Q1 2025 · 13F-HR
KAHN BROTHERS GROUP INCholdings as filed
Filed 2025-05-15 · accession 0001039565-25-000004
$494.5M
Reported value
55
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 172967424 | C | CITIGROUP | $62.2M | 12.6% | 876,803 | Common | SOLE |
| 649445400 | FLG | FLAGSTAR FINL INC | $49.0M | 9.91% | 4,216,986 | Common | SOLE |
| 58933Y105 | MRK | MERCK | $44.2M | 8.94% | 492,275 | Common | SOLE |
| 072730302 | BAYRY | BAYER AG SPONS ADR | $39.6M | 8.00% | 6,573,693 | Common | SOLE |
| 055622104 | BP | BP PLC | $38.9M | 7.86% | 1,149,967 | Common | SOLE |
| 68622V106 | OGN | ORGANON | $37.1M | 7.51% | 2,493,384 | Common | SOLE |
| 110122108 | BMY | BRISTOL MYERS SQUIBB | $36.4M | 7.37% | 597,428 | Common | SOLE |
| 254687106 | DIS | DISNEY | $34.4M | 6.95% | 348,175 | Common | SOLE |
| 37733W105 | — | GSK PLC | $31.9M | 6.44% | 822,227 | Common | SOLE |
| 811543107 | SEB | SEABOARD CORP | $23.8M | 4.81% | 8,825 | Common | SOLE |
| 448947507 | IDT | IDT CORP CL B | $18.8M | 3.79% | 365,536 | Common | SOLE |
| 717081103 | PFE | PFIZER | $18.6M | 3.77% | 735,189 | Common | SOLE |
| G0585R106 | AGO | ASSURED GUARANTY | $16.4M | 3.31% | 185,631 | Common | SOLE |
| 703481101 | PTEN | PATTERSON ENERGY | $15.9M | 3.22% | 1,937,260 | Common | SOLE |
| 372284208 | GNE | GENIE ENERGY | $3.0M | 0.62% | 202,608 | Common | SOLE |
| 66987V109 | NVS | NOVARTIS ADR | $2.4M | 0.49% | 21,909 | Common | SOLE |
| 405552100 | HLN | HALEON | $1.9M | 0.38% | 184,309 | Common | SOLE |
| 947890109 | WBS | WEBSTER FINL | $1.7M | 0.34% | 32,254 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL | $1.6M | 0.33% | 13,818 | Common | SOLE |
| 32112J106 | FBAK | FIRST NATL BK OF ALASKA | $1.5M | 0.30% | 6,290 | Common | SOLE |
| 303901102 | FRFHF | FAIRFAX FINANCIAL | $1.5M | 0.30% | 1,018 | Common | SOLE |
| 126408103 | CSX | CSX | $1.4M | 0.29% | 48,731 | Common | SOLE |
| 436440101 | HO1 | HOLOGIC | $1.2M | 0.25% | 19,757 | Common | SOLE |
| 03674X106 | AR | ANTERO RESOURCES | $1.0M | 0.20% | 24,906 | Common | SOLE |
| 89156V106 | TRMLF | TOURMANLINE OIL CORP | $830,000 | 0.17% | 17,209 | Common | SOLE |
| 060505104 | BAC | BANK OF AMERICA | $721,344 | 0.15% | 17,275 | Common | SOLE |
| 44625H100 | — | JP MORGAN CHASE | $703,000 | 0.14% | 2,865 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT | $690,620 | 0.14% | 1,839 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $620,000 | 0.13% | 2,792 | Common | SOLE |
| 784117103 | SEIC | SEI INVESTMENTS | $512,000 | 0.10% | 6,596 | Common | SOLE |
| 459200101 | IBM | IBM | $374,816 | 0.08% | 1,508 | Common | SOLE |
| 744573106 | PEG | PUBLIC SERVICE ENTERPRISE | $360,000 | 0.07% | 4,374 | Common | SOLE |
| 92343V104 | VZ | VERIZON | $357,000 | 0.07% | 7,863 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL | $353,000 | 0.07% | 1,971 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP | $343,000 | 0.07% | 2,053 | Common | SOLE |
| 03676B102 | AM | ANTERO MIDSTREAM | $339,000 | 0.07% | 18,856 | Common | SOLE |
| 75062E106 | RFL | RAFAEL HOLDING | $303,234 | 0.06% | 162,292 | Common | SOLE |
| 742718109 | PG | PROCTOR & GAMBLE | $290,000 | 0.06% | 1,700 | Common | SOLE |
| 125523100 | CI | CIGNA GROUP | $276,689 | 0.06% | 841 | Common | SOLE |
| 713448108 | PEP | PEPSICO | $270,000 | 0.05% | 1,800 | Common | SOLE |
| 693475105 | PNC | PNC BANK | $263,000 | 0.05% | 1,497 | Common | SOLE |
| 63938C108 | NAVI | NAVIENT | $260,178 | 0.05% | 20,600 | Common | SOLE |
| 97349V107 | WRLC | WINDROCK LD CO | $259,000 | 0.05% | 569 | Common | SOLE |
| 717046106 | PEYUF | PEYTO EXP & DEV | $251,000 | 0.05% | 19,807 | Common | SOLE |
| 531914109 | LWAY | LIFEWAY FOODS | $244,000 | 0.05% | 10,000 | Common | SOLE |
| D18190898 | DB | DEUTSCHE BANK | $238,000 | 0.05% | 10,000 | Common | SOLE |
| 962149100 | WEYS | WEYCO GROUP INC | $219,000 | 0.04% | 7,197 | Common | SOLE |
| 09260D107 | BX | BLACKSTONE INC | $210,000 | 0.04% | 1,500 | Common | SOLE |
| 026874784 | AIG | AMERICAN INTL GROUP | $204,000 | 0.04% | 2,349 | Common | SOLE |
| G63907102 | NTPIF | NAM TAI PROPERTY INC F | $204,000 | 0.04% | 36,040 | Common | SOLE |
| 98923T104 | ZDGE | ZEDGE INC. | $199,941 | 0.04% | 85,621 | Common | SOLE |
| 366505105 | GTX | GARRETT MOTION | $103,000 | 0.02% | 12,318 | Common | SOLE |
| 89656D101 | TPHS | TRINITY PLACE HOLDINGS | $28,967 | 0.01% | 591,466 | Common | SOLE |
| 44951N106 | — | IDW MEDIA | $11,306 | 0.00% | 36,419 | Common | SOLE |
| 92672L107 | VRAYQ | VIEWRAY | $0 | — | 353,744 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.