Q2 2025 · 13F-HR
KAHN BROTHERS GROUP INCholdings as filed
Filed 2025-08-14 · accession 0001039565-25-000005
$497.9M
Reported value
50
Positions
2025-06-30
Period end
The Brief · KAHN BROTHERS GROUP INC · Q2 2025
AI · grounded in 13F
KAHN BROTHERS GROUP INC established a new position in C valued at $75.5M. The fund also initiated new stakes in BAYRY for $50.7M and DIS for $48.7M. Additional new positions include FLG at $45.8M and MRK at $38.8M. The fund ended the period with 50 positions and total AUM of $497.9M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 172967424 | C | CITIGROUP INC | $75.5M | 15.2% | 886,688 | Common | SOLE |
| 072730302 | BAYRY | BAYER AG SPONS ADR | $50.7M | 10.2% | 6,728,903 | Common | SOLE |
| 254687106 | DIS | WALT DISNEY | $48.7M | 9.77% | 392,450 | Common | SOLE |
| 649445400 | FLG | FLAGSTAR FINANCIAL, INC. | $45.8M | 9.20% | 4,321,165 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO. INC. | $38.8M | 7.80% | 490,465 | Common | SOLE |
| 055622104 | BP | BP PLC | $33.8M | 6.79% | 1,129,372 | Common | SOLE |
| 68622V106 | OGN | ORGANON & CO | $33.8M | 6.78% | 3,490,150 | Common | SOLE |
| 448947507 | IDT | IDT CORP CLASS B | $27.1M | 5.44% | 396,564 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB | $25.5M | 5.12% | 550,683 | Common | SOLE |
| 37733W204 | GSK | GSK PLC ADR | $25.3M | 5.09% | 659,872 | Common | SOLE |
| 811543107 | SEB | SEABOARD CORP | $24.7M | 4.95% | 8,623 | Common | SOLE |
| 717081103 | PFE | PFIZER | $17.7M | 3.56% | 730,989 | Common | SOLE |
| 703481101 | PTEN | PATTERSON UTI ENERGY | $11.4M | 2.28% | 1,917,660 | Common | SOLE |
| 02079K107 | GOOG | NAM TAI PROPERTY INC F | $6.6M | 1.32% | 71,091 | Common | SOLE |
| 372284208 | GNE | GENIE ENERGY LTD CLASS B | $5.3M | 1.07% | 198,999 | Common | SOLE |
| G0585R106 | AGO | ASSURED GUARANTY LTD F | $3.8M | 0.77% | 43,986 | Common | SOLE |
| 66987V109 | NVS | NOVARTIS AG SPONSORED ADR | $2.2M | 0.45% | 18,471 | Common | SOLE |
| 30231G102 | XOM | EXXONMOBIL | $2.1M | 0.41% | 19,143 | Common | SOLE |
| 303901102 | FRFHF | FAIRFAX FINL HLDGS LTD SUB VTG | $1.8M | 0.37% | 1,018 | Common | SOLE |
| 947890109 | WBS | WEBSTER FINL CO | $1.6M | 0.33% | 30,089 | Common | SOLE |
| 32112J106 | FBAK | FIRST NATL BK ALASKA COM | $1.6M | 0.33% | 6,290 | Common | SOLE |
| 89156V106 | TRMLF | TOURMALINE OIL CORP COM | $1.3M | 0.27% | 27,959 | Common | SOLE |
| 126408103 | CSX | CSX CORP COM | $1.3M | 0.27% | 40,731 | Common | SOLE |
| 405552100 | HLN | HALEON PLC | $1.2M | 0.25% | 118,437 | Common | SOLE |
| 03674X106 | AR | ANTERO RES CORP COM | $1.0M | 0.20% | 24,906 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT | $947,566 | 0.19% | 1,905 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE | $804,500 | 0.16% | 2,775 | Common | SOLE |
| 037833100 | AAPL | APPLE INC COM | $613,868 | 0.12% | 2,992 | Common | SOLE |
| 784117103 | SEIC | SEI INVT CO PA PV $0.01 | $592,716 | 0.12% | 6,596 | Common | SOLE |
| 060505104 | BAC | BANK OF AMERICA CORP | $562,492 | 0.11% | 11,887 | Common | SOLE |
| 717046106 | PEYUF | PEYTO EXPL & DEV CORP NEW COM | $460,580 | 0.09% | 32,307 | Common | SOLE |
| 459200101 | IBM | INTL BUSINESS MACHINES | $444,528 | 0.09% | 1,508 | Common | SOLE |
| 03676B102 | AM | ANTERO MIDSTREAM CORP COM | $357,321 | 0.07% | 18,856 | Common | SOLE |
| 98923T104 | ZDGE | ZEDGE INC CLASS B | $339,971 | 0.07% | 84,781 | Common | SOLE |
| 92343V104 | VZ | VERIZON | $333,828 | 0.07% | 7,715 | Common | SOLE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GROUP INC COM | $305,068 | 0.06% | 3,624 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP. | $293,969 | 0.06% | 2,053 | Common | SOLE |
| D18190898 | DB | DEUTSCHE BANK AG NAMEN AKT | $292,800 | 0.06% | 10,000 | Common | SOLE |
| 63938C108 | NAVI | NAVIENT CORP | $290,460 | 0.06% | 20,600 | Common | SOLE |
| 742718109 | PG | PROCTER & GAMBLE | $281,518 | 0.06% | 1,767 | Common | SOLE |
| 693475105 | PNC | PNC FINL SVCS GROUP INC COM | $279,070 | 0.06% | 1,497 | Common | SOLE |
| 75062E106 | RFL | RAFAEL HOLDINGS INC CLASS B | $278,585 | 0.06% | 161,032 | Common | SOLE |
| 97349V107 | WRLC | WINDROCK LTD CO | $258,895 | 0.05% | 569 | Common | SOLE |
| 722524105 | PIFYF | PINE CLIFF ENERGY LTD COM | $244,740 | 0.05% | 530,000 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC COM | $237,672 | 0.05% | 1,800 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW CL A | $227,702 | 0.05% | 6,380 | Common | SOLE |
| 09260D107 | BX | BLACKSTONE INC COM | $224,370 | 0.05% | 1,500 | Common | SOLE |
| 68417L107 | OBT | ORANGE CNTY BANCORP INC COM | $206,720 | 0.04% | 8,000 | Common | SOLE |
| 026874784 | AIG | AMERICAN INTL GROUP INC COM NEW | $201,050 | 0.04% | 2,349 | Common | SOLE |
| 896CNT011 | — | TRINITY PL HLDGS INC | $6,679 | 0.00% | 166,999 | 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.