KAHN BROTHERS GROUP INC

NEW YORK, NY · CIK 1039565 · 13F filing filed 2026-08-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$632.7m reported value +12.2% vs Q1 2026

48positions

78.7%in top 10

1 new 12 added 16 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CITIGROUP INC COM NEW C	C	836,337	$117.1m18.50%	18.50%	Reduced -4.6k	-4,560 -0.5%
2	BAYER AG COM BAYRY	BAYRY	6,518,603	$89.3m14.12%	14.12%	Added +4.7k	+4,710 0.1%
3	FLAGSTAR FINANCIAL INC COM NEW FLG	FLG	4,074,720	$60.9m9.62%	9.62%	Reduced -8.9k	-8,898 -0.2%
4	ALPHABET INC CAP STK CL C GOOG	GOOG	120,906	$42.7m6.75%	6.75%	Reduced -1.1k	-1,123 -0.9%
5	ZILLOW GROUP INC CL C CAP STK Z	Z	1,182,261	$37.3m5.89%	5.89%	Added +637.0k	+637,049 116.8%
6	ORGANON & CO COMMON STOCK OGN	OGN	2,670,523	$36.2m5.72%	5.72%	Reduced -2.9m	-2,866,470 -51.8%
7	DISNEY WALT CO COM DIS	DIS	359,092	$34.6m5.46%	5.46%	Reduced -19.8k	-19,817 -5.2%
8	MERCK & CO INC COM MRK	MRK	218,182	$28.0m4.43%	4.43%	Reduced -9.1k	-9,106 -4.0%
9	MBIA INC COM MBI	MBI	4,213,920	$27.5m4.34%	4.34%	Added +2.2m	+2,157,486 104.9%
10	SEAPORT ENTMT GROUP INC COMMON STOCK SEG	SEG	917,005	$24.4m3.86%	3.86%	Added +23.8k	+23,778 2.7%
11	SEABOARD CORP DEL COM SEB	SEB	5,389	$24.1m3.80%	3.80%	Reduced -482	-482 -8.2%
12	BP PLC SPONSORED ADR BP	BP	624,999	$23.1m3.65%	3.65%	Added +2.7k	+2,743 0.4%
13	IDT CORP CL B NEW IDT	IDT	351,660	$20.5m3.23%	3.23%	Reduced -20.9k	-20,906 -5.6%
14	PATTERSON-UTI ENERGY INC COM PTEN	PTEN	1,663,758	$15.3m2.41%	2.41%	Reduced -26.4k	-26,398 -1.6%
15	PFIZER INC COM PFE	PFE	464,001	$11.2m1.77%	1.77%	Reduced -20.7k	-20,732 -4.3%
16	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	174,152	$10.0m1.59%	1.59%	Added +3.8k	+3,771 2.2%
17	GSK PLC SPONSORED ADR GSK	GSK	158,438	$8.3m1.31%	1.31%	Reduced -2.5k	-2,544 -1.6%
18	EXXON MOBIL CORP COM XOM	XOM	17,655	$2.4m0.38%	0.38%	Reduced -600	-600 -3.3%
19	GENIE ENERGY LTD CL B GNE	GNE	151,941	$2.2m0.35%	0.35%	Reduced -23.1k	-23,070 -13.2%
20	NOVARTIS AG SPONSORED ADR NVS	NVS	13,186	$2.1m0.33%	0.33%	Reduced -200	-200 -1.5%
21	FAIRFAX FINANCIAL HOLDINGS COM FRFHF	FRFHF	1,018	$1.7m0.26%	0.26%	Unchanged
22	CSX CORP COM CSX	CSX	34,781	$1.7m0.26%	0.26%	Reduced -1.7k	-1,700 -4.7%
23	First National Bank Alaska COM FBAK	FBAK	4,920	$1.6m0.25%	0.25%	Unchanged
24	Tourmaline Oil Corp COM TRMLF	TRMLF	26,959	$1.1m0.18%	0.18%	Unchanged
25	JPMORGAN CHASE & CO COM JPM	JPM	2,878	$942.1k0.15%	0.15%	Added +60	+60 2.1%
26	APPLE INC COM AAPL	AAPL	3,092	$894.7k0.14%	0.14%	Unchanged
27	MICROSOFT CORP COM MSFT	MSFT	2,168	$808.7k0.13%	0.13%	Added +76	+76 3.6%
28	SEI INVTS CO COM SEIC	SEIC	6,596	$578.5k0.09%	0.09%	Unchanged
29	HALEON PLC SPON ADS HLN	HLN	58,341	$544.3k0.09%	0.09%	Added +1.9k	+1,910 3.4%
30	BANK AMERICA CORP COM BAC	BAC	9,459	$539.0k0.09%	0.09%	Unchanged
31	PEYTO EXPL & DEV CORP F COM PEYUF	PEYUF	31,307	$522.1k0.08%	0.08%	Unchanged
32	RAFAEL HLDGS INC COM CL B RFL	RFL	150,493	$493.6k0.08%	0.08%	Added +91.9k	+91,936 157.0%
33	Windrock LTD Co COM WRLC	WRLC	807	$443.8k0.07%	0.07%	Added +270	+270 50.3%
34	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,228	$345.3k0.05%	0.05%	Unchanged
35	DEUTSCHE BANK A G NAMEN AKT DB	DB	10,000	$337.6k0.05%	0.05%	Unchanged
36	WEBSTER FINL CORP COM WBS	WBS	4,349	$332.4k0.05%	0.05%	New
37	PNC FINL SVCS GROUP INC COM PNC	PNC	1,342	$330.4k0.05%	0.05%	Unchanged
38	CHEVRON CORP NEW COM CVX	CVX	1,953	$323.7k0.05%	0.05%	Unchanged
39	ORANGE CNTY BANCORP INC COM OBT	OBT	8,000	$294.2k0.05%	0.05%	Unchanged
40	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	3,524	$286.0k0.05%	0.05%	Unchanged
41	BLACKSTONE INC COM BX	BX	2,300	$270.6k0.04%	0.04%	Unchanged
42	ANTERO MIDSTREAM CORP COM AM	AM	11,806	$268.6k0.04%	0.04%	Unchanged
43	PROCTER AND GAMBLE CO COM PG	PG	1,752	$256.9k0.04%	0.04%	Reduced -100	-100 -5.4%
44	PEPSICO INC COM PEP	PEP	1,800	$243.7k0.04%	0.04%	Unchanged
45	ZEDGE INC CL B ZDGE	ZDGE	78,126	$242.2k0.04%	0.04%	Added +198	+198 0.2%
46	VERIZON COMMUNICATIONS INC COM VZ	VZ	5,682	$240.6k0.04%	0.04%	Unchanged
47	PINE CLIFF ENERGY LTD F FOREIGN CANADIAN PIFYF	PIFYF	520,000	$208.9k0.03%	0.03%	Unchanged
48	Tphgreenwich Trust Uni COM COM		166,999	$00.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
COMCAST CORP NEW CMCSA	CMCSA	7,169	$205.8k7.2k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
MBIA INC MBI · 13G · filed 2026-08-14	MBI	8.3%≈ $27.5m	new	13G	2026-08-14
SEAPORT ENTMT GROUP INC SEG · 13G · filed 2026-05-08	SEG	7.0%≈ $23.8m	new	13G	2026-05-08