KAHN BROTHERS GROUP INC Long-Term Concentrated

CIK: 0001039565 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 12, 2026

Total Value ($000): $564,704 (100.0% shares, 0.0% debt)

Holdings (54)

New Positions (1)

— Tphgreenwich Trust Uni 0.0%
Value ($000) $0 Shares 166,999 Est. Cost — Unrealized —

Increased Positions (13)

XOM ExxonMobil 0.4%
Value ($000) $2,433 (+20.3%) Shares 20,217 (+12.7%) Est. Cost $81.31 Unrealized +42.0%
JPM JPMorgan Chase 0.2%
Value ($000) $1,117 (+32.8%) Shares 3,468 (+30.0%) Est. Cost $265.78 Unrealized +16.5%
PNC PNC Finl SVCS Group Inc Com 0.1%
Value ($000) $471 (+60.9%) Shares 2,257 (+54.9%) Est. Cost $163.40 Unrealized +18.0%
MSFT Microsoft 0.2%
Value ($000) $1,157 (+17.2%) Shares 2,392 (+25.6%) Est. Cost $420.80 Unrealized +19.0%
TRMLF Tourmaline Oil Corp Com 0.2%
Value ($000) $1,211 (+15.0%) Shares 26,959 (+10.4%) Est. Cost $44.05 Unrealized +0.3%
BX Blackstone Inc Com 0.1%
Value ($000) $355 (+38.3%) Shares 2,300 (+53.3%) Est. Cost $155.85 Unrealized -2.8%
AAPL Apple Inc Com 0.1%
Value ($000) $841 (+10.3%) Shares 3,092 (+3.3%) Est. Cost $189.73 Unrealized +41.4%
AGO Assured Guaranty LTD F 0.0%
Value ($000) $279 (+27.5%) Shares 3,110 (+20.1%) Est. Cost $42.20 Unrealized +104.4%
PEG Public SVC Enterprise Group Inc Com 0.1%
Value ($000) $355 (+17.5%) Shares 4,424 (+22.1%) Est. Cost $61.86 Unrealized +31.1%
VZ Verizon 0.1%
Value ($000) $332 (+4.3%) Shares 8,147 (+12.6%) Est. Cost $39.91 Unrealized +1.4%
CMCSA Comcast Corp New CL A 0.0%
Value ($000) $210 (+4.7%) Shares 7,025 (+10.1%) Est. Cost $33.42 Unrealized -14.6%
PG Procter & Gamble 0.0%
Value ($000) $268 (-1.5%) Shares 1,867 (+5.7%) Est. Cost $141.96 Unrealized +3.7%
BN Brookfield Corp VTG SHS CL A 0.0%
Value ($000) $233 (+0.5%) Shares 5,070 (+50.0%) Est. Cost $44.65 Unrealized +2.0%

Decreased Positions (17)

PFE Pfizer 2.4%
Value ($000) $13,793 (-23.4%) Shares 553,950 (-21.7%) Est. Cost $26.12 Unrealized -4.1%
SEB Seaboard Corp 5.7%
Value ($000) $32,381 (+14.9%) Shares 7,285 (-5.7%) Est. Cost $3356.54 Unrealized +17.8%
FLG Flagstar Financial, Inc. 9.3%
Value ($000) $52,591 (+6.0%) Shares 4,177,212 (-2.8%) Est. Cost $10.93 Unrealized +9.3%
GSK GSK PLC ADR 1.6%
Value ($000) $8,763 (-22.2%) Shares 178,696 (-31.5%) Est. Cost $38.40 Unrealized —
BMY Bristol-Myers Squibb 1.9%
Value ($000) $10,906 (-11.2%) Shares 202,196 (-25.8%) Est. Cost $38.50 Unrealized +23.4%
BP BP PLC 6.4%
Value ($000) $36,064 (-3.6%) Shares 1,038,402 (-4.3%) Est. Cost $33444.40 Unrealized —
PTEN Patterson Uti Energy 1.9%
Value ($000) $10,644 (+9.0%) Shares 1,742,013 (-7.6%) Est. Cost $8.43 Unrealized -29.2%
AR Antero Res Corp Com 0.0%
Value ($000) $215 (-64.1%) Shares 6,242 (-65.0%) Est. Cost $24.14 Unrealized +40.3%
AXP American Express Co Com 0.0%
Value ($000) $226 (-40.9%) Shares 610 (-47.0%) Est. Cost $316.55 Unrealized +12.8%
RFL Rafael Holdings Inc Class B 0.0%
Value ($000) $70 (-67.6%) Shares 59,246 (-62.7%) Est. Cost $8.20 Unrealized -84.2%
FBAK First Natl BK Alaska Com 0.3%
Value ($000) $1,475 (+8.7%) Shares 4,920 (-1.4%) Est. Cost $169.71 Unrealized +63.6%
CSX CSX Corp Com 0.2%
Value ($000) $1,360 (-5.9%) Shares 37,531 (-7.9%) Est. Cost $30.58 Unrealized +16.7%
WBS Webster Finl Co 0.3%
Value ($000) $1,878 (+4.7%) Shares 29,833 (-1.1%) Est. Cost $57.48 Unrealized +3.3%
IBM Intl Business Machines 0.1%
Value ($000) $364 (-14.5%) Shares 1,228 (-18.6%) Est. Cost $188.97 Unrealized +58.1%
HLN Haleon PLC 0.1%
Value ($000) $660 (+8.2%) Shares 65,321 (-4.0%) Est. Cost $6090.20 Unrealized —
NVS Novartis AG Sponsored ADR 0.3%
Value ($000) $1,886 (+2.6%) Shares 13,678 (-4.5%) Est. Cost $54881.75 Unrealized —
BAC Bank Of America Corp 0.1%
Value ($000) $577 (+0.5%) Shares 10,484 (-5.8%) Est. Cost $29.17 Unrealized +80.6%

Unchanged Positions (23)

BAYRY Bayer AG Spons ADR 12.9%
Value ($000) $73,082 Shares 6,754,291 Est. Cost $7.28 Unrealized —
C Citigroup Inc 18.1%
Value ($000) $102,253 Shares 876,278 Est. Cost $51.81 Unrealized +100.0%
OGN Organon & Co 4.6%
Value ($000) $26,023 Shares 3,629,451 Est. Cost $14.48 Unrealized -45.5%
GOOG Alphabet Inc Class C 7.5%
Value ($000) $42,494 Shares 135,416 Est. Cost $186.14 Unrealized +53.8%
MRK Merck & Co. Inc. 8.0%
Value ($000) $45,273 Shares 430,103 Est. Cost $69.85 Unrealized +33.5%
SEG Seaport Entmt Group Inc Com 2.1%
Value ($000) $11,589 Shares 586,170 Est. Cost $23.50 Unrealized -4.6%
IDT Idt Corp Class B 3.6%
Value ($000) $20,075 Shares 392,011 Est. Cost $42.35 Unrealized +18.3%
MBI M B I A Inc 1.3%
Value ($000) $7,366 Shares 1,028,784 Est. Cost $6.34 Unrealized +14.0%
DIS Walt Disney 7.9%
Value ($000) $44,867 Shares 394,369 Est. Cost $98.53 Unrealized +11.2%
GNE Genie Energy LTD Class B 0.5%
Value ($000) $2,622 Shares 190,312 Est. Cost $5.90 Unrealized +149.6%
FRFHF Fairfax Finl HLDGS LTD Sub VTG 0.3%
Value ($000) $1,943 Shares 1,018 Est. Cost $1014.79 Unrealized +69.2%
PEYUF Peyto Expl & Dev Corp New Com 0.1%
Value ($000) $528 Shares 31,857 Est. Cost $7.83 Unrealized +94.0%
PIFYF Pine Cliff Energy LTD Com 0.1%
Value ($000) $307 Shares 520,000 Est. Cost $0.42 Unrealized +35.1%
DB Deutsche Bank AG Namen Akt 0.1%
Value ($000) $386 Shares 10,000 Est. Cost $15.63 Unrealized +130.9%
AM Antero Midstream Corp Com 0.1%
Value ($000) $335 Shares 18,856 Est. Cost $11.50 Unrealized +54.3%
ZDGE Zedge Inc 00500 Class B 0.0%
Value ($000) $271 Shares 82,558 Est. Cost $3.69 Unrealized -21.5%
OBT Orange CNTY Bancorp Inc Com 0.0%
Value ($000) $228 Shares 8,000 Est. Cost $24.41 Unrealized +7.6%
SEIC Sei Invt Co Pa PV $0.01 0.1%
Value ($000) $541 Shares 6,596 Est. Cost $68.63 Unrealized +19.1%
CVX Chevron Corp. 0.1%
Value ($000) $305 Shares 2,003 Est. Cost $150.48 Unrealized +0.6%
PEP Pepsico Inc Com 0.0%
Value ($000) $258 Shares 1,800 Est. Cost $109.33 Unrealized +33.4%
NAVI Navient Corp 0.0%
Value ($000) $268 Shares 20,600 Est. Cost $15.00 Unrealized -17.0%
WRLC Windrock LTD Co 0.0%
Value ($000) $250 Shares 569 Est. Cost $476.91 Unrealized -6.3%
NVDA Nvidia Corp Com 0.1%
Value ($000) $325 Shares 1,740 Est. Cost $174.29 Unrealized +6.8%