Kahn Brothers Group Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Kahn Brothers Group Inc. reported 53 stock positions worth $531.8 million. Its top holding was Citigroup (C) at 16.7% of the portfolio, followed by Bayer AG-Sponsored ADR (BAYRY, 10.6%) and Flagstar Bank NA (FLG, 9.3%). Compared with Q2 2025, it opened 5 new positions, sold out of 2, added to 5 and reduced 27. The biggest buy was Alphabet Class C (GOOG, shares +90%) and the biggest sale GSK PLC-Spon ADR (GSK, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001039565
- Portfolio Value
- $531.8M (Q3 2025)
- SEC Filing
- 0001039565-25-000006 ↗ filed Nov 12, 2025
Holdings Value
Holdings 53 stocks · $531.8M
| C Citigroup Inc. | 16.73% | 876,660 | $89.0M | Reduce -1.1% |
| BAYRY Bayer AG-Sponsored ADR | 10.58% | 6,787,253 | $56.3M | Add +0.9% |
| FLG Flagstar Bank NA | 9.33% | 4,296,752 | $49.6M | Reduce -0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 8.49% | 394,524 | $45.2M | Add +0.5% |
| OGN Organon & Co. | 7.26% | 3,616,845 | $38.6M | Add +3.6% |
| BP BP PLC-Spons ADR | 7.03% | 1,085,607 | $37.4M | Reduce -3.9% |
| MRK Merck & Co. Inc. | 6.85% | 433,750 | $36.4M | Reduce -11.6% |
| GOOG Alphabet Inc. Class C | 6.17% | 134,722 | $32.8M | Add +89.5% |
| SEB Seaboard Corp. | 5.30% | 7,724 | $28.2M | Reduce -10.4% |
| IDT Idt Corp. Class B | 3.86% | 392,357 | $20.5M | Reduce -1.1% |
| PFE Pfizer Inc. | 3.39% | 707,144 | $18.0M | Reduce -3.3% |
| SEG Seaport Entertainment Group | 2.51% | 583,364 | $13.4M | New |
| BMY Bristol-Myers Squibb Co. | 2.31% | 272,334 | $12.3M | Reduce -50.5% |
| GSK GSK PLC-Spon ADR | 2.12% | 260,837 | $11.3M | Reduce -60.5% |
| PTEN Patterson-Uti Energy Inc. | 1.84% | 1,885,460 | $9.8M | Reduce -1.7% |
| MBI Mbia Inc. | 1.44% | 1,029,794 | $7.7M | New |
| GNE Genie Energy Ltd. Class B | 0.54% | 191,872 | $2.9M | Reduce -3.6% |
| XOM Exxon Mobil Corp. | 0.38% | 17,943 | $2.0M | Reduce -6.3% |
| NVS Novartis AG-Sponsored ADR | 0.35% | 14,326 | $1.8M | Reduce -22.4% |
| WBS Webster Financial Corp. | 0.34% | 30,173 | $1.8M | Add +0.3% |
| FRFHF Fairfax Financial Hldgs Ltd. | 0.34% | 1,018 | $1.8M | No change |
| CSX CSX Corp. | 0.27% | 40,731 | $1.4M | No change |
| FBAK First National Bank Alaska | 0.26% | 4,990 | $1.4M | Reduce -20.7% |
| TRMLF Tourmaline Oil Corp. | 0.20% | 24,409 | $1.1M | Reduce -12.7% |
| MSFT Microsoft Corp. | 0.19% | 1,905 | $987K | No change |
| JPM JPMorgan Chase & Co. | 0.16% | 2,668 | $842K | Reduce -3.9% |
| AAPL Apple Inc. | 0.14% | 2,992 | $762K | No change |
| HLN Haleon PLC-ADR | 0.11% | 68,027 | $610K | Reduce -42.6% |
| AR Antero Resources Corp. | 0.11% | 17,842 | $599K | Reduce -28.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 11,126 | $574K | Reduce -6.4% |
| SEIC Sei Investments Company | 0.11% | 6,596 | $560K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 1,508 | $425K | No change |
| PEYUF Peyto Exploration & Dev Corp. | 0.08% | 31,857 | $415K | Reduce -1.4% |
| AXP American Express Co. | 0.07% | 1,150 | $382K | New |
| AM Antero Midstream Corp. | 0.07% | 18,856 | $367K | No change |
| DB Deutsche Bank AG-Registered | 0.07% | 10,000 | $354K | No change |
| NVDA Nvidia Corp. | 0.06% | 1,740 | $325K | New |
| VZ Verizon Communications Inc. | 0.06% | 7,237 | $318K | Reduce -6.2% |
| CVX Chevron Corp. | 0.06% | 2,003 | $311K | Reduce -2.4% |
| PEG Public Service Enterprise GP | 0.06% | 3,624 | $302K | No change |
| PNC PNC Financial Services Group | 0.06% | 1,457 | $293K | Reduce -2.7% |
| PG The Procter & Gamble Co. | 0.05% | 1,767 | $271K | No change |
| NAVI Navient Corp. | 0.05% | 20,600 | $271K | No change |
| BX Blackstone Inc. | 0.05% | 1,500 | $256K | No change |
| WRLC Windrock Ltd. Co. | 0.05% | 569 | $253K | No change |
| PEP Pepsico Inc. | 0.05% | 1,800 | $253K | No change |
| ZDGE Zedge Inc. Class B | 0.05% | 82,904 | $241K | Reduce -2.2% |
| PIFYF Pine Cliff Energy Ltd. | 0.04% | 520,000 | $235K | Reduce -1.9% |
| BN Brookfield Corp. | 0.04% | 3,380 | $232K | New |
| AGO Assured Guaranty Ltd. | 0.04% | 2,590 | $219K | Reduce -94.1% |
| RFL Rafael Holdings Inc. Class B | 0.04% | 158,674 | $216K | Reduce -1.5% |
| OBT Orange County Bancorp Inc. | 0.04% | 8,000 | $202K | No change |
| CMCSA Comcast Corp. Class A | 0.04% | 6,380 | $200K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| GSK GSK PLC-Spon ADR | Reduce -60.5% | 2.12% | −2.97 |
| BMY Bristol-Myers Squibb Co. | Reduce -50.5% | 2.31% | −2.81 |
| IDT Idt Corp. Class B | Reduce -1.1% | 3.86% | −1.58 |
| MRK Merck & Co. Inc. | Reduce -11.6% | 6.85% | −0.95 |
| AGO Assured Guaranty Ltd. | Reduce -94.1% | 0.04% | −0.73 |
| GNE Genie Energy Ltd. Class B | Reduce -3.6% | 0.54% | −0.53 |
| PTEN Patterson-Uti Energy Inc. | Reduce -1.7% | 1.84% | −0.45 |
| PFE Pfizer Inc. | Reduce -3.3% | 3.39% | −0.17 |
| HLN Haleon PLC-ADR | Reduce -42.6% | 0.11% | −0.13 |
| NVS Novartis AG-Sponsored ADR | Reduce -22.4% | 0.35% | −0.10 |
| AR Antero Resources Corp. | Reduce -28.4% | 0.11% | −0.09 |
| TRMLF Tourmaline Oil Corp. | Reduce -12.7% | 0.20% | −0.07 |
| FBAK First National Bank Alaska | Reduce -20.7% | 0.26% | −0.07 |
| AIG American International Group | Sold out | 0.00% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -6.3% | 0.38% | −0.03 |
| ZDGE Zedge Inc. Class B | Reduce -2.2% | 0.05% | −0.02 |
| RFL Rafael Holdings Inc. Class B | Reduce -1.5% | 0.04% | −0.02 |
| PEYUF Peyto Exploration & Dev Corp. | Reduce -1.4% | 0.08% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -6.2% | 0.06% | −0.01 |
| BAC Bank of America Corp. | Reduce -6.4% | 0.11% | −0.01 |
| PIFYF Pine Cliff Energy Ltd. | Reduce -1.9% | 0.04% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -3.9% | 0.16% | −0.00 |
| TRINITY PL HLDGS INC | Sold out | 0.00% | −0.00 |
| PNC PNC Financial Services Group | Reduce -2.7% | 0.06% | −0.00 |
| CVX Chevron Corp. | Reduce -2.4% | 0.06% | −0.00 |
| FLG Flagstar Bank NA | Reduce -0.6% | 9.33% | +0.13 |
| BP BP PLC-Spons ADR | Reduce -3.9% | 7.03% | +0.25 |
| SEB Seaboard Corp. | Reduce -10.4% | 5.30% | +0.34 |
| C Citigroup Inc. | Reduce -1.1% | 16.73% | +1.57 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOG Alphabet Inc. Class C | Add +89.5% | 6.17% | +4.85 |
| SEG Seaport Entertainment Group | New | 2.51% | +2.51 |
| MBI Mbia Inc. | New | 1.44% | +1.44 |
| OGN Organon & Co. | Add +3.6% | 7.26% | +0.48 |
| BAYRY Bayer AG-Sponsored ADR | Add +0.9% | 10.58% | +0.39 |
| AXP American Express Co. | New | 0.07% | +0.07 |
| NVDA Nvidia Corp. | New | 0.06% | +0.06 |
| BN Brookfield Corp. | New | 0.04% | +0.04 |
| WBS Webster Financial Corp. | Add +0.3% | 0.34% | +0.01 |
| DIS The Walt Disney Co. | Add +0.5% | 8.49% | −1.28 |
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 |