Free Trial

Kahn Brothers Group Inc Top Holdings and 13F Report (2025)

About Kahn Brothers Group Inc

Investment Activity

  • Kahn Brothers Group Inc has $494.45 million in total holdings as of March 31, 2025.
  • Kahn Brothers Group Inc owns shares of 55 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 8.53% of the portfolio was purchased this quarter.
  • About 5.44% of the portfolio was sold this quarter.
  • This quarter, Kahn Brothers Group Inc has purchased 52 new stocks and bought additional shares in 6 stocks.
  • Kahn Brothers Group Inc sold shares of 30 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Citigroup
$62,243,859
FLAGSTAR FINL INC
$49,001,332
Merck & Co., Inc.
$44,187,086
BP
$38,857,723

Largest New Holdings this Quarter

14040H105 - Capital One Financial
$353,000 Holding
166764100 - Chevron
$343,000 Holding
97349V107 - WINDROCK LD CO
$259,000 Holding
962149100 - Weyco Group
$219,000 Holding
09260D107 - Blackstone
$210,000 Holding

Largest Purchases this Quarter

Organon & Co.
926,111 shares (about $13.79M)
Bayer Aktiengesellschaft
2,067,470 shares (about $12.45M)
FLAGSTAR FINL INC
657,285 shares (about $7.64M)
IDT
126,655 shares (about $6.50M)
Capital One Financial
1,971 shares (about $353K)

Largest Sales this Quarter

Assured Guaranty
99,942 shares (about $8.81M)
Bristol-Myers Squibb
92,824 shares (about $5.66M)
GSK PLC
62,481 shares (about $2.42M)
Citigroup
29,976 shares (about $2.13M)
Merck & Co., Inc.
16,633 shares (about $1.49M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKahn Brothers Group Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Citigroup Inc. stock logo
C
Citigroup
$62,243,859$2,127,983 -3.3%876,80312.6%Finance
FLAGSTAR FINL INC
$49,001,332$7,637,645 18.5%4,216,9869.9%COM
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$44,187,086$1,492,994 -3.3%492,2758.9%Medical
Bayer Aktiengesellschaft stock logo
BAYRY
Bayer Aktiengesellschaft
$39,573,638$12,446,171 45.9%6,573,6938.0%Medical
BP p.l.c. stock logo
BP
BP
$38,857,723$1,421,321 -3.5%1,149,9677.9%Energy
Organon & Co. stock logo
OGN
Organon & Co.
$37,126,423$13,789,769 59.1%2,493,3847.5%Medical
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$36,437,105$5,661,331 -13.4%597,4287.4%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$34,364,847$478,793 -1.4%348,1757.0%Consumer Discretionary
GSK PLC
$31,852,636$2,420,481 -7.1%822,2276.4%COM
Seaboard Co. stock logo
SEB
Seaboard
$23,801,704$520,536 -2.1%8,8254.8%Consumer Staples
IDT Co. stock logo
IDT
IDT
$18,756,060$6,498,809 53.0%365,5363.8%Utilities
Pfizer Inc. stock logo
PFE
Pfizer
$18,630,009$656,343 -3.4%735,1893.8%Medical
Assured Guaranty Ltd. stock logo
AGO
Assured Guaranty
$16,354,573$8,805,150 -35.0%185,6313.3%Finance
Patterson-UTI Energy, Inc. stock logo
PTEN
Patterson-UTI Energy
$15,924,569$485,901 -3.0%1,937,2603.2%Energy
Genie Energy Ltd. stock logo
GNE
Genie Energy
$3,048,868$215,730 -6.6%202,6080.6%Utilities
Novartis AG stock logo
NVS
Novartis
$2,442,776$81,169 3.4%21,9090.5%Medical
Haleon plc stock logo
HLN
Haleon
$1,896,489$192,665 -9.2%184,3090.4%Medical
Webster Financial Co. stock logo
WBS
Webster Financial
$1,663,000$12,477 -0.7%32,2540.3%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,643,000$18,549 -1.1%13,8180.3%Energy
First National Bank Alaska stock logo
FBAK
First National Bank Alaska
$1,473,0000.0%6,2900.3%Finance
Fairfax Financial Holdings Limited stock logo
FRFHF
Fairfax Financial
$1,471,0000.0%1,0180.3%Finance
CSX Co. stock logo
CSX
CSX
$1,434,000$32,046 -2.2%48,7310.3%Transportation
Hologic, Inc. stock logo
HOLX
Hologic
$1,220,644$607,573 -33.2%19,7570.2%Medical
Antero Resources Co. stock logo
AR
Antero Resources
$1,007,000$212,268 -17.4%24,9060.2%Energy
Tourmaline Oil Corp. stock logo
TRMLF
Tourmaline Oil
$830,000$4,775 -0.6%17,2090.2%Energy
Bank of America Co. stock logo
BAC
Bank of America
$721,344$89,985 -11.1%17,2750.1%Finance
JP MORGAN CHASE
$703,000$20,857 -2.9%2,8650.1%COM
Microsoft Co. stock logo
MSFT
Microsoft
$690,6200.0%1,8390.1%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$620,0000.0%2,7920.1%Computer and Technology
SEI Investments stock logo
SEIC
SEI Investments
$512,000$112,475 28.2%6,5960.1%Finance
International Business Machines Co. stock logo
IBM
International Business Machines
$374,8160.0%1,5080.1%Computer and Technology
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$360,000$12,346 -3.3%4,3740.1%Utilities
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$357,000$164,039 -31.5%7,8630.1%Computer and Technology
Capital One Financial Co. stock logo
COF
Capital One Financial
$353,000$353,000 New Holding1,9710.1%Finance
Chevron Co. stock logo
CVX
Chevron
$343,000$343,000 New Holding2,0530.1%Energy
Antero Midstream Co. stock logo
AM
Antero Midstream
$339,0000.0%18,8560.1%Energy
Rafael Holdings, Inc. stock logo
RFL
Rafael
$303,234$9,658 -3.1%162,2920.1%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$290,0000.0%1,7000.1%Consumer Staples
The Cigna Group stock logo
CI
The Cigna Group
$276,689$14,147 -4.9%8410.1%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$270,0000.0%1,8000.1%Consumer Staples
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$263,000$30,921 -10.5%1,4970.1%Finance
Navient Co. stock logo
NAVI
Navient
$260,178$17,682 -6.4%20,6000.1%Finance
WINDROCK LD CO
$259,000$259,000 New Holding5690.1%COM
Peyto Exploration & Development Corp. stock logo
PEYUF
Peyto Exploration & Development
$251,0000.0%19,8070.1%Energy
Lifeway Foods, Inc. stock logo
LWAY
Lifeway Foods
$244,0000.0%10,0000.0%Consumer Staples
Deutsche Bank Aktiengesellschaft stock logo
DB
Deutsche Bank Aktiengesellschaft
$238,0000.0%10,0000.0%Finance
Weyco Group, Inc. stock logo
WEYS
Weyco Group
$219,000$219,000 New Holding7,1970.0%Consumer Discretionary
Blackstone Inc. stock logo
BX
Blackstone
$210,000$210,000 New Holding1,5000.0%Finance
American International Group, Inc. stock logo
AIG
American International Group
$204,000$204,000 New Holding2,3490.0%Finance
NAM TAI PROPERTY INC F
$204,0000.0%36,0400.0%COM
Zedge, Inc. stock logo
ZDGE
Zedge
$199,941$8,042 -3.9%85,6210.0%Computer and Technology
Garrett Motion Inc. stock logo
GTX
Garrett Motion
$103,000$7,526 -6.8%12,3180.0%Auto/Tires/Trucks
Trinity Place Holdings Inc. stock logo
TPHS
Trinity Place
$28,967$634 -2.1%591,4660.0%Finance
IDW Media Holdings, Inc. stock logo
IDWM
IDW Media
$11,306$645 -5.4%36,4190.0%Consumer Discretionary
VRAYQ
ViewRay
$00.0%353,7440.0%Medical
VOXX International Co. stock logo
VOXX
VOXX International
$0$846,070 -100.0%00.0%Computer and Technology
Orange County Bancorp, Inc. stock logo
OBT
Orange County Bancorp
$0$222,000 -100.0%00.0%Finance
MBIA Inc. stock logo
MBI
MBIA
$0$68,476 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data