Filed: 11/12/2025ACC: 0001039565-25-000006
📋 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 $531.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$531.80M
Total AUM (reported)
24.09M
Total Shares
Allocation by class
COM$531.80M100.0%
Portfolio Concentration
Top 3$194.87M36.6%
4–10$239.12M45.0%
11–25$87.51M16.5%
Rest$10.29M1.9%
Top 3 weight
36.6%
Top 10 weight
81.6%
Voting Authority Distribution
Total shares with voting rights: 24.09M
Sole
Full voting authority
24.09M
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 INC
SOLEShares876.66K
TypeSH
Market value$88.98M
16.73%
Sole
876.66K
Shared
0.00
None
0.00
BAYER AG SPONS ADR
SOLEShares6.79M
TypeSH
Market value$56.27M
10.58%
Sole
6.79M
Shared
0.00
None
0.00
FLAGSTAR FINANCIAL, INC.
SOLEShares4.30M
TypeSH
Market value$49.63M
9.33%
Sole
4.30M
Shared
0.00
None
0.00
WALT DISNEY
SOLEShares394.52K
TypeSH
Market value$45.17M
8.49%
Sole
394.52K
Shared
0.00
None
0.00
ORGANON & CO
SOLEShares3.62M
TypeSH
Market value$38.63M
7.26%
Sole
3.62M
Shared
0.00
None
0.00
BP PLC F SPONSORED ADR
SOLEShares1.09M
TypeSH
Market value$37.41M
7.03%
Sole
1.09M
Shared
0.00
None
0.00
MERCK & CO. INC.
SOLEShares433.75K
TypeSH
Market value$36.40M
6.85%
Sole
433.75K
Shared
0.00
None
0.00
ALPHABET INC CLASS C
SOLEShares134.72K
TypeSH
Market value$32.81M
6.17%
Sole
134.72K
Shared
0.00
None
0.00
SEABOARD CORP
SOLEShares7.72K
TypeSH
Market value$28.17M
5.30%
Sole
7.72K
Shared
0.00
None
0.00
IDT CORP CLASS B
SOLEShares392.36K
TypeSH
Market value$20.52M
3.86%
Sole
392.36K
Shared
0.00
None
0.00
PFIZER
SOLEShares707.14K
TypeSH
Market value$18.02M
3.39%
Sole
707.14K
Shared
0.00
None
0.00
SEAPORT ENTMT GROUP INC COM
SOLEShares583.36K
TypeSH
Market value$13.37M
2.51%
Sole
583.36K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB
SOLEShares272.33K
TypeSH
Market value$12.28M
2.31%
Sole
272.33K
Shared
0.00
None
0.00
GSK PLC ADR F SPONSORED ADR
SOLEShares260.84K
TypeSH
Market value$11.26M
2.12%
Sole
260.84K
Shared
0.00
None
0.00
PATTERSON UTI ENERGY
SOLEShares1.89M
TypeSH
Market value$9.77M
1.84%
Sole
1.89M
Shared
0.00
None
0.00
M B I A INC
SOLEShares1.03M
TypeSH
Market value$7.67M
1.44%
Sole
1.03M
Shared
0.00
None
0.00
GENIE ENERGY LTD CLASS B
SOLEShares191.87K
TypeSH
Market value$2.87M
0.54%
Sole
191.87K
Shared
0.00
None
0.00
EXXONMOBIL
SOLEShares17.94K
TypeSH
Market value$2.02M
0.38%
Sole
17.94K
Shared
0.00
None
0.00
NOVARTIS AG SPONSORED ADR
SOLEShares14.33K
TypeSH
Market value$1.84M
0.35%
Sole
14.33K
Shared
0.00
None
0.00
WEBSTER FINL CO
SOLEShares30.17K
TypeSH
Market value$1.79M
0.34%
Sole
30.17K
Shared
0.00
None
0.00
FAIRFAX FINL HLDGS LTD SUB VTG
SOLEShares1.02K
TypeSH
Market value$1.78M
0.34%
Sole
1.02K
Shared
0.00
None
0.00
CSX CORP COM
SOLEShares40.73K
TypeSH
Market value$1.45M
0.27%
Sole
40.73K
Shared
0.00
None
0.00
FIRST NATL BK ALASKA COM
SOLEShares4.99K
TypeSH
Market value$1.36M
0.26%
Sole
4.99K
Shared
0.00
None
0.00
TOURMALINE OIL CORP COM
SOLEShares24.41K
TypeSH
Market value$1.05M
0.20%
Sole
24.41K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares1.91K
TypeSH
Market value$986.7K
0.19%
Sole
1.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CITIGROUP INCSOLE | COM | 876.66K | SH | $88.98M 16.73% | 876.66K | 0.00 | 0.00 |
BAYER AG SPONS ADRSOLE | COM | 6.79M | SH | $56.27M 10.58% | 6.79M | 0.00 | 0.00 |
FLAGSTAR FINANCIAL, INC.SOLE | COM | 4.30M | SH | $49.63M 9.33% | 4.30M | 0.00 | 0.00 |
WALT DISNEYSOLE | COM | 394.52K | SH | $45.17M 8.49% | 394.52K | 0.00 | 0.00 |
ORGANON & COSOLE | COM | 3.62M | SH | $38.63M 7.26% | 3.62M | 0.00 | 0.00 |
BP PLC F SPONSORED ADRSOLE | COM | 1.09M | SH | $37.41M 7.03% | 1.09M | 0.00 | 0.00 |
MERCK & CO. INC.SOLE | COM | 433.75K | SH | $36.40M 6.85% | 433.75K | 0.00 | 0.00 |
ALPHABET INC CLASS CSOLE | COM | 134.72K | SH | $32.81M 6.17% | 134.72K | 0.00 | 0.00 |
SEABOARD CORPSOLE | COM | 7.72K | SH | $28.17M 5.30% | 7.72K | 0.00 | 0.00 |
IDT CORP CLASS BSOLE | COM | 392.36K | SH | $20.52M 3.86% | 392.36K | 0.00 | 0.00 |
PFIZERSOLE | COM | 707.14K | SH | $18.02M 3.39% | 707.14K | 0.00 | 0.00 |
SEAPORT ENTMT GROUP INC COMSOLE | COM | 583.36K | SH | $13.37M 2.51% | 583.36K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBBSOLE | COM | 272.33K | SH | $12.28M 2.31% | 272.33K | 0.00 | 0.00 |
GSK PLC ADR F SPONSORED ADRSOLE | COM | 260.84K | SH | $11.26M 2.12% | 260.84K | 0.00 | 0.00 |
PATTERSON UTI ENERGYSOLE | COM | 1.89M | SH | $9.77M 1.84% | 1.89M | 0.00 | 0.00 |
M B I A INCSOLE | COM | 1.03M | SH | $7.67M 1.44% | 1.03M | 0.00 | 0.00 |
GENIE ENERGY LTD CLASS BSOLE | COM | 191.87K | SH | $2.87M 0.54% | 191.87K | 0.00 | 0.00 |
EXXONMOBILSOLE | COM | 17.94K | SH | $2.02M 0.38% | 17.94K | 0.00 | 0.00 |
NOVARTIS AG SPONSORED ADRSOLE | COM | 14.33K | SH | $1.84M 0.35% | 14.33K | 0.00 | 0.00 |
WEBSTER FINL COSOLE | COM | 30.17K | SH | $1.79M 0.34% | 30.17K | 0.00 | 0.00 |
FAIRFAX FINL HLDGS LTD SUB VTGSOLE | COM | 1.02K | SH | $1.78M 0.34% | 1.02K | 0.00 | 0.00 |
CSX CORP COMSOLE | COM | 40.73K | SH | $1.45M 0.27% | 40.73K | 0.00 | 0.00 |
FIRST NATL BK ALASKA COMSOLE | COM | 4.99K | SH | $1.36M 0.26% | 4.99K | 0.00 | 0.00 |
TOURMALINE OIL CORP COMSOLE | COM | 24.41K | SH | $1.05M 0.20% | 24.41K | 0.00 | 0.00 |
MICROSOFTSOLE | COM | 1.91K | SH | $986.7K 0.19% | 1.91K | 0.00 | 0.00 |
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