Kahn Brothers Group Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Kahn Brothers Group Inc. reported 50 stock positions worth $497.9 million. Its top holding was Citigroup (C) at 15.2% of the portfolio, followed by Bayer AG-Sponsored ADR (BAYRY, 10.2%) and Walt Disney (DIS, 9.8%). Compared with Q1 2025, it opened 7 new positions, sold out of 12, added to 12 and reduced 17. The biggest buy was a new position in GSK PLC-Spon ADR (GSK) and the biggest sale an exit from GSK (GSK).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001039565
- Portfolio Value
- $497.9M (Q2 2025)
- SEC Filing
- 0001039565-25-000005 ↗ filed Aug 14, 2025
Holdings Value
Holdings 50 stocks · $497.9M
| C Citigroup Inc. | 15.16% | 886,688 | $75.5M | Add +1.1% |
| BAYRY Bayer AG-Sponsored ADR | 10.19% | 6,728,903 | $50.7M | Add +2.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 9.77% | 392,450 | $48.7M | Add +12.7% |
| FLG Flagstar Bank NA | 9.20% | 4,321,165 | $45.8M | Add +2.5% |
| MRK Merck & Co. Inc. | 7.80% | 490,465 | $38.8M | Reduce -0.4% |
| BP BP PLC-Spons ADR | 6.79% | 1,129,372 | $33.8M | Reduce -1.8% |
| OGN Organon & Co. | 6.78% | 3,490,150 | $33.8M | Add +40.0% |
| IDT Idt Corp. Class B | 5.44% | 396,564 | $27.1M | Add +8.5% |
| BMY Bristol-Myers Squibb Co. | 5.12% | 550,683 | $25.5M | Reduce -7.8% |
| GSK GSK PLC-Spon ADR | 5.09% | 659,872 | $25.3M | New |
| SEB Seaboard Corp. | 4.95% | 8,623 | $24.7M | Reduce -2.3% |
| PFE Pfizer Inc. | 3.56% | 730,989 | $17.7M | Reduce -0.6% |
| PTEN Patterson-Uti Energy Inc. | 2.28% | 1,917,660 | $11.4M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 1.32% | 71,091 | $6.6M | New |
| GNE Genie Energy Ltd. Class B | 1.07% | 198,999 | $5.3M | Reduce -1.8% |
| AGO Assured Guaranty Ltd. | 0.77% | 43,986 | $3.8M | Reduce -76.3% |
| NVS Novartis AG-Sponsored ADR | 0.45% | 18,471 | $2.2M | Reduce -15.7% |
| XOM Exxon Mobil Corp. | 0.41% | 19,143 | $2.1M | Add +38.5% |
| FRFHF Fairfax Financial Hldgs Ltd. | 0.37% | 1,018 | $1.8M | No change |
| WBS Webster Financial Corp. | 0.33% | 30,089 | $1.6M | Reduce -6.7% |
| FBAK First National Bank Alaska | 0.33% | 6,290 | $1.6M | No change |
| TRMLF Tourmaline Oil Corp. | 0.27% | 27,959 | $1.3M | Add +62.5% |
| CSX CSX Corp. | 0.27% | 40,731 | $1.3M | Reduce -16.4% |
| HLN Haleon PLC-ADR | 0.25% | 118,437 | $1.2M | Reduce -35.7% |
| AR Antero Resources Corp. | 0.20% | 24,906 | $1.0M | No change |
| MSFT Microsoft Corp. | 0.19% | 1,905 | $948K | Add +3.6% |
| JPM JPMorgan Chase & Co. | 0.16% | 2,775 | $805K | New |
| AAPL Apple Inc. | 0.12% | 2,992 | $614K | Add +7.2% |
| SEIC Sei Investments Company | 0.12% | 6,596 | $593K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 11,887 | $562K | Reduce -31.2% |
| PEYUF Peyto Exploration & Dev Corp. | 0.09% | 32,307 | $461K | Add +63.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 1,508 | $445K | No change |
| AM Antero Midstream Corp. | 0.07% | 18,856 | $357K | No change |
| ZDGE Zedge Inc. Class B | 0.07% | 84,781 | $340K | Reduce -1.0% |
| VZ Verizon Communications Inc. | 0.07% | 7,715 | $334K | Reduce -1.9% |
| PEG Public Service Enterprise GP | 0.06% | 3,624 | $305K | Reduce -17.1% |
| CVX Chevron Corp. | 0.06% | 2,053 | $294K | No change |
| DB Deutsche Bank AG-Registered | 0.06% | 10,000 | $293K | No change |
| NAVI Navient Corp. | 0.06% | 20,600 | $290K | No change |
| PG The Procter & Gamble Co. | 0.06% | 1,767 | $282K | Add +3.9% |
| PNC PNC Financial Services Group | 0.06% | 1,497 | $279K | No change |
| RFL Rafael Holdings Inc. Class B | 0.06% | 161,032 | $279K | Reduce -0.8% |
| WRLC Windrock Ltd. Co. | 0.05% | 569 | $259K | No change |
| PIFYF Pine Cliff Energy Ltd. | 0.05% | 530,000 | $245K | New |
| PEP Pepsico Inc. | 0.05% | 1,800 | $238K | No change |
| CMCSA Comcast Corp. Class A | 0.05% | 6,380 | $228K | New |
| BX Blackstone Inc. | 0.05% | 1,500 | $224K | No change |
| OBT Orange County Bancorp Inc. | 0.04% | 8,000 | $207K | New |
| AIG American International Group | 0.04% | 2,349 | $201K | No change |
| TRINITY PL HLDGS INC | 0.00% | 166,999 | $7K | New |
Portfolio Sells Q1 2025 → Q2 2025
| GSK GSK PLC | Sold out | 0.00% | −6.44 |
| AGO Assured Guaranty Ltd. | Reduce -76.3% | 0.77% | −2.54 |
| BMY Bristol-Myers Squibb Co. | Reduce -7.8% | 5.12% | −2.25 |
| MRK Merck & Co. Inc. | Reduce -0.4% | 7.80% | −1.14 |
| BP BP PLC-Spons ADR | Reduce -1.8% | 6.79% | −1.07 |
| PTEN Patterson-Uti Energy Inc. | Reduce -1.0% | 2.28% | −0.94 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.25 |
| PFE Pfizer Inc. | Reduce -0.6% | 3.56% | −0.21 |
| JP MORGAN CHASE | Sold out | 0.00% | −0.14 |
| HLN Haleon PLC-ADR | Reduce -35.7% | 0.25% | −0.14 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.07 |
| CI The Cigna Group | Sold out | 0.00% | −0.06 |
| LWAY Lifeway Foods Inc. | Sold out | 0.00% | −0.05 |
| NVS Novartis AG-Sponsored ADR | Reduce -15.7% | 0.45% | −0.05 |
| WEYS Weyco Group Inc. | Sold out | 0.00% | −0.04 |
| NTPIF Nam Tai Property Inc. | Sold out | 0.00% | −0.04 |
| BAC Bank of America Corp. | Reduce -31.2% | 0.11% | −0.03 |
| CSX CSX Corp. | Reduce -16.4% | 0.27% | −0.02 |
| GTX Garrett Motion Inc. | Sold out | 0.00% | −0.02 |
| PEG Public Service Enterprise GP | Reduce -17.1% | 0.06% | −0.01 |
| WBS Webster Financial Corp. | Reduce -6.7% | 0.33% | −0.01 |
| TPHS Trinity Place Holdings Inc. | Sold out | 0.00% | −0.01 |
| RFL Rafael Holdings Inc. Class B | Reduce -0.8% | 0.06% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -1.9% | 0.07% | −0.01 |
| IDW MEDIA HLDGS INC | Sold out | 0.00% | −0.00 |
| VRAYQ Viewray Inc. | Sold out | 0.00% | 0.00 |
| ZDGE Zedge Inc. Class B | Reduce -1.0% | 0.07% | +0.03 |
| SEB Seaboard Corp. | Reduce -2.3% | 4.95% | +0.14 |
| GNE Genie Energy Ltd. Class B | Reduce -1.8% | 1.07% | +0.46 |
Portfolio Buys Q1 2025 → Q2 2025
| GSK GSK PLC-Spon ADR | New | 5.09% | +5.09 |
| DIS The Walt Disney Co. | Add +12.7% | 9.77% | +2.82 |
| C Citigroup Inc. | Add +1.1% | 15.16% | +2.57 |
| BAYRY Bayer AG-Sponsored ADR | Add +2.4% | 10.19% | +2.19 |
| IDT Idt Corp. Class B | Add +8.5% | 5.44% | +1.65 |
| GOOG Alphabet Inc. Class C | New | 1.32% | +1.32 |
| JPM JPMorgan Chase & Co. | New | 0.16% | +0.16 |
| TRMLF Tourmaline Oil Corp. | Add +62.5% | 0.27% | +0.10 |
| XOM Exxon Mobil Corp. | Add +38.5% | 0.41% | +0.08 |
| MSFT Microsoft Corp. | Add +3.6% | 0.19% | +0.05 |
| PIFYF Pine Cliff Energy Ltd. | New | 0.05% | +0.05 |
| CMCSA Comcast Corp. Class A | New | 0.05% | +0.05 |
| PEYUF Peyto Exploration & Dev Corp. | Add +63.1% | 0.09% | +0.04 |
| OBT Orange County Bancorp Inc. | New | 0.04% | +0.04 |
| TRINITY PL HLDGS INC | New | 0.00% | +0.00 |
| AAPL Apple Inc. | Add +7.2% | 0.12% | −0.00 |
| PG The Procter & Gamble Co. | Add +3.9% | 0.06% | −0.00 |
| FLG Flagstar Bank NA | Add +2.5% | 9.20% | −0.71 |
| OGN Organon & Co. | Add +40.0% | 6.78% | −0.72 |
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 |