Kahn Brothers Group Inc

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 55Value: $494.4MLatest: 2025Q1

KAHN BROTHERS GROUP INC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 55 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
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Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 55
Total Value: 494450436
Accession Number: 0001039565-25-000004
Form Type: 13F-HR
CIK: kahn-brothers-group
Manager Name: Kahn-Brothers-Group

Data Enrichment

78% identified

43 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

55 positions • $494.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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CITIGROUP INC

C|172967424

Shares:876.8K

Value:$62.2M

% of Portfolio:12.6% ($62.2M/$494.5M)

FLAGSTAR FINANCIAL, INC.

FLG|649445400

Shares:4.2M

Value:$49.0M

% of Portfolio:9.9% ($49.0M/$494.5M)

Merck & Co., Inc.

MRK|58933Y105

Shares:492.3K

Value:$44.2M

% of Portfolio:8.9% ($44.2M/$494.5M)

072730302

Shares:6.6M

Value:$39.6M

% of Portfolio:8.0% ($39.6M/$494.5M)

BP PLC

BP|055622104

Shares:1.1M

Value:$38.9M

% of Portfolio:7.9% ($38.9M/$494.5M)

Organon & Co.

OGN|68622V106

Shares:2.5M

Value:$37.1M

% of Portfolio:7.5% ($37.1M/$494.5M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:597.4K

Value:$36.4M

% of Portfolio:7.4% ($36.4M/$494.5M)

Walt Disney Co

DIS|254687106

Shares:348.2K

Value:$34.4M

% of Portfolio:7.0% ($34.4M/$494.5M)

37733W105

Shares:822.2K

Value:$31.9M

% of Portfolio:6.4% ($31.9M/$494.5M)

SEABOARD CORP /DE/

SEB|811543107

Shares:8.8K

Value:$23.8M

% of Portfolio:4.8% ($23.8M/$494.5M)

IDT CORP

IDT|448947507

Shares:365.5K

Value:$18.8M

% of Portfolio:3.8% ($18.8M/$494.5M)

PFIZER INC

PFE|717081103

Shares:735.2K

Value:$18.6M

% of Portfolio:3.8% ($18.6M/$494.5M)

ASSURED GUARANTY LTD

AGO|G0585R106

Shares:185.6K

Value:$16.4M

% of Portfolio:3.3% ($16.4M/$494.5M)

PATTERSON UTI ENERGY INC

PTEN|703481101

Shares:1.9M

Value:$15.9M

% of Portfolio:3.2% ($15.9M/$494.5M)

Genie Energy Ltd.

GNE|372284208

Shares:202.6K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$494.5M)

NOVARTIS AG

NVS|66987V109

Shares:21.9K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$494.5M)

Haleon plc

HLN|405552100

Shares:184.3K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$494.5M)

WEBSTER FINANCIAL CORP

WBS|947890109

Shares:32.3K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$494.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:13.8K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$494.5M)

32112J106

Shares:6.3K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$494.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CITIGROUP INC(Ccusip172967424)	876.8K	QoQ -3.30% (-30.0K) YoY -26.89% (-322.6K)	All Managers (Combined)	$62.2M	12.6% ($62.2M/$494.5M)	QoQ -2.48% (-$1.6M) YoY -17.94% (-$13.6M)
FLAGSTAR FINANCIAL, INC.(FLGcusip649445400)	4.2M	QoQ +18.46% (+657.3K) YoY NEW(+4.2M)	All Managers (Combined)	$49.0M	9.9% ($49.0M/$494.5M)	QoQ +47.54% (+$15.8M) YoY NEW(+$49.0M)
Merck & Co., Inc.(MRKcusip58933Y105)	492.3K	QoQ -3.26% (-16.6K) YoY -19.80% (-121.5K)	All Managers (Combined)	$44.2M	8.9% ($44.2M/$494.5M)	QoQ -12.71% (-$6.4M) YoY -45.44% (-$36.8M)
(cusip072730302)✕	6.6M	QoQ +45.88% (+2.1M) YoY +112.11% (+3.5M)	All Managers (Combined)	$39.6M	8.0% ($39.6M/$494.5M)	QoQ +79.96% (+$17.6M) YoY +66.70% (+$15.8M)
BP PLC(BPcusip055622104)	1.1M	QoQ -3.52% (-42.1K) YoY -30.95% (-515.7K)	All Managers (Combined)	$38.9M	7.9% ($38.9M/$494.5M)	QoQ +10.27% (-$3.6M) YoY -38.08% (-$23.9M)
Organon & Co.(OGNcusip68622V106)	2.5M	QoQ +59.09% (+926.1K) YoY +111.26% (+1.3M)	All Managers (Combined)	$37.1M	7.5% ($37.1M/$494.5M)	QoQ +58.77% (+$13.7M) YoY +67.32% (+$14.9M)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	597.4K	QoQ -13.44% (-92.8K) YoY -28.19% (-234.6K)	All Managers (Combined)	$36.4M	7.4% ($36.4M/$494.5M)	QoQ -6.66% (-$2.6M) YoY -19.24% (-$8.7M)
Walt Disney Co(DIScusip254687106)	348.2K	QoQ -1.37% (-4.9K) YoY +270.66% (+254.2K)	All Managers (Combined)	$34.4M	7.0% ($34.4M/$494.5M)	QoQ -12.57% (-$4.9M) YoY +198.99% (+$22.9M)
(cusip37733W105)✕	822.2K	QoQ -7.06% (-62.5K) YoY -34.41% (-431.4K)	All Managers (Combined)	$31.9M	6.4% ($31.9M/$494.5M)	QoQ +6.45% (-$1.9M) YoY -40.73% (-$21.9M)
SEABOARD CORP /DE/(SEBcusip811543107)	8.8K	QoQ -2.14% (-193) YoY -2.50% (-227)	All Managers (Combined)	$23.8M	4.8% ($23.8M/$494.5M)	QoQ +8.63% (-$1.9M) YoY -18.43% (-$5.4M)
IDT CORP(IDTcusip448947507)	365.5K	QoQ +53.02% (+126.7K) YoY +5.78% (+20.0K)	All Managers (Combined)	$18.8M	3.8% ($18.8M/$494.5M)	QoQ +65.23% (+$7.4M) YoY +43.55% (+$5.7M)
PFIZER INC(PFEcusip717081103)	735.2K	QoQ -3.40% (-25.9K) YoY -28.11% (-287.5K)	All Managers (Combined)	$18.6M	3.8% ($18.6M/$494.5M)	QoQ -7.73% (-$1.6M) YoY -34.35% (-$9.8M)
ASSURED GUARANTY LTD(AGOcusipG0585R106)	185.6K	QoQ -34.99% (-99.9K) YoY -80.87% (-784.9K)	All Managers (Combined)	$16.4M	3.3% ($16.4M/$494.5M)	QoQ -36.37% (-$9.3M) YoY -80.68% (-$68.3M)
PATTERSON UTI ENERGY INC(PTENcusip703481101)	1.9M	QoQ -2.96% (-59.1K) YoY -26.96% (-715.1K)	All Managers (Combined)	$15.9M	3.2% ($15.9M/$494.5M)	QoQ -3.42% (-$565.0K) YoY -49.71% (-$15.7M)
Genie Energy Ltd.(GNEcusip372284208)	202.6K	QoQ -6.60% (-14.3K) YoY -31.01% (-91.1K)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$494.5M)	QoQ -9.84% (-$333.0K) YoY -31.16% (-$1.4M)
NOVARTIS AG(NVScusip66987V109)	21.9K	QoQ +3.43% (+728) YoY +42.14% (+6.5K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$494.5M)	QoQ +18.53% (+$382.0K) YoY +63.82% (+$951.7K)
Haleon plc(HLNcusip405552100)	184.3K	QoQ -9.22% (-18.7K) YoY -61.13% (-290.0K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$494.5M)	QoQ -2.07% (-$40.3K) YoY -52.90% (-$2.1M)
WEBSTER FINANCIAL CORP(WBScusip947890109)	32.3K	QoQ -0.74% (-242) YoY -67.06% (-65.7K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$494.5M)	QoQ -7.30% (-$131.0K) YoY -66.55% (-$3.3M)
EXXON MOBIL CORP(XOMcusip30231G102)	13.8K	QoQ -1.11% (-156) YoY -2.46% (-349)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$494.5M)	QoQ +9.31% (-$140.0K) YoY -0.24% (-$4.0K)
(cusip32112J106)✕	6.3K	QoQ 0.00% (+0) YoY +31.86% (+1.5K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$494.5M)	QoQ +0.40% (+$6.0K) YoY +54.40% (+$519.0K)