Kahn Brothers 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Kahn Brothers disclosed 47 US equity positions worth $564.1m in its Q1 2026 13F filing. The largest position was C at 16.9% of the reported book, followed by Bayer AG Spons ADR and Flagstar Financial, Inc.. Against the Q4 2025 filing, it opened 1 new position, added to 4 and reduced 31 among the top 47 holdings.
What did Kahn Brothers own in Q1 2026? Top 47 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2025 |
|---|---|---|---|---|---|---|---|
| 1 | C Citigroup Inc | Financial Services | 16.9% | $95.4m | 840,897 | -4% | reduced |
| 2 | Bayer AG Spons ADR | 13.3% | $74.8m | 6,513,893 | -4% | reduced | |
| 3 | Flagstar Financial, Inc. | 9.5% | $53.8m | 4,083,618 | -2% | reduced | |
| 4 | DIS Walt Disney | Communication Services | 6.5% | $36.5m | 378,909 | -4% | reduced |
| 5 | GOOG Alphabet Inc Class C | Communication Services | 6.2% | $35.0m | 122,029 | -10% | reduced |
| 6 | SEB Seaboard Corp | Industrials | 5.9% | $33.2m | 5,871 | -19% | reduced |
| 7 | OGN Organon & Co | Healthcare | 5.9% | $33.2m | 5,536,993 | 53% | added |
| 8 | BP BP PLC | Energy | 5.2% | $29.2m | 622,256 | -40% | reduced |
| 9 | MRK Merck & Co. Inc. | Healthcare | 4.8% | $27.3m | 227,288 | -47% | reduced |
| 10 | Z Zillow Group | Communication Services | 4.0% | $22.6m | 545,212 | – | new |
| 11 | Seaport Entmt Group | 3.4% | $19.2m | 893,227 | 52% | added | |
| 12 | PTEN Patterson Uti Energy | Energy | 3.2% | $18.3m | 1,690,156 | -3% | reduced |
| 13 | IDT IDT Corp | Communication Services | 3.2% | $18.3m | 372,566 | -5% | reduced |
| 14 | PFE Pfizer | Healthcare | 2.4% | $13.6m | 484,733 | -12% | reduced |
| 15 | MBI M B I A Inc | Financial Services | 2.2% | $12.2m | 2,056,434 | 100% | added |
| 16 | BMY Bristol-Myers Squibb | Healthcare | 1.8% | $10.3m | 170,381 | -16% | reduced |
| 17 | GSK GSK PLC ADR | Healthcare | 1.6% | $8.9m | 160,982 | -10% | reduced |
| 18 | EXMOC ExxonMobil | 0.5% | $3.1m | 18,255 | -10% | reduced | |
| 19 | GNE Genie Energy | Utilities | 0.4% | $2.5m | 175,011 | -8% | reduced |
| 20 | NVS Novartis AG Sponsored ADR | Healthcare | 0.4% | $2.0m | 13,386 | -2% | reduced |
| 21 | Fairfax Finl HLDGS LTD Sub VTG | 0.3% | $1.7m | 1,018 | 0% | held | |
| 22 | CSX CSX Corp Com | Industrials | 0.3% | $1.5m | 36,481 | -3% | reduced |
| 23 | First Natl BK Alaska Com | 0.3% | $1.5m | 4,920 | 0% | held | |
| 24 | Tourmaline Oil Corp | 0.2% | $1.3m | 26,959 | 0% | held | |
| 25 | JPM JPMorgan Chase | Financial Services | 0.1% | $828.9k | 2,818 | -19% | reduced |
| 26 | AAPL Apple Inc Com | Technology | 0.1% | $784.7k | 3,092 | 0% | held |
| 27 | MSFT Microsoft | Technology | 0.1% | $774.4k | 2,092 | -13% | reduced |
| 28 | Peyto Expl & Dev Corp | 0.1% | $609.8k | 31,307 | -2% | reduced | |
| 29 | HLN Haleon PLC | Healthcare | 0.1% | $564.9k | 56,431 | -14% | reduced |
| 30 | SEIC Sei Invt Co Pa PV $0.01 | Financial Services | 0.1% | $517.6k | 6,596 | 0% | held |
| 31 | BAC Bank Of America Corp | Financial Services | 0.1% | $461.1k | 9,459 | -10% | reduced |
| 32 | CVX Chevron Corp. | Energy | 0.1% | $404.1k | 1,953 | -2% | reduced |
| 33 | Deutsche Bank AG Namen Akt | 0.1% | $297.8k | 10,000 | 0% | held | |
| 34 | IBM Intl Business Machines | Technology | 0.1% | $297.7k | 1,228 | 0% | held |
| 35 | PEG Public SVC Enterprise Group | Utilities | 0.1% | $285.3k | 3,524 | -20% | reduced |
| 36 | VZ Verizon | Communication Services | 0.1% | $285.2k | 5,682 | -30% | reduced |
| 37 | PEP Pepsico Inc Com | Consumer Defensive | 0.0% | $279.5k | 1,800 | 0% | held |
| 38 | PNC PNC Finl SVCS Group | Financial Services | 0.0% | $279.3k | 1,342 | -41% | reduced |
| 39 | AM Antero Midstream | Energy | 0.0% | $269.2k | 11,806 | -37% | reduced |
| 40 | PG Procter & Gamble | Consumer Defensive | 0.0% | $267.5k | 1,852 | -1% | reduced |
| 41 | BX Blackstone Inc Com | Financial Services | 0.0% | $264.5k | 2,300 | 0% | held |
| 42 | Orange CNTY Bancorp | 0.0% | $255.8k | 8,000 | 0% | held | |
| 43 | Pine Cliff Energy LTD Com | 0.0% | $253.4k | 520,000 | 0% | held | |
| 44 | Windrock LTD Co | 0.0% | $251.9k | 537 | -6% | reduced | |
| 45 | ZDGE Zedge Inc | 0.0% | $228.3k | 77,928 | -6% | reduced | |
| 46 | CMCSA Comcast Corp New CL A | Communication Services | 0.0% | $205.8k | 7,169 | 2% | added |
| 47 | RFL Rafael Holdings Inc | Real Estate | 0.0% | $73.2k | 58,557 | -1% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.