Kahn Brothers Group as of June 30, 2025
Portfolio Holdings for Kahn Brothers Group
Kahn Brothers Group holds 50 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Citigroup (C) | 15.0 | $76M | 887k | 85.12 | |
| Bayer (BAYRY) | 10.1 | $51M | 6.7M | 7.54 | |
| Walt Disney Company (DIS) | 9.7 | $49M | 393k | 124.01 | |
| New York Cmnty Bancorp (FLG) | 9.1 | $46M | 4.3M | 10.60 | |
| Merck & Co (MRK) | 7.7 | $39M | 491k | 79.16 | |
| BP (BP) | 6.7 | $34M | 1.1M | 29.93 | |
| Organon & Co (OGN) | 6.7 | $34M | 3.5M | 9.68 | |
| IDT Corporation (IDT) | 5.4 | $27M | 397k | 68.32 | |
| Bristol Myers Squibb (BMY) | 5.1 | $26M | 551k | 46.29 | |
| GSK (GSK) | 5.0 | $25M | 660k | 38.40 | |
| Seaboard Corporation (SEB) | 4.9 | $25M | 8.6k | 2861.20 | |
| Pfizer (PFE) | 3.5 | $18M | 731k | 24.24 | |
| Alphabet Inc Class C cs (GOOG) | 2.5 | $13M | 71k | 177.39 | |
| Patterson-UTI Energy (PTEN) | 2.3 | $11M | 1.9M | 5.93 | |
| Genie Energy Ltd-b cl b (GNE) | 1.1 | $5.3M | 199k | 26.88 | |
| Assured Guaranty (AGO) | 0.8 | $3.8M | 44k | 87.10 | |
| Novartis (NVS) | 0.4 | $2.2M | 19k | 121.01 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $2.1M | 19k | 107.80 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.4 | $1.8M | 1.0k | 1801.65 | |
| Webster Financial Corporation (WBS) | 0.3 | $1.6M | 30k | 54.60 | |
| First National Bank Alaska (FBAK) | 0.3 | $1.6M | 6.3k | 257.75 | |
| Tourmaline Oil (TRMLF) | 0.3 | $1.3M | 28k | 48.16 | |
| CSX Corporation (CSX) | 0.3 | $1.3M | 41k | 32.63 | |
| Haleon Plc Spon Ads (HLN) | 0.2 | $1.2M | 118k | 10.37 | |
| Antero Res (AR) | 0.2 | $1.0M | 25k | 40.28 | |
| Microsoft Corporation (MSFT) | 0.2 | $948k | 1.9k | 497.41 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $805k | 2.8k | 289.91 | |
| Apple (AAPL) | 0.1 | $614k | 3.0k | 205.17 | |
| SEI Investments Company (SEIC) | 0.1 | $593k | 6.6k | 89.86 | |
| Bank of America Corporation (BAC) | 0.1 | $563k | 12k | 47.32 | |
| Peyto Expl & Dev (PEYUF) | 0.1 | $461k | 32k | 14.26 | |
| International Business Machines (IBM) | 0.1 | $445k | 1.5k | 294.78 | |
| Antero Midstream Corp antero midstream (AM) | 0.1 | $357k | 19k | 18.95 | |
| Zedge Inc cl b (ZDGE) | 0.1 | $340k | 85k | 4.01 | |
| Verizon Communications (VZ) | 0.1 | $334k | 7.7k | 43.27 | |
| Public Service Enterprise (PEG) | 0.1 | $305k | 3.6k | 84.18 | |
| Chevron Corporation (CVX) | 0.1 | $294k | 2.1k | 143.19 | |
| Deutsche Bank Ag-registered (DB) | 0.1 | $293k | 10k | 29.28 | |
| Navient Corporation equity (NAVI) | 0.1 | $291k | 21k | 14.10 | |
| Procter & Gamble Company (PG) | 0.1 | $282k | 1.8k | 159.32 | |
| PNC Financial Services (PNC) | 0.1 | $279k | 1.5k | 186.42 | |
| Rafael Hldgs (RFL) | 0.1 | $279k | 161k | 1.73 | |
| Windrock Ld Co Com St (WRLC) | 0.1 | $259k | 569.00 | 455.00 | |
| Pine Cliff Energy F (PIFYF) | 0.0 | $245k | 530k | 0.46 | |
| Pepsi (PEP) | 0.0 | $238k | 1.8k | 132.04 | |
| Comcast Corporation (CMCSA) | 0.0 | $228k | 6.4k | 35.69 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $224k | 1.5k | 149.58 | |
| Orange County Ban (OBT) | 0.0 | $207k | 8.0k | 25.84 | |
| American International (AIG) | 0.0 | $201k | 2.3k | 85.59 | |
| Trinity Pl Hldgs | 0.0 | $6.7k | 167k | 0.04 |
