What Kahn Brothers Bought in Q1 2026
Kahn Brothers Group · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$564.1M
Total Value
48
Holdings
1
New Buys
29
Reduced
In Q1 2026, Kahn Brothers reported 48 long equity positions worth $564.1M in their Kahn Brothers Group 13F filing, including 1 new positions (largest: Zillow Group at $22.6M) and 6 increased positions.
| Rank | Ticker | Company | Shares | Value | % 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 | BP | 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 | FBAK | 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 | $829K | 0.15% | -18.7% |
| 26 | AAPL | Apple Inc Com | 3092 | $785K | 0.14% | — |
| 27 | MSFT | Microsoft | 2092 | $774K | 0.14% | -12.5% |
| 28 | PEYUF | Peyto Expl & Dev Corp | 31307 | $610K | 0.11% | -1.7% |
| 29 | HLNCF | Haleon PLC | 56431 | $565K | 0.10% | -13.6% |
| 30 | SEIC | Sei Invt Co Pa PV $0.01 | 6596 | $518K | 0.09% | — |
| 31 | BAC | Bank Of America Corp | 9459 | $461K | 0.08% | +-9.8% |
| 32 | CVX | Chevron Corp. | 1953 | $404K | 0.07% | -2.5% |
| 33 | DB | Deutsche Bank AG Namen Akt | 10000 | $298K | 0.05% | — |
| 34 | IBM | Intl Business Machines | 1228 | $298K | 0.05% | — |
| 35 | PEG | Public SVC Enterprise Group | 3524 | $285K | 0.05% | -20.3% |
| 36 | VZ | Verizon | 5682 | $285K | 0.05% | -30.3% |
| 37 | PEP | Pepsico Inc Com | 1800 | $280K | 0.05% | — |
| 38 | PNC | PNC Finl SVCS Group | 1342 | $279K | 0.05% | -40.5% |
| 39 | AM | Antero Midstream | 11806 | $269K | 0.05% | -37.4% |
| 40 | PG | Procter & Gamble | 1852 | $268K | 0.05% | -0.8% |
| 41 | BX | Blackstone Inc Com | 2300 | $264K | 0.05% | — |
| 42 | OBT | Orange CNTY Bancorp | 8000 | $256K | 0.05% | — |
| 43 | PIFYF | Pine Cliff Energy LTD Com | 520000 | $253K | 0.04% | — |
| 44 | WRLC | Windrock LTD Co | 537 | $252K | 0.04% | -5.6% |
| 45 | ZDGE | Zedge Inc | 77928 | $228K | 0.04% | -5.6% |
| 46 | CMCSA | Comcast Corporation | 7169 | $206K | 0.04% | +2.0% |
| 47 | RFL | Rafael Holdings Inc | 58557 | $73K | 0.01% | -1.2% |
| 48 | TPHGF | Tphgreenwich Trust Uni | 166999 | $0 | 0.00% | — |