KAHN BROTHERS GROUP INC
NEW YORK NY · SEC CIK 0001039565
$5.64亿2026Q1 申报市值
48持仓数
78.2%前十大占比 · 第一大 16.9%
1 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
Z 新建仓+$2,256.09万
OGN 加仓+$1,142.62万
SEG 加仓+$659.56万
MBI 加仓+$607.34万
CMCSA 加仓+$4,134
2026Q1 卖出最多 按季末市值估算
MRK 减仓-$2,439.66万
BP 减仓-$1,955.89万
SEB 减仓-$799.48万
C 减仓-$401.26万
GOOG 减仓-$384.02万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | Webster Finl Co | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVDA | Nvidia Corp Com | $0 | 0.00% | 0 | -1,740 | -100.0% | -$32.47万 | 清仓 |
| AGO | Assured Guaranty LTD F | $0 | 0.00% | 0 | -3,110 | -100.0% | -$27.95万 | 清仓 |
| — | Navient Corp | $0 | 0.00% | 0 | -20,600 | -100.0% | -$26.78万 | 清仓 |
| BN | Brookfield Corp VTG SHS CL A | $0 | 0.00% | 0 | -5,070 | -100.0% | -$23.31万 | 清仓 |
| AXP | American Express Co Com | $0 | 0.00% | 0 | -610 | -100.0% | -$22.57万 | 清仓 |
| AR | Antero Res Corp Com | $0 | 0.00% | 0 | -6,242 | -100.0% | -$21.51万 | 清仓 |
| — | Tphgreenwich Trust Uni | $0 | 0.00% | 166,999 | 0 | 0.0% | — | 不变 |
| — | Rafael Holdings Inc | $7.32万 | 0.01% | 58,557 | -689 | -1.2% | -$861 | 减仓 |
| CMCSA | Comcast Corp New CL A | $20.58万 | 0.04% | 7,169 | 144 | 2.0% | $4,134 | 加仓 |
| — | Zedge Inc | $22.83万 | 0.04% | 77,928 | -4,630 | -5.6% | -$1.36万 | 减仓 |
| — | Windrock LTD Co | $25.19万 | 0.04% | 537 | -32 | -5.6% | -$1.50万 | 减仓 |
| — | Pine Cliff Energy LTD Com | $25.34万 | 0.04% | 520,000 | 0 | 0.0% | — | 不变 |
| OBT | Orange CNTY Bancorp | $25.58万 | 0.05% | 8,000 | 0 | 0.0% | — | 不变 |
| BX | Blackstone Inc Com | $26.45万 | 0.05% | 2,300 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble | $26.75万 | 0.05% | 1,852 | -15 | -0.8% | -$2,167 | 减仓 |
| AM | Antero Midstream | $26.92万 | 0.05% | 11,806 | -7,050 | -37.4% | -$16.07万 | 减仓 |
| PNC | PNC Finl SVCS Group | $27.93万 | 0.05% | 1,342 | -915 | -40.5% | -$19.04万 | 减仓 |
| PEP | Pepsico Inc Com | $27.95万 | 0.05% | 1,800 | 0 | 0.0% | — | 不变 |
| VZ | Verizon | $28.52万 | 0.05% | 5,682 | -2,465 | -30.3% | -$12.37万 | 减仓 |
| PEG | Public SVC Enterprise Group | $28.53万 | 0.05% | 3,524 | -900 | -20.3% | -$7.29万 | 减仓 |
| IBM | Intl Business Machines | $29.77万 | 0.05% | 1,228 | 0 | 0.0% | — | 不变 |
| DB | Deutsche Bank AG Namen Akt | $29.78万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corp. | $40.41万 | 0.07% | 1,953 | -50 | -2.5% | -$1.03万 | 减仓 |
| BAC | Bank Of America Corp | $46.11万 | 0.08% | 9,459 | -1,025 | -9.8% | -$5.00万 | 减仓 |
| SEIC | Sei Invt Co Pa PV $0.01 | $51.76万 | 0.09% | 6,596 | 0 | 0.0% | — | 不变 |
| HLN | Haleon PLC | $56.49万 | 0.10% | 56,431 | -8,890 | -13.6% | -$8.90万 | 减仓 |
| — | Peyto Expl & Dev Corp | $60.98万 | 0.11% | 31,307 | -550 | -1.7% | -$1.07万 | 减仓 |
| MSFT | Microsoft | $77.44万 | 0.14% | 2,092 | -300 | -12.5% | -$11.11万 | 减仓 |
| AAPL | Apple Inc Com | $78.47万 | 0.14% | 3,092 | 0 | 0.0% | — | 不变 |
| JPM | JPMorgan Chase | $82.89万 | 0.15% | 2,818 | -650 | -18.7% | -$19.12万 | 减仓 |
| — | Tourmaline Oil Corp | $128.63万 | 0.23% | 26,959 | 0 | 0.0% | — | 不变 |
| — | First Natl BK Alaska Com | $147.11万 | 0.26% | 4,920 | 0 | 0.0% | — | 不变 |
| CSX | CSX Corp Com | $149.75万 | 0.27% | 36,481 | -1,050 | -2.8% | -$4.31万 | 减仓 |
| — | Fairfax Finl HLDGS LTD Sub VTG | $172.92万 | 0.31% | 1,018 | 0 | 0.0% | — | 不变 |
| NVS | Novartis AG Sponsored ADR | $204.47万 | 0.36% | 13,386 | -292 | -2.1% | -$4.46万 | 减仓 |
| GNE | Genie Energy | $247.47万 | 0.44% | 175,011 | -15,301 | -8.0% | -$21.64万 | 减仓 |
| — | ExxonMobil | $309.71万 | 0.55% | 18,255 | -1,962 | -9.7% | -$33.29万 | 减仓 |
| GSK | GSK PLC ADR | $888.46万 | 1.58% | 160,982 | -17,714 | -9.9% | -$97.76万 | 减仓 |
| BMY | Bristol-Myers Squibb | $1,033.36万 | 1.83% | 170,381 | -31,815 | -15.7% | -$192.96万 | 减仓 |
| MBI | M B I A Inc | $1,215.35万 | 2.15% | 2,056,434 | 1,027,650 | 99.9% | $607.34万 | 加仓 |
| PFE | Pfizer | $1,361.13万 | 2.41% | 484,733 | -69,217 | -12.5% | -$194.36万 | 减仓 |
| IDT | IDT Corp | $1,829.30万 | 3.24% | 372,566 | -19,445 | -5.0% | -$95.47万 | 减仓 |
| PTEN | Patterson Uti Energy | $1,830.44万 | 3.25% | 1,690,156 | -51,857 | -3.0% | -$56.16万 | 减仓 |
| SEG | Seaport Entmt Group | $1,918.65万 | 3.40% | 893,227 | 307,057 | 52.4% | $659.56万 | 加仓 |
| Z | Zillow Group | $2,256.09万 | 4.00% | 545,212 | 545,212 | — | $2,256.09万 | 新建仓 |
| MRK | Merck & Co. Inc. | $2,734.05万 | 4.85% | 227,288 | -202,815 | -47.2% | -$2,439.66万 | 减仓 |
| BP | BP PLC | $2,924.60万 | 5.18% | 622,256 | -416,146 | -40.1% | -$1,955.89万 | 减仓 |
| OGN | Organon & Co | $3,316.66万 | 5.88% | 5,536,993 | 1,907,542 | 52.6% | $1,142.62万 | 加仓 |
| SEB | Seaboard Corp | $3,319.48万 | 5.88% | 5,871 | -1,414 | -19.4% | -$799.48万 | 减仓 |
| GOOG | Alphabet Inc Class C | $3,500.52万 | 6.21% | 122,029 | -13,387 | -9.9% | -$384.02万 | 减仓 |
| DIS | Walt Disney | $3,651.92万 | 6.47% | 378,909 | -15,460 | -3.9% | -$149.00万 | 减仓 |
| FLG | Flagstar Financial, Inc. | $5,378.12万 | 9.53% | 4,083,618 | -93,594 | -2.2% | -$123.26万 | 减仓 |
| — | Bayer AG Spons ADR | $7,477.72万 | 13.26% | 6,513,893 | -240,398 | -3.6% | -$275.97万 | 减仓 |
| C | Citigroup Inc | $9,536.61万 | 16.91% | 840,897 | -35,381 | -4.0% | -$401.26万 | 减仓 |