Kahn Brothers Group as of Sept. 30, 2025
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 | |
| Bayer (BAYRY) | 10.6 | $56M | 6.8M | 8.29 | |
| New York Cmnty Bancorp (FLG) | 9.3 | $50M | 4.3M | 11.55 | |
| Walt Disney Company (DIS) | 8.5 | $45M | 395k | 114.50 | |
| Organon & Co (OGN) | 7.3 | $39M | 3.6M | 10.68 | |
| BP (BP) | 7.0 | $37M | 1.1M | 34.46 | |
| Merck & Co (MRK) | 6.8 | $36M | 434k | 83.93 | |
| Alphabet Inc Class C cs (GOOG) | 6.2 | $33M | 135k | 243.55 | |
| Seaboard Corporation (SEB) | 5.3 | $28M | 7.7k | 3647.00 | |
| IDT Corporation (IDT) | 3.9 | $21M | 392k | 52.31 | |
| Pfizer (PFE) | 3.4 | $18M | 707k | 25.48 | |
| Seaport Entmt Group (SEG) | 2.5 | $13M | 583k | 22.92 | |
| Bristol Myers Squibb (BMY) | 2.3 | $12M | 272k | 45.10 | |
| GSK (GSK) | 2.1 | $11M | 261k | 43.16 | |
| Patterson-UTI Energy (PTEN) | 1.8 | $9.8M | 1.9M | 5.18 | |
| Mbia (MBI) | 1.4 | $7.7M | 1.0M | 7.45 | |
| Genie Energy Ltd-b cl b (GNE) | 0.5 | $2.9M | 192k | 14.95 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $2.0M | 18k | 112.75 | |
| Novartis (NVS) | 0.3 | $1.8M | 14k | 128.24 | |
| Webster Financial Corporation (WBS) | 0.3 | $1.8M | 30k | 59.44 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.3 | $1.8M | 1.0k | 1750.14 | |
| CSX Corporation (CSX) | 0.3 | $1.4M | 41k | 35.51 | |
| First National Bank Alaska (FBAK) | 0.3 | $1.4M | 5.0k | 272.00 | |
| Tourmaline Oil (TRMLF) | 0.2 | $1.1M | 24k | 43.14 | |
| Microsoft Corporation (MSFT) | 0.2 | $987k | 1.9k | 517.95 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $842k | 2.7k | 315.43 | |
| Apple (AAPL) | 0.1 | $762k | 3.0k | 254.63 | |
| Haleon Plc Spon Ads (HLN) | 0.1 | $610k | 68k | 8.97 | |
| Antero Res (AR) | 0.1 | $599k | 18k | 33.56 | |
| Bank of America Corporation (BAC) | 0.1 | $574k | 11k | 51.59 | |
| SEI Investments Company (SEIC) | 0.1 | $560k | 6.6k | 84.85 | |
| International Business Machines (IBM) | 0.1 | $426k | 1.5k | 282.16 | |
| Peyto Expl & Dev (PEYUF) | 0.1 | $415k | 32k | 13.03 | |
| American Express Company (AXP) | 0.1 | $382k | 1.2k | 332.16 | |
| Antero Midstream Corp antero midstream (AM) | 0.1 | $367k | 19k | 19.44 | |
| Deutsche Bank Ag-registered (DB) | 0.1 | $354k | 10k | 35.41 | |
| NVIDIA Corporation (NVDA) | 0.1 | $325k | 1.7k | 186.66 | |
| Verizon Communications (VZ) | 0.1 | $318k | 7.2k | 43.95 | |
| Chevron Corporation (CVX) | 0.1 | $311k | 2.0k | 155.29 | |
| Public Service Enterprise (PEG) | 0.1 | $303k | 3.6k | 83.46 | |
| PNC Financial Services (PNC) | 0.1 | $293k | 1.5k | 200.93 | |
| Procter & Gamble Company (PG) | 0.1 | $272k | 1.8k | 153.65 | |
| Navient Corporation equity (NAVI) | 0.1 | $271k | 21k | 13.15 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $256k | 1.5k | 170.85 | |
| Windrock Ld Co Com St (WRLC) | 0.0 | $253k | 569.00 | 445.02 | |
| Pepsi (PEP) | 0.0 | $253k | 1.8k | 140.44 | |
| Zedge Inc cl b (ZDGE) | 0.0 | $241k | 83k | 2.91 | |
| Pine Cliff Energy F (PIFYF) | 0.0 | $236k | 520k | 0.45 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $232k | 3.4k | 68.64 | |
| Assured Guaranty (AGO) | 0.0 | $219k | 2.6k | 84.65 | |
| Rafael Hldgs (RFL) | 0.0 | $216k | 159k | 1.36 | |
| Orange County Ban (OBT) | 0.0 | $202k | 8.0k | 25.21 | |
| Comcast Corporation (CMCSA) | 0.0 | $201k | 6.4k | 31.42 |
