Kahn Brothers Group Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Kahn Brothers Group Inc. reported 53 stock positions worth $580.6 million. Its top holding was Citigroup (C) at 12.8% of the portfolio, followed by Merck (MRK, 11.4%) and BP PLC-Spons ADR (BP, 8.6%). Compared with Q2 2024, it opened 3 new positions, sold out of 2, added to 12 and reduced 22. The biggest buy was Walt Disney (DIS, shares +84%) and the biggest sale an exit from Mbia (MBI).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001039565
- Portfolio Value
- $580.6M (Q3 2024)
- SEC Filing
- 0001039565-24-000013 ↗ filed Nov 13, 2024
Holdings Value
Holdings 53 stocks · $580.6M
| C Citigroup Inc. | 12.79% | 1,186,573 | $74.3M | Reduce -0.7% |
| MRK Merck & Co. Inc. | 11.35% | 580,488 | $65.9M | Reduce -1.9% |
| BP BP PLC-Spons ADR | 8.59% | 1,588,880 | $49.9M | Reduce -3.1% |
| FLG New York Community Bancorp | 8.14% | 4,207,166 | $47.2M | Add +3.4% |
| BAYRY Bayer AG-Sponsored ADR | 7.53% | 5,159,540 | $43.7M | Add +17.9% |
| GSK GSK PLC filed as GLAXOSMITHKLINE PLC | 7.46% | 1,058,832 | $43.3M | Reduce -14.7% |
| BMY Bristol-Myers Squibb Co. | 7.36% | 826,108 | $42.7M | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 6.72% | 405,445 | $39.0M | Add +83.5% |
| OGN Organon & Co. | 6.05% | 1,835,193 | $35.1M | Add +10.5% |
| PFE Pfizer Inc. | 4.97% | 997,025 | $28.9M | Reduce -0.5% |
| SEB Seaboard Corp. | 4.88% | 9,034 | $28.3M | Reduce -2.1% |
| AGO Assured Guaranty Ltd. | 4.04% | 294,985 | $23.5M | Reduce -2.0% |
| PTEN Patterson-Uti Energy Inc. | 2.96% | 2,246,029 | $17.2M | Reduce -3.2% |
| IDT Idt Corp. Class B | 2.17% | 330,228 | $12.6M | Reduce -0.4% |
| GNE Genie Energy Ltd. Class B | 0.81% | 289,913 | $4.7M | Reduce -0.6% |
| HLN Haleon PLC-ADR | 0.44% | 241,952 | $2.6M | Reduce -1.7% |
| HOLX Hologic Inc. | 0.36% | 25,591 | $2.1M | No change |
| NVS Novartis AG-Sponsored ADR | 0.35% | 17,581 | $2.0M | No change |
| CSX CSX Corp. | 0.30% | 49,820 | $1.7M | No change |
| XOM Exxon Mobil Corp. | 0.29% | 14,326 | $1.7M | No change |
| FRFHF Fairfax Financial Hldgs Ltd. | 0.22% | 1,018 | $1.3M | No change |
| WBS Webster Financial Corp. | 0.17% | 21,437 | $999K | Add +3.0% |
| FBAK First National Bank Alaska | 0.17% | 4,770 | $975K | No change |
| AR Antero Resources Corp. | 0.15% | 30,156 | $864K | No change |
| CWEGF Crew Energy Inc. | 0.14% | 150,780 | $801K | Add +3.4% |
| MSFT Microsoft Corp. | 0.14% | 1,839 | $792K | Add +0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 18,576 | $737K | Reduce -1.4% |
| VOXX Voxx International Corp. | 0.11% | 103,808 | $654K | Reduce -94.1% |
| JP MORGAN CHASE | 0.11% | 2,950 | $622K | Reduce -12.1% |
| AAPL Apple Inc. | 0.10% | 2,492 | $581K | No change |
| RFL Rafael Holdings Inc. Class B | 0.09% | 267,596 | $519K | Reduce -0.4% |
| VZ Verizon Communications Inc. | 0.08% | 10,846 | $487K | Add +11.0% |
| ZDGE Zedge Inc. Class B | 0.07% | 110,148 | $407K | Reduce -0.7% |
| PEG Public Service Enterprise GP | 0.07% | 4,500 | $401K | No change |
| SEIC Sei Investments Company | 0.06% | 5,147 | $356K | New |
| NAVI Navient Corp. | 0.06% | 22,000 | $343K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 1,508 | $334K | New |
| CI The Cigna Group | 0.06% | 941 | $326K | Add +97.7% |
| PEP Pepsico Inc. | 0.06% | 1,900 | $323K | No change |
| PG The Procter & Gamble Co. | 0.05% | 1,700 | $294K | No change |
| AM Antero Midstream Corp. | 0.05% | 18,856 | $284K | Add +5.9% |
| PNC PNC Financial Services Group | 0.05% | 1,460 | $270K | Reduce -16.1% |
| LWAY Lifeway Foods Inc. | 0.04% | 10,000 | $259K | No change |
| PEYUF Peyto Exploration & Dev Corp. | 0.04% | 19,807 | $226K | Add +11.2% |
| OBT Orange County Bancorp Inc. | 0.04% | 4,000 | $212K | No change |
| NTPIF Nam Tai Property Inc. | 0.04% | 84,830 | $212K | Reduce -0.6% |
| DB Deutsche Bank AG-Registered | 0.03% | 10,000 | $173K | New |
| VTRS Viatris Inc. | 0.03% | 13,623 | $159K | Reduce -3.8% |
| GTX Garrett Motion Inc. | 0.02% | 14,229 | $116K | Add +16.4% |
| PIFYF Pine Cliff Energy Ltd. | 0.02% | 129,731 | $95K | No change |
| TPHS Trinity Place Holdings Inc. | 0.01% | 1,524,690 | $61K | Reduce -0.1% |
| IDW MEDIA HLDGS INC | 0.01% | 63,589 | $34K | Reduce -0.6% |
| VRAYQ Viewray Inc. | 0.00% | 353,744 | $0 | No change |
Portfolio Sells Q2 2024 → Q3 2024
| MBI Mbia Inc. | Sold out | 0.00% | −5.14 |
| BP BP PLC-Spons ADR | Reduce -3.1% | 8.59% | −1.36 |
| PTEN Patterson-Uti Energy Inc. | Reduce -3.2% | 2.96% | −1.08 |
| MRK Merck & Co. Inc. | Reduce -1.9% | 11.35% | −0.96 |
| VOXX Voxx International Corp. | Reduce -94.1% | 0.11% | −0.82 |
| GSK GSK PLC | Reduce -14.7% | 7.46% | −0.58 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.05 |
| NTPIF Nam Tai Property Inc. | Reduce -0.6% | 0.04% | −0.02 |
| SEB Seaboard Corp. | Reduce -2.1% | 4.88% | −0.02 |
| TPHS Trinity Place Holdings Inc. | Reduce -0.1% | 0.01% | −0.02 |
| JP MORGAN CHASE | Reduce -12.1% | 0.11% | −0.01 |
| BAC Bank of America Corp. | Reduce -1.4% | 0.13% | +0.00 |
| PNC PNC Financial Services Group | Reduce -16.1% | 0.05% | +0.00 |
| VTRS Viatris Inc. | Reduce -3.8% | 0.03% | +0.00 |
| IDW MEDIA HLDGS INC | Reduce -0.6% | 0.01% | +0.00 |
| ZDGE Zedge Inc. Class B | Reduce -0.7% | 0.07% | +0.01 |
| RFL Rafael Holdings Inc. Class B | Reduce -0.4% | 0.09% | +0.02 |
| C Citigroup Inc. | Reduce -0.7% | 12.79% | +0.05 |
| GNE Genie Energy Ltd. Class B | Reduce -0.6% | 0.81% | +0.09 |
| HLN Haleon PLC-ADR | Reduce -1.7% | 0.44% | +0.10 |
| AGO Assured Guaranty Ltd. | Reduce -2.0% | 4.04% | +0.14 |
| IDT Idt Corp. Class B | Reduce -0.4% | 2.17% | +0.17 |
| PFE Pfizer Inc. | Reduce -0.5% | 4.97% | +0.26 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.1% | 7.36% | +1.59 |
Portfolio Buys Q2 2024 → Q3 2024
| DIS The Walt Disney Co. | Add +83.5% | 6.72% | +3.03 |
| BAYRY Bayer AG-Sponsored ADR | Add +17.9% | 7.53% | +2.35 |
| FLG New York Community Bancorp | Add +3.4% | 8.14% | +1.53 |
| OGN Organon & Co. | Add +10.5% | 6.05% | +0.27 |
| SEIC Sei Investments Company | New | 0.06% | +0.06 |
| CWEGF Crew Energy Inc. | Add +3.4% | 0.14% | +0.06 |
| IBM Intl Business Machines Corp. | New | 0.06% | +0.06 |
| DB Deutsche Bank AG-Registered | New | 0.03% | +0.03 |
| WBS Webster Financial Corp. | Add +3.0% | 0.17% | +0.02 |
| VZ Verizon Communications Inc. | Add +11.0% | 0.08% | +0.02 |
| PEYUF Peyto Exploration & Dev Corp. | Add +11.2% | 0.04% | +0.01 |
| AM Antero Midstream Corp. | Add +5.9% | 0.05% | +0.00 |
| GTX Garrett Motion Inc. | Add +16.4% | 0.02% | +0.00 |
| CI The Cigna Group | Add +97.7% | 0.06% | +0.00 |
| MSFT Microsoft Corp. | Add +0.7% | 0.14% | −0.00 |
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 |