Kahn Brothers Group
| History | Stock | Activity ▲ | Share change | % change to portfolio |
| Q1  2026 | ≡ | MRK - Merck & Co. | Reduce 47.15% | 202,815 | 4.33 | ≡ | PNC - PNC Financial Services | Reduce 40.54% | 915 | 0.03 | ≡ | BP - BP plc | Reduce 40.08% | 416,146 | 3.46 | ≡ | AM - Antero Midstream Corp. | Reduce 37.39% | 7,050 | 0.03 | ≡ | VZ - Verizon Communications | Reduce 30.26% | 2,465 | 0.02 | ≡ | PEG - Public Serv. Enterprise Inc. | Reduce 20.34% | 900 | 0.01 | ≡ | SEB - Seaboard Corp. | Reduce 19.41% | 1,414 | 1.42 | ≡ | JPM - JPMorgan Chase & Co. | Reduce 18.74% | 650 | 0.03 | ≡ | BMY - Bristol-Myers Squibb | Reduce 15.73% | 31,815 | 0.34 | ≡ | HLN - Haleon Plc ADR | Reduce 13.61% | 8,890 | 0.02 | ≡ | MSFT - Microsoft Corp. | Reduce 12.54% | 300 | 0.02 | ≡ | PFE - Pfizer Inc. | Reduce 12.50% | 69,217 | 0.34 | ≡ | GSK - GSK plc | Reduce 9.91% | 17,714 | 0.17 | ≡ | GOOG - Alphabet Inc. CL C | Reduce 9.89% | 13,387 | 0.68 | ≡ | BAC - Bank of America Corp. | Reduce 9.78% | 1,025 | 0.01 | ≡ | XOM - Exxon Mobil Corp. | Reduce 9.70% | 1,962 | 0.06 | ≡ | GNE - Genie Energy Ltd. | Reduce 8.04% | 15,301 | 0.04 | ≡ | WRLC - Windrock Ltd Co | Reduce 5.62% | 32 | 0.00 | ≡ | ZDGE - Zedge Inc. | Reduce 5.61% | 4,630 | 0.00 | ≡ | IDT - IDT Corp. CL B | Reduce 4.96% | 19,445 | 0.17 | ≡ | C - Citigroup Inc. | Reduce 4.04% | 35,381 | 0.71 | ≡ | DIS - Walt Disney Co. | Reduce 3.92% | 15,460 | 0.26 | ≡ | BAYRY - Bayer Ag Sponsored ADR | Reduce 3.56% | 240,398 | 0.49 | ≡ | PTEN - Patterson-UTI Energy Inc. | Reduce 2.98% | 51,857 | 0.10 | ≡ | CSX - CSX Corp. | Reduce 2.80% | 1,050 | 0.01 | ≡ | CVX - Chevron Corp. | Reduce 2.50% | 50 | 0.00 | ≡ | FLG - Flagstar Financial Inc. | Reduce 2.24% | 93,594 | 0.22 | ≡ | NVS - Novartis AG | Reduce 2.13% | 292 | 0.01 | ≡ | PEYUF - Peyto Exploration & Development Corp. | Reduce 1.73% | 550 | 0.00 | ≡ | RFL - Rafael Holdings Inc. | Reduce 1.16% | 689 | 0.00 | ≡ | PG - Procter & Gamble | Reduce 0.80% | 15 | 0.00 | ≡ | AR - Antero Resources | Sell 100.00% | 6,242 | 0.04 | ≡ | AXP - American Express | Sell 100.00% | 610 | 0.04 | ≡ | BN - Brookfield Corp. | Sell 100.00% | 5,070 | 0.04 | ≡ | AGO - Assured Guaranty Ltd. | Sell 100.00% | 3,110 | 0.05 | ≡ | NAVI - Navient Corp. | Sell 100.00% | 20,600 | 0.05 | ≡ | NVDA - NVIDIA Corp. | Sell 100.00% | 1,740 | 0.06 | ≡ | WBS - Webster Financial Corp. | Sell 100.00% | 29,833 | 0.33 |
| Q4  2025 | ≡ | AR - Antero Resources | Reduce 65.02% | 11,600 | 0.07 | ≡ | RFL - Rafael Holdings Inc. | Reduce 62.66% | 99,428 | 0.02 | ≡ | AXP - American Express | Reduce 46.96% | 540 | 0.04 | ≡ | GSK - GSK plc | Reduce 31.49% | 82,141 | 0.71 | ≡ | BMY - Bristol-Myers Squibb | Reduce 25.75% | 70,138 | 0.67 | ≡ | PFE - Pfizer Inc. | Reduce 21.66% | 153,194 | 0.67 | ≡ | IBM - International Business Machines | Reduce 18.57% | 280 | 0.01 | ≡ | CSX - CSX Corp. | Reduce 7.86% | 3,200 | 0.02 | ≡ | PTEN - Patterson-UTI Energy Inc. | Reduce 7.61% | 143,447 | 0.15 | ≡ | BAC - Bank of America Corp. | Reduce 5.77% | 642 | 0.01 | ≡ | SEB - Seaboard Corp. | Reduce 5.68% | 439 | 0.35 | ≡ | NVS - Novartis AG | Reduce 4.52% | 648 | 0.02 | ≡ | BP - BP plc | Reduce 4.35% | 47,205 | 0.29 | ≡ | HLN - Haleon Plc ADR | Reduce 3.98% | 2,706 | 0.00 | ≡ | FLG - Flagstar Financial Inc. | Reduce 2.78% | 119,540 | 0.27 | ≡ | FBAK - First National Bank Alaska | Reduce 1.40% | 70 | 0.00 | ≡ | WBS - Webster Financial Corp. | Reduce 1.13% | 340 | 0.00 | ≡ | MRK - Merck & Co. | Reduce 0.84% | 3,647 | 0.07 | ≡ | GNE - Genie Energy Ltd. | Reduce 0.81% | 1,560 | 0.00 | ≡ | BAYRY - Bayer Ag Sponsored ADR | Reduce 0.49% | 32,962 | 0.06 | ≡ | ZDGE - Zedge Inc. | Reduce 0.42% | 346 | 0.00 | ≡ | MBI - MBIA Inc. | Reduce 0.10% | 1,010 | 0.00 | ≡ | IDT - IDT Corp. CL B | Reduce 0.09% | 346 | 0.00 | ≡ | DIS - Walt Disney Co. | Reduce 0.04% | 155 | 0.00 | ≡ | C - Citigroup Inc. | Reduce 0.04% | 382 | 0.01 |
| Q3  2025 | ≡ | AGO - Assured Guaranty Ltd. | Reduce 94.11% | 41,396 | 0.64 | ≡ | GSK - GSK plc | Reduce 60.47% | 399,035 | 3.24 | ≡ | BMY - Bristol-Myers Squibb | Reduce 50.55% | 278,349 | 2.36 | ≡ | HLN - Haleon Plc ADR | Reduce 42.56% | 50,410 | 0.08 | ≡ | AR - Antero Resources | Reduce 28.36% | 7,064 | 0.04 | ≡ | NVS - Novartis AG | Reduce 22.44% | 4,145 | 0.10 | ≡ | FBAK - First National Bank Alaska | Reduce 20.67% | 1,300 | 0.07 | ≡ | TRMLF - Tourmaline Oil Corp | Reduce 12.70% | 3,550 | 0.03 | ≡ | MRK - Merck & Co. | Reduce 11.56% | 56,715 | 0.90 | ≡ | SEB - Seaboard Corp. | Reduce 10.43% | 899 | 0.62 | ≡ | BAC - Bank of America Corp. | Reduce 6.40% | 761 | 0.01 | ≡ | XOM - Exxon Mobil Corp. | Reduce 6.27% | 1,200 | 0.03 | ≡ | VZ - Verizon Communications | Reduce 6.20% | 478 | 0.00 | ≡ | BP - BP plc | Reduce 3.88% | 43,765 | 0.28 | ≡ | JPM - JPMorgan Chase & Co. | Reduce 3.86% | 107 | 0.01 | ≡ | GNE - Genie Energy Ltd. | Reduce 3.58% | 7,127 | 0.02 | ≡ | PFE - Pfizer Inc. | Reduce 3.26% | 23,845 | 0.11 | ≡ | PNC - PNC Financial Services | Reduce 2.67% | 40 | 0.00 | ≡ | CVX - Chevron Corp. | Reduce 2.44% | 50 | 0.00 | ≡ | ZDGE - Zedge Inc. | Reduce 2.21% | 1,877 | 0.00 | ≡ | PIFYF - Pine Cliff Energy Ltd | Reduce 1.89% | 10,000 | 0.00 | ≡ | PTEN - Patterson-UTI Energy Inc. | Reduce 1.68% | 32,200 | 0.03 | ≡ | RFL - Rafael Holdings Inc. | Reduce 1.46% | 2,358 | 0.00 | ≡ | PEYUF - Peyto Exploration & Development Corp. | Reduce 1.39% | 450 | 0.00 | ≡ | C - Citigroup Inc. | Reduce 1.13% | 10,028 | 0.19 | ≡ | IDT - IDT Corp. CL B | Reduce 1.06% | 4,207 | 0.04 | ≡ | FLG - Flagstar Financial Inc. | Reduce 0.56% | 24,413 | 0.05 | ≡ | TPHS - Trinity Place Holdings | Sell 100.00% | 166,999 | 0.00 | ≡ | AIG - American International Group | Sell 100.00% | 2,349 | 0.04 |
| Q2  2025 | ≡ | AGO - Assured Guaranty Ltd. | Reduce 76.30% | 141,645 | 2.48 | ≡ | TPHS - Trinity Place Holdings | Reduce 71.77% | 424,467 | 0.00 | ≡ | HLN - Haleon Plc ADR | Reduce 35.74% | 65,872 | 0.14 | ≡ | BAC - Bank of America Corp. | Reduce 31.19% | 5,388 | 0.05 | ≡ | GSK - GSK plc | Reduce 19.75% | 162,355 | 1.25 | ≡ | PEG - Public Serv. Enterprise Inc. | Reduce 17.15% | 750 | 0.01 | ≡ | CSX - CSX Corp. | Reduce 16.42% | 8,000 | 0.05 | ≡ | NVS - Novartis AG | Reduce 15.69% | 3,438 | 0.08 |