Kahn Brothers Group Inc Top Holdings and 13F Report (2024)

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About Kahn Brothers Group Inc

Investment Activity

Kahn Brothers Group Inc has $674.36 million in total holdings as of March 31, 2024.
Kahn Brothers Group Inc owns shares of 53 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
Approximately 8.81% of the portfolio was purchased this quarter.
About 3.63% of the portfolio was sold this quarter.
This quarter, Kahn Brothers Group Inc has purchased 43 new stocks and bought additional shares in 6 stocks.
Kahn Brothers Group Inc sold shares of 26 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Assured Guaranty: $84,683,134
Merck & Co., Inc.: $80,992,904
Citigroup: $75,852,750
BP: $62,761,015
GSK PLC: $53,743,386

Largest New Holdings this Quarter

Walt Disney: $11,493,269 Holding
Fairfax Financial: $1,098,000 Holding
Antero Resources: $875,000 Holding
Microsoft: $800,684 Holding
Apple: $427,000 Holding

Largest Purchases this Quarter

Organon & Co.: 1,144,894 shares (about $21.52M)
Bayer Aktiengesellschaft: 2,386,640 shares (about $18.28M)
Walt Disney: 93,932 shares (about $11.49M)
MBIA: 347,007 shares (about $2.35M)
Fairfax Financial: 1,018 shares (about $1.10M)

Largest Sales this Quarter

Patterson-UTI Energy: 847,666 shares (about $10.12M)
BP: 48,234 shares (about $1.82M)
Assured Guaranty: 16,792 shares (about $1.47M)
Haleon: 171,394 shares (about $1.46M)
Merck & Co., Inc.: 10,726 shares (about $1.42M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AGO Assured Guaranty	$84,683,134	$1,465,103 ▼	-1.7%	970,580	12.6%	Finance
MRK Merck & Co., Inc.	$80,992,904	$1,415,296 ▼	-1.7%	613,815	12.0%	Medical
C Citigroup	$75,852,750	$627,466 ▼	-0.8%	1,199,446	11.2%	Finance
BP BP	$62,761,015	$1,817,470 ▼	-2.8%	1,665,620	9.3%	Oils/Energy
GSK PLC	$53,743,386	$250,274 ▼	-0.5%	1,253,644	8.0%	COM
BMY Bristol-Myers Squibb	$45,118,723	$104,392 ▼	-0.2%	831,991	6.7%	Medical
MBI MBIA	$34,993,451	$2,345,737 ▲	7.2%	5,176,613	5.2%	Finance
PTEN Patterson-UTI Energy	$31,668,850	$10,121,134 ▼	-24.2%	2,652,332	4.7%	Oils/Energy
SEB Seaboard	$29,182,639	$286,926 ▲	1.0%	9,052	4.3%	Consumer Staples
PFE Pfizer	$28,380,203	$82,195 ▼	-0.3%	1,022,719	4.2%	Medical
BAYRY Bayer Aktiengesellschaft	$23,739,224	$18,281,517 ▲	335.0%	3,099,140	3.5%	Medical
VOXX VOXX International	$23,251,636	$228,785 ▼	-1.0%	2,849,526	3.4%	Computer and Technology
OGN Organon & Co.	$22,187,575	$21,523,755 ▲	3,242.4%	1,180,204	3.3%	Medical
NYCB New York Community Bancorp	$20,006,593	$171,544 ▲	0.9%	6,213,289	3.0%	Finance
IDT IDT	$13,065,647	$58,381 ▼	-0.4%	345,548	1.9%	Utilities
DIS Walt Disney	$11,493,269	$11,493,269 ▲	New Holding	93,932	1.7%	Consumer Discretionary
WBS Webster Financial	$4,971,912	$159,308 ▼	-3.1%	97,935	0.7%	Finance
GNE Genie Energy	$4,429,311	$32,425 ▼	-0.7%	293,690	0.7%	Utilities
HLN Haleon	$4,026,865	$1,455,214 ▼	-26.5%	474,281	0.6%	Medical
HOLX Hologic	$2,064,995	$155,902 ▼	-7.0%	26,491	0.3%	Medical
CSX CSX	$1,865,000		0.0%	50,320	0.3%	Transportation
XOM Exxon Mobil	$1,647,000	$122,766 ▼	-6.9%	14,167	0.2%	Oils/Energy
NVS Novartis	$1,491,076	$256,365 ▼	-14.7%	15,413	0.2%	Medical
BAC Bank of America	$1,285,043	$268,524 ▼	-17.3%	33,901	0.2%	Finance
FRFHF Fairfax Financial	$1,098,000	$1,098,000 ▲	New Holding	1,018	0.2%	Finance
FBAK First National Bank Alaska	$954,000		0.0%	4,770	0.1%	Finance
AR Antero Resources	$875,000	$875,000 ▲	New Holding	30,156	0.1%	Oils/Energy
MSFT Microsoft	$800,684	$800,684 ▲	New Holding	1,902	0.1%	Computer and Technology
JP MORGAN CHASE	$775,000	$382,189 ▼	-33.0%	3,867	0.1%	COM
CWEGF Crew Energy	$501,000		0.0%	145,780	0.1%	Energy
RFL Rafael	$464,734	$2,927 ▼	-0.6%	270,363	0.1%	Medical
AAPL Apple	$427,000	$427,000 ▲	New Holding	2,492	0.1%	Computer and Technology
VZ Verizon Communications	$421,000	$141,776 ▼	-25.2%	10,022	0.1%	Computer and Technology
VTRS Viatris	$401,300	$224,198 ▼	-35.8%	33,590	0.1%	Medical
CI The Cigna Group	$400,326	$400,326 ▲	New Holding	1,101	0.1%	Medical
NAVI Navient	$390,125	$15,051 ▼	-3.7%	22,421	0.1%	Finance
NAM TAI PROPERTY INC F	$366,000	$858 ▼	-0.2%	85,330	0.1%	COM
PEP PepsiCo	$333,000		0.0%	1,900	0.0%	Consumer Staples
PG Procter & Gamble	$324,675		0.0%	2,000	0.0%	Consumer Staples
ZDGE Zedge	$318,161	$3,139 ▼	-1.0%	114,844	0.0%	Computer and Technology
PNC The PNC Financial Services Group	$311,000	$311,000 ▲	New Holding	1,925	0.0%	Finance
PEG Public Service Enterprise Group	$301,000	$301,000 ▲	New Holding	4,500	0.0%	Utilities
CVX Chevron	$284,000	$102,240 ▼	-26.5%	1,800	0.0%	Oils/Energy
EGLE Eagle Bulk Shipping	$279,000	$279,000 ▲	New Holding	4,460	0.0%	Transportation
GBCI Glacier Bancorp	$252,000	$252,000 ▲	New Holding	6,264	0.0%	Finance
AM Antero Midstream	$250,000	$250,000 ▲	New Holding	17,806	0.0%	Oils/Energy
TPHS Trinity Place	$229,010	$549 ▲	0.2%	1,525,684	0.0%	Finance
GTX Garrett Motion	$214,000	$214,000 ▲	New Holding	21,481	0.0%	Auto/Tires/Trucks
PEYUF Peyto Exploration & Development	$196,000		0.0%	17,807	0.0%	Energy
LWAY Lifeway Foods	$172,000		0.0%	10,000	0.0%	Consumer Staples
PIFYF Pine Cliff Energy	$96,000	$96,000 ▲	New Holding	129,731	0.0%	Energy
IDWM IDW Media	$25,754	$191 ▼	-0.7%	65,644	0.0%	Consumer Discretionary
VRAYQ ViewRay	$0		-2.6%	353,744	0.0%	Medical
BB BlackBerry	$0	$4,449,826 ▼	-100.0%	0	0.0%	Computer and Technology
T AT&T	$0	$281,058 ▼	-100.0%	0	0.0%	Computer and Technology
CMCSA Comcast	$0	$280,722 ▼	-100.0%	0	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Kahn Brothers Group Inc Top Holdings and 13F Report (2024)

About Kahn Brothers Group Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Kahn Brothers Group Inc Top Holdings and 13F Report (2024)

About Kahn Brothers Group Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKahn Brothers Group Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information