Filed: 11/13/2024ACC: 0001039565-24-000013
📋 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 $580.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$580.57M
Total AUM (reported)
24.38M
Total Shares
Allocation by class
COM$580.57M100.0%
Portfolio Concentration
Top 3$190.08M32.7%
4–10$279.94M48.2%
11–25$101.29M17.4%
Rest$9.28M1.6%
Top 3 weight
32.7%
Top 10 weight
81.0%
Voting Authority Distribution
Total shares with voting rights: 24.38M
Sole
Full voting authority
24.38M
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:
CITIGROUP
SOLEShares1.19M
TypeSH
Market value$74.28M
12.79%
Sole
1.19M
Shared
0.00
None
0.00
MERCK
SOLEShares580.49K
TypeSH
Market value$65.92M
11.35%
Sole
580.49K
Shared
0.00
None
0.00
BP PLC
SOLEShares1.59M
TypeSH
Market value$49.87M
8.59%
Sole
1.59M
Shared
0.00
None
0.00
NEW YORK COMMUNITY
SOLEShares4.21M
TypeSH
Market value$47.25M
8.14%
Sole
4.21M
Shared
0.00
None
0.00
BAYER AG SPONS ADR
SOLEShares5.16M
TypeSH
Market value$43.70M
7.53%
Sole
5.16M
Shared
0.00
None
0.00
GSK PLC
SOLEShares1.06M
TypeSH
Market value$43.29M
7.46%
Sole
1.06M
Shared
0.00
None
0.00
BRISTOL MYERS SQUIBB
SOLEShares826.11K
TypeSH
Market value$42.74M
7.36%
Sole
826.11K
Shared
0.00
None
0.00
DISNEY
SOLEShares405.44K
TypeSH
Market value$39.00M
6.72%
Sole
405.44K
Shared
0.00
None
0.00
ORGANON
SOLEShares1.84M
TypeSH
Market value$35.11M
6.05%
Sole
1.84M
Shared
0.00
None
0.00
PFIZER
SOLEShares997.02K
TypeSH
Market value$28.85M
4.97%
Sole
997.02K
Shared
0.00
None
0.00
SEABOARD CORP
SOLEShares9.03K
TypeSH
Market value$28.34M
4.88%
Sole
9.03K
Shared
0.00
None
0.00
ASSURED GUARANTY
SOLEShares294.99K
TypeSH
Market value$23.46M
4.04%
Sole
294.99K
Shared
0.00
None
0.00
PATTERSON ENERGY
SOLEShares2.25M
TypeSH
Market value$17.18M
2.96%
Sole
2.25M
Shared
0.00
None
0.00
IDT CORP CL B
SOLEShares330.23K
TypeSH
Market value$12.60M
2.17%
Sole
330.23K
Shared
0.00
None
0.00
GENIE ENERGY
SOLEShares289.91K
TypeSH
Market value$4.71M
0.81%
Sole
289.91K
Shared
0.00
None
0.00
HALEON
SOLEShares241.95K
TypeSH
Market value$2.56M
0.44%
Sole
241.95K
Shared
0.00
None
0.00
HOLOGIC
SOLEShares25.59K
TypeSH
Market value$2.08M
0.36%
Sole
25.59K
Shared
0.00
None
0.00
NOVARTIS ADR
SOLEShares17.58K
TypeSH
Market value$2.02M
0.35%
Sole
17.58K
Shared
0.00
None
0.00
CSX
SOLEShares49.82K
TypeSH
Market value$1.72M
0.30%
Sole
49.82K
Shared
0.00
None
0.00
EXXON MOBIL
SOLEShares14.33K
TypeSH
Market value$1.68M
0.29%
Sole
14.33K
Shared
0.00
None
0.00
FAIRFAX FINANCIAL
SOLEShares1.02K
TypeSH
Market value$1.29M
0.22%
Sole
1.02K
Shared
0.00
None
0.00
WEBSTER FINL
SOLEShares21.44K
TypeSH
Market value$999.0K
0.17%
Sole
21.44K
Shared
0.00
None
0.00
FIRST NATL BK OF ALASKA
SOLEShares4.77K
TypeSH
Market value$975.0K
0.17%
Sole
4.77K
Shared
0.00
None
0.00
ANTERO RESOURCES
SOLEShares30.16K
TypeSH
Market value$864.0K
0.15%
Sole
30.16K
Shared
0.00
None
0.00
CREW ENERGY
SOLEShares150.78K
TypeSH
Market value$801.0K
0.14%
Sole
150.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CITIGROUPSOLE | COM | 1.19M | SH | $74.28M 12.79% | 1.19M | 0.00 | 0.00 |
MERCKSOLE | COM | 580.49K | SH | $65.92M 11.35% | 580.49K | 0.00 | 0.00 |
BP PLCSOLE | COM | 1.59M | SH | $49.87M 8.59% | 1.59M | 0.00 | 0.00 |
NEW YORK COMMUNITYSOLE | COM | 4.21M | SH | $47.25M 8.14% | 4.21M | 0.00 | 0.00 |
BAYER AG SPONS ADRSOLE | COM | 5.16M | SH | $43.70M 7.53% | 5.16M | 0.00 | 0.00 |
GSK PLCSOLE | COM | 1.06M | SH | $43.29M 7.46% | 1.06M | 0.00 | 0.00 |
BRISTOL MYERS SQUIBBSOLE | COM | 826.11K | SH | $42.74M 7.36% | 826.11K | 0.00 | 0.00 |
DISNEYSOLE | COM | 405.44K | SH | $39.00M 6.72% | 405.44K | 0.00 | 0.00 |
ORGANONSOLE | COM | 1.84M | SH | $35.11M 6.05% | 1.84M | 0.00 | 0.00 |
PFIZERSOLE | COM | 997.02K | SH | $28.85M 4.97% | 997.02K | 0.00 | 0.00 |
SEABOARD CORPSOLE | COM | 9.03K | SH | $28.34M 4.88% | 9.03K | 0.00 | 0.00 |
ASSURED GUARANTYSOLE | COM | 294.99K | SH | $23.46M 4.04% | 294.99K | 0.00 | 0.00 |
PATTERSON ENERGYSOLE | COM | 2.25M | SH | $17.18M 2.96% | 2.25M | 0.00 | 0.00 |
IDT CORP CL BSOLE | COM | 330.23K | SH | $12.60M 2.17% | 330.23K | 0.00 | 0.00 |
GENIE ENERGYSOLE | COM | 289.91K | SH | $4.71M 0.81% | 289.91K | 0.00 | 0.00 |
HALEONSOLE | COM | 241.95K | SH | $2.56M 0.44% | 241.95K | 0.00 | 0.00 |
HOLOGICSOLE | COM | 25.59K | SH | $2.08M 0.36% | 25.59K | 0.00 | 0.00 |
NOVARTIS ADRSOLE | COM | 17.58K | SH | $2.02M 0.35% | 17.58K | 0.00 | 0.00 |
CSXSOLE | COM | 49.82K | SH | $1.72M 0.30% | 49.82K | 0.00 | 0.00 |
EXXON MOBILSOLE | COM | 14.33K | SH | $1.68M 0.29% | 14.33K | 0.00 | 0.00 |
FAIRFAX FINANCIALSOLE | COM | 1.02K | SH | $1.29M 0.22% | 1.02K | 0.00 | 0.00 |
WEBSTER FINLSOLE | COM | 21.44K | SH | $999.0K 0.17% | 21.44K | 0.00 | 0.00 |
FIRST NATL BK OF ALASKASOLE | COM | 4.77K | SH | $975.0K 0.17% | 4.77K | 0.00 | 0.00 |
ANTERO RESOURCESSOLE | COM | 30.16K | SH | $864.0K 0.15% | 30.16K | 0.00 | 0.00 |
CREW ENERGYSOLE | COM | 150.78K | SH | $801.0K 0.14% | 150.78K | 0.00 | 0.00 |
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