KAHN BROTHERS GROUP INC — MERCK & CO INC MRK: Quarterly 13F Position History
KAHN BROTHERS GROUP INC has reported MERCK & CO INC (MRK) on 17 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2022. As of Q1 2026, the position is sized at 227,288 shares ($27.3M market value, 4.85% of the equity book). Quarter-over-quarter share count change: 202,815 (-47.2%) .
- 227,288Shares Held (Latest Filing)
- $27.3MReported Market Value (Latest Filing)
- 4.85%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 | 4.85% | $120.29 |
| Q4 2025 | 430,103 | 3,647 | -0.8% | $45.3M | 8.02% | $105.26 |
| Q3 2025 | 433,750 | 56,715 | -11.6% | $36.4M | 6.85% | $83.93 |
| Q2 2025 | 490,465 | 1,810 | -0.4% | $38.8M | 7.80% | $79.16 |
| Q1 2025 | 492,275 | 16,633 | -3.3% | $44.2M | 8.94% | $89.76 |
| Q4 2024 | 508,908 | 71,580 | -12.3% | $50.6M | 11.00% | $99.48 |
| Q3 2024 | 580,488 | 11,423 | -1.9% | $65.9M | 11.35% | $113.56 |
| Q2 2024 | 591,911 | 21,904 | -3.6% | $73.3M | 12.32% | $123.80 |
| Q1 2024 | 613,815 | 10,726 | -1.7% | $81.0M | 12.01% | $131.95 |
| Q4 2023 | 624,541 | 14,252 | -2.2% | $68.1M | 10.73% | $109.02 |
| Q3 2023 | 638,793 | 9,878 | -1.5% | $65.8M | 10.26% | $102.95 |
| Q2 2023 | 648,671 | 22,933 | -3.4% | $74.8M | 10.97% | $115.39 |
| Q1 2023 | 671,604 | 10,159 | -1.5% | $71.5M | 10.29% | $106.39 |
| Q4 2022 | 681,763 | 2,492 | -0.4% | $75.6M | 9.96% | $110.95 |
| Q3 2022 | 684,255 | 14,769 | -2.1% | $58.6M | 9.13% | $85.62 |
| Q2 2022 | 699,024 | +4,489 | +0.6% | $63.7M | 8.58% | $91.17 |
| Q1 2022 | 694,535 | — | — | $57.0M | 7.24% | $82.05 |
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.