KAHN BROTHERS GROUP INC

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$564,704
Net value change ($000)
+32,905 (6.2%)
New positions
1
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BAYRY 16,816 29.9%
C 13,272 14.9%
GOOGL 9,682 29.5%
MRK 8,868 24.4%
SEB 4,212 15.0%
FLG 2,964 6.0%
PTEN 877 9.0%
XOM 410 20.3%
JPM 275 32.7%
PNC 178 60.8%
Top Reduces (Value $000, Stocks/ETFs)
OGN -12,605 -32.6%
PFE -4,225 -23.4%
GSK -2,495 -22.2%
SEG -1,782 -13.3%
BMY -1,376 -11.2%
BP -1,346 -3.6%
IDT -449 -2.2%
AR -384 -64.1%
MBI -306 -4.0%
DIS -306 -0.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type