KAHN BROTHERS GROUP INC

CIK: 0001039565Latest portfolio: $564.7M · Q4 2025

Holdings

54

Total Value

$564.7M

New Positions

0

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
TRVCCitigroup Inc
876,278$102.3M18.11%-382
2
BAYABayer AG Spons ADR
6,754,291$73.1M12.94%-32,962
3
QC10Flagstar Financial, Inc.
4,177,212$52.6M9.31%-119,540
4
MRKMerck & Co. Inc.
430,103$45.3M8.02%-3,647
5
DISWalt Disney
394,369$44.9M7.95%-155
6
GOOGAlphabet Inc Class C
135,416$42.5M7.52%+694
7
BPBP PLC
1,038,402$36.1M6.39%-47,205
8
SEBSeaboard Corp
7,285$32.4M5.73%-439
9
OGNOrganon & Co
3,629,451$26.0M4.61%+13K
10
IDTIdt Corp Class B
392,011$20.1M3.55%-346
11
PFEPfizer
553,950$13.8M2.44%-153,194
12
SEGSeaport Entmt Group Inc Com
586,170$11.6M2.05%+3K
13
BMYBristol-Myers Squibb
202,196$10.9M1.93%-70,138
14
PTENPatterson Uti Energy
1,742,013$10.6M1.88%-143,447
15
GSKGSK PLC ADR
178,696$8.8M1.55%-82,141
16
MBIM B I A Inc
1,028,784$7.4M1.30%-1,010
17
GNEGenie Energy LTD Class B
190,312$2.6M0.46%-1,560
18
XOMExxonMobil
20,217$2.4M0.43%+2K
19
FFHFairfax Finl HLDGS LTD Sub VTG
1,018$1.9M0.34%
20
NVSNNovartis AG Sponsored ADR
13,678$1.9M0.33%-648
21
WBSWebster Finl Co
29,833$1.9M0.33%-340
22
FBAKFirst Natl BK Alaska Com
4,920$1.5M0.26%-70
23
CSXCSX Corp Com
37,531$1.4M0.24%-3,200
24
TOUTourmaline Oil Corp Com
26,959$1.2M0.21%+3K
25
MSFTMicrosoft
2,392$1.2M0.20%+487

Quarterly Changes

New Positions

  • Tphgreenwich Trust UniNEW
    $0

Closed Positions

No closed positions this quarter

Increased Positions

NameSharesChange
OGN3.6M+13K
SEG586K+3K
TOU27K+3K
XOM20K+2K
BN5K+2K
BAC8K+910
JPM3K+800
PNC2K+800
PEG4K+800
BX2K+800

Decreased Positions

NameSharesChange
PFE554K-153194
PTEN1.7M-143447
QC104.2M-119540
GSK179K-82141
BMY202K-70138
BP1.0M-47205
BAYA6.8M-32962
MRK430K-3647
CSX38K-3200
HLN65K-2706

Sector Breakdown

Financial Services0.0% ($7.308273661877113e+43T)
Unknown0.0% ($1.022525259119422e+24T)
Healthcare0.0% ($452722602313793088.0T)
Energy0.0% ($36063106432432.3T)
Communication Services0.0% ($448674249320.1T)
Technology0.0% ($1156.8T)
Industrials0.0% ($323.8B)
Utilities0.0% ($2.6B)
Real Estate0.0% ($1.2B)
Consumer Defensive0.0% ($267.3M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$564.7M54
Q3 2025Nov 12, 2025$531.8B53
Q2 2025Aug 14, 2025$497.9B51
Q1 2025May 15, 2025$494.5B55
Q4 2024Feb 14, 2025$460.4B52

Fund Information

CIK0001039565
Most Recent FilingFeb 12, 2026
Number of Filings5

KAHN BROTHERS GROUP INC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $564.7M across 54 holdings. The largest position is Citigroup Inc (TRVC), representing 18.1% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.