Kahn Brothers Group - Kahn Brothers Group

Portfolio

$632.67 M

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


C	CCitigroup Inc	15.07%	840,897	$113.41	$95.37 M	$138.53	+22.15%
—	Bayer AG Spons ADR	11.82%	6,513,893	$11.48	$74.78 M	—	—
FLG	FLGFlagstar Financial, Inc.	8.50%	4,083,618	$13.17	$53.78 M	$13.52	+2.66%
DIS	DISWalt Disney	5.77%	378,909	$96.38	$36.52 M	$104.88	+8.82%
GOOG	GOOGAlphabet Inc Class C	5.53%	122,029	$286.86	$35.01 M	$330.48	+15.21%
SEB	SEBSeaboard Corp	5.25%	5,871	$5,654.02	$33.19 M	$4,323.58	-23.53%
OGN	OGNOrganon & Co	5.24%	5,536,993	$5.99	$33.17 M	$13.66	+128.05%
—	BP PLC	4.62%	622,256	$47.00	$29.25 M	—	—
MRK	MRKMerck & Co. Inc.	4.32%	227,288	$120.29	$27.34 M	$144.71	+20.30%
Z	ZZillow Group	3.57%	545,212	$41.38	$22.56 M	$32.36	-21.80%
SEG	SEGSeaport Entmt Group	3.03%	893,227	$21.48	$19.19 M	$26.26	+22.25%
—	Patterson Uti Energy	2.89%	1,690,156	$10.83	$18.30 M	—	—
IDT	IDTIDT Corp	2.89%	372,566	$49.10	$18.29 M	$69.15	+40.84%
PFE.DE	PFE.DEPfizer	2.15%	484,733	$28.08	$13.61 M	$27.57	-1.82%
—	M B I A Inc	1.92%	2,056,434	$5.91	$12.15 M	—	—
BMY	BMYBristol-Myers Squibb	1.63%	170,381	$60.65	$10.33 M	$63.85	+5.28%
GSK	GSKGSK PLC ADR	1.40%	160,982	$55.19	$8.88 M	$48.09	-12.86%
XOM	XOMExxonMobil	0.49%	18,255	$169.66	$3.10 M	$165.23	-2.61%
GNE	GNEGenie Energy	0.39%	175,011	$14.14	$2.47 M	$14.88	+5.23%
—	Novartis AG Sponsored ADR	0.32%	13,386	$152.75	$2.04 M	—	—
—	Fairfax Finl HLDGS LTD Sub VTG	0.27%	1,018	$1,698.67	$1.73 M	—	—
CSX	CSXCSX Corp Com	0.24%	36,481	$41.05	$1.50 M	$49.41	+20.37%
—	First Natl BK Alaska Com	0.23%	4,920	$299.00	$1.47 M	—	—
—	Tourmaline Oil Corp	0.20%	26,959	$47.71	$1.29 M	—	—
JPM	JPMJPMorgan Chase	0.13%	2,818	$294.16	$828,942	$354.71	+20.58%

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