What Kahn Brothers Bought in Q4 2025
Kahn Brothers Group · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$564.7M
Total Value
54
Holdings
1
New Buys
22
Reduced
In Q4 2025, Kahn Brothers reported 54 long equity positions worth $564.7M in their Kahn Brothers Group 13F filing, including 1 new positions (largest: Tphgreenwich Trust Uni at $0) and 19 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | C | Citigroup Inc | 876278 | $102.3M | 18.11% | -0.0% |
| 2 | BAYRY | Bayer AG Spons ADR | 6754291 | $73.1M | 12.94% | -0.5% |
| 3 | FLG | Flagstar Financial, Inc. | 4177212 | $52.6M | 9.31% | -2.8% |
| 4 | MRK | Merck & Co. Inc. | 430103 | $45.3M | 8.02% | -0.8% |
| 5 | DIS | Walt Disney | 394369 | $44.9M | 7.95% | -0.0% |
| 6 | GOOG | Alphabet Inc Class C | 135416 | $42.5M | 7.52% | +0.5% |
| 7 | BP | BP PLC | 1038402 | $36.1M | 6.39% | -4.3% |
| 8 | SEB | Seaboard Corp | 7285 | $32.4M | 5.73% | -5.7% |
| 9 | OGN | Organon & Co | 3629451 | $26.0M | 4.61% | +0.3% |
| 10 | IDT | Idt Corp Class B | 392011 | $20.1M | 3.55% | -0.1% |
| 11 | PFE | Pfizer | 553950 | $13.8M | 2.44% | -21.7% |
| 12 | SEG | Seaport Entertainment Group | 586170 | $11.6M | 2.05% | +0.5% |
| 13 | BMY | Bristol-Myers Squibb | 202196 | $10.9M | 1.93% | -25.8% |
| 14 | PTEN | Patterson Uti Energy | 1742013 | $10.6M | 1.88% | -7.6% |
| 15 | GSK | GSK plc | 178696 | $8.8M | 1.55% | -31.5% |
| 16 | MBI | M B I A Inc | 1028784 | $7.4M | 1.30% | -0.1% |
| 17 | GNE | Genie Energy LTD Class B | 190312 | $2.6M | 0.46% | -0.8% |
| 18 | XOM | ExxonMobil | 20217 | $2.4M | 0.43% | +12.7% |
| 19 | FRFFF | Fairfax Finl HLDGS LTD Sub VTG | 1018 | $1.9M | 0.34% | — |
| 20 | NVS | Novartis AG Sponsored ADR | 13678 | $1.9M | 0.33% | -4.5% |
| 21 | WBS-PG | Webster Finl Co | 29833 | $1.9M | 0.33% | -1.1% |
| 22 | FBAK | First Natl BK Alaska Com | 4920 | $1.5M | 0.26% | -1.4% |
| 23 | CSX | CSX Corp Com | 37531 | $1.4M | 0.24% | -7.9% |
| 24 | TRMLF | Tourmaline Oil Corp Com | 26959 | $1.2M | 0.21% | +10.4% |
| 25 | MSFT | Microsoft | 2392 | $1.2M | 0.20% | +25.6% |
| 26 | JPM | JPMorgan Chase | 3468 | $1.1M | 0.20% | +30.0% |
| 27 | AAPL | Apple Inc Com | 3092 | $841K | 0.15% | +3.3% |
| 28 | HLNCF | Haleon PLC | 65321 | $660K | 0.12% | -4.0% |
| 29 | BAC | Bank Of America Corp | 10484 | $577K | 0.10% | -5.8% |
| 30 | SEIC | Sei Invt Co Pa PV $0.01 | 6596 | $541K | 0.10% | — |
| 31 | PEYUF | Peyto Expl & Dev Corp New Com | 31857 | $528K | 0.09% | — |
| 32 | PNC | PNC Finl SVCS Group Inc Com | 2257 | $471K | 0.08% | +54.9% |
| 33 | DB | Deutsche Bank AG Namen Akt | 10000 | $386K | 0.07% | — |
| 34 | IBM | Intl Business Machines | 1228 | $364K | 0.06% | -18.6% |
| 35 | PEG | Public SVC Enterprise Group Inc Com | 4424 | $355K | 0.06% | +22.1% |
| 36 | BX | Blackstone Inc Com | 2300 | $355K | 0.06% | +53.3% |
| 37 | AM | Antero Midstream Corp Com | 18856 | $335K | 0.06% | — |
| 38 | VZ | Verizon | 8147 | $332K | 0.06% | +12.6% |
| 39 | NVDA | Nvidia Corp Com | 1740 | $325K | 0.06% | — |
| 40 | PIFYF | Pine Cliff Energy LTD Com | 520000 | $307K | 0.05% | — |
| 41 | CVX | Chevron Corp. | 2003 | $305K | 0.05% | — |
| 42 | AGO | Assured Guaranty LTD F | 3110 | $279K | 0.05% | +20.1% |
| 43 | ZDGE | Zedge Inc 00500 Class B | 82558 | $271K | 0.05% | -0.4% |
| 44 | JSM | Navient Corp | 20600 | $268K | 0.05% | — |
| 45 | PG | Procter & Gamble | 1867 | $268K | 0.05% | +5.7% |
| 46 | PEP | Pepsico Inc Com | 1800 | $258K | 0.05% | — |
| 47 | WRLC | Windrock LTD Co | 569 | $250K | 0.04% | — |
| 48 | BN | Brookfield Corp VTG SHS CL A | 5070 | $233K | 0.04% | +50.0% |
| 49 | OBT | Orange CNTY Bancorp Inc Com | 8000 | $228K | 0.04% | — |
| 50 | AXP | American Express Co Com | 610 | $226K | 0.04% | +-47.0% |
| 51 | AR | Antero Res Corp Com | 6242 | $215K | 0.04% | +-65.0% |
| 52 | CMCSA | Comcast Corporation | 7025 | $210K | 0.04% | +10.1% |
| 53 | RFL | Rafael Holdings Inc Class B | 59246 | $70K | 0.01% | +-62.7% |
| 54 | TPHGF | Tphgreenwich Trust Uni | 166999 | $0 | 0.00% | NEW |