Filed: 11/15/2022ACC: 0001039565-22-000014
📋 What this filing means
KAHN BROTHERS GROUP INC filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $641.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$641.74M
Total AUM (reported)
34.77M
Total Shares
Allocation by class
COM$641.74M100.0%
Portfolio Concentration
Top 3$188.17M29.3%
4–10$339.72M52.9%
11–25$107.33M16.7%
Rest$6.51M1.0%
Top 3 weight
29.3%
Top 10 weight
82.3%
Voting Authority Distribution
Total shares with voting rights: 34.77M
Sole
Full voting authority
34.77M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:
BRISTOL MYERS SQUIBB
SOLEShares924.09K
TypeSH
Market value$65.69M
10.24%
Sole
924.09K
Shared
0.00
None
0.00
BP PLC
SOLEShares2.17M
TypeSH
Market value$62.06M
9.67%
Sole
2.17M
Shared
0.00
None
0.00
ASSURED GUARANTY
SOLEShares1.25M
TypeSH
Market value$60.41M
9.41%
Sole
1.25M
Shared
0.00
None
0.00
MERCK
SOLEShares684.25K
TypeSH
Market value$58.58M
9.13%
Sole
684.25K
Shared
0.00
None
0.00
PATTERSON ENERGY
SOLEShares4.60M
TypeSH
Market value$53.77M
8.38%
Sole
4.60M
Shared
0.00
None
0.00
NEW YORK COMMUNITY
SOLEShares5.94M
TypeSH
Market value$50.64M
7.89%
Sole
5.94M
Shared
0.00
None
0.00
CITIGROUP
SOLEShares1.16M
TypeSH
Market value$48.45M
7.55%
Sole
1.16M
Shared
0.00
None
0.00
PFIZER
SOLEShares1.04M
TypeSH
Market value$45.61M
7.11%
Sole
1.04M
Shared
0.00
None
0.00
MBIA
SOLEShares4.81M
TypeSH
Market value$44.26M
6.90%
Sole
4.81M
Shared
0.00
None
0.00
GLAXOSMITHKLINE
SOLEShares1.30M
TypeSH
Market value$38.40M
5.98%
Sole
1.30M
Shared
0.00
None
0.00
SEABOARD CORP
SOLEShares9.86K
TypeSH
Market value$33.54M
5.23%
Sole
9.86K
Shared
0.00
None
0.00
VOXX INTERNATIONAL
SOLEShares2.94M
TypeSH
Market value$22.39M
3.49%
Sole
2.94M
Shared
0.00
None
0.00
IDT CORP CL B
SOLEShares467.83K
TypeSH
Market value$11.62M
1.81%
Sole
467.83K
Shared
0.00
None
0.00
HALEON
SOLEShares1.44M
TypeSH
Market value$8.79M
1.37%
Sole
1.44M
Shared
0.00
None
0.00
BLACKBERRY
SOLEShares1.48M
TypeSH
Market value$6.94M
1.08%
Sole
1.48M
Shared
0.00
None
0.00
VIEWRAY
SOLEShares1.65M
TypeSH
Market value$6.02M
0.94%
Sole
1.65M
Shared
0.00
None
0.00
WEBSTER FINL
SOLEShares114.56K
TypeSH
Market value$5.18M
0.81%
Sole
114.56K
Shared
0.00
None
0.00
GENIE ENERGY
SOLEShares322.78K
TypeSH
Market value$3.02M
0.47%
Sole
322.78K
Shared
0.00
None
0.00
HOLOGIC
SOLEShares31.98K
TypeSH
Market value$2.06M
0.32%
Sole
31.98K
Shared
0.00
None
0.00
NOVARTIS ADR
SOLEShares23.08K
TypeSH
Market value$1.75M
0.27%
Sole
23.08K
Shared
0.00
None
0.00
ORGANON
SOLEShares62.27K
TypeSH
Market value$1.46M
0.23%
Sole
62.27K
Shared
0.00
None
0.00
EXXON MOBIL
SOLEShares14.91K
TypeSH
Market value$1.30M
0.20%
Sole
14.91K
Shared
0.00
None
0.00
TRINITY PLACE HOLDINGS
SOLEShares1.46M
TypeSH
Market value$1.29M
0.20%
Sole
1.46M
Shared
0.00
None
0.00
FIRST NATL BK OF ALASKA
SOLEShares4.77K
TypeSH
Market value$1.15M
0.18%
Sole
4.77K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY
SOLEShares3.11K
TypeSH
Market value$829.7K
0.13%
Sole
3.11K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BRISTOL MYERS SQUIBBSOLE | COM | 924.09K | SH | $65.69M 10.24% | 924.09K | 0.00 | 0.00 |
BP PLCSOLE | COM | 2.17M | SH | $62.06M 9.67% | 2.17M | 0.00 | 0.00 |
ASSURED GUARANTYSOLE | COM | 1.25M | SH | $60.41M 9.41% | 1.25M | 0.00 | 0.00 |
MERCKSOLE | COM | 684.25K | SH | $58.58M 9.13% | 684.25K | 0.00 | 0.00 |
PATTERSON ENERGYSOLE | COM | 4.60M | SH | $53.77M 8.38% | 4.60M | 0.00 | 0.00 |
NEW YORK COMMUNITYSOLE | COM | 5.94M | SH | $50.64M 7.89% | 5.94M | 0.00 | 0.00 |
CITIGROUPSOLE | COM | 1.16M | SH | $48.45M 7.55% | 1.16M | 0.00 | 0.00 |
PFIZERSOLE | COM | 1.04M | SH | $45.61M 7.11% | 1.04M | 0.00 | 0.00 |
MBIASOLE | COM | 4.81M | SH | $44.26M 6.90% | 4.81M | 0.00 | 0.00 |
GLAXOSMITHKLINESOLE | COM | 1.30M | SH | $38.40M 5.98% | 1.30M | 0.00 | 0.00 |
SEABOARD CORPSOLE | COM | 9.86K | SH | $33.54M 5.23% | 9.86K | 0.00 | 0.00 |
VOXX INTERNATIONALSOLE | COM | 2.94M | SH | $22.39M 3.49% | 2.94M | 0.00 | 0.00 |
IDT CORP CL BSOLE | COM | 467.83K | SH | $11.62M 1.81% | 467.83K | 0.00 | 0.00 |
HALEONSOLE | COM | 1.44M | SH | $8.79M 1.37% | 1.44M | 0.00 | 0.00 |
BLACKBERRYSOLE | COM | 1.48M | SH | $6.94M 1.08% | 1.48M | 0.00 | 0.00 |
VIEWRAYSOLE | COM | 1.65M | SH | $6.02M 0.94% | 1.65M | 0.00 | 0.00 |
WEBSTER FINLSOLE | COM | 114.56K | SH | $5.18M 0.81% | 114.56K | 0.00 | 0.00 |
GENIE ENERGYSOLE | COM | 322.78K | SH | $3.02M 0.47% | 322.78K | 0.00 | 0.00 |
HOLOGICSOLE | COM | 31.98K | SH | $2.06M 0.32% | 31.98K | 0.00 | 0.00 |
NOVARTIS ADRSOLE | COM | 23.08K | SH | $1.75M 0.27% | 23.08K | 0.00 | 0.00 |
ORGANONSOLE | COM | 62.27K | SH | $1.46M 0.23% | 62.27K | 0.00 | 0.00 |
EXXON MOBILSOLE | COM | 14.91K | SH | $1.30M 0.20% | 14.91K | 0.00 | 0.00 |
TRINITY PLACE HOLDINGSSOLE | COM | 1.46M | SH | $1.29M 0.20% | 1.46M | 0.00 | 0.00 |
FIRST NATL BK OF ALASKASOLE | COM | 4.77K | SH | $1.15M 0.18% | 4.77K | 0.00 | 0.00 |
BERKSHIRE HATHAWAYSOLE | COM | 3.11K | SH | $829.7K 0.13% | 3.11K | 0.00 | 0.00 |
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