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Kahn Brothers Group's 2025Q3 portfolio

Kahn Brothers Group (Kahn Brothers Group) held 38 positions as of Sep 30, 2025, with the largest position at 16.7% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q3but 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, 2025 (38)

  1. 1CCitigroup Inc
    % port
    16.7%
    +1.6pp vs prior Qnow 16.9%
  2. 2BAYRYBayer Ag-sponsored Adr
    % port
    10.6%
    +0.4pp vs prior Qnow 13.3%
  3. 3FLGFlagstar Bank NA
    % port
    9.3%
    +0.1pp vs prior Qnow 9.5%
  4. 4DISWalt Disney Co/the
    % port
    8.5%
    -1.3pp vs prior Qnow 6.5%
  5. 5OGNOrganon & CO
    % port
    7.3%
    +0.5pp vs prior Qnow 5.9%
  6. 6BPBP Plc-spons Adr
    % port
    7.0%
    +0.2pp vs prior Qnow 5.2%
  7. 7MRKMerck & Co. Inc.
    % port
    6.8%
    -1.0pp vs prior Qnow 4.8%
  8. 8GOOGAlphabet Inc-cl C
    % port
    6.2%
    +4.8pp vs prior Q
  9. 9SEBSeaboard Corp
    % port
    5.3%
    +0.3pp vs prior Qnow 5.9%
  10. 10IDTIdt Corp-class B
    % port
    3.9%
    -1.6pp vs prior Qnow 3.2%
  11. 11PFEPfizer Inc
    % port
    3.4%
    -0.2pp vs prior Qnow 2.4%
  12. 12SEGSeaport Entertainment Group
    % port
    2.5%
    now 3.4%
  13. 13BMYBristol-myers Squibb CO
    % port
    2.3%
    -2.8pp vs prior Qnow 1.8%
  14. 14GSKGsk Plc-spon Adr
    % port
    2.1%
    -3.0pp vs prior Qnow 1.6%
  15. 15PTENPatterson-uti Energy Inc
    % port
    1.8%
    -0.4pp vs prior Qnow 3.2%
  16. 16MBIMbia Inc
    % port
    1.4%
    now 2.2%
  17. 17GNEGenie Energy Ltd-b
    % port
    0.5%
    -0.5pp vs prior Qnow 0.4%
  18. 18XOMExxon Mobil Corp
    % port
    0.4%
    now 0.5%
  19. 19NVSNovartis Ag-sponsored Adr
    % port
    0.3%
    -0.1pp vs prior Q
  20. 20FRFHFFairfax Financial Hldgs Ltd
    % port
    0.3%
  21. 21CSXCsx Corp
    % port
    0.3%
  22. 22FBAKFirst National Bank Alaska
    % port
    0.3%
  23. 23TRMLFTourmaline Oil Corp
    % port
    0.2%
  24. 24MSFTMicrosoft Corp
    % port
    0.2%
  25. 25JPMJpmorgan Chase & CO
    % port
    0.2%
  26. 26AAPLApple Inc
    % port
    0.1%
  27. 27HLNHaleon Plc-adr
    % port
    0.1%
    -0.1pp vs prior Q
  28. 28BACBank OF America Corp
    % port
    0.1%
  29. 29SEICSei Investments Company
    % port
    0.1%
  30. 30IBMIntl Business Machines Corp
    % port
    0.1%
  31. 31PEYUFPeyto Exploration & Dev Corp
    % port
    0.1%
  32. 32AMAntero Midstream Corp
    % port
    0.1%
  33. 33DBDeutsche Bank AG Namen Akt
    % port
    0.1%
  34. 34VZVerizon Communications Inc
    % port
    0.1%
  35. 35CVXChevron Corp
    % port
    0.1%
  36. 36PEGPublic Service Enterprise GP
    % port
    0.1%
  37. 37PNCPnc Financial Services Group
    % port
    0.1%
  38. 38PGProcter & 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.