KAHN BROTHERS GROUP INC Long-Term Concentrated

Location: New York, NY

CIK: 0001039565 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 8, 2026

Total Value: $564M (100.0% shares, 0.0% debt)

Holdings (48)

C Citigroup Inc 16.9%

Value $95.37M Shares 840,897 Est. Cost $51.81 Unrealized +124.2%

BAYRY Bayer AG Spons ADR 13.3%

Value $74.78M Shares 6,513,893 Est. Cost $7.28 Unrealized —

FLG Flagstar Financial, Inc. 9.5%

Value $53.78M Shares 4,083,618 Est. Cost $10.93 Unrealized +22.2%

DIS Walt Disney 6.5%

Value $36.52M Shares 378,909 Est. Cost $98.53 Unrealized +11.1%

GOOG Alphabet Inc Class C 6.2%

Value $35.01M Shares 122,029 Est. Cost $186.14 Unrealized +73.9%

SEB Seaboard Corp 5.9%

Value $33.19M Shares 5,871 Est. Cost $3356.54 Unrealized +47.3%

OGN Organon & Co 5.9%

Value $33.17M Shares 5,536,993 Est. Cost $12.32 Unrealized -33.3%

Value $29.25M Shares 622,256 Est. Cost $33444.40 Unrealized —

MRK Merck & Co. Inc. 4.8%

Value $27.34M Shares 227,288 Est. Cost $69.85 Unrealized +63.6%

Z Zillow Group 4.0%

Value $22.56M Shares 545,212 Est. Cost $58.75 Unrealized 0.0%

SEG Seaport Entmt Group 3.4%

Value $19.19M Shares 893,227 Est. Cost $22.42 Unrealized -9.1%

PTEN Patterson Uti Energy 3.2%

Value $18.3M Shares 1,690,156 Est. Cost $8.43 Unrealized -9.4%

IDT IDT Corp 3.2%

Value $18.29M Shares 372,566 Est. Cost $42.35 Unrealized +16.8%

PFE Pfizer 2.4%

Value $13.61M Shares 484,733 Est. Cost $26.12 Unrealized +0.2%

MBI M B I A Inc 2.2%

Value $12.15M Shares 2,056,434 Est. Cost $6.44 Unrealized +1.6%

BMY Bristol-Myers Squibb 1.8%

Value $10.33M Shares 170,381 Est. Cost $38.50 Unrealized +49.1%

GSK GSK PLC ADR 1.6%

Value $8.885M Shares 160,982 Est. Cost $38.40 Unrealized —

XOM ExxonMobil 0.5%

Value $3.097M Shares 18,255 Est. Cost $81.31 Unrealized +70.6%

GNE Genie Energy 0.4%

Value $2.475M Shares 175,011 Est. Cost $5.90 Unrealized +140.5%

NVS Novartis AG Sponsored ADR 0.4%

Value $2.045M Shares 13,386 Est. Cost $54881.75 Unrealized —

FRFHF Fairfax Finl HLDGS LTD Sub VTG 0.3%

Value $1.729M Shares 1,018 Est. Cost $1014.79 Unrealized +71.7%

CSX CSX Corp Com 0.3%

Value $1.498M Shares 36,481 Est. Cost $30.58 Unrealized +26.0%

FBAK First Natl BK Alaska Com 0.3%

Value $1.471M Shares 4,920 Est. Cost $169.71 Unrealized +79.7%

TRMLF Tourmaline Oil Corp 0.2%

Value $1.286M Shares 26,959 Est. Cost $44.05 Unrealized +1.5%

JPM JPMorgan Chase 0.1%

Value $829K Shares 2,818 Est. Cost $265.78 Unrealized +17.2%

AAPL Apple Inc Com 0.1%

Value $785K Shares 3,092 Est. Cost $189.73 Unrealized +38.5%

MSFT Microsoft 0.1%

Value $774K Shares 2,092 Est. Cost $420.80 Unrealized +3.3%

PEYUF Peyto Expl & Dev Corp 0.1%

Value $610K Shares 31,307 Est. Cost $7.83 Unrealized +125.8%

HLN Haleon PLC 0.1%

Value $565K Shares 56,431 Est. Cost $6090.20 Unrealized —

SEIC Sei Invt Co Pa PV $0.01 0.1%

Value $518K Shares 6,596 Est. Cost $68.63 Unrealized +22.7%

BAC Bank Of America Corp 0.1%

Value $461K Shares 9,459 Est. Cost $29.17 Unrealized +84.0%

CVX Chevron Corp. 0.1%

Value $404K Shares 1,953 Est. Cost $150.48 Unrealized +14.2%

DB Deutsche Bank AG Namen Akt 0.1%

Value $298K Shares 10,000 Est. Cost $15.63 Unrealized +143.3%

IBM Intl Business Machines 0.1%

Value $298K Shares 1,228 Est. Cost $188.97 Unrealized +50.3%

PEG Public SVC Enterprise Group 0.1%

Value $285K Shares 3,524 Est. Cost $61.86 Unrealized +31.8%

VZ Verizon 0.1%

Value $285K Shares 5,682 Est. Cost $39.91 Unrealized +9.8%

PEP Pepsico Inc Com 0.0%

Value $280K Shares 1,800 Est. Cost $109.33 Unrealized +41.5%

PNC PNC Finl SVCS Group 0.0%

Value $279K Shares 1,342 Est. Cost $163.40 Unrealized +37.7%

AM Antero Midstream 0.0%

Value $269K Shares 11,806 Est. Cost $11.50 Unrealized +65.8%

PG Procter & Gamble 0.0%

Value $268K Shares 1,852 Est. Cost $141.96 Unrealized +6.9%

BX Blackstone Inc Com 0.0%

Value $264K Shares 2,300 Est. Cost $155.85 Unrealized -9.6%

OBT Orange CNTY Bancorp 0.0%

Value $256K Shares 8,000 Est. Cost $24.41 Unrealized +30.3%

PIFYF Pine Cliff Energy LTD Com 0.0%

Value $253K Shares 520,000 Est. Cost $0.42 Unrealized +29.7%

WRLC Windrock LTD Co 0.0%

Value $252K Shares 537 Est. Cost $476.91 Unrealized -6.5%

ZDGE Zedge Inc 0.0%

Value $228K Shares 77,928 Est. Cost $3.69 Unrealized -8.9%

CMCSA Comcast Corp New CL A 0.0%

Value $206K Shares 7,169 Est. Cost $33.35 Unrealized -10.6%

RFL Rafael Holdings Inc 0.0%

Value $73,196 Shares 58,557 Est. Cost $8.20 Unrealized -85.1%

— Tphgreenwich Trust Uni 0.0%

Value $0 Shares 166,999 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
C	Citigroup Inc	840,897	$95.37M	16.9%	$51.81	+124.2%	COM	172967424
BAYRY	Bayer AG Spons ADR	6,513,893	$74.78M	13.3%	$7.28	—	COM	072730302
FLG	Flagstar Financial, Inc.	4,083,618	$53.78M	9.5%	$10.93	+22.2%	COM	649445400
DIS	Walt Disney	378,909	$36.52M	6.5%	$98.53	+11.1%	COM	254687106
GOOG	Alphabet Inc Class C	122,029	$35.01M	6.2%	$186.14	+73.9%	COM	02079K107
SEB	Seaboard Corp	5,871	$33.19M	5.9%	$3356.54	+47.3%	COM	811543107
OGN	Organon & Co	5,536,993	$33.17M	5.9%	$12.32	-33.3%	COM	68622V106
BP	BP PLC	622,256	$29.25M	5.2%	$33444.40	—	COM	055622104
MRK	Merck & Co. Inc.	227,288	$27.34M	4.8%	$69.85	+63.6%	COM	58933Y105
Z	Zillow Group	545,212	$22.56M	4.0%	$58.75	0.0%	COM	98954M200
SEG	Seaport Entmt Group	893,227	$19.19M	3.4%	$22.42	-9.1%	COM	812215200
PTEN	Patterson Uti Energy	1,690,156	$18.3M	3.2%	$8.43	-9.4%	COM	703481101
IDT	IDT Corp	372,566	$18.29M	3.2%	$42.35	+16.8%	COM	448947507
PFE	Pfizer	484,733	$13.61M	2.4%	$26.12	+0.2%	COM	717081103
MBI	M B I A Inc	2,056,434	$12.15M	2.2%	$6.44	+1.6%	COM	55262C100
BMY	Bristol-Myers Squibb	170,381	$10.33M	1.8%	$38.50	+49.1%	COM	110122108
GSK	GSK PLC ADR	160,982	$8.885M	1.6%	$38.40	—	COM	37733W204
XOM	ExxonMobil	18,255	$3.097M	0.5%	$81.31	+70.6%	COM	30231G102
GNE	Genie Energy	175,011	$2.475M	0.4%	$5.90	+140.5%	COM	372284208
NVS	Novartis AG Sponsored ADR	13,386	$2.045M	0.4%	$54881.75	—	COM	66987V109
FRFHF	Fairfax Finl HLDGS LTD Sub VTG	1,018	$1.729M	0.3%	$1014.79	+71.7%	COM	303901102
CSX	CSX Corp Com	36,481	$1.498M	0.3%	$30.58	+26.0%	COM	126408103
FBAK	First Natl BK Alaska Com	4,920	$1.471M	0.3%	$169.71	+79.7%	COM	32112J106
TRMLF	Tourmaline Oil Corp	26,959	$1.286M	0.2%	$44.05	+1.5%	COM	89156V106
JPM	JPMorgan Chase	2,818	$829K	0.1%	$265.78	+17.2%	COM	46625H100
AAPL	Apple Inc Com	3,092	$785K	0.1%	$189.73	+38.5%	COM	037833100
MSFT	Microsoft	2,092	$774K	0.1%	$420.80	+3.3%	COM	594918104
PEYUF	Peyto Expl & Dev Corp	31,307	$610K	0.1%	$7.83	+125.8%	COM	717046106
HLN	Haleon PLC	56,431	$565K	0.1%	$6090.20	—	COM	405552100
SEIC	Sei Invt Co Pa PV $0.01	6,596	$518K	0.1%	$68.63	+22.7%	COM	784117103
BAC	Bank Of America Corp	9,459	$461K	0.1%	$29.17	+84.0%	COM	060505104
CVX	Chevron Corp.	1,953	$404K	0.1%	$150.48	+14.2%	COM	166764100
DB	Deutsche Bank AG Namen Akt	10,000	$298K	0.1%	$15.63	+143.3%	COM	D18190898
IBM	Intl Business Machines	1,228	$298K	0.1%	$188.97	+50.3%	COM	459200101
PEG	Public SVC Enterprise Group	3,524	$285K	0.1%	$61.86	+31.8%	COM	744573106
VZ	Verizon	5,682	$285K	0.1%	$39.91	+9.8%	COM	92343V104
PEP	Pepsico Inc Com	1,800	$280K	0.0%	$109.33	+41.5%	COM	713448108
PNC	PNC Finl SVCS Group	1,342	$279K	0.0%	$163.40	+37.7%	COM	693475105
AM	Antero Midstream	11,806	$269K	0.0%	$11.50	+65.8%	COM	03676B102
PG	Procter & Gamble	1,852	$268K	0.0%	$141.96	+6.9%	COM	742718109
BX	Blackstone Inc Com	2,300	$264K	0.0%	$155.85	-9.6%	COM	09260D107
OBT	Orange CNTY Bancorp	8,000	$256K	0.0%	$24.41	+30.3%	COM	68417L107
PIFYF	Pine Cliff Energy LTD Com	520,000	$253K	0.0%	$0.42	+29.7%	COM	722524105
WRLC	Windrock LTD Co	537	$252K	0.0%	$476.91	-6.5%	COM	97349V107
ZDGE	Zedge Inc	77,928	$228K	0.0%	$3.69	-8.9%	COM	98923T104
CMCSA	Comcast Corp New CL A	7,169	$206K	0.0%	$33.35	-10.6%	COM	20030N101
RFL	Rafael Holdings Inc	58,557	$73,196	0.0%	$8.20	-85.1%	COM	75062E106
—	Tphgreenwich Trust Uni	166,999	$0	0.0%	—	—	COM	008997017