Filed: 8/14/2024ACC: 0001039565-24-000012
📋 What this filing means
KAHN BROTHERS GROUP INC filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $594.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$594.97M
Total AUM (reported)
38.79M
Total Shares
Allocation by class
COM$594.97M100.0%
Portfolio Concentration
Top 3$208.32M35.0%
4–10$246.38M41.4%
11–25$131.19M22.0%
Rest$9.08M1.5%
Top 3 weight
35.0%
Top 10 weight
76.4%
Voting Authority Distribution
Total shares with voting rights: 38.79M
Sole
Full voting authority
38.79M
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)
Sole52
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings52
Rows:
CITIGROUP
SOLEShares1.19M
TypeSH
Market value$75.83M
12.74%
Sole
1.19M
Shared
0.00
None
0.00
MERCK
SOLEShares591.91K
TypeSH
Market value$73.28M
12.32%
Sole
591.91K
Shared
0.00
None
0.00
BP PLC
SOLEShares1.64M
TypeSH
Market value$59.22M
9.95%
Sole
1.64M
Shared
0.00
None
0.00
GSK PLC
SOLEShares1.24M
TypeSH
Market value$47.79M
8.03%
Sole
1.24M
Shared
0.00
None
0.00
NEW YORK COMMUNITY
SOLEShares12.21M
TypeSH
Market value$39.32M
6.61%
Sole
12.21M
Shared
0.00
None
0.00
ORGANON
SOLEShares1.66M
TypeSH
Market value$34.38M
5.78%
Sole
1.66M
Shared
0.00
None
0.00
BRISTOL MYERS SQUIBB
SOLEShares827.26K
TypeSH
Market value$34.36M
5.77%
Sole
827.26K
Shared
0.00
None
0.00
BAYER AG SPONS ADR
SOLEShares4.37M
TypeSH
Market value$30.80M
5.18%
Sole
4.37M
Shared
0.00
None
0.00
MBIA
SOLEShares5.57M
TypeSH
Market value$30.58M
5.14%
Sole
5.57M
Shared
0.00
None
0.00
SEABOARD CORP
SOLEShares9.22K
TypeSH
Market value$29.16M
4.90%
Sole
9.22K
Shared
0.00
None
0.00
PFIZER
SOLEShares1M
TypeSH
Market value$28.05M
4.71%
Sole
1M
Shared
0.00
None
0.00
PATTERSON ENERGY
SOLEShares2.32M
TypeSH
Market value$24.04M
4.04%
Sole
2.32M
Shared
0.00
None
0.00
ASSURED GUARANTY
SOLEShares301.09K
TypeSH
Market value$23.23M
3.90%
Sole
301.09K
Shared
0.00
None
0.00
DISNEY
SOLEShares220.90K
TypeSH
Market value$21.93M
3.69%
Sole
220.90K
Shared
0.00
None
0.00
IDT CORP CL B
SOLEShares331.51K
TypeSH
Market value$11.91M
2.00%
Sole
331.51K
Shared
0.00
None
0.00
VOXX INTERNATIONAL
SOLEShares1.76M
TypeSH
Market value$5.57M
0.94%
Sole
1.76M
Shared
0.00
None
0.00
GENIE ENERGY
SOLEShares291.67K
TypeSH
Market value$4.26M
0.72%
Sole
291.67K
Shared
0.00
None
0.00
HALEON
SOLEShares246.15K
TypeSH
Market value$2.03M
0.34%
Sole
246.15K
Shared
0.00
None
0.00
HOLOGIC
SOLEShares25.59K
TypeSH
Market value$1.90M
0.32%
Sole
25.59K
Shared
0.00
None
0.00
NOVARTIS ADR
SOLEShares17.58K
TypeSH
Market value$1.87M
0.31%
Sole
17.58K
Shared
0.00
None
0.00
CSX
SOLEShares49.82K
TypeSH
Market value$1.67M
0.28%
Sole
49.82K
Shared
0.00
None
0.00
EXXON MOBIL
SOLEShares14.33K
TypeSH
Market value$1.65M
0.28%
Sole
14.33K
Shared
0.00
None
0.00
FAIRFAX FINANCIAL
SOLEShares1.02K
TypeSH
Market value$1.16M
0.19%
Sole
1.02K
Shared
0.00
None
0.00
ANTERO RESOURCES
SOLEShares30.16K
TypeSH
Market value$984.0K
0.17%
Sole
30.16K
Shared
0.00
None
0.00
FIRST NATL BK OF ALASKA
SOLEShares4.77K
TypeSH
Market value$934.0K
0.16%
Sole
4.77K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CITIGROUPSOLE | COM | 1.19M | SH | $75.83M 12.74% | 1.19M | 0.00 | 0.00 |
MERCKSOLE | COM | 591.91K | SH | $73.28M 12.32% | 591.91K | 0.00 | 0.00 |
BP PLCSOLE | COM | 1.64M | SH | $59.22M 9.95% | 1.64M | 0.00 | 0.00 |
GSK PLCSOLE | COM | 1.24M | SH | $47.79M 8.03% | 1.24M | 0.00 | 0.00 |
NEW YORK COMMUNITYSOLE | COM | 12.21M | SH | $39.32M 6.61% | 12.21M | 0.00 | 0.00 |
ORGANONSOLE | COM | 1.66M | SH | $34.38M 5.78% | 1.66M | 0.00 | 0.00 |
BRISTOL MYERS SQUIBBSOLE | COM | 827.26K | SH | $34.36M 5.77% | 827.26K | 0.00 | 0.00 |
BAYER AG SPONS ADRSOLE | COM | 4.37M | SH | $30.80M 5.18% | 4.37M | 0.00 | 0.00 |
MBIASOLE | COM | 5.57M | SH | $30.58M 5.14% | 5.57M | 0.00 | 0.00 |
SEABOARD CORPSOLE | COM | 9.22K | SH | $29.16M 4.90% | 9.22K | 0.00 | 0.00 |
PFIZERSOLE | COM | 1M | SH | $28.05M 4.71% | 1M | 0.00 | 0.00 |
PATTERSON ENERGYSOLE | COM | 2.32M | SH | $24.04M 4.04% | 2.32M | 0.00 | 0.00 |
ASSURED GUARANTYSOLE | COM | 301.09K | SH | $23.23M 3.90% | 301.09K | 0.00 | 0.00 |
DISNEYSOLE | COM | 220.90K | SH | $21.93M 3.69% | 220.90K | 0.00 | 0.00 |
IDT CORP CL BSOLE | COM | 331.51K | SH | $11.91M 2.00% | 331.51K | 0.00 | 0.00 |
VOXX INTERNATIONALSOLE | COM | 1.76M | SH | $5.57M 0.94% | 1.76M | 0.00 | 0.00 |
GENIE ENERGYSOLE | COM | 291.67K | SH | $4.26M 0.72% | 291.67K | 0.00 | 0.00 |
HALEONSOLE | COM | 246.15K | SH | $2.03M 0.34% | 246.15K | 0.00 | 0.00 |
HOLOGICSOLE | COM | 25.59K | SH | $1.90M 0.32% | 25.59K | 0.00 | 0.00 |
NOVARTIS ADRSOLE | COM | 17.58K | SH | $1.87M 0.31% | 17.58K | 0.00 | 0.00 |
CSXSOLE | COM | 49.82K | SH | $1.67M 0.28% | 49.82K | 0.00 | 0.00 |
EXXON MOBILSOLE | COM | 14.33K | SH | $1.65M 0.28% | 14.33K | 0.00 | 0.00 |
FAIRFAX FINANCIALSOLE | COM | 1.02K | SH | $1.16M 0.19% | 1.02K | 0.00 | 0.00 |
ANTERO RESOURCESSOLE | COM | 30.16K | SH | $984.0K 0.17% | 30.16K | 0.00 | 0.00 |
FIRST NATL BK OF ALASKASOLE | COM | 4.77K | SH | $934.0K 0.16% | 4.77K | 0.00 | 0.00 |
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