayer AG Spons ADR | 6513893 | $74.8M | 13.26% | -3.6% |
| 3 | FLG | Flagstar Financial, Inc. | 4083618 | $53.8M | 9.53% | -2.2% |
| 4 | DIS | Walt Disney | 378909 | $36.5M | 6.47% | -3.9% |
| 5 | GOOG | Alphabet Inc Class C | 122029 | $35.0M | 6.21% | -9.9% |
| 6 | SEB | Seaboard Corp | 5871 | $33.2M | 5.88% | -19.4% |
| 7 | OGN | Organon & Co | 5536993 | $33.2M | 5.88% | +52.6% |
| 8 | BPPFF | BP PLC | 622256 | $29.2M | 5.18% | +-40.1% |
| 9 | MRK | Merck & Co. Inc. | 227288 | $27.3M | 4.85% | -47.2% |
| 10 | Z | Zillow Group | 545212 | $22.6M | 4.00% | NEW |
| 11 | SEG | Seaport Entertainment Group | 893227 | $19.2M | 3.40% | +52.4% |
| 12 | PTEN | Patterson Uti Energy | 1690156 | $18.3M | 3.25% | -3.0% |
| 13 | IDT | IDT Corp | 372566 | $18.3M | 3.24% | -5.0% |
| 14 | PFE | Pfizer | 484733 | $13.6M | 2.41% | -12.5% |
| 15 | MBI | M B I A Inc | 2056434 | $12.2M | 2.15% | +99.9% |
| 16 | BMY | Bristol-Myers Squibb | 170381 | $10.3M | 1.83% | -15.7% |
| 17 | GSK | GSK plc | 160982 | $8.9M | 1.58% | -9.9% |
| 18 | XOM | ExxonMobil | 18255 | $3.1M | 0.55% | -9.7% |
| 19 | GNE | Genie Energy | 175011 | $2.5M | 0.44% | -8.0% |
| 20 | NVS | Novartis AG Sponsored ADR | 13386 | $2.0M | 0.36% | -2.1% |
| 21 | FRFFF | Fairfax Finl HLDGS LTD Sub VTG | 1018 | $1.7M | 0.31% | — |
| 22 | CSX | CSX Corp Com | 36481 | $1.5M | 0.27% | -2.8% |
| 23 | FR | First Natl BK Alaska Com | 4920 | $1.5M | 0.26% | — |
| 24 | TRMLF | Tourmaline Oil Corp | 26959 | $1.3M | 0.23% | — |
| 25 | JPM | JPMorgan Chase | 2818 | $828,942 | 0.15% | -18.7% |

## New positions this quarter (1)

- Z (Zillow Group): 545212 shares, $22.6M

## Increased positions (6)

- OGN: 5536993 shares (+52.6%), $33.2M
- BPPFF: 622256 shares (-40.1%), $29.2M
- SEG: 893227 shares (+52.4%), $19.2M
- MBI: 2056434 shares (+99.9%), $12.2M
- BAC: 9459 shares (-9.8%), $461,126
- CMCSA: 7169 shares (+2.0%), $205,821

## Reduced positions (29)

- C: 840897 shares (-4.0%), $95.4M
- BAYRY: 6513893 shares (-3.6%), $74.8M
- FLG: 4083618 shares (-2.2%), $53.8M
- DIS: 378909 shares (-3.9%), $36.5M
- GOOG: 122029 shares (-9.9%), $35.0M
- SEB: 5871 shares (-19.4%), $33.2M
- MRK: 227288 shares (-47.2%), $27.3M
- PTEN: 1690156 shares (-3.0%), $18.3M
- IDT: 372566 shares (-5.0%), $18.3M
- PFE: 484733 shares (-12.5%), $13.6M
- BMY: 170381 shares (-15.7%), $10.3M
- GSK: 160982 shares (-9.9%), $8.9M
- XOM: 18255 shares (-9.7%), $3.1M
- GNE: 175011 shares (-8.0%), $2.5M
- NVS: 13386 shares (-2.1%), $2.0M
- CSX: 36481 shares (-2.8%), $1.5M
- JPM: 2818 shares (-18.7%), $828,942
- MSFT: 2092 shares (-12.5%), $774,395
- PEYUF: 31307 shares (-1.7%), $609,806
- HLNCF: 56431 shares (-13.6%), $564,874

## Sold positions (7)

- WBS-PG: previously held 29833 shares worth $1.9M
- NVDA: previously held 1740 shares worth $324,680
- AGO: previously held 3110 shares worth $279,495
- JSM: previously held 20600 shares worth $267,800
- BN: previously held 5070 shares worth $233,117
- AXP: previously held 610 shares worth $225,669
- AR: previously held 6242 shares worth $215,099

## Filing history (11)

- 2026-03-31 (filed 2026-05-08)
- 2025-12-31 (filed 2026-02-12)
- 2025-09-30 (filed 2025-11-12)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-13)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-15)
- 2023-12-31 (filed 2024-02-13)
- 2023-09-30 (filed 2023-11-13)

## Citation

When citing, use: "Kahn Brothers, Kahn Brothers Group, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/83)".