Kahn Brothers Group as of Dec. 31, 2025
Portfolio Holdings for Kahn Brothers Group
Kahn Brothers Group holds 54 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Citigroup (C) | 18.1 | $102M | 876k | 116.69 | |
| Bayer (BAYRY) | 12.9 | $73M | 6.8M | 10.82 | |
| New York Cmnty Bancorp (FLG) | 9.3 | $53M | 4.2M | 12.59 | |
| Merck & Co (MRK) | 8.0 | $45M | 430k | 105.26 | |
| Walt Disney Company (DIS) | 7.9 | $45M | 394k | 113.77 | |
| Alphabet Inc Class C cs (GOOG) | 7.5 | $43M | 135k | 313.80 | |
| BP (BP) | 6.4 | $36M | 1.0M | 34.73 | |
| Seaboard Corporation (SEB) | 5.7 | $32M | 7.3k | 4444.82 | |
| Organon & Co (OGN) | 4.6 | $26M | 3.6M | 7.17 | |
| IDT Corporation (IDT) | 3.6 | $20M | 392k | 51.21 | |
| Pfizer (PFE) | 2.4 | $14M | 554k | 24.90 | |
| Seaport Entmt Group (SEG) | 2.1 | $12M | 586k | 19.77 | |
| Bristol Myers Squibb (BMY) | 1.9 | $11M | 202k | 53.94 | |
| Patterson-UTI Energy (PTEN) | 1.9 | $11M | 1.7M | 6.11 | |
| GSK (GSK) | 1.6 | $8.8M | 179k | 49.04 | |
| Mbia (MBI) | 1.3 | $7.4M | 1.0M | 7.16 | |
| Genie Energy Ltd-b cl b (GNE) | 0.5 | $2.6M | 190k | 13.78 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $2.4M | 20k | 120.34 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.3 | $1.9M | 1.0k | 1908.57 | |
| Novartis (NVS) | 0.3 | $1.9M | 14k | 137.87 | |
| Webster Financial Corporation (WBS) | 0.3 | $1.9M | 30k | 62.94 | |
| First National Bank Alaska (FBAK) | 0.3 | $1.5M | 4.9k | 299.75 | |
| CSX Corporation (CSX) | 0.2 | $1.4M | 38k | 36.25 | |
| Tourmaline Oil (TRMLF) | 0.2 | $1.2M | 27k | 44.92 | |
| Microsoft Corporation (MSFT) | 0.2 | $1.2M | 2.4k | 483.62 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.1M | 3.5k | 322.22 | |
| Apple (AAPL) | 0.1 | $841k | 3.1k | 271.86 | |
| Haleon Plc Spon Ads (HLN) | 0.1 | $660k | 65k | 10.11 | |
| Bank of America Corporation (BAC) | 0.1 | $577k | 11k | 55.00 | |
| SEI Investments Company (SEIC) | 0.1 | $541k | 6.6k | 82.02 | |
| Peyto Expl & Dev (PEYUF) | 0.1 | $528k | 32k | 16.57 | |
| PNC Financial Services (PNC) | 0.1 | $471k | 2.3k | 208.73 | |
| Deutsche Bank Ag-registered (DB) | 0.1 | $386k | 10k | 38.56 | |
| International Business Machines (IBM) | 0.1 | $364k | 1.2k | 296.21 | |
| Public Service Enterprise (PEG) | 0.1 | $355k | 4.4k | 80.30 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $355k | 2.3k | 154.14 | |
| Antero Midstream Corp antero midstream (AM) | 0.1 | $335k | 19k | 17.79 | |
| Verizon Communications (VZ) | 0.1 | $332k | 8.1k | 40.73 | |
| NVIDIA Corporation (NVDA) | 0.1 | $325k | 1.7k | 186.60 | |
| Pine Cliff Energy F (PIFYF) | 0.1 | $307k | 520k | 0.59 | |
| Chevron Corporation (CVX) | 0.1 | $305k | 2.0k | 152.41 | |
| Assured Guaranty (AGO) | 0.0 | $280k | 3.1k | 89.87 | |
| Zedge Inc cl b (ZDGE) | 0.0 | $271k | 83k | 3.28 | |
| Navient Corporation equity (NAVI) | 0.0 | $268k | 21k | 13.00 | |
| Procter & Gamble Company (PG) | 0.0 | $268k | 1.9k | 143.31 | |
| Pepsi (PEP) | 0.0 | $258k | 1.8k | 143.52 | |
| Windrock Ld Co Com St (WRLC) | 0.0 | $250k | 569.00 | 440.00 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $233k | 5.1k | 45.98 | |
| Orange County Ban (OBT) | 0.0 | $228k | 8.0k | 28.55 | |
| American Express Company (AXP) | 0.0 | $226k | 610.00 | 369.95 | |
| Antero Res (AR) | 0.0 | $215k | 6.2k | 34.46 | |
| Comcast Corporation (CMCSA) | 0.0 | $210k | 7.0k | 29.89 | |
| Rafael Hldgs (RFL) | 0.0 | $70k | 59k | 1.18 | |
| Tphgreenwich Trust Uni | 0.0 | $0 | 167k | 0.00 |
