KAHN BROTHERS GROUP INC
CIK: 1039565SEC EDGAR →
Portfolio Value
$360.6B
Holdings
48
As of
Q1 2026
New Positions
46
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Bayer AG Spons ADR | 6,513,893 | $74.8B | 20.74% |
| 2 | Flagstar Financial, Inc. | 4,083,618 | $53.8B | 14.91% |
| 3 | Walt Disney | 378,909 | $36.5B | 10.13% |
| 4 | Organon & Co | 5,536,993 | $33.2B | 9.20% |
| 5 | BP PLC | 622,256 | $29.2B | 8.11% |
| 6 | Zillow Group | 545,212 | $22.6B | 6.26% |
| 7 | Seaport Entmt Group | 893,227 | $19.2B | 5.32% |
| 8 | Patterson Uti Energy | 1,690,156 | $18.3B | 5.08% |
| 9 | IDT Corp | 372,566 | $18.3B | 5.07% |
| 10 | Pfizer | 484,733 | $13.6B | 3.77% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 11 | $89.4B | 24.8% |
| Communication Services | 6 | $77.8B | 21.6% |
| Healthcare | 6 | $66.6B | 18.5% |
| Unknown | 9 | $55.4B | 15.4% |
| Energy | 5 | $47.8B | 13.3% |
| Real Estate | 2 | $19.3B | 5.3% |
| Utilities | 2 | $2.8B | 0.8% |
| Industrials | 2 | $1.5B | 0.4% |
| Technology | 3 | $1.9M | 0.0% |
| Consumer Defensive | 2 | $547K | 0.0% |