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Kahn Brothers Group's 2024Q3 portfolio

Kahn Brothers Group (Kahn Brothers Group) held 29 positions as of Sep 30, 2024, with the largest position at 12.8% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q3but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Sep 30, 2024 (29)

  1. 1CCitigroup Inc
    % port
    12.8%
    now 16.9%
  2. 2MRKMerck & Co. Inc.
    % port
    11.4%
    -1.0pp vs prior Qnow 4.8%
  3. 3BPBP Plc-spons Adr
    % port
    8.6%
    -1.4pp vs prior Qnow 5.2%
  4. 4BAYRYBayer Ag-sponsored Adr
    % port
    7.5%
    +2.4pp vs prior Qnow 13.3%
  5. 5BMYBristol-myers Squibb CO
    % port
    7.4%
    +1.6pp vs prior Qnow 1.8%
  6. 6DISWalt Disney Co/the
    % port
    6.7%
    +3.0pp vs prior Qnow 6.5%
  7. 7OGNOrganon & CO
    % port
    6.0%
    +0.3pp vs prior Qnow 5.9%
  8. 8PFEPfizer Inc
    % port
    5.0%
    +0.3pp vs prior Qnow 2.4%
  9. 9SEBSeaboard Corp
    % port
    4.9%
    now 5.9%
  10. 10PTENPatterson-uti Energy Inc
    % port
    3.0%
    -1.1pp vs prior Qnow 3.2%
  11. 11IDTIdt Corp-class B
    % port
    2.2%
    +0.2pp vs prior Qnow 3.2%
  12. 12GNEGenie Energy Ltd-b
    % port
    0.8%
    now 0.4%
  13. 13HLNHaleon Plc-adr
    % port
    0.4%
    now 0.1%
  14. 14NVSNovartis Ag-sponsored Adr
    % port
    0.3%
  15. 15CSXCsx Corp
    % port
    0.3%
  16. 16XOMExxon Mobil Corp
    % port
    0.3%
    now 0.5%
  17. 17FRFHFFairfax Financial Hldgs Ltd
    % port
    0.2%
  18. 18FBAKFirst National Bank Alaska
    % port
    0.2%
  19. 19MSFTMicrosoft Corp
    % port
    0.1%
  20. 20BACBank OF America Corp
    % port
    0.1%
  21. 21AAPLApple Inc
    % port
    0.1%
  22. 22RFLRafael Holdings Inc-class B
    % port
    0.1%
  23. 23VZVerizon Communications Inc
    % port
    0.1%
  24. 24ZDGEZedge Inc-cl B
    % port
    0.1%
  25. 25PEGPublic Service Enterprise GP
    % port
    0.1%
  26. 26SEICSei Investments Company
    % port
    0.1%
  27. 27IBMIntl Business Machines Corp
    % port
    0.1%
  28. 28PEPPepsico Inc
    % port
    0.1%
  29. 29PGProcter & Gamble Co/the
    % port
    0.1%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.