KAHN BROTHERS GROUP INC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$564,065
Net value change ($000)
-639 (-0.1%)
New positions
1
Sold out positions
7
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ZG 22,561 NEW
PTEN 7,660 72.0%
SEG 7,598 65.6%
OGN 7,144 27.5%
MBI 4,788 65.0%
BAYRY 1,695 2.3%
FLG 1,190 2.3%
SEB 814 2.5%
XOM 664 27.3%
NVS 159 8.4%
Top Reduces (Value $000, Stocks/ETFs)
MRK -17,932 -39.6%
DIS -8,348 -18.6%
GOOGL -7,489 -17.6%
C -6,887 -6.7%
BP -6,818 -18.9%
WBS -1,878 -100.0%
IDT -1,782 -8.9%
BMY -572 -5.2%
MSFT -383 -33.1%
NVDA -325 -100.0%
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