Kahn Brothers Group's Portfolio

Kahn Brothers Group 13F holdings

What is Kahn Brothers Group's portfolio?

Kahn Brothers Group has disclosed a total of 54 security holdings in their (2025 Q4) SEC 13F filing(s) with portfolio value of $564,703,786.

What stocks does Kahn Brothers Group own?

In Kahn Brothers Group's portfolio as of 31 Dec 2025, the top 5 holdings are (C) CITIGROUP INC COM NEW (18.11%), (BAYRY) BAYER AG-SPONSORED ADR (12.94%), (FLG) FLAGSTAR FINANCIAL INC (9.31%), (MRK) MERCK & CO INC (8.02%) and (DIS) WALT DISNEY CO/THE (7.95%).

To see the historical data of Kahn Brothers Group's portfolio holdings please click on the "2025 Q4" dropdown menu and select the date.

To see Kahn Brothers Group's original 13F reports (2025 Q4), please click on the "important" button.

Portfolio value: $564M+
Period: 2025 Q4
Number of stock: 54
Update: 12 Feb 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
FLG
FLAGSTAR FINANCIAL INC
9.31%
4,177,212
$12.59
11.36% $14.02
$52,591,099
-2.78% (-119,540)
-0.27%
GNE
GENIE ENERGY LTD-B
0.46%
190,312
$13.78
1.31% $13.96
$2,622,499
-0.81% (-1,560)
-0.00%
GSK
GSK PLC-SPON ADR
1.55%
178,696
$49.04
-
$8,763,251
-31.49% (-82,141)
-0.71%
HLN
HALEON
0.12%
65,321
$10.11
-
$660,395
-3.98% (-2,706)
-0.00%
IDT
IDT CORP-CLASS B
3.55%
392,011
$51.21
-
$20,074,883
-0.09% (-346)
-0.00%
IBM
INTL BUSINESS MACHINES CORP
0.06%
1,228
$296.21
3.84% $284.84
$363,745
-18.57% (-280)
-0.01%
JPM
JPMORGAN CHASE & CO
0.20%
3,468
$322.22
3.06% $312.37
$1,117,458
+29.99% (+800)
+0.05%
MBI
MBIA INC
1.30%
1,028,784
$7.16
14.39% $6.13
$7,366,093
-0.10% (-1,010)
-0.00%
MRK
MERCK & CO INC
8.02%
430,103
$105.26
14.75% $120.79
$45,272,674
-0.84% (-3,647)
-0.07%
MSFT
MICROSOFT CORP
0.20%
2,392
$483.62
13.84% $416.67
$1,156,819
+25.56% (+487)
+0.04%
NAVI
NAVIENT CORP
0.05%
20,600
$13.00
39.92% $7.81
$267,800
NVS
NOVARTIS AG-SPONSORED ADR
0.33%
13,678
$137.87
-
$1,885,785
-4.52% (-648)
-0.02%
NVDA
NVIDIA CORP
0.06%
1,740
$186.60
9.92% $205.10
$324,680
OBT
ORANGE COUNTY BANCORP INC
0.04%
8,000
$28.55
22.17% $34.88
$228,400
OGN
ORGANON & CO
4.61%
3,629,451
$7.17
86.33% $13.36
$26,023,163
+0.35% (+12,606)
+0.02%
PTEN
PATTERSON-UTI ENERGY INC
1.88%
1,742,013
$6.11
88.38% $11.51
$10,643,699
-7.61% (-143,447)
-0.16%
PEP
PEPSICO INC
0.05%
1,800
$143.52
1.11% $141.92
$258,336
PEYUF
PEYTO EXPLORATION & DEV CORP
0.09%
31,857
$16.57
10.20% $18.26
$527,850
PFE
PFIZER INC
2.44%
553,950
$24.90
4.58% $26.04
$13,793,355
-21.66% (-153,194)
-0.68%
PIFYF
PINE CLIFF ENERGY LTD
0.05%
520,000
$0.59
23.86% $0.45
$307,310
20 of 54

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.