Form 13F security
NOVARTIS A G SPONSORED ADR ADR
Class COM
As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.
Filed up to 45 days after quarter end; holdings may have changed since.
Tracked managers holding it
Share and principal positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC — Ken Fisher | 2026-06-30 | $2,433M | 0.7% | SH 15,523,378 | — |
| Dodge & Cox | 2026-06-30 | $119M | <0.1% | SH 759,373 | — |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | 2026-06-30 | $57M | 0.3% | SH 363,000 | — |
| Point72 Asset Management, L.P. | 2026-06-30 | $17M | <0.1% | SH 106,157 | — |
| Tweedy, Browne Co LLC | 2026-06-30 | $11M | 0.8% | SH 71,125 | — |
| MAVERICK CAPITAL LTD | 2026-06-30 | $4.4M | <0.1% | SH 27,789 | — |
| KAHN BROTHERS GROUP INC | 2026-06-30 | $2.1M | 0.3% | SH 13,186 | — |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 2026-06-30 | $1.7M | <0.1% | SH 10,588 | — |
Total $2,645M across 8 of 69 managers.
Put positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $25M | <0.1% | SH 158,400 | [PUT] |
Total $25M across 1 of 69 managers.
Call positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $8.5M | <0.1% | SH 54,000 | [CALL] |
Total $8.5M across 1 of 69 managers.
Sums are across tracked reports, not unique economic ownership.
KAHN BROTHERS GROUP INC — Amended: this view reflects the filer's restatement of 2026-08-17.
Filed rows (10) — as filed
| Manager | Class | Put/call | Value | % of portfolio | SH/PRN qty | Source |
|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | COM | — | $2,433M | 0.7% | SH 15,523,378 | 0000850529-26-000006 |
| Dodge & Cox | SPONSORED ADR | — | $119M | <0.1% | SH 759,373 | 0001193125-26-349535 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | SPONSORED ADR | — | $57M | 0.3% | SH 363,000 | 0000908834-26-000432 |
| Point72 Asset Management, L.P. | SPONSORED ADR | [PUT] | $25M | <0.1% | SH 158,400 | 0000919574-26-005520 |
| Point72 Asset Management, L.P. | SPONSORED ADR | — | $17M | <0.1% | SH 106,157 | 0000919574-26-005520 |
| Tweedy, Browne Co LLC | ADR | — | $11M | 0.8% | SH 71,125 | 0001193125-26-340443 |
| Point72 Asset Management, L.P. | SPONSORED ADR | [CALL] | $8.5M | <0.1% | SH 54,000 | 0000919574-26-005520 |
| MAVERICK CAPITAL LTD | SPONSORED ADR | — | $4.4M | <0.1% | SH 27,789 | 0000947871-26-000793 |
| KAHN BROTHERS GROUP INC | COM | — | $2.1M | 0.3% | SH 13,186 | 0001039565-26-000006 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | SPONSORED ADR | — | $1.7M | <0.1% | SH 10,588 | 0001398344-26-014047 |
Quarter-to-quarter notes
Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.
—
Changes appear only where the prior quarter's validated report exists.
Filing details
KAHN BROTHERS GROUP INC — Superseded filing: 13F-HR filed 2026-08-14.