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Kahn Brothers Group's 2025Q2 portfolio

Kahn Brothers Group (Kahn Brothers Group) held 39 positions as of Jun 30, 2025, with the largest position at 15.2% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q2but 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 Jun 30, 2025 (39)

  1. 1CCitigroup Inc
    % port
    15.2%
    +2.6pp vs prior Qnow 16.9%
  2. 2BAYRYBayer Ag-sponsored Adr
    % port
    10.2%
    +2.2pp vs prior Qnow 13.3%
  3. 3DISWalt Disney Co/the
    % port
    9.8%
    +2.8pp vs prior Qnow 6.5%
  4. 4FLGFlagstar Bank NA
    % port
    9.2%
    -0.7pp vs prior Qnow 9.5%
  5. 5MRKMerck & Co. Inc.
    % port
    7.8%
    -1.1pp vs prior Qnow 4.8%
  6. 6BPBP Plc-spons Adr
    % port
    6.8%
    -1.1pp vs prior Qnow 5.2%
  7. 7OGNOrganon & CO
    % port
    6.8%
    -0.7pp vs prior Qnow 5.9%
  8. 8IDTIdt Corp-class B
    % port
    5.4%
    +1.6pp vs prior Qnow 3.2%
  9. 9BMYBristol-myers Squibb CO
    % port
    5.1%
    -2.3pp vs prior Qnow 1.8%
  10. 10GSKGsk Plc-spon Adr
    % port
    5.1%
    now 1.6%
  11. 11SEBSeaboard Corp
    % port
    5.0%
    +0.1pp vs prior Qnow 5.9%
  12. 12PFEPfizer Inc
    % port
    3.6%
    -0.2pp vs prior Qnow 2.4%
  13. 13PTENPatterson-uti Energy Inc
    % port
    2.3%
    -0.9pp vs prior Qnow 3.2%
  14. 14GOOGAlphabet Inc-cl C
    % port
    1.3%
    now 6.2%
  15. 15GNEGenie Energy Ltd-b
    % port
    1.1%
    +0.5pp vs prior Qnow 0.4%
  16. 16NVSNovartis Ag-sponsored Adr
    % port
    0.4%
  17. 17XOMExxon Mobil Corp
    % port
    0.4%
    now 0.5%
  18. 18FRFHFFairfax Financial Hldgs Ltd
    % port
    0.4%
  19. 19FBAKFirst National Bank Alaska
    % port
    0.3%
  20. 20TRMLFTourmaline Oil Corp
    % port
    0.3%
    +0.1pp vs prior Q
  21. 21CSXCsx Corp
    % port
    0.3%
  22. 22HLNHaleon Plc-adr
    % port
    0.2%
    -0.1pp vs prior Qnow 0.1%
  23. 23MSFTMicrosoft Corp
    % port
    0.2%
  24. 24JPMJpmorgan Chase & CO
    % port
    0.2%
  25. 25AAPLApple Inc
    % port
    0.1%
  26. 26SEICSei Investments Company
    % port
    0.1%
  27. 27BACBank OF America Corp
    % port
    0.1%
  28. 28PEYUFPeyto Exploration & Dev Corp
    % port
    0.1%
  29. 29IBMIntl Business Machines Corp
    % port
    0.1%
  30. 30AMAntero Midstream Corp
    % port
    0.1%
  31. 31ZDGEZedge Inc-cl B
    % port
    0.1%
  32. 32VZVerizon Communications Inc
    % port
    0.1%
  33. 33PEGPublic Service Enterprise GP
    % port
    0.1%
  34. 34CVXChevron Corp
    % port
    0.1%
  35. 35DBDeutsche Bank AG Namen Akt
    % port
    0.1%
  36. 36PGProcter & Gamble Co/the
    % port
    0.1%
  37. 37PNCPnc Financial Services Group
    % port
    0.1%
  38. 38RFLRafael Holdings Inc-class B
    % port
    0.1%
  39. 39WRLCWindrock Ltd CO
    % 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.