Managers / Q4 2025 · view latest →
KAHN BROTHERS GROUP INC
CIK 0001039565 · 555 MADISON AVENUE, SUITE 1303, NEW YORK, NY, 10022 · 2129805050
Reported Value
$565M
Q4 2025
Positions
54
Filings on Record
31
2019–present window
Filed
Feb 12, 2026
original filing
Summary
Kahn Brothers Group Inc reported $565M in U.S.-listed holdings across 54 positions for Q4 2025.
Its largest position, TRVC, represents 18.1% of the portfolio.
Compared with Q3 2025, the fund opened 1 new position and exited 0.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 78.6% · $444M
- ADR · 21.3% · $120M
- Other · 0.1% · $665,095
Quarter-over-Quarter Changes full breakdown →
vs Q3 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| Tphgreenwich Trust Uni | NEW | +167.0K | 167.0K | +$0 | $0 |
| ARAntero Res Corp Com | TRIMMED | −11.6K | 6.2K | −$383,678 | $215,099 |
| RFLRafael Holdings Inc Class B | TRIMMED | −99.4K | 59.2K | −$145,886 | $69,910 |
| PNCPNC Finl SVCS Group Inc Com | ADDED | +800 | 2.3K | +$178,348 | $471,103 |
| BXBlackstone Inc Com | ADDED | +800 | 2.3K | +$98,247 | $354,522 |
| BNBrookfield Corp VTG SHS CL A | ADDED | +1.7K | 5.1K | +$1,119 | $233,117 |
| AXPAmerican Express Co Com | TRIMMED | −540 | 610 | −$156,315 | $225,669 |
| GSKGSK PLC ADR | TRIMMED | −82.1K | 178.7K | −$2M | $9M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2025
50 positions
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $564M | 48 | May 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $565M | 54 | Feb 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $532M | 53 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $498M | 51 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $494M | 55 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $460M | 52 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $581M | 53 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $595M | 52 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $674M | 53 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $635M | 43 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $641M | 43 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $682M | 43 | Aug 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $695M | 45 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | under review | 45 | Feb 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $641.7B | 45 | Nov 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $742.7B | 45 | Aug 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $787.6B | 46 | May 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $728.0B | 43 | Jan 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $710.3B | 43 | Nov 1, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $698.3B | 43 | Aug 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $646.1B | 42 | May 7, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $573.3B | 42 | Feb 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $527.5B | 42 | Nov 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $591.8B | 47 | Aug 3, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $546.7B | 48 | May 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $824.7B | 47 | Jan 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $797.6B | 48 | Nov 5, 2019 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2019 | $799.9B | 44 | Aug 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $640.0B | 32 | May 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $554.7B | 31 | Jan 29, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.