Filed: 2/15/2023ACC: 0001039565-23-000002
📋 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 $759.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$759.63M
Total AUM (reported)
34.86M
Total Shares
Allocation by class
COM$759.63M100.0%
Portfolio Concentration
Top 3$227.95M30.0%
4–10$403.42M53.1%
11–25$119.48M15.7%
Rest$8.77M1.2%
Top 3 weight
30.0%
Top 10 weight
83.1%
Voting Authority Distribution
Total shares with voting rights: 34.86M
Sole
Full voting authority
34.86M
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:
ASSURED GUARANTY
SOLEShares1.23M
TypeSH
Market value$76.67M
10.09%
Sole
1.23M
Shared
0.00
None
0.00
MERCK
SOLEShares681.76K
TypeSH
Market value$75.64M
9.96%
Sole
681.76K
Shared
0.00
None
0.00
BP PLC
SOLEShares2.17M
TypeSH
Market value$75.64M
9.96%
Sole
2.17M
Shared
0.00
None
0.00
PATTERSON ENERGY
SOLEShares4.47M
TypeSH
Market value$75.31M
9.91%
Sole
4.47M
Shared
0.00
None
0.00
BRISTOL MYERS SQUIBB
SOLEShares914K
TypeSH
Market value$65.76M
8.66%
Sole
914K
Shared
0.00
None
0.00
MBIA
SOLEShares4.82M
TypeSH
Market value$61.90M
8.15%
Sole
4.82M
Shared
0.00
None
0.00
PFIZER
SOLEShares1.04M
TypeSH
Market value$53.20M
7.00%
Sole
1.04M
Shared
0.00
None
0.00
CITIGROUP
SOLEShares1.17M
TypeSH
Market value$52.85M
6.96%
Sole
1.17M
Shared
0.00
None
0.00
NEW YORK COMMUNITY
SOLEShares5.96M
TypeSH
Market value$51.28M
6.75%
Sole
5.96M
Shared
0.00
None
0.00
GSK PLC
SOLEShares1.23M
TypeSH
Market value$43.11M
5.68%
Sole
1.23M
Shared
0.00
None
0.00
SEABOARD CORP
SOLEShares9.96K
TypeSH
Market value$37.58M
4.95%
Sole
9.96K
Shared
0.00
None
0.00
VOXX INTERNATIONAL
SOLEShares3.01M
TypeSH
Market value$25.26M
3.33%
Sole
3.01M
Shared
0.00
None
0.00
IDT CORP CL B
SOLEShares468.93K
TypeSH
Market value$13.21M
1.74%
Sole
468.93K
Shared
0.00
None
0.00
HALEON
SOLEShares1.41M
TypeSH
Market value$11.29M
1.49%
Sole
1.41M
Shared
0.00
None
0.00
VIEWRAY
SOLEShares1.62M
TypeSH
Market value$7.27M
0.96%
Sole
1.62M
Shared
0.00
None
0.00
WEBSTER FINL
SOLEShares116.99K
TypeSH
Market value$5.54M
0.73%
Sole
116.99K
Shared
0.00
None
0.00
BLACKBERRY
SOLEShares1.42M
TypeSH
Market value$4.63M
0.61%
Sole
1.42M
Shared
0.00
None
0.00
GENIE ENERGY
SOLEShares325.88K
TypeSH
Market value$3.37M
0.44%
Sole
325.88K
Shared
0.00
None
0.00
HOLOGIC
SOLEShares30.39K
TypeSH
Market value$2.27M
0.30%
Sole
30.39K
Shared
0.00
None
0.00
NOVARTIS ADR
SOLEShares21.58K
TypeSH
Market value$1.96M
0.26%
Sole
21.58K
Shared
0.00
None
0.00
ORGANON
SOLEShares62.63K
TypeSH
Market value$1.75M
0.23%
Sole
62.63K
Shared
0.00
None
0.00
EXXON MOBIL
SOLEShares14.86K
TypeSH
Market value$1.64M
0.22%
Sole
14.86K
Shared
0.00
None
0.00
BANK OF AMERICA
SOLEShares43.07K
TypeSH
Market value$1.43M
0.19%
Sole
43.07K
Shared
0.00
None
0.00
CREW ENERGY
SOLEShares282.78K
TypeSH
Market value$1.18M
0.15%
Sole
282.78K
Shared
0.00
None
0.00
FIRST NATL BK OF ALASKA
SOLEShares4.77K
TypeSH
Market value$1.11M
0.15%
Sole
4.77K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ASSURED GUARANTYSOLE | COM | 1.23M | SH | $76.67M 10.09% | 1.23M | 0.00 | 0.00 |
MERCKSOLE | COM | 681.76K | SH | $75.64M 9.96% | 681.76K | 0.00 | 0.00 |
BP PLCSOLE | COM | 2.17M | SH | $75.64M 9.96% | 2.17M | 0.00 | 0.00 |
PATTERSON ENERGYSOLE | COM | 4.47M | SH | $75.31M 9.91% | 4.47M | 0.00 | 0.00 |
BRISTOL MYERS SQUIBBSOLE | COM | 914K | SH | $65.76M 8.66% | 914K | 0.00 | 0.00 |
MBIASOLE | COM | 4.82M | SH | $61.90M 8.15% | 4.82M | 0.00 | 0.00 |
PFIZERSOLE | COM | 1.04M | SH | $53.20M 7.00% | 1.04M | 0.00 | 0.00 |
CITIGROUPSOLE | COM | 1.17M | SH | $52.85M 6.96% | 1.17M | 0.00 | 0.00 |
NEW YORK COMMUNITYSOLE | COM | 5.96M | SH | $51.28M 6.75% | 5.96M | 0.00 | 0.00 |
GSK PLCSOLE | COM | 1.23M | SH | $43.11M 5.68% | 1.23M | 0.00 | 0.00 |
SEABOARD CORPSOLE | COM | 9.96K | SH | $37.58M 4.95% | 9.96K | 0.00 | 0.00 |
VOXX INTERNATIONALSOLE | COM | 3.01M | SH | $25.26M 3.33% | 3.01M | 0.00 | 0.00 |
IDT CORP CL BSOLE | COM | 468.93K | SH | $13.21M 1.74% | 468.93K | 0.00 | 0.00 |
HALEONSOLE | COM | 1.41M | SH | $11.29M 1.49% | 1.41M | 0.00 | 0.00 |
VIEWRAYSOLE | COM | 1.62M | SH | $7.27M 0.96% | 1.62M | 0.00 | 0.00 |
WEBSTER FINLSOLE | COM | 116.99K | SH | $5.54M 0.73% | 116.99K | 0.00 | 0.00 |
BLACKBERRYSOLE | COM | 1.42M | SH | $4.63M 0.61% | 1.42M | 0.00 | 0.00 |
GENIE ENERGYSOLE | COM | 325.88K | SH | $3.37M 0.44% | 325.88K | 0.00 | 0.00 |
HOLOGICSOLE | COM | 30.39K | SH | $2.27M 0.30% | 30.39K | 0.00 | 0.00 |
NOVARTIS ADRSOLE | COM | 21.58K | SH | $1.96M 0.26% | 21.58K | 0.00 | 0.00 |
ORGANONSOLE | COM | 62.63K | SH | $1.75M 0.23% | 62.63K | 0.00 | 0.00 |
EXXON MOBILSOLE | COM | 14.86K | SH | $1.64M 0.22% | 14.86K | 0.00 | 0.00 |
BANK OF AMERICASOLE | COM | 43.07K | SH | $1.43M 0.19% | 43.07K | 0.00 | 0.00 |
CREW ENERGYSOLE | COM | 282.78K | SH | $1.18M 0.15% | 282.78K | 0.00 | 0.00 |
FIRST NATL BK OF ALASKASOLE | COM | 4.77K | SH | $1.11M 0.15% | 4.77K | 0.00 | 0.00 |
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