Kahn Brothers Group Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Kahn Brothers Group Inc. reported 52 stock positions worth $460.4 million. Its top holding was Citigroup (C) at 13.9% of the portfolio, followed by Merck (MRK, 11.0%) and Walt Disney (DIS, 8.5%). Compared with Q3 2024, it opened 3 new positions, sold out of 4, added to 10 and reduced 24. The biggest buy was a new position in Flagstar Bank NA (FLG) and the biggest sale an exit from New York Community Bancorp (FLG).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001039565
- Portfolio Value
- $460.4M (Q4 2024)
- SEC Filing
- 0001039565-25-000001 ↗ filed Feb 14, 2025
Holdings Value
Holdings 52 stocks · $460.4M
| C Citigroup Inc. | 13.86% | 906,779 | $63.8M | Reduce -23.6% |
| MRK Merck & Co. Inc. | 11.00% | 508,908 | $50.6M | Reduce -12.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 8.54% | 353,026 | $39.3M | Reduce -12.9% |
| BMY Bristol-Myers Squibb Co. | 8.48% | 690,252 | $39.0M | Reduce -16.4% |
| BP BP PLC-Spons ADR | 7.65% | 1,192,030 | $35.2M | Reduce -25.0% |
| FLG Flagstar Bank NA | 7.21% | 3,559,701 | $33.2M | New |
| GSK GSK PLC filed as GLAXOSMITHKLINE PLC | 6.50% | 884,708 | $29.9M | Reduce -16.4% |
| AGO Assured Guaranty Ltd. | 5.58% | 285,573 | $25.7M | Reduce -3.2% |
| OGN Organon & Co. | 5.08% | 1,567,273 | $23.4M | Reduce -14.6% |
| BAYRY Bayer AG-Sponsored ADR | 4.78% | 4,506,223 | $22.0M | Reduce -12.7% |
| SEB Seaboard Corp. | 4.76% | 9,018 | $21.9M | Reduce -0.2% |
| PFE Pfizer Inc. | 4.39% | 761,090 | $20.2M | Reduce -23.7% |
| PTEN Patterson-Uti Energy Inc. | 3.58% | 1,996,371 | $16.5M | Reduce -11.1% |
| IDT Idt Corp. Class B | 2.47% | 238,881 | $11.4M | Reduce -27.7% |
| GNE Genie Energy Ltd. Class B | 0.73% | 216,944 | $3.4M | Reduce -25.2% |
| HOLX Hologic Inc. | 0.46% | 29,591 | $2.1M | Add +15.6% |
| NVS Novartis AG-Sponsored ADR | 0.45% | 21,181 | $2.1M | Add +20.5% |
| HLN Haleon PLC-ADR | 0.42% | 203,033 | $1.9M | Reduce -16.1% |
| WBS Webster Financial Corp. | 0.39% | 32,496 | $1.8M | Add +51.6% |
| CSX CSX Corp. | 0.35% | 49,820 | $1.6M | No change |
| XOM Exxon Mobil Corp. | 0.33% | 13,974 | $1.5M | Reduce -2.5% |
| FBAK First National Bank Alaska | 0.32% | 6,290 | $1.5M | Add +31.9% |
| FRFHF Fairfax Financial Hldgs Ltd. | 0.31% | 1,018 | $1.4M | No change |
| AR Antero Resources Corp. | 0.23% | 30,156 | $1.1M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 19,430 | $854K | Add +4.6% |
| VOXX Voxx International Corp. | 0.18% | 114,676 | $846K | Add +10.5% |
| TRMLF Tourmaline Oil Corp. | 0.17% | 17,308 | $801K | New |
| MSFT Microsoft Corp. | 0.17% | 1,839 | $775K | No change |
| JP MORGAN CHASE | 0.15% | 2,950 | $707K | No change |
| AAPL Apple Inc. | 0.15% | 2,792 | $699K | Add +12.0% |
| VZ Verizon Communications Inc. | 0.10% | 11,476 | $459K | Add +5.8% |
| SEIC Sei Investments Company | 0.09% | 5,147 | $425K | No change |
| PEG Public Service Enterprise GP | 0.08% | 4,524 | $382K | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,508 | $331K | No change |
| PNC PNC Financial Services Group | 0.07% | 1,673 | $323K | Add +14.6% |
| NAVI Navient Corp. | 0.06% | 22,000 | $292K | No change |
| AM Antero Midstream Corp. | 0.06% | 18,856 | $285K | No change |
| PG The Procter & Gamble Co. | 0.06% | 1,700 | $285K | No change |
| RFL Rafael Holdings Inc. Class B | 0.06% | 167,461 | $277K | Reduce -37.4% |
| PEP Pepsico Inc. | 0.06% | 1,800 | $274K | Reduce -5.3% |
| ZDGE Zedge Inc. Class B | 0.06% | 89,065 | $261K | Reduce -19.1% |
| LWAY Lifeway Foods Inc. | 0.05% | 10,000 | $248K | No change |
| CI The Cigna Group | 0.05% | 884 | $244K | Reduce -6.1% |
| PEYUF Peyto Exploration & Dev Corp. | 0.05% | 19,807 | $236K | No change |
| OBT Orange County Bancorp Inc. | 0.05% | 4,000 | $222K | No change |
| NTPIF Nam Tai Property Inc. | 0.04% | 36,040 | $171K | Reduce -57.5% |
| DB Deutsche Bank AG-Registered | 0.04% | 10,000 | $170K | No change |
| GTX Garrett Motion Inc. | 0.03% | 13,218 | $119K | Reduce -7.1% |
| MBI Mbia Inc. | 0.01% | 10,600 | $68K | New |
| TPHS Trinity Place Holdings Inc. | 0.01% | 604,418 | $40K | Reduce -60.4% |
| IDW MEDIA HLDGS INC | 0.00% | 38,498 | $11K | Reduce -39.5% |
| VRAYQ Viewray Inc. | 0.00% | 353,744 | $0 | No change |
Portfolio Sells Q3 2024 → Q4 2024
| FLG New York Community Bancorp | Sold out | 0.00% | −8.14 |
| BAYRY Bayer AG-Sponsored ADR | Reduce -12.7% | 4.78% | −2.75 |
| OGN Organon & Co. | Reduce -14.6% | 5.08% | −0.97 |
| GSK GSK PLC | Reduce -16.4% | 6.50% | −0.96 |
| BP BP PLC-Spons ADR | Reduce -25.0% | 7.65% | −0.94 |
| PFE Pfizer Inc. | Reduce -23.7% | 4.39% | −0.58 |
| MRK Merck & Co. Inc. | Reduce -12.3% | 11.00% | −0.36 |
| CWEGF Crew Energy Inc. | Sold out | 0.00% | −0.14 |
| SEB Seaboard Corp. | Reduce -0.2% | 4.76% | −0.12 |
| GNE Genie Energy Ltd. Class B | Reduce -25.2% | 0.73% | −0.08 |
| RFL Rafael Holdings Inc. Class B | Reduce -37.4% | 0.06% | −0.03 |
| VTRS Viatris Inc. | Sold out | 0.00% | −0.03 |
| HLN Haleon PLC-ADR | Reduce -16.1% | 0.42% | −0.02 |
| PIFYF Pine Cliff Energy Ltd. | Sold out | 0.00% | −0.02 |
| ZDGE Zedge Inc. Class B | Reduce -19.1% | 0.06% | −0.01 |
| IDW MEDIA HLDGS INC | Reduce -39.5% | 0.00% | −0.00 |
| CI The Cigna Group | Reduce -6.1% | 0.05% | −0.00 |
| TPHS Trinity Place Holdings Inc. | Reduce -60.4% | 0.01% | −0.00 |
| NTPIF Nam Tai Property Inc. | Reduce -57.5% | 0.04% | +0.00 |
| PEP Pepsico Inc. | Reduce -5.3% | 0.06% | +0.00 |
| GTX Garrett Motion Inc. | Reduce -7.1% | 0.03% | +0.01 |
| XOM Exxon Mobil Corp. | Reduce -2.5% | 0.33% | +0.04 |
| IDT Idt Corp. Class B | Reduce -27.7% | 2.47% | +0.29 |
| PTEN Patterson-Uti Energy Inc. | Reduce -11.1% | 3.58% | +0.62 |
| C Citigroup Inc. | Reduce -23.6% | 13.86% | +1.07 |
| BMY Bristol-Myers Squibb Co. | Reduce -16.4% | 8.48% | +1.12 |
| AGO Assured Guaranty Ltd. | Reduce -3.2% | 5.58% | +1.54 |
| DIS The Walt Disney Co. | Reduce -12.9% | 8.54% | +1.82 |
Portfolio Buys Q3 2024 → Q4 2024
| FLG Flagstar Bank NA | New | 7.21% | +7.21 |
| WBS Webster Financial Corp. | Add +51.6% | 0.39% | +0.22 |
| TRMLF Tourmaline Oil Corp. | New | 0.17% | +0.17 |
| FBAK First National Bank Alaska | Add +31.9% | 0.32% | +0.15 |
| HOLX Hologic Inc. | Add +15.6% | 0.46% | +0.10 |
| NVS Novartis AG-Sponsored ADR | Add +20.5% | 0.45% | +0.10 |
| VOXX Voxx International Corp. | Add +10.5% | 0.18% | +0.07 |
| BAC Bank of America Corp. | Add +4.6% | 0.19% | +0.06 |
| AAPL Apple Inc. | Add +12.0% | 0.15% | +0.05 |
| PNC PNC Financial Services Group | Add +14.6% | 0.07% | +0.02 |
| VZ Verizon Communications Inc. | Add +5.8% | 0.10% | +0.02 |
| MBI Mbia Inc. | New | 0.01% | +0.01 |
| PEG Public Service Enterprise GP | Add +0.5% | 0.08% | +0.01 |
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 |