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Kahn Brothers Group's 2024Q4 portfolio

Kahn Brothers Group (Kahn Brothers Group) held 34 positions as of Dec 31, 2024, with the largest position at 13.9% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q4but 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 Dec 31, 2024 (34)

  1. 1CCitigroup Inc
    % port
    13.9%
    +1.1pp vs prior Qnow 16.9%
  2. 2MRKMerck & Co. Inc.
    % port
    11.0%
    -0.4pp vs prior Qnow 4.8%
  3. 3DISWalt Disney Co/the
    % port
    8.5%
    +1.8pp vs prior Qnow 6.5%
  4. 4BMYBristol-myers Squibb CO
    % port
    8.5%
    +1.1pp vs prior Qnow 1.8%
  5. 5BPBP Plc-spons Adr
    % port
    7.7%
    -0.9pp vs prior Qnow 5.2%
  6. 6FLGFlagstar Bank NA
    % port
    7.2%
    now 9.5%
  7. 7OGNOrganon & CO
    % port
    5.1%
    -1.0pp vs prior Qnow 5.9%
  8. 8BAYRYBayer Ag-sponsored Adr
    % port
    4.8%
    -2.8pp vs prior Qnow 13.3%
  9. 9SEBSeaboard Corp
    % port
    4.8%
    -0.1pp vs prior Qnow 5.9%
  10. 10PFEPfizer Inc
    % port
    4.4%
    -0.6pp vs prior Qnow 2.4%
  11. 11PTENPatterson-uti Energy Inc
    % port
    3.6%
    +0.6pp vs prior Qnow 3.2%
  12. 12IDTIdt Corp-class B
    % port
    2.5%
    +0.3pp vs prior Qnow 3.2%
  13. 13GNEGenie Energy Ltd-b
    % port
    0.7%
    now 0.4%
  14. 14NVSNovartis Ag-sponsored Adr
    % port
    0.4%
    +0.1pp vs prior Q
  15. 15HLNHaleon Plc-adr
    % port
    0.4%
    now 0.1%
  16. 16CSXCsx Corp
    % port
    0.3%
  17. 17XOMExxon Mobil Corp
    % port
    0.3%
    now 0.5%
  18. 18FBAKFirst National Bank Alaska
    % port
    0.3%
    +0.2pp vs prior Q
  19. 19FRFHFFairfax Financial Hldgs Ltd
    % port
    0.3%
  20. 20BACBank OF America Corp
    % port
    0.2%
    now 0.1%
  21. 21TRMLFTourmaline Oil Corp
    % port
    0.2%
  22. 22MSFTMicrosoft Corp
    % port
    0.2%
  23. 23AAPLApple Inc
    % port
    0.2%
  24. 24VZVerizon Communications Inc
    % port
    0.1%
  25. 25SEICSei Investments Company
    % port
    0.1%
  26. 26PEGPublic Service Enterprise GP
    % port
    0.1%
  27. 27IBMIntl Business Machines Corp
    % port
    0.1%
  28. 28PNCPnc Financial Services Group
    % port
    0.1%
  29. 29AMAntero Midstream Corp
    % port
    0.1%
  30. 30PGProcter & Gamble Co/the
    % port
    0.1%
  31. 31PEPPepsico Inc
    % port
    0.1%
  32. 32RFLRafael Holdings Inc-class B
    % port
    0.1%
  33. 33ZDGEZedge Inc-cl B
    % port
    0.1%
  34. 34PEYUFPeyto Exploration & Dev Corp
    % 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.