Kahn Brothers Group's Portfolio

Kahn Brothers Group 13F holdings

What is Kahn Brothers Group's portfolio?

Kahn Brothers Group has disclosed a total of 50 security holdings in their (2025 Q2) SEC 13F filing(s) with portfolio value of $497,945,476.

What stocks does Kahn Brothers Group own?

In Kahn Brothers Group's portfolio as of 30 Jun 2025, the top 5 holdings are (C) CITIGROUP INC COM NEW (15.16%), (BAYRY) BAYER AG-SPONSORED ADR (10.19%), (DIS) WALT DISNEY CO/THE (9.77%), (FLG) FLAGSTAR FINANCIAL INC (9.20%) and (MRK) MERCK & CO INC (7.80%).

To see the historical data of Kahn Brothers Group's portfolio holdings please click on the "2025 Q2" dropdown menu and select the date.

To see Kahn Brothers Group's original 13F reports (2025 Q2), please click on the "important" button.

Portfolio value: $497M+
Period: 2025 Q2
Number of stock: 50
Update: 14 Aug 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GNE
GENIE ENERGY LTD-B
1.07%
198,999
$26.88
43.08% $15.30
$5,349,093
-1.78% (-3,609)
-0.02%
GSK
GSK PLC-SPON ADR
5.09%
659,872
$38.40
3.31% $39.67
$25,339,084
buy
+5.09%
HLN
HALEON
0.25%
118,437
$10.37
-
$1,228,191
-35.74% (-65,872)
-0.14%
IDT
IDT CORP-CLASS B
5.44%
396,564
$68.32
6.22% $64.07
$27,093,252
+8.49% (+31,028)
+0.43%
IBM
INTL BUSINESS MACHINES CORP
0.09%
1,508
$294.78
17.40% $243.49
$444,528
JPM
JPMORGAN CHASE & CO
0.16%
2,775
$289.91
3.97% $301.42
$804,500
-3.14% (-90)
-0.01%
MRK
MERCK & CO INC
7.80%
490,465
$79.16
6.27% $84.12
$38,825,234
-0.37% (-1,810)
-0.03%
MSFT
MICROSOFT CORP
0.19%
1,905
$497.41
1.87% $506.69
$947,566
+3.59% (+66)
+0.01%
NAVI
NAVIENT CORP
0.06%
20,600
$14.10
2.77% $13.71
$290,460
NVS
NOVARTIS AG-SPONSORED ADR
0.45%
18,471
$121.01
4.58% $126.55
$2,235,175
-15.69% (-3,438)
-0.08%
OBT
ORANGE COUNTY BANCORP INC
0.04%
8,000
$25.84
3.25% $26.68
$206,720
buy
+0.04%
OGN
ORGANON & CO
6.78%
3,490,150
$9.68
2.69% $9.42
$33,784,652
+39.98% (+996,766)
+1.94%
PTEN
PATTERSON-UTI ENERGY INC
2.28%
1,917,660
$5.93
2.02% $5.81
$11,371,723
-1.01% (-19,600)
-0.02%
PEP
PEPSICO INC
0.05%
1,800
$132.04
12.58% $148.65
$237,672
PEYUF
PEYTO EXPLORATION & DEV CORP
0.09%
32,307
$14.26
4.60% $13.60
$460,580
+63.11% (+12,500)
+0.04%
PFE
PFIZER INC
3.56%
730,989
$24.24
2.15% $24.76
$17,719,173
-0.57% (-4,200)
-0.02%
PIFYF
PINE CLIFF ENERGY LTD
0.05%
530,000
$0.46
6.89% $0.43
$244,740
buy
+0.05%
PNC
PNC FINANCIAL SERVICES GROUP
0.06%
1,497
$186.42
11.28% $207.44
$279,070
PG
PROCTER & GAMBLE CO/THE
0.06%
1,767
$159.32
1.43% $157.04
$281,518
+3.94% (+67)
+0.00%
PEG
PUBLIC SERVICE ENTERPRISE GP
0.06%
3,624
$84.18
2.20% $82.33
$305,068
-17.15% (-750)
-0.01%
20 of 50

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
COF
CAPITAL ONE FINANCIAL CORP
1,971
-0.07%
CI
CIGNA CORP
841
-0.06%
GTX
GARRETT MOTION INC
12,318
-0.02%
GSK
GLAXOSMITHKLINE PLC-SPON ADR
822,227
-6.40%
HOLX
HOLOGIC INC
19,757
-0.25%
IDW
IDW MEDIA HOLDINGS INC-B
36,419
-0.00%
LWAY
LIFEWAY FOODS INC
10,000
-0.05%
NTP
NAM TAI PROPERTY INC
36,040
-0.04%
TPHS
TRINITY PLACE HOLDINGS INC
591,466
-0.01%
VRAY
VIEWRAY INC
353,744
-0.00%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.