Filed: 2/14/2025ACC: 0001039565-25-000001
📋 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 $460.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$460.36M
Total AUM (reported)
19.65M
Total Shares
Allocation by class
COM$460.36M100.0%
Portfolio Concentration
Top 3$153.76M33.4%
4–10$208.49M45.3%
11–25$89.16M19.4%
Rest$8.95M1.9%
Top 3 weight
33.4%
Top 10 weight
78.7%
Voting Authority Distribution
Total shares with voting rights: 19.65M
Sole
Full voting authority
19.65M
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
SOLEShares906.78K
TypeSH
Market value$63.83M
13.86%
Sole
906.78K
Shared
0.00
None
0.00
MERCK
SOLEShares508.91K
TypeSH
Market value$50.63M
11.00%
Sole
508.91K
Shared
0.00
None
0.00
DISNEY
SOLEShares353.03K
TypeSH
Market value$39.31M
8.54%
Sole
353.03K
Shared
0.00
None
0.00
BRISTOL MYERS SQUIBB
SOLEShares690.25K
TypeSH
Market value$39.04M
8.48%
Sole
690.25K
Shared
0.00
None
0.00
BP PLC
SOLEShares1.19M
TypeSH
Market value$35.24M
7.65%
Sole
1.19M
Shared
0.00
None
0.00
FLAGSTAR FINL INC
SOLEShares3.56M
TypeSH
Market value$33.21M
7.21%
Sole
3.56M
Shared
0.00
None
0.00
GSK PLC
SOLEShares884.71K
TypeSH
Market value$29.92M
6.50%
Sole
884.71K
Shared
0.00
None
0.00
ASSURED GUARANTY
SOLEShares285.57K
TypeSH
Market value$25.70M
5.58%
Sole
285.57K
Shared
0.00
None
0.00
ORGANON
SOLEShares1.57M
TypeSH
Market value$23.38M
5.08%
Sole
1.57M
Shared
0.00
None
0.00
BAYER AG SPONS ADR
SOLEShares4.51M
TypeSH
Market value$21.99M
4.78%
Sole
4.51M
Shared
0.00
None
0.00
SEABOARD CORP
SOLEShares9.02K
TypeSH
Market value$21.91M
4.76%
Sole
9.02K
Shared
0.00
None
0.00
PFIZER
SOLEShares761.09K
TypeSH
Market value$20.19M
4.39%
Sole
761.09K
Shared
0.00
None
0.00
PATTERSON ENERGY
SOLEShares2M
TypeSH
Market value$16.49M
3.58%
Sole
2M
Shared
0.00
None
0.00
IDT CORP CL B
SOLEShares238.88K
TypeSH
Market value$11.35M
2.47%
Sole
238.88K
Shared
0.00
None
0.00
GENIE ENERGY
SOLEShares216.94K
TypeSH
Market value$3.38M
0.73%
Sole
216.94K
Shared
0.00
None
0.00
HOLOGIC
SOLEShares29.59K
TypeSH
Market value$2.13M
0.46%
Sole
29.59K
Shared
0.00
None
0.00
NOVARTIS ADR
SOLEShares21.18K
TypeSH
Market value$2.06M
0.45%
Sole
21.18K
Shared
0.00
None
0.00
HALEON
SOLEShares203.03K
TypeSH
Market value$1.94M
0.42%
Sole
203.03K
Shared
0.00
None
0.00
WEBSTER FINL
SOLEShares32.50K
TypeSH
Market value$1.79M
0.39%
Sole
32.50K
Shared
0.00
None
0.00
CSX
SOLEShares49.82K
TypeSH
Market value$1.61M
0.35%
Sole
49.82K
Shared
0.00
None
0.00
EXXON MOBIL
SOLEShares13.97K
TypeSH
Market value$1.50M
0.33%
Sole
13.97K
Shared
0.00
None
0.00
FIRST NATL BK OF ALASKA
SOLEShares6.29K
TypeSH
Market value$1.47M
0.32%
Sole
6.29K
Shared
0.00
None
0.00
FAIRFAX FINANCIAL
SOLEShares1.02K
TypeSH
Market value$1.42M
0.31%
Sole
1.02K
Shared
0.00
None
0.00
ANTERO RESOURCES
SOLEShares30.16K
TypeSH
Market value$1.06M
0.23%
Sole
30.16K
Shared
0.00
None
0.00
BANK OF AMERICA
SOLEShares19.43K
TypeSH
Market value$854.2K
0.19%
Sole
19.43K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CITIGROUPSOLE | COM | 906.78K | SH | $63.83M 13.86% | 906.78K | 0.00 | 0.00 |
MERCKSOLE | COM | 508.91K | SH | $50.63M 11.00% | 508.91K | 0.00 | 0.00 |
DISNEYSOLE | COM | 353.03K | SH | $39.31M 8.54% | 353.03K | 0.00 | 0.00 |
BRISTOL MYERS SQUIBBSOLE | COM | 690.25K | SH | $39.04M 8.48% | 690.25K | 0.00 | 0.00 |
BP PLCSOLE | COM | 1.19M | SH | $35.24M 7.65% | 1.19M | 0.00 | 0.00 |
FLAGSTAR FINL INCSOLE | COM | 3.56M | SH | $33.21M 7.21% | 3.56M | 0.00 | 0.00 |
GSK PLCSOLE | COM | 884.71K | SH | $29.92M 6.50% | 884.71K | 0.00 | 0.00 |
ASSURED GUARANTYSOLE | COM | 285.57K | SH | $25.70M 5.58% | 285.57K | 0.00 | 0.00 |
ORGANONSOLE | COM | 1.57M | SH | $23.38M 5.08% | 1.57M | 0.00 | 0.00 |
BAYER AG SPONS ADRSOLE | COM | 4.51M | SH | $21.99M 4.78% | 4.51M | 0.00 | 0.00 |
SEABOARD CORPSOLE | COM | 9.02K | SH | $21.91M 4.76% | 9.02K | 0.00 | 0.00 |
PFIZERSOLE | COM | 761.09K | SH | $20.19M 4.39% | 761.09K | 0.00 | 0.00 |
PATTERSON ENERGYSOLE | COM | 2M | SH | $16.49M 3.58% | 2M | 0.00 | 0.00 |
IDT CORP CL BSOLE | COM | 238.88K | SH | $11.35M 2.47% | 238.88K | 0.00 | 0.00 |
GENIE ENERGYSOLE | COM | 216.94K | SH | $3.38M 0.73% | 216.94K | 0.00 | 0.00 |
HOLOGICSOLE | COM | 29.59K | SH | $2.13M 0.46% | 29.59K | 0.00 | 0.00 |
NOVARTIS ADRSOLE | COM | 21.18K | SH | $2.06M 0.45% | 21.18K | 0.00 | 0.00 |
HALEONSOLE | COM | 203.03K | SH | $1.94M 0.42% | 203.03K | 0.00 | 0.00 |
WEBSTER FINLSOLE | COM | 32.50K | SH | $1.79M 0.39% | 32.50K | 0.00 | 0.00 |
CSXSOLE | COM | 49.82K | SH | $1.61M 0.35% | 49.82K | 0.00 | 0.00 |
EXXON MOBILSOLE | COM | 13.97K | SH | $1.50M 0.33% | 13.97K | 0.00 | 0.00 |
FIRST NATL BK OF ALASKASOLE | COM | 6.29K | SH | $1.47M 0.32% | 6.29K | 0.00 | 0.00 |
FAIRFAX FINANCIALSOLE | COM | 1.02K | SH | $1.42M 0.31% | 1.02K | 0.00 | 0.00 |
ANTERO RESOURCESSOLE | COM | 30.16K | SH | $1.06M 0.23% | 30.16K | 0.00 | 0.00 |
BANK OF AMERICASOLE | COM | 19.43K | SH | $854.2K 0.19% | 19.43K | 0.00 | 0.00 |
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