Filed: 8/14/2025ACC: 0001039565-25-000005
π What this filing means
KAHN BROTHERS GROUP INC filed this quarterly 13FβHR report disclosing 50 equity positions with a total reported market value of $497.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$497.95M
Total AUM (reported)
23.39M
Total Shares
Allocation by class
COM$497.95M100.0%
Portfolio Concentration
Top 3$174.88M35.1%
4β10$230.14M46.2%
11β25$83.84M16.8%
Rest$9.09M1.8%
Top 3 weight
35.1%
Top 10 weight
81.3%
Voting Authority Distribution
Total shares with voting rights: 23.39M
Sole
Full voting authority
23.39M
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)
Sole50
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings50
Rows:
CITIGROUP INC
SOLEShares886.69K
TypeSH
Market value$75.47M
15.16%
Sole
886.69K
Shared
0.00
None
0.00
BAYER AG SPONS ADR
SOLEShares6.73M
TypeSH
Market value$50.73M
10.19%
Sole
6.73M
Shared
0.00
None
0.00
WALT DISNEY
SOLEShares392.45K
TypeSH
Market value$48.67M
9.77%
Sole
392.45K
Shared
0.00
None
0.00
FLAGSTAR FINANCIAL, INC.
SOLEShares4.32M
TypeSH
Market value$45.80M
9.20%
Sole
4.32M
Shared
0.00
None
0.00
MERCK & CO. INC.
SOLEShares490.46K
TypeSH
Market value$38.83M
7.80%
Sole
490.46K
Shared
0.00
None
0.00
BP PLC
SOLEShares1.13M
TypeSH
Market value$33.80M
6.79%
Sole
1.13M
Shared
0.00
None
0.00
ORGANON & CO
SOLEShares3.49M
TypeSH
Market value$33.78M
6.78%
Sole
3.49M
Shared
0.00
None
0.00
IDT CORP CLASS B
SOLEShares396.56K
TypeSH
Market value$27.09M
5.44%
Sole
396.56K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB
SOLEShares550.68K
TypeSH
Market value$25.49M
5.12%
Sole
550.68K
Shared
0.00
None
0.00
GSK PLC ADR
SOLEShares659.87K
TypeSH
Market value$25.34M
5.09%
Sole
659.87K
Shared
0.00
None
0.00
SEABOARD CORP
SOLEShares8.62K
TypeSH
Market value$24.67M
4.95%
Sole
8.62K
Shared
0.00
None
0.00
PFIZER
SOLEShares730.99K
TypeSH
Market value$17.72M
3.56%
Sole
730.99K
Shared
0.00
None
0.00
PATTERSON UTI ENERGY
SOLEShares1.92M
TypeSH
Market value$11.37M
2.28%
Sole
1.92M
Shared
0.00
None
0.00
ALPHABET INC CLASS C
SOLEShares71.09K
TypeSH
Market value$6.59M
1.32%
Sole
71.09K
Shared
0.00
None
0.00
GENIE ENERGY LTD CLASS B
SOLEShares199K
TypeSH
Market value$5.35M
1.07%
Sole
199K
Shared
0.00
None
0.00
ASSURED GUARANTY LTD F
SOLEShares43.99K
TypeSH
Market value$3.83M
0.77%
Sole
43.99K
Shared
0.00
None
0.00
NOVARTIS AG SPONSORED ADR
SOLEShares18.47K
TypeSH
Market value$2.24M
0.45%
Sole
18.47K
Shared
0.00
None
0.00
EXXONMOBIL
SOLEShares19.14K
TypeSH
Market value$2.06M
0.41%
Sole
19.14K
Shared
0.00
None
0.00
FAIRFAX FINL HLDGS LTD SUB VTG
SOLEShares1.02K
TypeSH
Market value$1.83M
0.37%
Sole
1.02K
Shared
0.00
None
0.00
WEBSTER FINL CO
SOLEShares30.09K
TypeSH
Market value$1.64M
0.33%
Sole
30.09K
Shared
0.00
None
0.00
FIRST NATL BK ALASKA COM
SOLEShares6.29K
TypeSH
Market value$1.62M
0.33%
Sole
6.29K
Shared
0.00
None
0.00
TOURMALINE OIL CORP COM
SOLEShares27.96K
TypeSH
Market value$1.35M
0.27%
Sole
27.96K
Shared
0.00
None
0.00
CSX CORP COM
SOLEShares40.73K
TypeSH
Market value$1.33M
0.27%
Sole
40.73K
Shared
0.00
None
0.00
HALEON PLC
SOLEShares118.44K
TypeSH
Market value$1.23M
0.25%
Sole
118.44K
Shared
0.00
None
0.00
ANTERO RES CORP COM
SOLEShares24.91K
TypeSH
Market value$1.00M
0.20%
Sole
24.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CITIGROUP INCSOLE | COM | 886.69K | SH | $75.47M 15.16% | 886.69K | 0.00 | 0.00 |
BAYER AG SPONS ADRSOLE | COM | 6.73M | SH | $50.73M 10.19% | 6.73M | 0.00 | 0.00 |
WALT DISNEYSOLE | COM | 392.45K | SH | $48.67M 9.77% | 392.45K | 0.00 | 0.00 |
FLAGSTAR FINANCIAL, INC.SOLE | COM | 4.32M | SH | $45.80M 9.20% | 4.32M | 0.00 | 0.00 |
MERCK & CO. INC.SOLE | COM | 490.46K | SH | $38.83M 7.80% | 490.46K | 0.00 | 0.00 |
BP PLCSOLE | COM | 1.13M | SH | $33.80M 6.79% | 1.13M | 0.00 | 0.00 |
ORGANON & COSOLE | COM | 3.49M | SH | $33.78M 6.78% | 3.49M | 0.00 | 0.00 |
IDT CORP CLASS BSOLE | COM | 396.56K | SH | $27.09M 5.44% | 396.56K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBBSOLE | COM | 550.68K | SH | $25.49M 5.12% | 550.68K | 0.00 | 0.00 |
GSK PLC ADRSOLE | COM | 659.87K | SH | $25.34M 5.09% | 659.87K | 0.00 | 0.00 |
SEABOARD CORPSOLE | COM | 8.62K | SH | $24.67M 4.95% | 8.62K | 0.00 | 0.00 |
PFIZERSOLE | COM | 730.99K | SH | $17.72M 3.56% | 730.99K | 0.00 | 0.00 |
PATTERSON UTI ENERGYSOLE | COM | 1.92M | SH | $11.37M 2.28% | 1.92M | 0.00 | 0.00 |
ALPHABET INC CLASS CSOLE | COM | 71.09K | SH | $6.59M 1.32% | 71.09K | 0.00 | 0.00 |
GENIE ENERGY LTD CLASS BSOLE | COM | 199K | SH | $5.35M 1.07% | 199K | 0.00 | 0.00 |
ASSURED GUARANTY LTD FSOLE | COM | 43.99K | SH | $3.83M 0.77% | 43.99K | 0.00 | 0.00 |
NOVARTIS AG SPONSORED ADRSOLE | COM | 18.47K | SH | $2.24M 0.45% | 18.47K | 0.00 | 0.00 |
EXXONMOBILSOLE | COM | 19.14K | SH | $2.06M 0.41% | 19.14K | 0.00 | 0.00 |
FAIRFAX FINL HLDGS LTD SUB VTGSOLE | COM | 1.02K | SH | $1.83M 0.37% | 1.02K | 0.00 | 0.00 |
WEBSTER FINL COSOLE | COM | 30.09K | SH | $1.64M 0.33% | 30.09K | 0.00 | 0.00 |
FIRST NATL BK ALASKA COMSOLE | COM | 6.29K | SH | $1.62M 0.33% | 6.29K | 0.00 | 0.00 |
TOURMALINE OIL CORP COMSOLE | COM | 27.96K | SH | $1.35M 0.27% | 27.96K | 0.00 | 0.00 |
CSX CORP COMSOLE | COM | 40.73K | SH | $1.33M 0.27% | 40.73K | 0.00 | 0.00 |
HALEON PLCSOLE | COM | 118.44K | SH | $1.23M 0.25% | 118.44K | 0.00 | 0.00 |
ANTERO RES CORP COMSOLE | COM | 24.91K | SH | $1.00M 0.20% | 24.91K | 0.00 | 0.00 |
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