Kahn Brothers Group Inc Top Holdings and 13F Report (2025) About Kahn Brothers Group IncInvestment ActivityKahn Brothers Group Inc has $497.95 million in total holdings as of June 30, 2025.Kahn Brothers Group Inc owns shares of 51 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 11.08% of the portfolio was purchased this quarter.About 10.68% of the portfolio was sold this quarter.This quarter, Kahn Brothers Group Inc has purchased 55 new stocks and bought additional shares in 12 stocks.Kahn Brothers Group Inc sold shares of 17 stocks and completely divested from 12 stocks this quarter.Largest Holdings Citigroup $75,474,882Bayer Aktiengesellschaft $50,734,969Walt Disney $48,667,724FLAGSTAR FINANCIAL, INC. $45,804,349Merck & Co., Inc. $38,825,234 Largest New Holdings this Quarter 37733W204 - GSK $25,339,084 Holding02079K107 - Alphabet $6,448,303 Holding46625H100 - JPMorgan Chase & Co. $804,500 Holding722524105 - Pine Cliff Energy $244,740 Holding20030N101 - Comcast $227,702 Holding Largest Purchases this Quarter GSK 659,872 shares (about $25.34M)Organon & Co. 996,766 shares (about $9.65M)Alphabet 36,351 shares (about $6.45M)Walt Disney 44,275 shares (about $5.49M)IDT 31,028 shares (about $2.12M) Largest Sales this Quarter Assured Guaranty 141,645 shares (about $12.34M)Bristol Myers Squibb 46,745 shares (about $2.16M)Haleon 65,872 shares (about $683.09K)BP 20,595 shares (about $616.41K)Seaboard 202 shares (about $577.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKahn Brothers Group Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCCitigroup$75,474,882$841,411 ▲1.1%886,68815.2%Financial ServicesBAYRYBayer Aktiengesellschaft$50,734,969$1,170,261 ▲2.4%6,728,90310.2%MedicalDISWalt Disney$48,667,724$5,490,543 ▲12.7%392,4509.8%Consumer DiscretionaryFLAGSTAR FINANCIAL, INC.$45,804,349$1,104,297 ▲2.5%4,321,1659.2%COMMRKMerck & Co., Inc.$38,825,234$143,280 ▼-0.4%490,4657.8%MedicalBPBP$33,802,103$616,408 ▼-1.8%1,129,3726.8%EnergyOGNOrganon & Co.$33,784,652$9,648,695 ▲40.0%3,490,1506.8%MedicalIDTIDT$27,093,252$2,119,833 ▲8.5%396,5645.4%UtilitiesBMYBristol Myers Squibb$25,491,116$2,163,826 ▼-7.8%550,6835.1%MedicalGSKGSK$25,339,084$25,339,084 ▲New Holding659,8725.1%MedicalSEBSeaboard$24,672,127$577,962 ▼-2.3%8,6235.0%Consumer StaplesPFEPfizer$17,719,173$101,808 ▼-0.6%730,9893.6%MedicalPTENPatterson-UTI Energy$11,371,723$116,228 ▼-1.0%1,917,6602.3%EnergyGOOGAlphabet$6,448,303$6,448,303 ▲New Holding36,3511.3%Computer and TechnologyGNEGenie Energy$5,349,093$97,010 ▼-1.8%198,9991.1%UtilitiesAGOAssured Guaranty$3,831,180$12,337,278 ▼-76.3%43,9860.8%FinanceNVSNovartis$2,235,175$416,032 ▼-15.7%18,4710.4%MedicalXOMExxon Mobil$2,063,615$574,035 ▲38.5%19,1430.4%EnergyFRFHFFairfax Financial$1,834,0840.0%1,0180.4%FinanceWBSWebster Financial$1,642,859$118,209 ▼-6.7%30,0890.3%FinanceFBAKFirst National Bank Alaska$1,621,2470.0%6,2900.3%FinanceTRMLFTourmaline Oil$1,346,408$517,683 ▲62.5%27,9590.3%EnergyCSXCSX$1,329,052$261,040 ▼-16.4%40,7310.3%TransportationHLNHaleon$1,228,191$683,092 ▼-35.7%118,4370.2%MedicalARAntero Resources$1,003,2130.0%24,9060.2%EnergyMSFTMicrosoft$947,566$32,829 ▲3.6%1,9050.2%Computer and TechnologyJPMJPMorgan Chase & Co.$804,500$804,500 ▲New Holding2,7750.2%FinanceAAPLApple$613,868$41,034 ▲7.2%2,9920.1%Computer and TechnologySEICSEI Investments$592,7160.0%6,5960.1%FinanceBACBank of America$562,492$254,960 ▼-31.2%11,8870.1%FinancePEYUFPeyto Exploration & Development$460,580$178,204 ▲63.1%32,3070.1%EnergyIBMInternational Business Machines$444,5280.0%1,5080.1%Computer and TechnologyAMAntero Midstream$357,3210.0%18,8560.1%EnergyZDGEZedge$339,971$3,368 ▼-1.0%84,7810.1%Computer and TechnologyVZVerizon Communications$333,828$6,404 ▼-1.9%7,7150.1%Computer and TechnologyPEGPublic Service Enterprise Group$305,068$63,135 ▼-17.1%3,6240.1%UtilitiesCVXChevron$293,9690.0%2,0530.1%EnergyDBDeutsche Bank Aktiengesellschaft$292,8000.0%10,0000.1%FinanceNAVINavient$290,4600.0%20,6000.1%FinancePGProcter & Gamble$281,518$10,674 ▲3.9%1,7670.1%Consumer StaplesPNCThe PNC Financial Services Group$279,0700.0%1,4970.1%FinanceRFLRafael$278,585$2,180 ▼-0.8%161,0320.1%MedicalWINDROCK LTD CO$258,8950.0%5690.1%COMPIFYFPine Cliff Energy$244,740$244,740 ▲New Holding530,0000.0%EnergyPEPPepsiCo$237,6720.0%1,8000.0%Consumer StaplesCMCSAComcast$227,702$227,702 ▲New Holding6,3800.0%Consumer DiscretionaryBXBlackstone$224,3700.0%1,5000.0%FinanceOBTOrange County Bancorp$206,720$206,720 ▲New Holding8,0000.0%FinanceAIGAmerican International Group$201,0500.0%2,3490.0%FinanceGOOGAlphabet$146,000$146,000 ▲New Holding34,7400.0%Computer and TechnologyTRINITY PL HLDGS INC$6,679$6,679 ▲New Holding166,9990.0%COMGSK PLC$0$31,852,636 ▼-100.0%00.0%COMHOLXHologic$0$1,220,644 ▼-100.0%00.0%MedicalJP MORGAN CHASE$0$703,000 ▼-100.0%00.0%COMCOFCapital One Financial$0$353,000 ▼-100.0%00.0%FinanceCICigna Group$0$276,689 ▼-100.0%00.0%MedicalLWAYLifeway Foods$0$244,000 ▼-100.0%00.0%Consumer StaplesWEYSWeyco Group$0$219,000 ▼-100.0%00.0%Consumer DiscretionaryNAM TAI PROPERTY INC F$0$204,000 ▼-100.0%00.0%COMGTXGarrett Motion$0$103,000 ▼-100.0%00.0%Auto/Tires/TrucksTPHSTrinity Place$0$28,967 ▼-100.0%00.0%FinanceIDWMIdw Media$0$11,306 ▼-100.0%00.0%Consumer DiscretionaryVRAYQViewRay$0-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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