Filed: 5/15/2025ACC: 0001039565-25-000004
📋 What this filing means
KAHN BROTHERS GROUP INC filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $494.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$494.45M
Total AUM (reported)
22.80M
Total Shares
Allocation by class
COM$494.45M100.0%
Portfolio Concentration
Top 3$155.43M31.4%
4–10$242.01M48.9%
11–25$87.79M17.8%
Rest$9.21M1.9%
Top 3 weight
31.4%
Top 10 weight
80.4%
Voting Authority Distribution
Total shares with voting rights: 22.80M
Sole
Full voting authority
22.80M
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)
Sole55
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings55
Rows:
CITIGROUP
SOLEShares876.80K
TypeSH
Market value$62.24M
12.59%
Sole
876.80K
Shared
0.00
None
0.00
FLAGSTAR FINL INC
SOLEShares4.22M
TypeSH
Market value$49.00M
9.91%
Sole
4.22M
Shared
0.00
None
0.00
MERCK
SOLEShares492.27K
TypeSH
Market value$44.19M
8.94%
Sole
492.27K
Shared
0.00
None
0.00
BAYER AG SPONS ADR
SOLEShares6.57M
TypeSH
Market value$39.57M
8.00%
Sole
6.57M
Shared
0.00
None
0.00
BP PLC
SOLEShares1.15M
TypeSH
Market value$38.86M
7.86%
Sole
1.15M
Shared
0.00
None
0.00
ORGANON
SOLEShares2.49M
TypeSH
Market value$37.13M
7.51%
Sole
2.49M
Shared
0.00
None
0.00
BRISTOL MYERS SQUIBB
SOLEShares597.43K
TypeSH
Market value$36.44M
7.37%
Sole
597.43K
Shared
0.00
None
0.00
DISNEY
SOLEShares348.18K
TypeSH
Market value$34.36M
6.95%
Sole
348.18K
Shared
0.00
None
0.00
GSK PLC
SOLEShares822.23K
TypeSH
Market value$31.85M
6.44%
Sole
822.23K
Shared
0.00
None
0.00
SEABOARD CORP
SOLEShares8.82K
TypeSH
Market value$23.80M
4.81%
Sole
8.82K
Shared
0.00
None
0.00
IDT CORP CL B
SOLEShares365.54K
TypeSH
Market value$18.76M
3.79%
Sole
365.54K
Shared
0.00
None
0.00
PFIZER
SOLEShares735.19K
TypeSH
Market value$18.63M
3.77%
Sole
735.19K
Shared
0.00
None
0.00
ASSURED GUARANTY
SOLEShares185.63K
TypeSH
Market value$16.35M
3.31%
Sole
185.63K
Shared
0.00
None
0.00
PATTERSON ENERGY
SOLEShares1.94M
TypeSH
Market value$15.92M
3.22%
Sole
1.94M
Shared
0.00
None
0.00
GENIE ENERGY
SOLEShares202.61K
TypeSH
Market value$3.05M
0.62%
Sole
202.61K
Shared
0.00
None
0.00
NOVARTIS ADR
SOLEShares21.91K
TypeSH
Market value$2.44M
0.49%
Sole
21.91K
Shared
0.00
None
0.00
HALEON
SOLEShares184.31K
TypeSH
Market value$1.90M
0.38%
Sole
184.31K
Shared
0.00
None
0.00
WEBSTER FINL
SOLEShares32.25K
TypeSH
Market value$1.66M
0.34%
Sole
32.25K
Shared
0.00
None
0.00
EXXON MOBIL
SOLEShares13.82K
TypeSH
Market value$1.64M
0.33%
Sole
13.82K
Shared
0.00
None
0.00
FIRST NATL BK OF ALASKA
SOLEShares6.29K
TypeSH
Market value$1.47M
0.30%
Sole
6.29K
Shared
0.00
None
0.00
FAIRFAX FINANCIAL
SOLEShares1.02K
TypeSH
Market value$1.47M
0.30%
Sole
1.02K
Shared
0.00
None
0.00
CSX
SOLEShares48.73K
TypeSH
Market value$1.43M
0.29%
Sole
48.73K
Shared
0.00
None
0.00
HOLOGIC
SOLEShares19.76K
TypeSH
Market value$1.22M
0.25%
Sole
19.76K
Shared
0.00
None
0.00
ANTERO RESOURCES
SOLEShares24.91K
TypeSH
Market value$1.01M
0.20%
Sole
24.91K
Shared
0.00
None
0.00
TOURMANLINE OIL CORP
SOLEShares17.21K
TypeSH
Market value$830.0K
0.17%
Sole
17.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CITIGROUPSOLE | COM | 876.80K | SH | $62.24M 12.59% | 876.80K | 0.00 | 0.00 |
FLAGSTAR FINL INCSOLE | COM | 4.22M | SH | $49.00M 9.91% | 4.22M | 0.00 | 0.00 |
MERCKSOLE | COM | 492.27K | SH | $44.19M 8.94% | 492.27K | 0.00 | 0.00 |
BAYER AG SPONS ADRSOLE | COM | 6.57M | SH | $39.57M 8.00% | 6.57M | 0.00 | 0.00 |
BP PLCSOLE | COM | 1.15M | SH | $38.86M 7.86% | 1.15M | 0.00 | 0.00 |
ORGANONSOLE | COM | 2.49M | SH | $37.13M 7.51% | 2.49M | 0.00 | 0.00 |
BRISTOL MYERS SQUIBBSOLE | COM | 597.43K | SH | $36.44M 7.37% | 597.43K | 0.00 | 0.00 |
DISNEYSOLE | COM | 348.18K | SH | $34.36M 6.95% | 348.18K | 0.00 | 0.00 |
GSK PLCSOLE | COM | 822.23K | SH | $31.85M 6.44% | 822.23K | 0.00 | 0.00 |
SEABOARD CORPSOLE | COM | 8.82K | SH | $23.80M 4.81% | 8.82K | 0.00 | 0.00 |
IDT CORP CL BSOLE | COM | 365.54K | SH | $18.76M 3.79% | 365.54K | 0.00 | 0.00 |
PFIZERSOLE | COM | 735.19K | SH | $18.63M 3.77% | 735.19K | 0.00 | 0.00 |
ASSURED GUARANTYSOLE | COM | 185.63K | SH | $16.35M 3.31% | 185.63K | 0.00 | 0.00 |
PATTERSON ENERGYSOLE | COM | 1.94M | SH | $15.92M 3.22% | 1.94M | 0.00 | 0.00 |
GENIE ENERGYSOLE | COM | 202.61K | SH | $3.05M 0.62% | 202.61K | 0.00 | 0.00 |
NOVARTIS ADRSOLE | COM | 21.91K | SH | $2.44M 0.49% | 21.91K | 0.00 | 0.00 |
HALEONSOLE | COM | 184.31K | SH | $1.90M 0.38% | 184.31K | 0.00 | 0.00 |
WEBSTER FINLSOLE | COM | 32.25K | SH | $1.66M 0.34% | 32.25K | 0.00 | 0.00 |
EXXON MOBILSOLE | COM | 13.82K | SH | $1.64M 0.33% | 13.82K | 0.00 | 0.00 |
FIRST NATL BK OF ALASKASOLE | COM | 6.29K | SH | $1.47M 0.30% | 6.29K | 0.00 | 0.00 |
FAIRFAX FINANCIALSOLE | COM | 1.02K | SH | $1.47M 0.30% | 1.02K | 0.00 | 0.00 |
CSXSOLE | COM | 48.73K | SH | $1.43M 0.29% | 48.73K | 0.00 | 0.00 |
HOLOGICSOLE | COM | 19.76K | SH | $1.22M 0.25% | 19.76K | 0.00 | 0.00 |
ANTERO RESOURCESSOLE | COM | 24.91K | SH | $1.01M 0.20% | 24.91K | 0.00 | 0.00 |
TOURMANLINE OIL CORPSOLE | COM | 17.21K | SH | $830.0K 0.17% | 17.21K | 0.00 | 0.00 |
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