Q3 2025 · 13F-HR
KAHN BROTHERS GROUP INCholdings as filed
Filed 2025-11-12 · accession 0001039565-25-000006
$531.8M
Reported value
53
Positions
2025-09-30
Period end
The Brief · KAHN BROTHERS GROUP INC · Q3 2025
AI · grounded in 13F
KAHN BROTHERS GROUP INC established a new position in C valued at $88.98M. The fund also initiated new stakes in BAYRY for $56.27M and FLG for $49.63M. Additional new positions include DIS, OGN, and BP. The fund ended the period with 53 positions and total AUM of $531.8M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 172967424 | C | CITIGROUP INC | $89.0M | 16.7% | 876,660 | Common | SOLE |
| 072730302 | BAYRY | BAYER AG SPONS ADR | $56.3M | 10.6% | 6,787,253 | Common | SOLE |
| 649445400 | FLG | FLAGSTAR FINANCIAL, INC. | $49.6M | 9.33% | 4,296,752 | Common | SOLE |
| 254687106 | DIS | WALT DISNEY | $45.2M | 8.49% | 394,524 | Common | SOLE |
| 68622V106 | OGN | ORGANON & CO | $38.6M | 7.26% | 3,616,845 | Common | SOLE |
| 055622104 | BP | BP PLC F SPONSORED ADR | $37.4M | 7.03% | 1,085,607 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO. INC. | $36.4M | 6.85% | 433,750 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC CLASS C | $32.8M | 6.17% | 134,722 | Common | SOLE |
| 811543107 | SEB | SEABOARD CORP | $28.2M | 5.30% | 7,724 | Common | SOLE |
| 448947507 | IDT | IDT CORP CLASS B | $20.5M | 3.86% | 392,357 | Common | SOLE |
| 717081103 | PFE | PFIZER | $18.0M | 3.39% | 707,144 | Common | SOLE |
| 812215200 | SEG | SEAPORT ENTMT GROUP INC COM | $13.4M | 2.51% | 583,364 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB | $12.3M | 2.31% | 272,334 | Common | SOLE |
| 37733W204 | GSK | GSK PLC ADR F SPONSORED ADR | $11.3M | 2.12% | 260,837 | Common | SOLE |
| 703481101 | PTEN | PATTERSON UTI ENERGY | $9.8M | 1.84% | 1,885,460 | Common | SOLE |
| 55262C100 | MBI | M B I A INC | $7.7M | 1.44% | 1,029,794 | Common | SOLE |
| 372284208 | GNE | GENIE ENERGY LTD CLASS B | $2.9M | 0.54% | 191,872 | Common | SOLE |
| 30231G102 | XOM | EXXONMOBIL | $2.0M | 0.38% | 17,943 | Common | SOLE |
| 66987V109 | NVS | NOVARTIS AG SPONSORED ADR | $1.8M | 0.35% | 14,326 | Common | SOLE |
| 947890109 | WBS | WEBSTER FINL CO | $1.8M | 0.34% | 30,173 | Common | SOLE |
| 303901102 | FRFHF | FAIRFAX FINL HLDGS LTD SUB VTG | $1.8M | 0.34% | 1,018 | Common | SOLE |
| 126408103 | CSX | CSX CORP COM | $1.4M | 0.27% | 40,731 | Common | SOLE |
| 32112J106 | FBAK | FIRST NATL BK ALASKA COM | $1.4M | 0.26% | 4,990 | Common | SOLE |
| 89156V106 | TRMLF | TOURMALINE OIL CORP COM | $1.1M | 0.20% | 24,409 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT | $986,694 | 0.19% | 1,905 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE | $841,567 | 0.16% | 2,668 | Common | SOLE |
| 037833100 | AAPL | APPLE INC COM | $761,852 | 0.14% | 2,992 | Common | SOLE |
| 405552100 | HLN | HALEON PLC F SPONSORED ADR | $610,202 | 0.11% | 68,027 | Common | SOLE |
| 03674X106 | AR | ANTERO RES CORP COM | $598,777 | 0.11% | 17,842 | Common | SOLE |
| 060505104 | BAC | BANK OF AMERICA CORP | $573,990 | 0.11% | 11,126 | Common | SOLE |
| 784117103 | SEIC | SEI INVT CO PA PV $0.01 | $559,670 | 0.11% | 6,596 | Common | SOLE |
| 459200101 | IBM | INTL BUSINESS MACHINES (IBM CSUS) | $425,497 | 0.08% | 1,508 | Common | SOLE |
| 717046106 | PEYUF | PEYTO EXPL & DEV CORP NEW COM | $415,157 | 0.08% | 31,857 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO COM | $381,984 | 0.07% | 1,150 | Common | SOLE |
| 03676B102 | AM | ANTERO MIDSTREAM CORP COM | $366,560 | 0.07% | 18,856 | Common | SOLE |
| D18190898 | DB | DEUTSCHE BANK AG NAMEN AKT | $354,100 | 0.07% | 10,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORP COM | $324,784 | 0.06% | 1,740 | Common | SOLE |
| 92343V104 | VZ | VERIZON | $318,066 | 0.06% | 7,237 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP. | $311,045 | 0.06% | 2,003 | Common | SOLE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GROUP INC COM | $302,459 | 0.06% | 3,624 | Common | SOLE |
| 693475105 | PNC | PNC FINL SVCS GROUP INC COM | $292,755 | 0.06% | 1,457 | Common | SOLE |
| 742718109 | PG | PROCTER & GAMBLE | $271,499 | 0.05% | 1,767 | Common | SOLE |
| 63938C108 | NAVI | NAVIENT CORP | $270,890 | 0.05% | 20,600 | Common | SOLE |
| 09260D107 | BX | BLACKSTONE INC COM | $256,275 | 0.05% | 1,500 | Common | SOLE |
| 97349V107 | WRLC | WINDROCK LTD CO | $253,216 | 0.05% | 569 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC COM | $252,792 | 0.05% | 1,800 | Common | SOLE |
| 98923T104 | ZDGE | ZEDGE INC 00500 CLASS B | $241,250 | 0.05% | 82,904 | Common | SOLE |
| 722524105 | PIFYF | PINE CLIFF ENERGY LTD COM | $235,479 | 0.04% | 520,000 | Common | SOLE |
| 11271J107 | BN | BROOKFIELD CORP VTG SHS CL A | $231,998 | 0.04% | 3,380 | Common | SOLE |
| G0585R106 | AGO | ASSURED GUARANTY LTD F | $219,243 | 0.04% | 2,590 | Common | SOLE |
| 75062E106 | RFL | RAFAEL HOLDINGS INC CLASS B | $215,796 | 0.04% | 158,674 | Common | SOLE |
| 68417L107 | OBT | ORANGE CNTY BANCORP INC COM | $201,680 | 0.04% | 8,000 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW CL A | $200,459 | 0.04% | 6,380 | 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.