Kahn Brothers Group Inc Top Holdings and 13F Report (2025) About Kahn Brothers Group IncInvestment ActivityKahn Brothers Group Inc has $460.36 million in total holdings as of December 31, 2024.Kahn Brothers Group Inc owns shares of 52 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 7.81% of the portfolio was purchased this quarter.About 28.04% of the portfolio was sold this quarter.This quarter, Kahn Brothers Group Inc has purchased 53 new stocks and bought additional shares in 10 stocks.Kahn Brothers Group Inc sold shares of 24 stocks and completely divested from 5 stocks this quarter.Largest Holdings Citigroup $63,828,212Merck & Co., Inc. $50,626,737Walt Disney $39,309,240Bristol-Myers Squibb $39,040,559BP $35,236,897 Largest New Holdings this Quarter FLAGSTAR FINL INC $33,212,066 HoldingTourmaline Oil $801,000 HoldingMBIA $68,476 Holding Largest Purchases this Quarter FLAGSTAR FINL INC 3,559,701 shares (about $33.21M)Tourmaline Oil 17,308 shares (about $801K)Webster Financial 11,059 shares (about $610.53K)First National Bank Alaska 1,520 shares (about $354.51K)Novartis 3,600 shares (about $350.26K) Largest Sales this Quarter Citigroup 279,794 shares (about $19.69M)BP 396,850 shares (about $11.73M)Bristol-Myers Squibb 135,856 shares (about $7.68M)Merck & Co., Inc. 71,580 shares (about $7.12M)Pfizer 235,935 shares (about $6.26M) 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$63,828,212$19,694,711 ▼-23.6%906,77913.9%FinanceMRKMerck & Co., Inc.$50,626,737$7,120,858 ▼-12.3%508,90811.0%MedicalDISWalt Disney$39,309,240$5,836,825 ▼-12.9%353,0268.5%Consumer DiscretionaryBMYBristol-Myers Squibb$39,040,559$7,683,997 ▼-16.4%690,2528.5%MedicalBPBP$35,236,897$11,731,049 ▼-25.0%1,192,0307.7%Oils/EnergyFLAGSTAR FINL INC$33,212,066$33,212,066 ▲New Holding3,559,7017.2%COMGSK PLC$29,921,125$5,888,933 ▼-16.4%884,7086.5%COMAGOAssured Guaranty$25,704,165$847,166 ▼-3.2%285,5735.6%FinanceOGNOrganon & Co.$23,383,367$3,997,307 ▼-14.6%1,567,2735.1%MedicalBAYRYBayer Aktiengesellschaft$21,989,998$3,188,133 ▼-12.7%4,506,2234.8%MedicalSEBSeaboard$21,910,457$38,874 ▼-0.2%9,0184.8%Consumer StaplesPFEPfizer$20,192,000$6,259,443 ▼-23.7%761,0904.4%MedicalPTENPatterson-UTI Energy$16,489,546$2,062,115 ▼-11.1%1,996,3713.6%Oils/EnergyIDTIDT$11,351,426$4,340,733 ▼-27.7%238,8812.5%UtilitiesGNEGenie Energy$3,381,859$1,137,486 ▼-25.2%216,9440.7%UtilitiesHOLXHologic$2,133,617$288,414 ▲15.6%29,5910.5%MedicalNVSNovartis$2,060,772$350,256 ▲20.5%21,1810.4%MedicalHLNHaleon$1,936,761$371,254 ▼-16.1%203,0330.4%MedicalWBSWebster Financial$1,794,000$610,532 ▲51.6%32,4960.4%FinanceCSXCSX$1,608,0000.0%49,8200.3%TransportationXOMExxon Mobil$1,503,000$37,860 ▼-2.5%13,9740.3%Oils/EnergyFBAKFirst National Bank Alaska$1,467,000$354,506 ▲31.9%6,2900.3%FinanceFRFHFFairfax Financial$1,416,0000.0%1,0180.3%FinanceARAntero Resources$1,057,0000.0%30,1560.2%Oils/EnergyBACBank of America$854,247$37,546 ▲4.6%19,4300.2%FinanceVOXXVOXX International$846,070$80,183 ▲10.5%114,6760.2%Computer and TechnologyTRMLFTourmaline Oil$801,000$801,000 ▲New Holding17,3080.2%Oils/EnergyMSFTMicrosoft$775,4250.0%1,8390.2%Computer and TechnologyJP MORGAN CHASE$707,0000.0%2,9500.2%COMAAPLApple$699,000$75,107 ▲12.0%2,7920.2%Computer and TechnologyVZVerizon Communications$459,000$25,198 ▲5.8%11,4760.1%Computer and TechnologySEICSEI Investments$425,0000.0%5,1470.1%FinancePEGPublic Service Enterprise Group$382,000$2,027 ▲0.5%4,5240.1%UtilitiesIBMInternational Business Machines$331,1130.0%1,5080.1%Computer and TechnologyPNCThe PNC Financial Services Group$323,000$41,123 ▲14.6%1,6730.1%FinanceNAVINavient$292,3800.0%22,0000.1%FinanceAMAntero Midstream$285,0000.0%18,8560.1%Oils/EnergyPGProcter & Gamble$285,0000.0%1,7000.1%Consumer StaplesRFLRafael$276,522$165,349 ▼-37.4%167,4610.1%MedicalPEPPepsiCo$274,000$15,222 ▼-5.3%1,8000.1%Consumer StaplesZDGEZedge$261,359$61,868 ▼-19.1%89,0650.1%Computer and TechnologyLWAYLifeway Foods$248,0000.0%10,0000.1%Consumer StaplesCIThe Cigna Group$243,740$15,716 ▼-6.1%8840.1%MedicalPEYUFPeyto Exploration & Development$236,0000.0%19,8070.1%EnergyOBTOrange County Bancorp$222,0000.0%4,0000.0%FinanceNAM TAI PROPERTY INC F$171,000$231,495 ▼-57.5%36,0400.0%COMDBDeutsche Bank Aktiengesellschaft$170,0000.0%10,0000.0%FinanceGTXGarrett Motion$119,000$9,102 ▼-7.1%13,2180.0%Auto/Tires/TrucksMBIMBIA$68,476$68,476 ▲New Holding10,6000.0%FinanceTPHSTrinity Place$40,342$61,424 ▼-60.4%604,4180.0%FinanceIDWMIDW Media$11,487$7,487 ▼-39.5%38,4980.0%Consumer DiscretionaryVRAYQViewRay$00.0%353,7440.0%MedicalNYCBNew York Community Bancorp$0$47,246,654 ▼-100.0%00.0%FinanceCWEGFCrew Energy$0$801,000 ▼-100.0%00.0%EnergyVTRSViatris$0$158,654 ▼-100.0%00.0%MedicalPIFYFPine Cliff Energy$0$95,000 ▼-100.0%00.0%EnergyShowing 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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