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
GOOG
ALPHABET INC-CL C
1.32%
71,091
$92.76
130.20% $213.53
$6,594,303
buy
+1.32%
AIG
AMERICAN INTERNATIONAL GROUP
0.04%
2,349
$85.59
4.99% $81.32
$201,050
AM
ANTERO MIDSTREAM CORP
0.07%
18,856
$18.95
6.12% $17.79
$357,321
AR
ANTERO RESOURCES CORP
0.20%
24,906
$40.28
20.75% $31.92
$1,003,213
AAPL
APPLE INC
0.12%
2,992
$205.17
13.15% $232.14
$613,868
+7.16% (+200)
+0.01%
AGO
ASSURED GUARANTY LTD
0.77%
43,986
$87.10
5.63% $82.20
$3,831,180
-76.30% (-141,645)
-2.48%
BAC
BANK OF AMERICA CORP
0.11%
11,887
$47.32
7.23% $50.74
$562,492
-31.19% (-5,388)
-0.05%
BAYRY
BAYER AG-SPONSORED ADR
10.19%
6,728,903
$7.54
8.89% $8.21
$50,734,969
+2.36% (+155,210)
+0.24%
BX
BLACKSTONE INC
0.05%
1,500
$149.58
14.59% $171.40
$224,370
BP
BP PLC-SPONS ADR
6.79%
1,129,372
$29.93
17.71% $35.23
$33,802,103
-1.79% (-20,595)
-0.12%
BMY
BRISTOL-MYERS SQUIBB CO
5.12%
550,683
$46.29
1.92% $47.18
$25,491,116
-7.82% (-46,745)
-0.43%
CVX
CHEVRON CORP
0.06%
2,053
$143.19
12.16% $160.60
$293,969
C
CITIGROUP INC COM NEW
15.16%
886,688
$85.12
13.45% $96.57
$75,474,882
+1.13% (+9,885)
+0.17%
CMCSA
COMCAST CORP-CLASS A
0.05%
6,380
$35.69
4.82% $33.97
$227,702
buy
+0.05%
CSX
CSX CORP
0.27%
40,731
$32.63
0.37% $32.51
$1,329,052
-16.42% (-8,000)
-0.05%
DB
DEUTSCHE BANK AG-REGISTERED
0.06%
10,000
$29.28
19.98% $35.13
$292,800
XOM
EXXON MOBIL CORP
0.41%
19,143
$107.80
6.02% $114.29
$2,063,615
+38.54% (+5,325)
+0.12%
FRFHF
FAIRFAX FINANCIAL HLDGS LTD
0.37%
1,018
$1,801.65
4.46% $1,721.22
$1,834,084
FBAK
FIRST NATIONAL BANK ALASKA
0.33%
6,290
$257.75
4.75% $269.99
$1,621,247
FLG
FLAGSTAR FINANCIAL INC
9.20%
4,321,165
$10.60
20.94% $12.82
$45,804,349
+2.47% (+104,179)
+0.22%
20 of 50

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
WEYS
WEYCO GROUP INC
7,197
-0.04%
VRAY
VIEWRAY INC
353,744
-0.00%
TPHS
TRINITY PLACE HOLDINGS INC
591,466
-0.01%
NTP
NAM TAI PROPERTY INC
36,040
-0.04%
LWAY
LIFEWAY FOODS INC
10,000
-0.05%
IDW
IDW MEDIA HOLDINGS INC-B
36,419
-0.00%
HOLX
HOLOGIC INC
19,757
-0.25%
GTX
GARRETT MOTION INC
12,318
-0.02%
GSK
GLAXOSMITHKLINE PLC-SPON ADR
822,227
-6.40%
COF
CAPITAL ONE FINANCIAL CORP
1,971
-0.07%

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.