Filed: 5/15/2024ACC: 0001039565-24-000005
📋 What this filing means
KAHN BROTHERS GROUP INC filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $674.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$674.36M
Total AUM (reported)
33.08M
Total Shares
Allocation by class
COM$674.36M100.0%
Portfolio Concentration
Top 3$241.53M35.8%
4–10$285.85M42.4%
11–25$136.62M20.3%
Rest$10.36M1.5%
Top 3 weight
35.8%
Top 10 weight
78.2%
Voting Authority Distribution
Total shares with voting rights: 33.08M
Sole
Full voting authority
33.08M
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)
Sole53
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings53
Rows:
ASSURED GUARANTY
SOLEShares970.58K
TypeSH
Market value$84.68M
12.56%
Sole
970.58K
Shared
0.00
None
0.00
MERCK
SOLEShares613.82K
TypeSH
Market value$80.99M
12.01%
Sole
613.82K
Shared
0.00
None
0.00
CITIGROUP
SOLEShares1.20M
TypeSH
Market value$75.85M
11.25%
Sole
1.20M
Shared
0.00
None
0.00
BP PLC
SOLEShares1.67M
TypeSH
Market value$62.76M
9.31%
Sole
1.67M
Shared
0.00
None
0.00
GSK PLC
SOLEShares1.25M
TypeSH
Market value$53.74M
7.97%
Sole
1.25M
Shared
0.00
None
0.00
BRISTOL MYERS SQUIBB
SOLEShares831.99K
TypeSH
Market value$45.12M
6.69%
Sole
831.99K
Shared
0.00
None
0.00
MBIA
SOLEShares5.18M
TypeSH
Market value$34.99M
5.19%
Sole
5.18M
Shared
0.00
None
0.00
PATTERSON ENERGY
SOLEShares2.65M
TypeSH
Market value$31.67M
4.70%
Sole
2.65M
Shared
0.00
None
0.00
SEABOARD CORP
SOLEShares9.05K
TypeSH
Market value$29.18M
4.33%
Sole
9.05K
Shared
0.00
None
0.00
PFIZER
SOLEShares1.02M
TypeSH
Market value$28.38M
4.21%
Sole
1.02M
Shared
0.00
None
0.00
BAYER AG SPONS ADR
SOLEShares3.10M
TypeSH
Market value$23.74M
3.52%
Sole
3.10M
Shared
0.00
None
0.00
VOXX INTERNATIONAL
SOLEShares2.85M
TypeSH
Market value$23.25M
3.45%
Sole
2.85M
Shared
0.00
None
0.00
ORGANON
SOLEShares1.18M
TypeSH
Market value$22.19M
3.29%
Sole
1.18M
Shared
0.00
None
0.00
NEW YORK COMMUNITY
SOLEShares6.21M
TypeSH
Market value$20.01M
2.97%
Sole
6.21M
Shared
0.00
None
0.00
IDT CORP CL B
SOLEShares345.55K
TypeSH
Market value$13.07M
1.94%
Sole
345.55K
Shared
0.00
None
0.00
DISNEY
SOLEShares93.93K
TypeSH
Market value$11.49M
1.70%
Sole
93.93K
Shared
0.00
None
0.00
WEBSTER FINL
SOLEShares97.94K
TypeSH
Market value$4.97M
0.74%
Sole
97.94K
Shared
0.00
None
0.00
GENIE ENERGY
SOLEShares293.69K
TypeSH
Market value$4.43M
0.66%
Sole
293.69K
Shared
0.00
None
0.00
HALEON
SOLEShares474.28K
TypeSH
Market value$4.03M
0.60%
Sole
474.28K
Shared
0.00
None
0.00
HOLOGIC
SOLEShares26.49K
TypeSH
Market value$2.06M
0.31%
Sole
26.49K
Shared
0.00
None
0.00
CSX
SOLEShares50.32K
TypeSH
Market value$1.86M
0.28%
Sole
50.32K
Shared
0.00
None
0.00
EXXON MOBIL
SOLEShares14.17K
TypeSH
Market value$1.65M
0.24%
Sole
14.17K
Shared
0.00
None
0.00
NOVARTIS ADR
SOLEShares15.41K
TypeSH
Market value$1.49M
0.22%
Sole
15.41K
Shared
0.00
None
0.00
BANK OF AMERICA
SOLEShares33.90K
TypeSH
Market value$1.29M
0.19%
Sole
33.90K
Shared
0.00
None
0.00
FAIRFAX FINANCIAL
SOLEShares1.02K
TypeSH
Market value$1.10M
0.16%
Sole
1.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ASSURED GUARANTYSOLE | COM | 970.58K | SH | $84.68M 12.56% | 970.58K | 0.00 | 0.00 |
MERCKSOLE | COM | 613.82K | SH | $80.99M 12.01% | 613.82K | 0.00 | 0.00 |
CITIGROUPSOLE | COM | 1.20M | SH | $75.85M 11.25% | 1.20M | 0.00 | 0.00 |
BP PLCSOLE | COM | 1.67M | SH | $62.76M 9.31% | 1.67M | 0.00 | 0.00 |
GSK PLCSOLE | COM | 1.25M | SH | $53.74M 7.97% | 1.25M | 0.00 | 0.00 |
BRISTOL MYERS SQUIBBSOLE | COM | 831.99K | SH | $45.12M 6.69% | 831.99K | 0.00 | 0.00 |
MBIASOLE | COM | 5.18M | SH | $34.99M 5.19% | 5.18M | 0.00 | 0.00 |
PATTERSON ENERGYSOLE | COM | 2.65M | SH | $31.67M 4.70% | 2.65M | 0.00 | 0.00 |
SEABOARD CORPSOLE | COM | 9.05K | SH | $29.18M 4.33% | 9.05K | 0.00 | 0.00 |
PFIZERSOLE | COM | 1.02M | SH | $28.38M 4.21% | 1.02M | 0.00 | 0.00 |
BAYER AG SPONS ADRSOLE | COM | 3.10M | SH | $23.74M 3.52% | 3.10M | 0.00 | 0.00 |
VOXX INTERNATIONALSOLE | COM | 2.85M | SH | $23.25M 3.45% | 2.85M | 0.00 | 0.00 |
ORGANONSOLE | COM | 1.18M | SH | $22.19M 3.29% | 1.18M | 0.00 | 0.00 |
NEW YORK COMMUNITYSOLE | COM | 6.21M | SH | $20.01M 2.97% | 6.21M | 0.00 | 0.00 |
IDT CORP CL BSOLE | COM | 345.55K | SH | $13.07M 1.94% | 345.55K | 0.00 | 0.00 |
DISNEYSOLE | COM | 93.93K | SH | $11.49M 1.70% | 93.93K | 0.00 | 0.00 |
WEBSTER FINLSOLE | COM | 97.94K | SH | $4.97M 0.74% | 97.94K | 0.00 | 0.00 |
GENIE ENERGYSOLE | COM | 293.69K | SH | $4.43M 0.66% | 293.69K | 0.00 | 0.00 |
HALEONSOLE | COM | 474.28K | SH | $4.03M 0.60% | 474.28K | 0.00 | 0.00 |
HOLOGICSOLE | COM | 26.49K | SH | $2.06M 0.31% | 26.49K | 0.00 | 0.00 |
CSXSOLE | COM | 50.32K | SH | $1.86M 0.28% | 50.32K | 0.00 | 0.00 |
EXXON MOBILSOLE | COM | 14.17K | SH | $1.65M 0.24% | 14.17K | 0.00 | 0.00 |
NOVARTIS ADRSOLE | COM | 15.41K | SH | $1.49M 0.22% | 15.41K | 0.00 | 0.00 |
BANK OF AMERICASOLE | COM | 33.90K | SH | $1.29M 0.19% | 33.90K | 0.00 | 0.00 |
FAIRFAX FINANCIALSOLE | COM | 1.02K | SH | $1.10M 0.16% | 1.02K | 0.00 | 0.00 |
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