Kahn Brothers Group
Latest statistics and disclosures from Kahn Brothers Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are C, BAYRY, FLG, DIS, OGN, and represent 52.40% of Kahn Brothers Group's stock portfolio.
- Added to shares of these 10 stocks: GOOG (+$16M), SEG (+$13M), MBI (+$7.7M), OGN, BAYRY, AXP, NVDA, DIS, BN, WBS.
- Started 5 new stock positions in BN, MBI, NVDA, AXP, SEG.
- Reduced shares in these 10 stocks: GSK (-$17M), BMY (-$13M), MRK, AGO, SEB, BP, C, PFE, NVS, HLN.
- Sold out of its positions in AIG, Trinity Pl Hldgs.
- Kahn Brothers Group was a net seller of stock by $-7.9M.
- Kahn Brothers Group has $532M in assets under management (AUM), dropping by 5.52%.
- Central Index Key (CIK): 0001039565
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Portfolio Holdings for Kahn Brothers Group
Kahn Brothers Group holds 53 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Citigroup (C) | 16.7 | $89M | 877k | 101.50 |
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| Bayer (BAYRY) | 10.6 | $56M | 6.8M | 8.29 |
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| New York Cmnty Bancorp (FLG) | 9.3 | $50M | 4.3M | 11.55 |
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| Walt Disney Company (DIS) | 8.5 | $45M | 395k | 114.50 |
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| Organon & Co (OGN) | 7.3 | $39M | +3% | 3.6M | 10.68 |
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| BP (BP) | 7.0 | $37M | -3% | 1.1M | 34.46 |
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| Merck & Co (MRK) | 6.8 | $36M | -11% | 434k | 83.93 |
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| Alphabet Inc Class C cs (GOOG) | 6.2 | $33M | +89% | 135k | 243.55 |
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| Seaboard Corporation (SEB) | 5.3 | $28M | -10% | 7.7k | 3647.00 |
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| IDT Corporation (IDT) | 3.9 | $21M | 392k | 52.31 |
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| Pfizer (PFE) | 3.4 | $18M | -3% | 707k | 25.48 |
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| Seaport Entmt Group (SEG) | 2.5 | $13M | NEW | 583k | 22.92 |
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| Bristol Myers Squibb (BMY) | 2.3 | $12M | -50% | 272k | 45.10 |
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| GSK (GSK) | 2.1 | $11M | -60% | 261k | 43.16 |
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| Patterson-UTI Energy (PTEN) | 1.8 | $9.8M | 1.9M | 5.18 |
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| Mbia (MBI) | 1.4 | $7.7M | NEW | 1.0M | 7.45 |
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| Genie Energy Ltd-b cl b (GNE) | 0.5 | $2.9M | -3% | 192k | 14.95 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $2.0M | -6% | 18k | 112.75 |
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| Novartis (NVS) | 0.3 | $1.8M | -22% | 14k | 128.24 |
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| Webster Financial Corporation (WBS) | 0.3 | $1.8M | 30k | 59.44 |
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| Fairfax Financial Holdings Lim (FRFHF) | 0.3 | $1.8M | 1.0k | 1750.14 |
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| CSX Corporation (CSX) | 0.3 | $1.4M | 41k | 35.51 |
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| First National Bank Alaska (FBAK) | 0.3 | $1.4M | -20% | 5.0k | 272.00 |
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| Tourmaline Oil (TRMLF) | 0.2 | $1.1M | -12% | 24k | 43.14 |
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| Microsoft Corporation (MSFT) | 0.2 | $987k | 1.9k | 517.95 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $842k | -3% | 2.7k | 315.43 |
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| Apple (AAPL) | 0.1 | $762k | 3.0k | 254.63 |
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| Haleon Plc Spon Ads (HLN) | 0.1 | $610k | -42% | 68k | 8.97 |
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| Antero Res (AR) | 0.1 | $599k | -28% | 18k | 33.56 |
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| Bank of America Corporation (BAC) | 0.1 | $574k | -6% | 11k | 51.59 |
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| SEI Investments Company (SEIC) | 0.1 | $560k | 6.6k | 84.85 |
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| International Business Machines (IBM) | 0.1 | $426k | 1.5k | 282.16 |
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| Peyto Expl & Dev (PEYUF) | 0.1 | $415k | 32k | 13.03 |
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| American Express Company (AXP) | 0.1 | $382k | NEW | 1.2k | 332.16 |
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| Antero Midstream Corp antero midstream (AM) | 0.1 | $367k | 19k | 19.44 |
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| Deutsche Bank Ag-registered (DB) | 0.1 | $354k | 10k | 35.41 |
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| NVIDIA Corporation (NVDA) | 0.1 | $325k | NEW | 1.7k | 186.66 |
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| Verizon Communications (VZ) | 0.1 | $318k | -6% | 7.2k | 43.95 |
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| Chevron Corporation (CVX) | 0.1 | $311k | -2% | 2.0k | 155.29 |
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| Public Service Enterprise (PEG) | 0.1 | $303k | 3.6k | 83.46 |
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| PNC Financial Services (PNC) | 0.1 | $293k | -2% | 1.5k | 200.93 |
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| Procter & Gamble Company (PG) | 0.1 | $272k | 1.8k | 153.65 |
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| Navient Corporation equity (NAVI) | 0.1 | $271k | 21k | 13.15 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $256k | 1.5k | 170.85 |
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| Windrock Ld Co Com St (WRLC) | 0.0 | $253k | 569.00 | 445.02 |
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| Pepsi (PEP) | 0.0 | $253k | 1.8k | 140.44 |
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| Zedge Inc cl b (ZDGE) | 0.0 | $241k | -2% | 83k | 2.91 |
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| Pine Cliff Energy F (PIFYF) | 0.0 | $236k | 520k | 0.45 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $232k | NEW | 3.4k | 68.64 |
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| Assured Guaranty (AGO) | 0.0 | $219k | -94% | 2.6k | 84.65 |
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| Rafael Hldgs (RFL) | 0.0 | $216k | 159k | 1.36 |
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| Orange County Ban (OBT) | 0.0 | $202k | 8.0k | 25.21 |
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| Comcast Corporation (CMCSA) | 0.0 | $201k | 6.4k | 31.42 |
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Past Filings by Kahn Brothers Group
SEC 13F filings are viewable for Kahn Brothers Group going back to 2011
- Kahn Brothers Group 2025 Q3 filed Nov. 12, 2025
- Kahn Brothers Group 2025 Q2 filed Aug. 14, 2025
- Kahn Brothers Group 2025 Q1 filed May 15, 2025
- Kahn Brothers Group 2024 Q4 filed Feb. 14, 2025
- Kahn Brothers Group 2024 Q3 filed Nov. 13, 2024
- Kahn Brothers Group 2024 Q2 filed Aug. 14, 2024
- Kahn Brothers Group 2024 Q1 filed May 15, 2024
- Kahn Brothers Group 2023 Q3 filed Nov. 13, 2023
- Kahn Brothers Group 2023 Q2 filed Aug. 9, 2023
- Kahn Brothers Group 2023 Q1 filed May 12, 2023
- Kahn Brothers Group 2022 Q4 filed Feb. 15, 2023
- Kahn Brothers Group 2022 Q3 filed Nov. 15, 2022
- Kahn Brothers Group 2022 Q2 filed Aug. 10, 2022
- Kahn Brothers Group 2022 Q1 filed May 2, 2022
- Kahn Brothers Group 2021 Q4 filed Jan. 25, 2022
- Kahn Brothers Group 2021 Q3 filed Nov. 1, 2021