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Kahn Brothers Group's 2025Q1 portfolio

Kahn Brothers Group (Kahn Brothers Group) held 35 positions as of Mar 31, 2025, with the largest position at 12.6% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but 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 Mar 31, 2025 (35)

  1. 1CCitigroup Inc
    % port
    12.6%
    -1.3pp vs prior Qnow 16.9%
  2. 2FLGFlagstar Bank NA
    % port
    9.9%
    +2.7pp vs prior Qnow 9.5%
  3. 3MRKMerck & Co. Inc.
    % port
    8.9%
    -2.1pp vs prior Qnow 4.8%
  4. 4BAYRYBayer Ag-sponsored Adr
    % port
    8.0%
    +3.2pp vs prior Qnow 13.3%
  5. 5BPBP Plc-spons Adr
    % port
    7.9%
    +0.2pp vs prior Qnow 5.2%
  6. 6OGNOrganon & CO
    % port
    7.5%
    +2.4pp vs prior Qnow 5.9%
  7. 7BMYBristol-myers Squibb CO
    % port
    7.4%
    -1.1pp vs prior Qnow 1.8%
  8. 8DISWalt Disney Co/the
    % port
    7.0%
    -1.6pp vs prior Qnow 6.5%
  9. 9SEBSeaboard Corp
    % port
    4.8%
    now 5.9%
  10. 10IDTIdt Corp-class B
    % port
    3.8%
    +1.3pp vs prior Qnow 3.2%
  11. 11PFEPfizer Inc
    % port
    3.8%
    -0.6pp vs prior Qnow 2.4%
  12. 12PTENPatterson-uti Energy Inc
    % port
    3.2%
    -0.4pp vs prior Q
  13. 13GNEGenie Energy Ltd-b
    % port
    0.6%
    -0.1pp vs prior Qnow 0.4%
  14. 14NVSNovartis Ag-sponsored Adr
    % port
    0.5%
    now 0.4%
  15. 15HLNHaleon Plc-adr
    % port
    0.4%
    now 0.1%
  16. 16XOMExxon Mobil Corp
    % port
    0.3%
    now 0.5%
  17. 17FRFHFFairfax Financial Hldgs Ltd
    % port
    0.3%
  18. 18FBAKFirst National Bank Alaska
    % port
    0.3%
  19. 19CSXCsx Corp
    % port
    0.3%
  20. 20TRMLFTourmaline Oil Corp
    % port
    0.2%
  21. 21BACBank OF America Corp
    % port
    0.1%
  22. 22MSFTMicrosoft Corp
    % port
    0.1%
  23. 23AAPLApple Inc
    % port
    0.1%
  24. 24SEICSei Investments Company
    % port
    0.1%
  25. 25IBMIntl Business Machines Corp
    % port
    0.1%
  26. 26PEGPublic Service Enterprise GP
    % port
    0.1%
  27. 27VZVerizon Communications Inc
    % port
    0.1%
  28. 28CVXChevron Corp
    % port
    0.1%
  29. 29AMAntero Midstream Corp
    % port
    0.1%
  30. 30RFLRafael Holdings Inc-class B
    % port
    0.1%
  31. 31PGProcter & Gamble Co/the
    % port
    0.1%
  32. 32PEPPepsico Inc
    % port
    0.1%
  33. 33PNCPnc Financial Services Group
    % port
    0.1%
  34. 34WRLCWindrock Ltd CO
    % port
    0.1%
  35. 35PEYUFPeyto 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.