Kahn Brothers Group Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Kahn Brothers Group Inc. reported 52 stock positions worth $595.0 million. Its top holding was Citigroup (C) at 12.7% of the portfolio, followed by Merck (MRK, 12.3%) and BP PLC-Spons ADR (BP, 10.0%). Compared with Q1 2024, it opened 1 new position, sold out of 2, added to 8 and reduced 28. The biggest buy was New York Community Bancorp (FLG, shares +97%) and the biggest sale Assured Guaranty (AGO, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001039565
- Portfolio Value
- $595.0M (Q2 2024)
- SEC Filing
- 0001039565-24-000012 ↗ filed Aug 14, 2024
Holdings Value
Holdings 52 stocks · $595.0M
| C Citigroup Inc. | 12.74% | 1,194,852 | $75.8M | Reduce -0.4% |
| MRK Merck & Co. Inc. | 12.32% | 591,911 | $73.3M | Reduce -3.6% |
| BP BP PLC-Spons ADR | 9.95% | 1,640,402 | $59.2M | Reduce -1.5% |
| GSK GSK PLC filed as GLAXOSMITHKLINE PLC | 8.03% | 1,241,261 | $47.8M | Reduce -1.0% |
| FLG New York Community Bancorp | 6.61% | 12,211,602 | $39.3M | Add +96.5% |
| OGN Organon & Co. | 5.78% | 1,661,023 | $34.4M | Add +40.7% |
| BMY Bristol-Myers Squibb Co. | 5.77% | 827,258 | $34.4M | Reduce -0.6% |
| BAYRY Bayer AG-Sponsored ADR | 5.18% | 4,374,455 | $30.8M | Add +41.1% |
| MBI Mbia Inc. | 5.14% | 5,570,263 | $30.6M | Add +7.6% |
| SEB Seaboard Corp. | 4.90% | 9,225 | $29.2M | Add +1.9% |
| PFE Pfizer Inc. | 4.71% | 1,002,430 | $28.0M | Reduce -2.0% |
| PTEN Patterson-Uti Energy Inc. | 4.04% | 2,320,854 | $24.0M | Reduce -12.5% |
| AGO Assured Guaranty Ltd. | 3.90% | 301,087 | $23.2M | Reduce -69.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.69% | 220,903 | $21.9M | Add +135.2% |
| IDT Idt Corp. Class B | 2.00% | 331,507 | $11.9M | Reduce -4.1% |
| VOXX Voxx International Corp. | 0.94% | 1,761,704 | $5.6M | Reduce -38.2% |
| GNE Genie Energy Ltd. Class B | 0.72% | 291,665 | $4.3M | Reduce -0.7% |
| HLN Haleon PLC-ADR | 0.34% | 246,147 | $2.0M | Reduce -48.1% |
| HOLX Hologic Inc. | 0.32% | 25,591 | $1.9M | Reduce -3.4% |
| NVS Novartis AG-Sponsored ADR | 0.31% | 17,581 | $1.9M | Add +14.1% |
| CSX CSX Corp. | 0.28% | 49,820 | $1.7M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 0.28% | 14,326 | $1.6M | Add +1.1% |
| FRFHF Fairfax Financial Hldgs Ltd. | 0.19% | 1,018 | $1.2M | No change |
| AR Antero Resources Corp. | 0.17% | 30,156 | $984K | No change |
| FBAK First National Bank Alaska | 0.16% | 4,770 | $934K | No change |
| WBS Webster Financial Corp. | 0.15% | 20,822 | $908K | Reduce -78.7% |
| MSFT Microsoft Corp. | 0.14% | 1,827 | $817K | Reduce -3.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 18,837 | $749K | Reduce -44.4% |
| JP MORGAN CHASE | 0.11% | 3,357 | $679K | Reduce -13.2% |
| AAPL Apple Inc. | 0.09% | 2,492 | $525K | No change |
| CWEGF Crew Energy Inc. | 0.08% | 145,780 | $457K | No change |
| VZ Verizon Communications Inc. | 0.07% | 9,774 | $403K | Reduce -2.5% |
| RFL Rafael Holdings Inc. Class B | 0.07% | 268,684 | $387K | Reduce -0.6% |
| NTPIF Nam Tai Property Inc. | 0.06% | 85,330 | $341K | No change |
| ZDGE Zedge Inc. Class B | 0.06% | 110,870 | $338K | Reduce -3.5% |
| PEG Public Service Enterprise GP | 0.06% | 4,500 | $332K | No change |
| CI The Cigna Group | 0.06% | 476 | $331K | Reduce -56.8% |
| NAVI Navient Corp. | 0.05% | 22,000 | $320K | Reduce -1.9% |
| PEP Pepsico Inc. | 0.05% | 1,900 | $313K | No change |
| CVX Chevron Corp. | 0.05% | 1,800 | $282K | No change |
| PG The Procter & Gamble Co. | 0.05% | 1,700 | $280K | Reduce -15.0% |
| PNC PNC Financial Services Group | 0.05% | 1,740 | $271K | Reduce -9.6% |
| AM Antero Midstream Corp. | 0.04% | 17,806 | $262K | No change |
| OBT Orange County Bancorp Inc. | 0.04% | 4,000 | $212K | New |
| PEYUF Peyto Exploration & Dev Corp. | 0.03% | 17,807 | $190K | No change |
| TPHS Trinity Place Holdings Inc. | 0.03% | 1,525,684 | $178K | No change |
| VTRS Viatris Inc. | 0.03% | 14,155 | $151K | Reduce -57.9% |
| LWAY Lifeway Foods Inc. | 0.02% | 10,000 | $128K | No change |
| GTX Garrett Motion Inc. | 0.02% | 12,229 | $105K | Reduce -43.1% |
| PIFYF Pine Cliff Energy Ltd. | 0.02% | 129,731 | $96K | No change |
| IDW MEDIA HLDGS INC | 0.00% | 63,940 | $20K | Reduce -2.6% |
| VRAYQ Viewray Inc. | 0.00% | 353,744 | $0 | No change |
Portfolio Sells Q1 2024 → Q2 2024
| AGO Assured Guaranty Ltd. | Reduce -69.0% | 3.90% | −8.65 |
| VOXX Voxx International Corp. | Reduce -38.2% | 0.94% | −2.51 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.6% | 5.77% | −0.92 |
| PTEN Patterson-Uti Energy Inc. | Reduce -12.5% | 4.04% | −0.65 |
| WBS Webster Financial Corp. | Reduce -78.7% | 0.15% | −0.58 |
| HLN Haleon PLC-ADR | Reduce -48.1% | 0.34% | −0.26 |
| BAC Bank of America Corp. | Reduce -44.4% | 0.13% | −0.06 |
| EAGLE BULK SHIPPING INC | Sold out | 0.00% | −0.04 |
| GBCI Glacier Bancorp Inc. | Sold out | 0.00% | −0.04 |
| VTRS Viatris Inc. | Reduce -57.9% | 0.03% | −0.03 |
| GTX Garrett Motion Inc. | Reduce -43.1% | 0.02% | −0.01 |
| NAVI Navient Corp. | Reduce -1.9% | 0.05% | −0.00 |
| CI The Cigna Group | Reduce -56.8% | 0.06% | −0.00 |
| RFL Rafael Holdings Inc. Class B | Reduce -0.6% | 0.07% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -15.0% | 0.05% | −0.00 |
| JP MORGAN CHASE | Reduce -13.2% | 0.11% | −0.00 |
| PNC PNC Financial Services Group | Reduce -9.6% | 0.05% | −0.00 |
| IDW MEDIA HLDGS INC | Reduce -2.6% | 0.00% | −0.00 |
| CSX CSX Corp. | Reduce -1.0% | 0.28% | +0.00 |
| VZ Verizon Communications Inc. | Reduce -2.5% | 0.07% | +0.01 |
| ZDGE Zedge Inc. Class B | Reduce -3.5% | 0.06% | +0.01 |
| HOLX Hologic Inc. | Reduce -3.4% | 0.32% | +0.01 |
| MSFT Microsoft Corp. | Reduce -3.9% | 0.14% | +0.02 |
| GNE Genie Energy Ltd. Class B | Reduce -0.7% | 0.72% | +0.06 |
| GSK GSK PLC | Reduce -1.0% | 8.03% | +0.06 |
| IDT Idt Corp. Class B | Reduce -4.1% | 2.00% | +0.06 |
| MRK Merck & Co. Inc. | Reduce -3.6% | 12.32% | +0.31 |
| PFE Pfizer Inc. | Reduce -2.0% | 4.71% | +0.51 |
| BP BP PLC-Spons ADR | Reduce -1.5% | 9.95% | +0.65 |
| C Citigroup Inc. | Reduce -0.4% | 12.74% | +1.50 |
Portfolio Buys Q1 2024 → Q2 2024
| FLG New York Community Bancorp | Add +96.5% | 6.61% | +3.64 |
| OGN Organon & Co. | Add +40.7% | 5.78% | +2.49 |
| DIS The Walt Disney Co. | Add +135.2% | 3.69% | +1.98 |
| BAYRY Bayer AG-Sponsored ADR | Add +41.1% | 5.18% | +1.66 |
| SEB Seaboard Corp. | Add +1.9% | 4.90% | +0.57 |
| NVS Novartis AG-Sponsored ADR | Add +14.1% | 0.31% | +0.09 |
| OBT Orange County Bancorp Inc. | New | 0.04% | +0.04 |
| XOM Exxon Mobil Corp. | Add +1.1% | 0.28% | +0.03 |
| MBI Mbia Inc. | Add +7.6% | 5.14% | −0.05 |
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 |