Kahn Brothers Group Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Kahn Brothers Group Inc. reported 53 stock positions worth $674.4 million. Its top holding was Assured Guaranty (AGO) at 12.6% of the portfolio, followed by Merck (MRK, 12.0%) and Citigroup (C, 11.2%). Compared with Q4 2023, it opened 13 new positions, sold out of 3, added to 6 and reduced 27. The biggest buy was Organon (OGN, shares +3242%) and the biggest sale Voxx International (VOXX, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001039565
- Portfolio Value
- $674.4M (Q1 2024)
- SEC Filing
- 0001039565-24-000005 ↗ filed May 15, 2024
Holdings Value
Holdings 53 stocks · $674.4M
| AGO Assured Guaranty Ltd. | 12.56% | 970,580 | $84.7M | Reduce -1.7% |
| MRK Merck & Co. Inc. | 12.01% | 613,815 | $81.0M | Reduce -1.7% |
| C Citigroup Inc. | 11.25% | 1,199,446 | $75.9M | Reduce -0.8% |
| BP BP PLC-Spons ADR | 9.31% | 1,665,620 | $62.8M | Reduce -2.8% |
| GSK GSK PLC filed as GLAXOSMITHKLINE PLC | 7.97% | 1,253,644 | $53.7M | Reduce -0.5% |
| BMY Bristol-Myers Squibb Co. | 6.69% | 831,991 | $45.1M | Reduce -0.2% |
| MBI Mbia Inc. | 5.19% | 5,176,613 | $35.0M | Add +7.2% |
| PTEN Patterson-Uti Energy Inc. | 4.70% | 2,652,332 | $31.7M | Reduce -24.2% |
| SEB Seaboard Corp. | 4.33% | 9,052 | $29.2M | Add +1.0% |
| PFE Pfizer Inc. | 4.21% | 1,022,719 | $28.4M | Reduce -0.3% |
| BAYRY Bayer AG-Sponsored ADR | 3.52% | 3,099,140 | $23.7M | Add +335.0% |
| VOXX Voxx International Corp. | 3.45% | 2,849,526 | $23.3M | Reduce -1.0% |
| OGN Organon & Co. | 3.29% | 1,180,204 | $22.2M | Add +3242.4% |
| FLG New York Community Bancorp | 2.97% | 6,213,289 | $20.0M | Add +0.9% |
| IDT Idt Corp. Class B | 1.94% | 345,548 | $13.1M | Reduce -0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.70% | 93,932 | $11.5M | New |
| WBS Webster Financial Corp. | 0.74% | 97,935 | $5.0M | Reduce -3.1% |
| GNE Genie Energy Ltd. Class B | 0.66% | 293,690 | $4.4M | Reduce -0.7% |
| HLN Haleon PLC-ADR | 0.60% | 474,281 | $4.0M | Reduce -26.5% |
| HOLX Hologic Inc. | 0.31% | 26,491 | $2.1M | Reduce -7.0% |
| CSX CSX Corp. | 0.28% | 50,320 | $1.9M | No change |
| XOM Exxon Mobil Corp. | 0.24% | 14,167 | $1.6M | Reduce -6.9% |
| NVS Novartis AG-Sponsored ADR | 0.22% | 15,413 | $1.5M | Reduce -14.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 33,901 | $1.3M | Reduce -17.3% |
| FRFHF Fairfax Financial Hldgs Ltd. | 0.16% | 1,018 | $1.1M | New |
| FBAK First National Bank Alaska | 0.14% | 4,770 | $954K | No change |
| AR Antero Resources Corp. | 0.13% | 30,156 | $875K | New |
| MSFT Microsoft Corp. | 0.12% | 1,902 | $801K | New |
| JP MORGAN CHASE | 0.11% | 3,867 | $775K | Reduce -33.0% |
| CWEGF Crew Energy Inc. | 0.07% | 145,780 | $501K | No change |
| RFL Rafael Holdings Inc. Class B | 0.07% | 270,363 | $465K | Reduce -0.6% |
| AAPL Apple Inc. | 0.06% | 2,492 | $427K | New |
| VZ Verizon Communications Inc. | 0.06% | 10,022 | $421K | Reduce -25.2% |
| VTRS Viatris Inc. | 0.06% | 33,590 | $401K | Reduce -35.8% |
| CI The Cigna Group | 0.06% | 1,101 | $400K | New |
| NAVI Navient Corp. | 0.06% | 22,421 | $390K | Reduce -3.7% |
| NTPIF Nam Tai Property Inc. | 0.05% | 85,330 | $366K | Reduce -0.2% |
| PEP Pepsico Inc. | 0.05% | 1,900 | $333K | No change |
| PG The Procter & Gamble Co. | 0.05% | 2,000 | $325K | No change |
| ZDGE Zedge Inc. Class B | 0.05% | 114,844 | $318K | Reduce -1.0% |
| PNC PNC Financial Services Group | 0.05% | 1,925 | $311K | New |
| PEG Public Service Enterprise GP | 0.04% | 4,500 | $301K | New |
| CVX Chevron Corp. | 0.04% | 1,800 | $284K | Reduce -26.5% |
| EAGLE BULK SHIPPING INC | 0.04% | 4,460 | $279K | New |
| GBCI Glacier Bancorp Inc. | 0.04% | 6,264 | $252K | New |
| AM Antero Midstream Corp. | 0.04% | 17,806 | $250K | New |
| TPHS Trinity Place Holdings Inc. | 0.03% | 1,525,684 | $229K | Add +0.2% |
| GTX Garrett Motion Inc. | 0.03% | 21,481 | $214K | New |
| PEYUF Peyto Exploration & Dev Corp. | 0.03% | 17,807 | $196K | No change |
| LWAY Lifeway Foods Inc. | 0.03% | 10,000 | $172K | No change |
| PIFYF Pine Cliff Energy Ltd. | 0.01% | 129,731 | $96K | New |
| IDW MEDIA HLDGS INC | 0.00% | 65,644 | $26K | Reduce -0.7% |
| VRAYQ Viewray Inc. | 0.00% | 353,744 | $0 | Reduce -2.6% |
Portfolio Sells Q4 2023 → Q1 2024
| VOXX Voxx International Corp. | Reduce -1.0% | 3.45% | −1.39 |
| PTEN Patterson-Uti Energy Inc. | Reduce -24.2% | 4.70% | −1.26 |
| BB Blackberry Ltd. | Sold out | 0.00% | −0.70 |
| GNE Genie Energy Ltd. Class B | Reduce -0.7% | 0.66% | −0.65 |
| PFE Pfizer Inc. | Reduce -0.3% | 4.21% | −0.44 |
| BP BP PLC-Spons ADR | Reduce -2.8% | 9.31% | −0.25 |
| HLN Haleon PLC-ADR | Reduce -26.5% | 0.60% | −0.24 |
| WBS Webster Financial Corp. | Reduce -3.1% | 0.74% | −0.07 |
| NVS Novartis AG-Sponsored ADR | Reduce -14.7% | 0.22% | −0.07 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.2% | 6.69% | −0.05 |
| T AT&T Inc. | Sold out | 0.00% | −0.04 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.04 |
| JP MORGAN CHASE | Reduce -33.0% | 0.11% | −0.04 |
| VTRS Viatris Inc. | Reduce -35.8% | 0.06% | −0.03 |
| BAC Bank of America Corp. | Reduce -17.3% | 0.19% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -25.2% | 0.06% | −0.02 |
| CVX Chevron Corp. | Reduce -26.5% | 0.04% | −0.02 |
| HOLX Hologic Inc. | Reduce -7.0% | 0.31% | −0.01 |
| NAVI Navient Corp. | Reduce -3.7% | 0.06% | −0.01 |
| NTPIF Nam Tai Property Inc. | Reduce -0.2% | 0.05% | −0.01 |
| RFL Rafael Holdings Inc. Class B | Reduce -0.6% | 0.07% | −0.01 |
| IDW MEDIA HLDGS INC | Reduce -0.7% | 0.00% | −0.00 |
| VRAYQ Viewray Inc. | Reduce -2.6% | 0.00% | 0.00 |
| ZDGE Zedge Inc. Class B | Reduce -1.0% | 0.05% | +0.00 |
| XOM Exxon Mobil Corp. | Reduce -6.9% | 0.24% | +0.00 |
| IDT Idt Corp. Class B | Reduce -0.4% | 1.94% | +0.07 |
| GSK GSK PLC | Reduce -0.5% | 7.97% | +0.62 |
| AGO Assured Guaranty Ltd. | Reduce -1.7% | 12.56% | +0.92 |
| MRK Merck & Co. Inc. | Reduce -1.7% | 12.01% | +1.28 |
| C Citigroup Inc. | Reduce -0.8% | 11.25% | +1.45 |
Portfolio Buys Q4 2023 → Q1 2024
| OGN Organon & Co. | Add +3242.4% | 3.29% | +3.21 |
| BAYRY Bayer AG-Sponsored ADR | Add +335.0% | 3.52% | +2.48 |
| DIS The Walt Disney Co. | New | 1.70% | +1.70 |
| MBI Mbia Inc. | Add +7.2% | 5.19% | +0.53 |
| FRFHF Fairfax Financial Hldgs Ltd. | New | 0.16% | +0.16 |
| AR Antero Resources Corp. | New | 0.13% | +0.13 |
| MSFT Microsoft Corp. | New | 0.12% | +0.12 |
| AAPL Apple Inc. | New | 0.06% | +0.06 |
| CI The Cigna Group | New | 0.06% | +0.06 |
| PNC PNC Financial Services Group | New | 0.05% | +0.05 |
| PEG Public Service Enterprise GP | New | 0.04% | +0.04 |
| EAGLE BULK SHIPPING INC | New | 0.04% | +0.04 |
| GBCI Glacier Bancorp Inc. | New | 0.04% | +0.04 |
| AM Antero Midstream Corp. | New | 0.04% | +0.04 |
| GTX Garrett Motion Inc. | New | 0.03% | +0.03 |
| PIFYF Pine Cliff Energy Ltd. | New | 0.01% | +0.01 |
| TPHS Trinity Place Holdings Inc. | Add +0.2% | 0.03% | +0.01 |
| SEB Seaboard Corp. | Add +1.0% | 4.33% | −0.71 |
| FLG New York Community Bancorp | Add +0.9% | 2.97% | −6.96 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 48 | $632.7M | C, BAYRY, FLG, GOOG, Z |
| Q1 2026 | 48 | $564.1M | C, BAYRY, FLG, DIS, GOOG |
| Q4 2025 | 54 | $564.7M | C, BAYRY, FLG, MRK, DIS |
| Q3 2025 | 53 | $531.8M | C, BAYRY, FLG, DIS, OGN |
| Q2 2025 | 50 | $497.9M | C, BAYRY, DIS, FLG, MRK |
| Q1 2025 | 55 | $494.5M | C, FLG, MRK, BAYRY, BP |
| Q4 2024 | 52 | $460.4M | C, MRK, DIS, BMY, BP |
| Q3 2024 | 53 | $580.6M | C, MRK, BP, FLG, BAYRY |
| Q2 2024 | 52 | $595.0M | C, MRK, BP, GSK, FLG |
| Q1 2024 | 53 | $674.4M | AGO, MRK, C, BP, GSK |