Filed: 5/12/2023ACC: 0001039565-23-000005
📋 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 $694.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$694.72M
Total AUM (reported)
34.34M
Total Shares
Allocation by class
COM$694.72M100.0%
Portfolio Concentration
Top 3$208.23M30.0%
4–10$351.10M50.5%
11–25$127.85M18.4%
Rest$7.54M1.1%
Top 3 weight
30.0%
Top 10 weight
80.5%
Voting Authority Distribution
Total shares with voting rights: 34.34M
Sole
Full voting authority
34.34M
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:
BP PLC
SOLEShares1.96M
TypeSH
Market value$74.36M
10.70%
Sole
1.96M
Shared
0.00
None
0.00
MERCK
SOLEShares671.60K
TypeSH
Market value$71.45M
10.29%
Sole
671.60K
Shared
0.00
None
0.00
BRISTOL MYERS SQUIBB
SOLEShares900.56K
TypeSH
Market value$62.42M
8.98%
Sole
900.56K
Shared
0.00
None
0.00
NEW YORK COMMUNITY
SOLEShares6.39M
TypeSH
Market value$57.76M
8.31%
Sole
6.39M
Shared
0.00
None
0.00
ASSURED GUARANTY
SOLEShares1.14M
TypeSH
Market value$57.52M
8.28%
Sole
1.14M
Shared
0.00
None
0.00
CITIGROUP
SOLEShares1.22M
TypeSH
Market value$57.09M
8.22%
Sole
1.22M
Shared
0.00
None
0.00
PATTERSON ENERGY
SOLEShares4.05M
TypeSH
Market value$47.42M
6.83%
Sole
4.05M
Shared
0.00
None
0.00
GSK PLC
SOLEShares1.28M
TypeSH
Market value$45.45M
6.54%
Sole
1.28M
Shared
0.00
None
0.00
MBIA
SOLEShares4.73M
TypeSH
Market value$43.84M
6.31%
Sole
4.73M
Shared
0.00
None
0.00
PFIZER
SOLEShares1.03M
TypeSH
Market value$42.01M
6.05%
Sole
1.03M
Shared
0.00
None
0.00
VOXX INTERNATIONAL
SOLEShares2.98M
TypeSH
Market value$36.77M
5.29%
Sole
2.98M
Shared
0.00
None
0.00
SEABOARD CORP
SOLEShares9.56K
TypeSH
Market value$36.04M
5.19%
Sole
9.56K
Shared
0.00
None
0.00
IDT CORP CL B
SOLEShares366.23K
TypeSH
Market value$12.48M
1.80%
Sole
366.23K
Shared
0.00
None
0.00
HALEON
SOLEShares1.38M
TypeSH
Market value$11.24M
1.62%
Sole
1.38M
Shared
0.00
None
0.00
BLACKBERRY
SOLEShares1.41M
TypeSH
Market value$6.44M
0.93%
Sole
1.41M
Shared
0.00
None
0.00
VIEWRAY
SOLEShares1.62M
TypeSH
Market value$5.61M
0.81%
Sole
1.62M
Shared
0.00
None
0.00
WEBSTER FINL
SOLEShares113.02K
TypeSH
Market value$4.46M
0.64%
Sole
113.02K
Shared
0.00
None
0.00
GENIE ENERGY
SOLEShares310.56K
TypeSH
Market value$4.29M
0.62%
Sole
310.56K
Shared
0.00
None
0.00
HOLOGIC
SOLEShares30.04K
TypeSH
Market value$2.42M
0.35%
Sole
30.04K
Shared
0.00
None
0.00
NOVARTIS ADR
SOLEShares21.58K
TypeSH
Market value$1.99M
0.29%
Sole
21.58K
Shared
0.00
None
0.00
EXXON MOBIL
SOLEShares14.26K
TypeSH
Market value$1.56M
0.22%
Sole
14.26K
Shared
0.00
None
0.00
ORGANON
SOLEShares61.62K
TypeSH
Market value$1.45M
0.21%
Sole
61.62K
Shared
0.00
None
0.00
BANK OF AMERICA
SOLEShares39.74K
TypeSH
Market value$1.14M
0.16%
Sole
39.74K
Shared
0.00
None
0.00
CREW ENERGY
SOLEShares282.78K
TypeSH
Market value$994.0K
0.14%
Sole
282.78K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY
SOLEShares3.11K
TypeSH
Market value$958.9K
0.14%
Sole
3.11K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BP PLCSOLE | COM | 1.96M | SH | $74.36M 10.70% | 1.96M | 0.00 | 0.00 |
MERCKSOLE | COM | 671.60K | SH | $71.45M 10.29% | 671.60K | 0.00 | 0.00 |
BRISTOL MYERS SQUIBBSOLE | COM | 900.56K | SH | $62.42M 8.98% | 900.56K | 0.00 | 0.00 |
NEW YORK COMMUNITYSOLE | COM | 6.39M | SH | $57.76M 8.31% | 6.39M | 0.00 | 0.00 |
ASSURED GUARANTYSOLE | COM | 1.14M | SH | $57.52M 8.28% | 1.14M | 0.00 | 0.00 |
CITIGROUPSOLE | COM | 1.22M | SH | $57.09M 8.22% | 1.22M | 0.00 | 0.00 |
PATTERSON ENERGYSOLE | COM | 4.05M | SH | $47.42M 6.83% | 4.05M | 0.00 | 0.00 |
GSK PLCSOLE | COM | 1.28M | SH | $45.45M 6.54% | 1.28M | 0.00 | 0.00 |
MBIASOLE | COM | 4.73M | SH | $43.84M 6.31% | 4.73M | 0.00 | 0.00 |
PFIZERSOLE | COM | 1.03M | SH | $42.01M 6.05% | 1.03M | 0.00 | 0.00 |
VOXX INTERNATIONALSOLE | COM | 2.98M | SH | $36.77M 5.29% | 2.98M | 0.00 | 0.00 |
SEABOARD CORPSOLE | COM | 9.56K | SH | $36.04M 5.19% | 9.56K | 0.00 | 0.00 |
IDT CORP CL BSOLE | COM | 366.23K | SH | $12.48M 1.80% | 366.23K | 0.00 | 0.00 |
HALEONSOLE | COM | 1.38M | SH | $11.24M 1.62% | 1.38M | 0.00 | 0.00 |
BLACKBERRYSOLE | COM | 1.41M | SH | $6.44M 0.93% | 1.41M | 0.00 | 0.00 |
VIEWRAYSOLE | COM | 1.62M | SH | $5.61M 0.81% | 1.62M | 0.00 | 0.00 |
WEBSTER FINLSOLE | COM | 113.02K | SH | $4.46M 0.64% | 113.02K | 0.00 | 0.00 |
GENIE ENERGYSOLE | COM | 310.56K | SH | $4.29M 0.62% | 310.56K | 0.00 | 0.00 |
HOLOGICSOLE | COM | 30.04K | SH | $2.42M 0.35% | 30.04K | 0.00 | 0.00 |
NOVARTIS ADRSOLE | COM | 21.58K | SH | $1.99M 0.29% | 21.58K | 0.00 | 0.00 |
EXXON MOBILSOLE | COM | 14.26K | SH | $1.56M 0.22% | 14.26K | 0.00 | 0.00 |
ORGANONSOLE | COM | 61.62K | SH | $1.45M 0.21% | 61.62K | 0.00 | 0.00 |
BANK OF AMERICASOLE | COM | 39.74K | SH | $1.14M 0.16% | 39.74K | 0.00 | 0.00 |
CREW ENERGYSOLE | COM | 282.78K | SH | $994.0K 0.14% | 282.78K | 0.00 | 0.00 |
BERKSHIRE HATHAWAYSOLE | COM | 3.11K | SH | $958.9K 0.14% | 3.11K | 0.00 | 0.00 |
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