Filed: 2/13/2024ACC: 0001039565-24-000001
📋 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 $634.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$634.76M
Total AUM (reported)
31.31M
Total Shares
Allocation by class
COM$634.76M100.0%
Portfolio Concentration
Top 3$204.99M32.3%
4–10$312.88M49.3%
11–25$111.16M17.5%
Rest$5.73M0.9%
Top 3 weight
32.3%
Top 10 weight
81.6%
Voting Authority Distribution
Total shares with voting rights: 31.31M
Sole
Full voting authority
31.31M
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:
ASSURED GUARANTY
SOLEShares987.37K
TypeSH
Market value$73.89M
11.64%
Sole
987.37K
Shared
0.00
None
0.00
MERCK
SOLEShares624.54K
TypeSH
Market value$68.09M
10.73%
Sole
624.54K
Shared
0.00
None
0.00
NEW YORK COMMUNITY
SOLEShares6.16M
TypeSH
Market value$63.02M
9.93%
Sole
6.16M
Shared
0.00
None
0.00
CITIGROUP
SOLEShares1.21M
TypeSH
Market value$62.21M
9.80%
Sole
1.21M
Shared
0.00
None
0.00
BP PLC
SOLEShares1.71M
TypeSH
Market value$60.67M
9.56%
Sole
1.71M
Shared
0.00
None
0.00
GSK PLC
SOLEShares1.26M
TypeSH
Market value$46.68M
7.35%
Sole
1.26M
Shared
0.00
None
0.00
BRISTOL MYERS SQUIBB
SOLEShares833.92K
TypeSH
Market value$42.79M
6.74%
Sole
833.92K
Shared
0.00
None
0.00
PATTERSON ENERGY
SOLEShares3.50M
TypeSH
Market value$37.80M
5.96%
Sole
3.50M
Shared
0.00
None
0.00
SEABOARD CORP
SOLEShares8.96K
TypeSH
Market value$32.00M
5.04%
Sole
8.96K
Shared
0.00
None
0.00
VOXX INTERNATIONAL
SOLEShares2.88M
TypeSH
Market value$30.73M
4.84%
Sole
2.88M
Shared
0.00
None
0.00
MBIA
SOLEShares4.83M
TypeSH
Market value$29.56M
4.66%
Sole
4.83M
Shared
0.00
None
0.00
PFIZER
SOLEShares1.03M
TypeSH
Market value$29.53M
4.65%
Sole
1.03M
Shared
0.00
None
0.00
IDT CORP CL B
SOLEShares347.09K
TypeSH
Market value$11.84M
1.87%
Sole
347.09K
Shared
0.00
None
0.00
GENIE ENERGY
SOLEShares295.84K
TypeSH
Market value$8.32M
1.31%
Sole
295.84K
Shared
0.00
None
0.00
BAYER AG SPONS ADR
SOLEShares712.50K
TypeSH
Market value$6.58M
1.04%
Sole
712.50K
Shared
0.00
None
0.00
HALEON
SOLEShares645.67K
TypeSH
Market value$5.31M
0.84%
Sole
645.67K
Shared
0.00
None
0.00
WEBSTER FINL
SOLEShares101.07K
TypeSH
Market value$5.13M
0.81%
Sole
101.07K
Shared
0.00
None
0.00
BLACKBERRY
SOLEShares1.26M
TypeSH
Market value$4.45M
0.70%
Sole
1.26M
Shared
0.00
None
0.00
HOLOGIC
SOLEShares28.49K
TypeSH
Market value$2.04M
0.32%
Sole
28.49K
Shared
0.00
None
0.00
NOVARTIS ADR
SOLEShares18.06K
TypeSH
Market value$1.82M
0.29%
Sole
18.06K
Shared
0.00
None
0.00
CSX
SOLEShares50.32K
TypeSH
Market value$1.75M
0.27%
Sole
50.32K
Shared
0.00
None
0.00
EXXON MOBIL
SOLEShares15.22K
TypeSH
Market value$1.52M
0.24%
Sole
15.22K
Shared
0.00
None
0.00
BANK OF AMERICA
SOLEShares40.98K
TypeSH
Market value$1.38M
0.22%
Sole
40.98K
Shared
0.00
None
0.00
JP MORGAN CHASE
SOLEShares5.77K
TypeSH
Market value$982.0K
0.15%
Sole
5.77K
Shared
0.00
None
0.00
FIRST NATL BK OF ALASKA
SOLEShares4.77K
TypeSH
Market value$949.0K
0.15%
Sole
4.77K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ASSURED GUARANTYSOLE | COM | 987.37K | SH | $73.89M 11.64% | 987.37K | 0.00 | 0.00 |
MERCKSOLE | COM | 624.54K | SH | $68.09M 10.73% | 624.54K | 0.00 | 0.00 |
NEW YORK COMMUNITYSOLE | COM | 6.16M | SH | $63.02M 9.93% | 6.16M | 0.00 | 0.00 |
CITIGROUPSOLE | COM | 1.21M | SH | $62.21M 9.80% | 1.21M | 0.00 | 0.00 |
BP PLCSOLE | COM | 1.71M | SH | $60.67M 9.56% | 1.71M | 0.00 | 0.00 |
GSK PLCSOLE | COM | 1.26M | SH | $46.68M 7.35% | 1.26M | 0.00 | 0.00 |
BRISTOL MYERS SQUIBBSOLE | COM | 833.92K | SH | $42.79M 6.74% | 833.92K | 0.00 | 0.00 |
PATTERSON ENERGYSOLE | COM | 3.50M | SH | $37.80M 5.96% | 3.50M | 0.00 | 0.00 |
SEABOARD CORPSOLE | COM | 8.96K | SH | $32.00M 5.04% | 8.96K | 0.00 | 0.00 |
VOXX INTERNATIONALSOLE | COM | 2.88M | SH | $30.73M 4.84% | 2.88M | 0.00 | 0.00 |
MBIASOLE | COM | 4.83M | SH | $29.56M 4.66% | 4.83M | 0.00 | 0.00 |
PFIZERSOLE | COM | 1.03M | SH | $29.53M 4.65% | 1.03M | 0.00 | 0.00 |
IDT CORP CL BSOLE | COM | 347.09K | SH | $11.84M 1.87% | 347.09K | 0.00 | 0.00 |
GENIE ENERGYSOLE | COM | 295.84K | SH | $8.32M 1.31% | 295.84K | 0.00 | 0.00 |
BAYER AG SPONS ADRSOLE | COM | 712.50K | SH | $6.58M 1.04% | 712.50K | 0.00 | 0.00 |
HALEONSOLE | COM | 645.67K | SH | $5.31M 0.84% | 645.67K | 0.00 | 0.00 |
WEBSTER FINLSOLE | COM | 101.07K | SH | $5.13M 0.81% | 101.07K | 0.00 | 0.00 |
BLACKBERRYSOLE | COM | 1.26M | SH | $4.45M 0.70% | 1.26M | 0.00 | 0.00 |
HOLOGICSOLE | COM | 28.49K | SH | $2.04M 0.32% | 28.49K | 0.00 | 0.00 |
NOVARTIS ADRSOLE | COM | 18.06K | SH | $1.82M 0.29% | 18.06K | 0.00 | 0.00 |
CSXSOLE | COM | 50.32K | SH | $1.75M 0.27% | 50.32K | 0.00 | 0.00 |
EXXON MOBILSOLE | COM | 15.22K | SH | $1.52M 0.24% | 15.22K | 0.00 | 0.00 |
BANK OF AMERICASOLE | COM | 40.98K | SH | $1.38M 0.22% | 40.98K | 0.00 | 0.00 |
JP MORGAN CHASESOLE | COM | 5.77K | SH | $982.0K 0.15% | 5.77K | 0.00 | 0.00 |
FIRST NATL BK OF ALASKASOLE | COM | 4.77K | SH | $949.0K 0.15% | 4.77K | 0.00 | 0.00 |
Page 1 of 2