KAHN BROTHERS GROUP INC: MERCK & CO INC (MRK): Quarterly 13F Position History
As of Q1 2026, KAHN BROTHERS GROUP INC reported 227,288 shares of MERCK & CO INC (MRK), worth $27.3M and representing 4.8% of its 13F equity book. Quarter-over-quarter share count change: 202,815 (-47.2%) . The position first appeared in Q1 2022 and has been disclosed across 17 13F-HR filings in Pactolio's tracked window.
- 227,288Shares Held (Latest Filing)
- $27.3MReported Market Value (Latest Filing)
- 4.8%Portfolio Weight (% of 13F Equity Book)
- 202,815Quarter-over-Quarter Share Change
- -$17.9MQuarter-over-Quarter Value Change
- 699,024Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 17 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 227,288 | 202,815 | -47.2% | $27.3M | 4.8% | $120.3 |
| Q4 2025 | 430,103 | 3,647 | -0.8% | $45.3M | 8.0% | $105.3 |
| Q3 2025 | 433,750 | 56,715 | -11.6% | $36.4M | 6.8% | $83.9 |
| Q2 2025 | 490,465 | 1,810 | -0.4% | $38.8M | 7.8% | $79.2 |
| Q1 2025 | 492,275 | 16,633 | -3.3% | $44.2M | 8.9% | $89.8 |
| Q4 2024 | 508,908 | 71,580 | -12.3% | $50.6M | 11.0% | $99.5 |
| Q3 2024 | 580,488 | 11,423 | -1.9% | $65.9M | 11.4% | $113.6 |
| Q2 2024 | 591,911 | 21,904 | -3.6% | $73.3M | 12.3% | $123.8 |
| Q1 2024 | 613,815 | 10,726 | -1.7% | $81.0M | 12.0% | $131.9 |
| Q4 2023 | 624,541 | 14,252 | -2.2% | $68.1M | 10.7% | $109.0 |
| Q3 2023 | 638,793 | 9,878 | -1.5% | $65.8M | 10.3% | $103.0 |
| Q2 2023 | 648,671 | 22,933 | -3.4% | $74.8M | 11.0% | $115.4 |
| Q1 2023 | 671,604 | 10,159 | -1.5% | $71.5M | 10.3% | $106.4 |
| Q4 2022 | 681,763 | 2,492 | -0.4% | $75.6M | 10.0% | $111.0 |
| Q3 2022 | 684,255 | 14,769 | -2.1% | $58.6M | 9.1% | $85.6 |
| Q2 2022 | 699,024 | +4,489 | +0.6% | $63.7M | 8.6% | $91.2 |
| Q1 2022 | 694,535 | — | — | $57.0M | 7.2% | $82.1 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did KAHN BROTHERS GROUP INC first disclose a MRK position in 13F-HR filings?
KAHN BROTHERS GROUP INC first reported MERCK & CO INC (MRK) on its 13F-HR filing for the period ending 2022-03-31 (Q1 2022). The position has appeared on 17 reported quarters within Pactolio's tracked window.
What was KAHN BROTHERS GROUP INC's most recent quarter-over-quarter share-count change in MRK?
Between Q4 2025 and Q1 2026, KAHN BROTHERS GROUP INC reduced its MRK position by 202,815 shares (-47.2%), leaving 227,288 shares at a market value of $27.3M.
Does the implied price-per-share represent KAHN BROTHERS GROUP INC's cost basis in MRK?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.