Filed: 8/9/2023ACC: 0001039565-23-000010
📋 What this filing means
KAHN BROTHERS GROUP INC filed this quarterly 13F‑HR report disclosing 43 equity positions with a total reported market value of $682.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$682.06M
Total AUM (reported)
33.97M
Total Shares
Allocation by class
COM$682.06M100.0%
Portfolio Concentration
Top 3$211.28M31.0%
4–10$346.71M50.8%
11–25$117.84M17.3%
Rest$6.24M0.9%
Top 3 weight
31.0%
Top 10 weight
81.8%
Voting Authority Distribution
Total shares with voting rights: 33.97M
Sole
Full voting authority
33.97M
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)
Sole43
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings43
Rows:
MERCK
SOLEShares648.67K
TypeSH
Market value$74.85M
10.97%
Sole
648.67K
Shared
0.00
None
0.00
NEW YORK COMMUNITY
SOLEShares6.35M
TypeSH
Market value$71.40M
10.47%
Sole
6.35M
Shared
0.00
None
0.00
BP PLC
SOLEShares1.84M
TypeSH
Market value$65.02M
9.53%
Sole
1.84M
Shared
0.00
None
0.00
BRISTOL MYERS SQUIBB
SOLEShares871.24K
TypeSH
Market value$61.32M
8.99%
Sole
871.24K
Shared
0.00
None
0.00
ASSURED GUARANTY
SOLEShares1.04M
TypeSH
Market value$57.97M
8.50%
Sole
1.04M
Shared
0.00
None
0.00
CITIGROUP
SOLEShares1.21M
TypeSH
Market value$55.56M
8.15%
Sole
1.21M
Shared
0.00
None
0.00
PATTERSON ENERGY
SOLEShares3.84M
TypeSH
Market value$45.91M
6.73%
Sole
3.84M
Shared
0.00
None
0.00
GSK PLC
SOLEShares1.26M
TypeSH
Market value$45.03M
6.60%
Sole
1.26M
Shared
0.00
None
0.00
MBIA
SOLEShares4.84M
TypeSH
Market value$41.80M
6.13%
Sole
4.84M
Shared
0.00
None
0.00
PFIZER
SOLEShares1.07M
TypeSH
Market value$39.10M
5.73%
Sole
1.07M
Shared
0.00
None
0.00
VOXX INTERNATIONAL
SOLEShares2.92M
TypeSH
Market value$37.15M
5.45%
Sole
2.92M
Shared
0.00
None
0.00
SEABOARD CORP
SOLEShares9.56K
TypeSH
Market value$34.04M
4.99%
Sole
9.56K
Shared
0.00
None
0.00
HALEON
SOLEShares1.27M
TypeSH
Market value$10.65M
1.56%
Sole
1.27M
Shared
0.00
None
0.00
IDT CORP CL B
SOLEShares353.12K
TypeSH
Market value$9.13M
1.34%
Sole
353.12K
Shared
0.00
None
0.00
BLACKBERRY
SOLEShares1.41M
TypeSH
Market value$7.78M
1.14%
Sole
1.41M
Shared
0.00
None
0.00
GENIE ENERGY
SOLEShares302.06K
TypeSH
Market value$4.27M
0.63%
Sole
302.06K
Shared
0.00
None
0.00
WEBSTER FINL
SOLEShares106.41K
TypeSH
Market value$4.02M
0.59%
Sole
106.41K
Shared
0.00
None
0.00
HOLOGIC
SOLEShares30.04K
TypeSH
Market value$2.43M
0.36%
Sole
30.04K
Shared
0.00
None
0.00
NOVARTIS ADR
SOLEShares21.58K
TypeSH
Market value$2.18M
0.32%
Sole
21.58K
Shared
0.00
None
0.00
EXXON MOBIL
SOLEShares13.96K
TypeSH
Market value$1.50M
0.22%
Sole
13.96K
Shared
0.00
None
0.00
ORGANON
SOLEShares59.80K
TypeSH
Market value$1.24M
0.18%
Sole
59.80K
Shared
0.00
None
0.00
FIRST NATL BK OF ALASKA
SOLEShares4.77K
TypeSH
Market value$935.0K
0.14%
Sole
4.77K
Shared
0.00
None
0.00
BANK OF AMERICA
SOLEShares32.48K
TypeSH
Market value$932.3K
0.14%
Sole
32.48K
Shared
0.00
None
0.00
TRINITY PLACE HOLDINGS
SOLEShares1.49M
TypeSH
Market value$805.5K
0.12%
Sole
1.49M
Shared
0.00
None
0.00
CREW ENERGY
SOLEShares190.78K
TypeSH
Market value$784.0K
0.11%
Sole
190.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCKSOLE | COM | 648.67K | SH | $74.85M 10.97% | 648.67K | 0.00 | 0.00 |
NEW YORK COMMUNITYSOLE | COM | 6.35M | SH | $71.40M 10.47% | 6.35M | 0.00 | 0.00 |
BP PLCSOLE | COM | 1.84M | SH | $65.02M 9.53% | 1.84M | 0.00 | 0.00 |
BRISTOL MYERS SQUIBBSOLE | COM | 871.24K | SH | $61.32M 8.99% | 871.24K | 0.00 | 0.00 |
ASSURED GUARANTYSOLE | COM | 1.04M | SH | $57.97M 8.50% | 1.04M | 0.00 | 0.00 |
CITIGROUPSOLE | COM | 1.21M | SH | $55.56M 8.15% | 1.21M | 0.00 | 0.00 |
PATTERSON ENERGYSOLE | COM | 3.84M | SH | $45.91M 6.73% | 3.84M | 0.00 | 0.00 |
GSK PLCSOLE | COM | 1.26M | SH | $45.03M 6.60% | 1.26M | 0.00 | 0.00 |
MBIASOLE | COM | 4.84M | SH | $41.80M 6.13% | 4.84M | 0.00 | 0.00 |
PFIZERSOLE | COM | 1.07M | SH | $39.10M 5.73% | 1.07M | 0.00 | 0.00 |
VOXX INTERNATIONALSOLE | COM | 2.92M | SH | $37.15M 5.45% | 2.92M | 0.00 | 0.00 |
SEABOARD CORPSOLE | COM | 9.56K | SH | $34.04M 4.99% | 9.56K | 0.00 | 0.00 |
HALEONSOLE | COM | 1.27M | SH | $10.65M 1.56% | 1.27M | 0.00 | 0.00 |
IDT CORP CL BSOLE | COM | 353.12K | SH | $9.13M 1.34% | 353.12K | 0.00 | 0.00 |
BLACKBERRYSOLE | COM | 1.41M | SH | $7.78M 1.14% | 1.41M | 0.00 | 0.00 |
GENIE ENERGYSOLE | COM | 302.06K | SH | $4.27M 0.63% | 302.06K | 0.00 | 0.00 |
WEBSTER FINLSOLE | COM | 106.41K | SH | $4.02M 0.59% | 106.41K | 0.00 | 0.00 |
HOLOGICSOLE | COM | 30.04K | SH | $2.43M 0.36% | 30.04K | 0.00 | 0.00 |
NOVARTIS ADRSOLE | COM | 21.58K | SH | $2.18M 0.32% | 21.58K | 0.00 | 0.00 |
EXXON MOBILSOLE | COM | 13.96K | SH | $1.50M 0.22% | 13.96K | 0.00 | 0.00 |
ORGANONSOLE | COM | 59.80K | SH | $1.24M 0.18% | 59.80K | 0.00 | 0.00 |
FIRST NATL BK OF ALASKASOLE | COM | 4.77K | SH | $935.0K 0.14% | 4.77K | 0.00 | 0.00 |
BANK OF AMERICASOLE | COM | 32.48K | SH | $932.3K 0.14% | 32.48K | 0.00 | 0.00 |
TRINITY PLACE HOLDINGSSOLE | COM | 1.49M | SH | $805.5K 0.12% | 1.49M | 0.00 | 0.00 |
CREW ENERGYSOLE | COM | 190.78K | SH | $784.0K 0.11% | 190.78K | 0.00 | 0.00 |
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