Kahn Brothers Group Inc Top Holdings and 13F Report (2024)

About Kahn Brothers Group Inc

Investment Activity

Kahn Brothers Group Inc has $580.57 million in total holdings as of September 30, 2024.
Kahn Brothers Group Inc owns shares of 53 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
Approximately 4.98% of the portfolio was purchased this quarter.
About 24.84% of the portfolio was sold this quarter.
This quarter, Kahn Brothers Group Inc has purchased 52 new stocks and bought additional shares in 11 stocks.
Kahn Brothers Group Inc sold shares of 23 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Citigroup: $74,279,806
Merck & Co., Inc.: $65,920,748
BP: $49,874,962
New York Community Bancorp: $47,246,654
Bayer Aktiengesellschaft: $43,701,503

Largest New Holdings this Quarter

SEI Investments: $356,000 Holding
International Business Machines: $333,750 Holding
Deutsche Bank Aktiengesellschaft: $173,000 Holding

Largest Purchases this Quarter

Walt Disney: 184,542 shares (about $17.75M)
Bayer Aktiengesellschaft: 785,085 shares (about $6.65M)
Organon & Co.: 174,170 shares (about $3.33M)
SEI Investments: 5,147 shares (about $356K)
International Business Machines: 1,508 shares (about $333.75K)

Largest Sales this Quarter

New York Community Bancorp: 8,004,436 shares (about $89.89M)
VOXX International: 1,657,896 shares (about $10.45M)
GSK PLC: 182,429 shares (about $7.46M)
BP: 51,522 shares (about $1.62M)
Merck & Co., Inc.: 11,423 shares (about $1.30M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
C Citigroup	$74,279,806	$518,268 ▼	-0.7%	1,186,573	12.8%	Finance
MRK Merck & Co., Inc.	$65,920,748	$1,297,206 ▼	-1.9%	580,488	11.4%	Medical
BP BP	$49,874,962	$1,617,276 ▼	-3.1%	1,588,880	8.6%	Oils/Energy
NYCB New York Community Bancorp	$47,246,654	$89,890,158 ▼	-65.5%	4,207,166	8.1%	Finance
BAYRY Bayer Aktiengesellschaft	$43,701,503	$6,649,700 ▲	17.9%	5,159,540	7.5%	Medical
GSK PLC	$43,285,078	$7,457,702 ▼	-14.7%	1,058,832	7.5%	COM
BMY Bristol-Myers Squibb	$42,742,800	$59,501 ▼	-0.1%	826,108	7.4%	Medical
DIS Walt Disney	$39,000,069	$17,751,238 ▲	83.5%	405,445	6.7%	Consumer Discretionary
OGN Organon & Co.	$35,107,592	$3,331,905 ▲	10.5%	1,835,193	6.0%	Medical
PFE Pfizer	$28,853,786	$156,420 ▼	-0.5%	997,025	5.0%	Medical
SEB Seaboard	$28,339,448	$599,163 ▼	-2.1%	9,034	4.9%	Consumer Staples
AGO Assured Guaranty	$23,456,728	$485,221 ▼	-2.0%	294,985	4.0%	Finance
PTEN Patterson-UTI Energy	$17,182,207	$572,414 ▼	-3.2%	2,246,029	3.0%	Oils/Energy
IDT IDT	$12,604,697	$48,819 ▼	-0.4%	330,228	2.2%	Utilities
GNE Genie Energy	$4,710,801	$28,468 ▼	-0.6%	289,913	0.8%	Utilities
HLN Haleon	$2,559,849	$44,383 ▼	-1.7%	241,952	0.4%	Medical
HOLX Hologic	$2,084,395		0.0%	25,591	0.4%	Medical
NVS Novartis	$2,022,024		0.0%	17,581	0.3%	Medical
CSX CSX	$1,720,000		0.0%	49,820	0.3%	Transportation
XOM Exxon Mobil	$1,679,000		0.0%	14,326	0.3%	Oils/Energy
FRFHF Fairfax Financial	$1,287,000		0.0%	1,018	0.2%	Finance
WBS Webster Financial	$999,000	$28,660 ▲	3.0%	21,437	0.2%	Finance
FBAK First National Bank Alaska	$975,000		0.0%	4,770	0.2%	Finance
AR Antero Resources	$864,000		0.0%	30,156	0.1%	Oils/Energy
CWEGF Crew Energy	$801,000	$26,562 ▲	3.4%	150,780	0.1%	Energy
MSFT Microsoft	$791,785	$5,167 ▲	0.7%	1,839	0.1%	Computer and Technology
BAC Bank of America	$737,151	$10,357 ▼	-1.4%	18,576	0.1%	Finance
VOXX VOXX International	$654,030	$10,445,377 ▼	-94.1%	103,808	0.1%	Computer and Technology
JP MORGAN CHASE	$622,000	$85,815 ▼	-12.1%	2,950	0.1%	COM
AAPL Apple	$581,000		0.0%	2,492	0.1%	Computer and Technology
RFL Rafael	$519,105	$2,111 ▼	-0.4%	267,596	0.1%	Medical
VZ Verizon Communications	$487,000	$48,134 ▲	11.0%	10,846	0.1%	Computer and Technology
ZDGE Zedge	$407,359	$2,670 ▼	-0.7%	110,148	0.1%	Computer and Technology
PEG Public Service Enterprise Group	$401,000		0.0%	4,500	0.1%	Utilities
SEIC SEI Investments	$356,000	$356,000 ▲	New Holding	5,147	0.1%	Finance
NAVI Navient	$342,980		0.0%	22,000	0.1%	Finance
IBM International Business Machines	$333,750	$333,750 ▲	New Holding	1,508	0.1%	Computer and Technology
CI The Cigna Group	$325,999	$161,094 ▲	97.7%	941	0.1%	Medical
PEP PepsiCo	$323,000		0.0%	1,900	0.1%	Consumer Staples
PG Procter & Gamble	$294,000		0.0%	1,700	0.1%	Consumer Staples
AM Antero Midstream	$284,000	$15,815 ▲	5.9%	18,856	0.0%	Oils/Energy
PNC The PNC Financial Services Group	$270,000	$51,781 ▼	-16.1%	1,460	0.0%	Finance
LWAY Lifeway Foods	$259,000		0.0%	10,000	0.0%	Consumer Staples
PEYUF Peyto Exploration & Development	$226,000	$22,820 ▲	11.2%	19,807	0.0%	Energy
NAM TAI PROPERTY INC F	$212,000	$1,250 ▼	-0.6%	84,830	0.0%	COM
OBT Orange County Bancorp	$212,000		0.0%	4,000	0.0%	Finance
DB Deutsche Bank Aktiengesellschaft	$173,000	$173,000 ▲	New Holding	10,000	0.0%	Finance
VTRS Viatris	$158,654	$6,196 ▼	-3.8%	13,623	0.0%	Medical
GTX Garrett Motion	$116,000	$16,305 ▲	16.4%	14,229	0.0%	Auto/Tires/Trucks
PIFYF Pine Cliff Energy	$95,000		0.0%	129,731	0.0%	Energy
TPHS Trinity Place	$60,802	$40 ▼	-0.1%	1,524,690	0.0%	Finance
IDWM IDW Media	$34,000	$188 ▼	-0.5%	63,589	0.0%	Consumer Discretionary
VRAYQ ViewRay	$0		0.0%	353,744	0.0%	Medical
MBI MBIA	$0	$30,580,277 ▼	-100.0%	0	0.0%	Finance
CVX Chevron	$0	$282,000 ▼	-100.0%	0	0.0%	Oils/Energy

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Kahn Brothers Group Inc Top Holdings and 13F Report (2024)

About Kahn Brothers Group Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Kahn Brothers Group Inc Top Holdings and 13F Report (2024)

About Kahn Brothers Group Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKahn Brothers Group Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools