Filed: 11/13/2023ACC: 0001039565-23-000013
📋 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 $640.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$640.94M
Total AUM (reported)
33.24M
Total Shares
Allocation by class
COM$640.94M100.0%
Portfolio Concentration
Top 3$205.81M32.1%
4–10$328.74M51.3%
11–25$100.44M15.7%
Rest$5.94M0.9%
Top 3 weight
32.1%
Top 10 weight
83.4%
Voting Authority Distribution
Total shares with voting rights: 33.04M
Sole
Full voting authority
33.04M
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:
NEW YORK COMMUNITY
SOLEShares6.29M
TypeSH
Market value$71.37M
11.14%
Sole
6.29M
Shared
0.00
None
0.00
BP PLC
SOLEShares1.77M
TypeSH
Market value$68.68M
10.71%
Sole
1.77M
Shared
0.00
None
0.00
MERCK
SOLEShares638.79K
TypeSH
Market value$65.76M
10.26%
Sole
638.79K
Shared
0.00
None
0.00
ASSURED GUARANTY
SOLEShares1.02M
TypeSH
Market value$61.86M
9.65%
Sole
1.02M
Shared
0.00
None
0.00
PATTERSON ENERGY
SOLEShares3.64M
TypeSH
Market value$50.37M
7.86%
Sole
3.84M
Shared
0.00
None
0.00
CITIGROUP
SOLEShares1.22M
TypeSH
Market value$50.00M
7.80%
Sole
1.22M
Shared
0.00
None
0.00
BRISTOL MYERS SQUIBB
SOLEShares851.70K
TypeSH
Market value$49.45M
7.72%
Sole
851.70K
Shared
0.00
None
0.00
GSK PLC
SOLEShares1.28M
TypeSH
Market value$46.48M
7.25%
Sole
1.28M
Shared
0.00
None
0.00
SEABOARD CORP
SOLEShares9.47K
TypeSH
Market value$35.56M
5.55%
Sole
9.47K
Shared
0.00
None
0.00
PFIZER
SOLEShares1.06M
TypeSH
Market value$35.02M
5.46%
Sole
1.06M
Shared
0.00
None
0.00
MBIA
SOLEShares4.81M
TypeSH
Market value$34.68M
5.41%
Sole
4.81M
Shared
0.00
None
0.00
VOXX INTERNATIONAL
SOLEShares2.89M
TypeSH
Market value$23.09M
3.60%
Sole
2.49M
Shared
0.00
None
0.00
HALEON
SOLEShares1.03M
TypeSH
Market value$8.60M
1.34%
Sole
1.03M
Shared
0.00
None
0.00
IDT CORP CL B
SOLEShares349.06K
TypeSH
Market value$7.70M
1.20%
Sole
349.06K
Shared
0.00
None
0.00
BLACKBERRY
SOLEShares1.38M
TypeSH
Market value$6.50M
1.01%
Sole
1.38M
Shared
0.00
None
0.00
GENIE ENERGY
SOLEShares297.51K
TypeSH
Market value$4.38M
0.68%
Sole
297.51K
Shared
0.00
None
0.00
WEBSTER FINL
SOLEShares106.41K
TypeSH
Market value$4.29M
0.67%
Sole
106.41K
Shared
0.00
None
0.00
NOVARTIS ADR
SOLEShares21.58K
TypeSH
Market value$2.20M
0.34%
Sole
21.58K
Shared
0.00
None
0.00
HOLOGIC
SOLEShares28.49K
TypeSH
Market value$1.98M
0.31%
Sole
28.49K
Shared
0.00
None
0.00
EXXON MOBIL
SOLEShares15.44K
TypeSH
Market value$1.81M
0.28%
Sole
15.44K
Shared
0.00
None
0.00
CSX
SOLEShares50.43K
TypeSH
Market value$1.55M
0.24%
Sole
50.43K
Shared
0.00
None
0.00
BANK OF AMERICA
SOLEShares38.07K
TypeSH
Market value$1.04M
0.16%
Sole
38.07K
Shared
0.00
None
0.00
FIRST NATL BK OF ALASKA
SOLEShares4.77K
TypeSH
Market value$897.0K
0.14%
Sole
4.77K
Shared
0.00
None
0.00
ORGANON
SOLEShares51.35K
TypeSH
Market value$891.7K
0.14%
Sole
51.35K
Shared
0.00
None
0.00
JP MORGAN CHASE
SOLEShares5.78K
TypeSH
Market value$837.0K
0.13%
Sole
5.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NEW YORK COMMUNITYSOLE | COM | 6.29M | SH | $71.37M 11.14% | 6.29M | 0.00 | 0.00 |
BP PLCSOLE | COM | 1.77M | SH | $68.68M 10.71% | 1.77M | 0.00 | 0.00 |
MERCKSOLE | COM | 638.79K | SH | $65.76M 10.26% | 638.79K | 0.00 | 0.00 |
ASSURED GUARANTYSOLE | COM | 1.02M | SH | $61.86M 9.65% | 1.02M | 0.00 | 0.00 |
PATTERSON ENERGYSOLE | COM | 3.64M | SH | $50.37M 7.86% | 3.84M | 0.00 | 0.00 |
CITIGROUPSOLE | COM | 1.22M | SH | $50.00M 7.80% | 1.22M | 0.00 | 0.00 |
BRISTOL MYERS SQUIBBSOLE | COM | 851.70K | SH | $49.45M 7.72% | 851.70K | 0.00 | 0.00 |
GSK PLCSOLE | COM | 1.28M | SH | $46.48M 7.25% | 1.28M | 0.00 | 0.00 |
SEABOARD CORPSOLE | COM | 9.47K | SH | $35.56M 5.55% | 9.47K | 0.00 | 0.00 |
PFIZERSOLE | COM | 1.06M | SH | $35.02M 5.46% | 1.06M | 0.00 | 0.00 |
MBIASOLE | COM | 4.81M | SH | $34.68M 5.41% | 4.81M | 0.00 | 0.00 |
VOXX INTERNATIONALSOLE | COM | 2.89M | SH | $23.09M 3.60% | 2.49M | 0.00 | 0.00 |
HALEONSOLE | COM | 1.03M | SH | $8.60M 1.34% | 1.03M | 0.00 | 0.00 |
IDT CORP CL BSOLE | COM | 349.06K | SH | $7.70M 1.20% | 349.06K | 0.00 | 0.00 |
BLACKBERRYSOLE | COM | 1.38M | SH | $6.50M 1.01% | 1.38M | 0.00 | 0.00 |
GENIE ENERGYSOLE | COM | 297.51K | SH | $4.38M 0.68% | 297.51K | 0.00 | 0.00 |
WEBSTER FINLSOLE | COM | 106.41K | SH | $4.29M 0.67% | 106.41K | 0.00 | 0.00 |
NOVARTIS ADRSOLE | COM | 21.58K | SH | $2.20M 0.34% | 21.58K | 0.00 | 0.00 |
HOLOGICSOLE | COM | 28.49K | SH | $1.98M 0.31% | 28.49K | 0.00 | 0.00 |
EXXON MOBILSOLE | COM | 15.44K | SH | $1.81M 0.28% | 15.44K | 0.00 | 0.00 |
CSXSOLE | COM | 50.43K | SH | $1.55M 0.24% | 50.43K | 0.00 | 0.00 |
BANK OF AMERICASOLE | COM | 38.07K | SH | $1.04M 0.16% | 38.07K | 0.00 | 0.00 |
FIRST NATL BK OF ALASKASOLE | COM | 4.77K | SH | $897.0K 0.14% | 4.77K | 0.00 | 0.00 |
ORGANONSOLE | COM | 51.35K | SH | $891.7K 0.14% | 51.35K | 0.00 | 0.00 |
JP MORGAN CHASESOLE | COM | 5.78K | SH | $837.0K 0.13% | 5.78K | 0.00 | 0.00 |
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