Kahn Brothers Group Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Kahn Brothers Group Inc. reported 55 stock positions worth $494.5 million. Its top holding was Citigroup (C) at 12.6% of the portfolio, followed by Flagstar Bank NA (FLG, 9.9%) and Merck (MRK, 8.9%). Compared with Q4 2024, it opened 6 new positions, sold out of 3, added to 6 and reduced 30. The biggest buy was Bayer AG-Sponsored ADR (BAYRY, shares +46%) and the biggest sale Assured Guaranty (AGO, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001039565
- Portfolio Value
- $494.5M (Q1 2025)
- SEC Filing
- 0001039565-25-000004 ↗ filed May 15, 2025
Holdings Value
Holdings 55 stocks · $494.5M
| C Citigroup Inc. | 12.59% | 876,803 | $62.2M | Reduce -3.3% |
| FLG Flagstar Bank NA | 9.91% | 4,216,986 | $49.0M | Add +18.5% |
| MRK Merck & Co. Inc. | 8.94% | 492,275 | $44.2M | Reduce -3.3% |
| BAYRY Bayer AG-Sponsored ADR | 8.00% | 6,573,693 | $39.6M | Add +45.9% |
| BP BP PLC-Spons ADR | 7.86% | 1,149,967 | $38.9M | Reduce -3.5% |
| OGN Organon & Co. | 7.51% | 2,493,384 | $37.1M | Add +59.1% |
| BMY Bristol-Myers Squibb Co. | 7.37% | 597,428 | $36.4M | Reduce -13.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 6.95% | 348,175 | $34.4M | Reduce -1.4% |
| GSK GSK PLC filed as GLAXOSMITHKLINE PLC | 6.44% | 822,227 | $31.9M | Reduce -7.1% |
| SEB Seaboard Corp. | 4.81% | 8,825 | $23.8M | Reduce -2.1% |
| IDT Idt Corp. Class B | 3.79% | 365,536 | $18.8M | Add +53.0% |
| PFE Pfizer Inc. | 3.77% | 735,189 | $18.6M | Reduce -3.4% |
| AGO Assured Guaranty Ltd. | 3.31% | 185,631 | $16.4M | Reduce -35.0% |
| PTEN Patterson-Uti Energy Inc. | 3.22% | 1,937,260 | $15.9M | Reduce -3.0% |
| GNE Genie Energy Ltd. Class B | 0.62% | 202,608 | $3.0M | Reduce -6.6% |
| NVS Novartis AG-Sponsored ADR | 0.49% | 21,909 | $2.4M | Add +3.4% |
| HLN Haleon PLC-ADR | 0.38% | 184,309 | $1.9M | Reduce -9.2% |
| WBS Webster Financial Corp. | 0.34% | 32,254 | $1.7M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 0.33% | 13,818 | $1.6M | Reduce -1.1% |
| FBAK First National Bank Alaska | 0.30% | 6,290 | $1.5M | No change |
| FRFHF Fairfax Financial Hldgs Ltd. | 0.30% | 1,018 | $1.5M | No change |
| CSX CSX Corp. | 0.29% | 48,731 | $1.4M | Reduce -2.2% |
| HOLX Hologic Inc. | 0.25% | 19,757 | $1.2M | Reduce -33.2% |
| AR Antero Resources Corp. | 0.20% | 24,906 | $1.0M | Reduce -17.4% |
| TRMLF Tourmaline Oil Corp. | 0.17% | 17,209 | $830K | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 17,275 | $721K | Reduce -11.1% |
| JP MORGAN CHASE | 0.14% | 2,865 | $703K | Reduce -2.9% |
| MSFT Microsoft Corp. | 0.14% | 1,839 | $691K | No change |
| AAPL Apple Inc. | 0.13% | 2,792 | $620K | No change |
| SEIC Sei Investments Company | 0.10% | 6,596 | $512K | Add +28.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 1,508 | $375K | No change |
| PEG Public Service Enterprise GP | 0.07% | 4,374 | $360K | Reduce -3.3% |
| VZ Verizon Communications Inc. | 0.07% | 7,863 | $357K | Reduce -31.5% |
| COF Capital One Financial Corp. | 0.07% | 1,971 | $353K | New |
| CVX Chevron Corp. | 0.07% | 2,053 | $343K | New |
| AM Antero Midstream Corp. | 0.07% | 18,856 | $339K | No change |
| RFL Rafael Holdings Inc. Class B | 0.06% | 162,292 | $303K | Reduce -3.1% |
| PG The Procter & Gamble Co. | 0.06% | 1,700 | $290K | No change |
| CI The Cigna Group | 0.06% | 841 | $277K | Reduce -4.9% |
| PEP Pepsico Inc. | 0.05% | 1,800 | $270K | No change |
| PNC PNC Financial Services Group | 0.05% | 1,497 | $263K | Reduce -10.5% |
| NAVI Navient Corp. | 0.05% | 20,600 | $260K | Reduce -6.4% |
| WRLC Windrock Ltd. Co. | 0.05% | 569 | $259K | New |
| PEYUF Peyto Exploration & Dev Corp. | 0.05% | 19,807 | $251K | No change |
| LWAY Lifeway Foods Inc. | 0.05% | 10,000 | $244K | No change |
| DB Deutsche Bank AG-Registered | 0.05% | 10,000 | $238K | No change |
| WEYS Weyco Group Inc. | 0.04% | 7,197 | $219K | New |
| BX Blackstone Inc. | 0.04% | 1,500 | $210K | New |
| AIG American International Group | 0.04% | 2,349 | $204K | New |
| NTPIF Nam Tai Property Inc. | 0.04% | 36,040 | $204K | No change |
| ZDGE Zedge Inc. Class B | 0.04% | 85,621 | $200K | Reduce -3.9% |
| GTX Garrett Motion Inc. | 0.02% | 12,318 | $103K | Reduce -6.8% |
| TPHS Trinity Place Holdings Inc. | 0.01% | 591,466 | $29K | Reduce -2.1% |
| IDW MEDIA HLDGS INC | 0.00% | 36,419 | $11K | Reduce -5.4% |
| VRAYQ Viewray Inc. | 0.00% | 353,744 | $0 | No change |
Portfolio Sells Q4 2024 → Q1 2025
| AGO Assured Guaranty Ltd. | Reduce -35.0% | 3.31% | −2.28 |
| MRK Merck & Co. Inc. | Reduce -3.3% | 8.94% | −2.06 |
| DIS The Walt Disney Co. | Reduce -1.4% | 6.95% | −1.59 |
| C Citigroup Inc. | Reduce -3.3% | 12.59% | −1.28 |
| BMY Bristol-Myers Squibb Co. | Reduce -13.4% | 7.37% | −1.11 |
| PFE Pfizer Inc. | Reduce -3.4% | 3.77% | −0.62 |
| PTEN Patterson-Uti Energy Inc. | Reduce -3.0% | 3.22% | −0.36 |
| HOLX Hologic Inc. | Reduce -33.2% | 0.25% | −0.22 |
| VOXX Voxx International Corp. | Sold out | 0.00% | −0.18 |
| GNE Genie Energy Ltd. Class B | Reduce -6.6% | 0.62% | −0.12 |
| CSX CSX Corp. | Reduce -2.2% | 0.29% | −0.06 |
| GSK GSK PLC | Reduce -7.1% | 6.44% | −0.06 |
| WBS Webster Financial Corp. | Reduce -0.7% | 0.34% | −0.05 |
| OBT Orange County Bancorp Inc. | Sold out | 0.00% | −0.05 |
| BAC Bank of America Corp. | Reduce -11.1% | 0.15% | −0.04 |
| HLN Haleon PLC-ADR | Reduce -9.2% | 0.38% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -31.5% | 0.07% | −0.03 |
| AR Antero Resources Corp. | Reduce -17.4% | 0.20% | −0.03 |
| PNC PNC Financial Services Group | Reduce -10.5% | 0.05% | −0.02 |
| ZDGE Zedge Inc. Class B | Reduce -3.9% | 0.04% | −0.02 |
| MBI Mbia Inc. | Sold out | 0.00% | −0.01 |
| JP MORGAN CHASE | Reduce -2.9% | 0.14% | −0.01 |
| NAVI Navient Corp. | Reduce -6.4% | 0.05% | −0.01 |
| PEG Public Service Enterprise GP | Reduce -3.3% | 0.07% | −0.01 |
| TRMLF Tourmaline Oil Corp. | Reduce -0.6% | 0.17% | −0.01 |
| GTX Garrett Motion Inc. | Reduce -6.8% | 0.02% | −0.01 |
| TPHS Trinity Place Holdings Inc. | Reduce -2.1% | 0.01% | −0.00 |
| IDW MEDIA HLDGS INC | Reduce -5.4% | 0.00% | −0.00 |
| RFL Rafael Holdings Inc. Class B | Reduce -3.1% | 0.06% | +0.00 |
| CI The Cigna Group | Reduce -4.9% | 0.06% | +0.00 |
| XOM Exxon Mobil Corp. | Reduce -1.1% | 0.33% | +0.01 |
| SEB Seaboard Corp. | Reduce -2.1% | 4.81% | +0.05 |
| BP BP PLC-Spons ADR | Reduce -3.5% | 7.86% | +0.20 |
Portfolio Buys Q4 2024 → Q1 2025
| BAYRY Bayer AG-Sponsored ADR | Add +45.9% | 8.00% | +3.23 |
| FLG Flagstar Bank NA | Add +18.5% | 9.91% | +2.70 |
| OGN Organon & Co. | Add +59.1% | 7.51% | +2.43 |
| IDT Idt Corp. Class B | Add +53.0% | 3.79% | +1.33 |
| COF Capital One Financial Corp. | New | 0.07% | +0.07 |
| CVX Chevron Corp. | New | 0.07% | +0.07 |
| WRLC Windrock Ltd. Co. | New | 0.05% | +0.05 |
| NVS Novartis AG-Sponsored ADR | Add +3.4% | 0.49% | +0.05 |
| WEYS Weyco Group Inc. | New | 0.04% | +0.04 |
| BX Blackstone Inc. | New | 0.04% | +0.04 |
| AIG American International Group | New | 0.04% | +0.04 |
| SEIC Sei Investments Company | Add +28.1% | 0.10% | +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 |