# KAHN BROTHERS GROUP INC: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1039565.

- Quarter ended: 2026-06-30
- Filed: 2026-08-17
- Reported value: $632.7m
- Positions: 48 (48 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1039565/000103956526000006/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Citigroup Inc (C)](/companies/c.md) | COM | $117.1m | 18.5% | 836,337 |  | Reduced −4,560 |
| Bayer AG Spons ADR | COM | $89.3m | 14.1% | 6,518,603 |  | Added +4,710 |
| [Flagstar Financial, Inc. (FLG)](/companies/flg.md) | COM | $60.9m | 9.6% | 4,074,720 |  | Reduced −8,898 |
| [Alphabet Inc Class C (GOOGL)](/companies/googl.md) | COM | $42.7m | 6.8% | 120,906 |  | Reduced −1,123 |
| [Zillow Group Inc (ZG)](/companies/zg.md) | COM | $37.3m | 5.9% | 1,182,261 |  | Added +637,049 |
| [Organon & Co (OGN)](/companies/ogn.md) | COM | $36.2m | 5.7% | 2,670,523 |  | Reduced −2,866,470 |
| [Walt Disney (DIS)](/companies/dis.md) | COM | $34.6m | 5.5% | 359,092 |  | Reduced −19,817 |
| [Merck & Co. Inc. (MRK)](/companies/mrk.md) | COM | $28.0m | 4.4% | 218,182 |  | Reduced −9,106 |
| [M B I A Inc (MBI)](/companies/mbi.md) | COM | $27.5m | 4.3% | 4,213,920 |  | Added +2,157,486 |
| [Seaport Entmt Group (SEG)](/companies/seg.md) | COM | $24.4m | 3.9% | 917,005 |  | Added +23,778 |
| [Seaboard Corp (SEB)](/companies/seb.md) | COM | $24.1m | 3.8% | 5,389 |  | Reduced −482 |
| [BP PLC (BP)](/companies/bp.md) | COM | $23.1m | 3.7% | 624,999 |  | Added +2,743 |
| [IDT Corp Class B (IDT)](/companies/idt.md) | COM | $20.5m | 3.2% | 351,660 |  | Reduced −20,906 |
| [Patterson Uti Energy (PTEN)](/companies/pten.md) | COM | $15.3m | 2.4% | 1,663,758 |  | Reduced −26,398 |
| [Pfizer (PFE)](/companies/pfe.md) | COM | $11.2m | 1.8% | 464,001 |  | Reduced −20,732 |
| [Bristol-Myers Squibb (BMY)](/companies/bmy.md) | COM | $10.0m | 1.6% | 174,152 |  | Added +3,771 |
| [GSK PLC ADR (GSK)](/companies/gsk.md) | COM | $8.3m | 1.3% | 158,438 |  | Reduced −2,544 |
| ExxonMobil | COM | $2.4m | 0.4% | 17,655 |  | Reduced −600 |
| [Genie Energy LTD Class B (GNE)](/companies/gne.md) | COM | $2.2m | 0.3% | 151,941 |  | Reduced −23,070 |
| [Novartis AG (NVS)](/companies/nvs.md) | COM | $2.1m | 0.3% | 13,186 |  | Reduced −200 |
| [Fairfax Finl HLDGS LTD Sub VTG (FRFHF)](/companies/frfhf.md) | COM | $1.7m | 0.3% | 1,018 |  | Unchanged |
| [CSX Corp Com (CSX)](/companies/csx.md) | COM | $1.7m | 0.3% | 34,781 |  | Reduced −1,700 |
| First Natl BK Alaska | COM | $1.6m | 0.2% | 4,920 |  | Unchanged |
| [Tourmaline Oil Corp Com (TRMOY)](/companies/trmoy.md) | COM | $1.1m | 0.2% | 26,959 |  | Unchanged |
| [JPMorgan Chase (JPM)](/companies/jpm.md) | COM | $942.1k | 0.1% | 2,878 |  | Added +60 |
| [Apple Inc Com (AAPL)](/companies/aapl.md) | COM | $894.7k | 0.1% | 3,092 |  | Unchanged |
| [Microsoft (MSFT)](/companies/msft.md) | COM | $808.7k | 0.1% | 2,168 |  | Added +76 |
| [Sei Invt Co Pa PV $0.01 (SEIC)](/companies/seic.md) | COM | $578.5k | <0.1% | 6,596 |  | Unchanged |
| [Haleon PLC (HLN)](/companies/hln.md) | COM | $544.3k | <0.1% | 58,341 |  | Added +1,910 |
| [Bank Of America Corp (BAC)](/companies/bac.md) | COM | $539.0k | <0.1% | 9,459 |  | Unchanged |
| Peyto Expl & Dev Corp | COM | $522.1k | <0.1% | 31,307 |  | Unchanged |
| [Rafael Holdings Inc Class B (RFL)](/companies/rfl.md) | COM | $493.6k | <0.1% | 150,493 |  | Added +91,936 |
| Windrock LTD Co | COM | $443.8k | <0.1% | 807 |  | Added +270 |
| [Intl Business Machines (IBM)](/companies/ibm.md) | COM | $345.3k | <0.1% | 1,228 |  | Unchanged |
| Deutsche Bank AG | COM | $337.6k | <0.1% | 10,000 |  | Unchanged |
| Webster Finl Co | COM | $332.4k | <0.1% | 4,349 |  | New +4,349 |
| [PNC Finl SVCS Group Inc Com (PNC)](/companies/pnc.md) | COM | $330.4k | <0.1% | 1,342 |  | Unchanged |
| [Chevron Corp. (CVX)](/companies/cvx.md) | COM | $323.7k | <0.1% | 1,953 |  | Unchanged |
| [Orange CNTY Bancorp (OBT)](/companies/obt.md) | COM | $294.2k | <0.1% | 8,000 |  | Unchanged |
| [Public SVC Enterprise Group (PEG)](/companies/peg.md) | COM | $286.0k | <0.1% | 3,524 |  | Unchanged |
| [Blackstone Inc Com (BX)](/companies/bx.md) | COM | $270.6k | <0.1% | 2,300 |  | Unchanged |
| [Antero Midstream Corp (AM)](/companies/am.md) | COM | $268.6k | <0.1% | 11,806 |  | Unchanged |
| [Procter & Gamble (PG)](/companies/pg.md) | COM | $256.9k | <0.1% | 1,752 |  | Reduced −100 |
| [Pepsico Inc Com (PEP)](/companies/pep.md) | COM | $243.7k | <0.1% | 1,800 |  | Unchanged |
| [Zedge Inc (ZDGE)](/companies/zdge.md) | COM | $242.2k | <0.1% | 78,126 |  | Added +198 |
| [Verizon (VZ)](/companies/vz.md) | COM | $240.6k | <0.1% | 5,682 |  | Unchanged |
| Pine Cliff Energy LTD Com | COM | $208.9k | <0.1% | 520,000 |  | Unchanged |
| Tphgreenwich Trust Uni | COM | $0 | 0.0% | 166,999 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Comcast Corp New CL A (CMCSA)](/companies/cmcsa.md) | COM | $0 | 0.0% | 0 |  | Sold out −7,169 |

Source: SEC EDGAR, Form 13F-HR, accession 0001039565-26-000006. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.