KAHN BROTHERS GROUP INC Long-Term Concentrated

Location: New York, NY

CIK: 0001039565 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 6, 2013

Total Value: $687.3B (100.0% shares, 0.0% debt)

Holdings (44)

PFE PFIZER 10.5%

Value $72.04B Shares 2,508,002 Est. Cost $16.46 Unrealized -0.6%

NYT NY TIMES CL A 9.9%

Value $68.38B Shares 5,439,858 Est. Cost $8.73 Unrealized +20.1%

— CITIGROUP 9.7%

Value $66.7B Shares 1,374,973 Est. Cost $47975.80 Unrealized —

— NEW YORK COMMUNITY 9.1%

Value $62.67B Shares 4,147,286 Est. Cost $14037.75 Unrealized —

Value $58.49B Shares 1,228,533 Est. Cost $46462.18 Unrealized —

ORI OLD REPUBLIC 7.7%

Value $52.74B Shares 3,424,928 Est. Cost $5.60 Unrealized +10.0%

PTEN PATTERSON ENERGY 6.1%

Value $42.13B Shares 1,970,480 Est. Cost $21.81 Unrealized -5.8%

SEB SEABOARD CORP 5.4%

Value $36.78B Shares 13,386 Est. Cost $2658.17 Unrealized +3.2%

— VOXX INTERNATIONAL 4.7%

Value $32.02B Shares 2,337,092 Est. Cost $12270.00 Unrealized —

HOLX HOLOGIC 4.7%

Value $32B Shares 1,549,770 Est. Cost $20.89 Unrealized +1.9%

Value $30.53B Shares 2,984,780 Est. Cost $5.48 Unrealized +0.2%

— SLM CORP 3.9%

Value $26.54B Shares 1,065,802 Est. Cost $22555.86 Unrealized —

— BP PLC 3.0%

Value $20.56B Shares 489,255 Est. Cost $41984.66 Unrealized —

— NAM TAI ELECT 2.9%

Value $20.12B Shares 3,747,667 Est. Cost $5600.00 Unrealized —

— PROVIDENT BANCORP 1.8%

Value $12.4B Shares 1,139,040 Est. Cost $9339.00 Unrealized —

— IDT CORP CL B 1.7%

Value $11.92B Shares 671,536 Est. Cost $18690.00 Unrealized —

— GENIE ELECTRIC 0.9%

Value $6.458B Shares 658,988 Est. Cost $9150.00 Unrealized —

— ASTEC INDUS 0.7%

Value $4.531B Shares 126,000 Est. Cost $34290.00 Unrealized —

— USG INC 0.5%

Value $3.43B Shares 120,000 Est. Cost $23050.00 Unrealized —

— RSTK TRINITY PLACE HLDGS 0.5%

Value $3.378B Shares 750,615 Est. Cost $4930.00 Unrealized —

BB BLACKBERRY 0.5%

Value $3.1B Shares 390,000 Est. Cost $9.71 Unrealized 0.0%

NVS NOVARTIS ADR 0.3%

Value $2.253B Shares 29,368 Est. Cost $70709.99 Unrealized —

TPHS TRINITY PLACE HOLDINGS 0.3%

Value $1.993B Shares 442,842 Est. Cost $5.06 Unrealized -13.2%

— STRAIGHT PATH COMM 0.3%

Value $1.766B Shares 335,713 Est. Cost $5260.00 Unrealized —

— LANDMARK SAVINGS BANK 0.2%

Value $1.664B Shares 80,042 Est. Cost $21690.00 Unrealized —

XOM EXXON MOBILE 0.2%

Value $1.543B Shares 17,934 Est. Cost $53.69 Unrealized +0.9%

— FIRST NIAGARA FINANCIAL 0.2%

Value $1.331B Shares 150,382 Est. Cost $10070.00 Unrealized —

BMY BRISTOL MYERS SQUIBB 0.2%

Value $1.31B Shares 28,300 Est. Cost $28.67 Unrealized +1.9%

CMCSA COMCAST CL A 0.2%

Value $1.124B Shares 24,924 Est. Cost $15.62 Unrealized +5.9%

— PHI INC NON-VOTING 0.2%

Value $1.066B Shares 28,280 Est. Cost $34300.00 Unrealized —

— MONSANTO 0.1%

Value $929M Shares 8,898 Est. Cost $88685.88 Unrealized —

CVX CHEVRONTEXACO 0.1%

Value $861M Shares 7,088 Est. Cost $71.30 Unrealized +2.5%

— BANK OF AMERICA 0.1%

Value $787M Shares 57,021 Est. Cost $12860.02 Unrealized —

Value $608M Shares 3,283 Est. Cost $118.94 Unrealized -6.2%

— CTM MEDIA CL A 0.1%

Value $607M Shares 10,416 Est. Cost $43799.96 Unrealized —

— AMERICAN TEL & TEL 0.1%

Value $556M Shares 16,452 Est. Cost $35400.02 Unrealized —

— QUESTAR CORP 0.1%

Value $359M Shares 15,950 Est. Cost $23850.03 Unrealized —

— GENERAL ELECTRIC 0.1%

Value $358M Shares 15,000 Est. Cost $23190.00 Unrealized —

NEU NEWMARKET GROUP 0.0%

Value $314M Shares 1,090 Est. Cost $215.14 Unrealized +3.1%

FFIC FLUSHING FINANCIAL 0.0%

Value $293M Shares 15,856 Est. Cost $9.24 Unrealized +17.9%

KEY KEYCORP NEW 0.0%

Value $271M Shares 23,791 Est. Cost $6.48 Unrealized +16.8%

— ASTORIA FINANCIAL 0.0%

Value $220M Shares 17,685 Est. Cost $10779.98 Unrealized —

Value $150M Shares 10,000 Est. Cost $13305.00 Unrealized —

— FIRST PLACE FINANCIAL 0.0%

Value $21,000 Shares 13,426 Est. Cost $4.77 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PFE	PFIZER	2,508,002	$72.04B	10.5%	$16.46	-0.6%	COM	717081103
NYT	NY TIMES CL A	5,439,858	$68.38B	9.9%	$8.73	+20.1%	COM	650111107
—	CITIGROUP	1,374,973	$66.7B	9.7%	$47975.80	—	COM	172967101
—	NEW YORK COMMUNITY	4,147,286	$62.67B	9.1%	$14037.75	—	COM	649445103
—	MERCK	1,228,533	$58.49B	8.5%	$46462.18	—	COM	589331107
ORI	OLD REPUBLIC	3,424,928	$52.74B	7.7%	$5.60	+10.0%	COM	680223104
PTEN	PATTERSON ENERGY	1,970,480	$42.13B	6.1%	$21.81	-5.8%	COM	703481101
SEB	SEABOARD CORP	13,386	$36.78B	5.4%	$2658.17	+3.2%	COM	811543107
—	VOXX INTERNATIONAL	2,337,092	$32.02B	4.7%	$12270.00	—	COM	91829F104
HOLX	HOLOGIC	1,549,770	$32B	4.7%	$20.89	+1.9%	COM	436440101
MBI	MBIA	2,984,780	$30.53B	4.4%	$5.48	+0.2%	COM	55262C100
—	SLM CORP	1,065,802	$26.54B	3.9%	$22555.86	—	COM	78443P106
—	BP PLC	489,255	$20.56B	3.0%	$41984.66	—	COM	55622104
—	NAM TAI ELECT	3,747,667	$20.12B	2.9%	$5600.00	—	COM	629865205
—	PROVIDENT BANCORP	1,139,040	$12.4B	1.8%	$9339.00	—	COM	74383A109
—	IDT CORP CL B	671,536	$11.92B	1.7%	$18690.00	—	COM	448847309
—	GENIE ELECTRIC	658,988	$6.458B	0.9%	$9150.00	—	COM	903514344
—	ASTEC INDUS	126,000	$4.531B	0.7%	$34290.00	—	COM	46224101
—	USG INC	120,000	$3.43B	0.5%	$23050.00	—	COM	903293405
—	RSTK TRINITY PLACE HLDGS	750,615	$3.378B	0.5%	$4930.00	—	COM	80656D911
BB	BLACKBERRY	390,000	$3.1B	0.5%	$9.71	0.0%	COM	09228F103
NVS	NOVARTIS ADR	29,368	$2.253B	0.3%	$70709.99	—	COM	66987V109
TPHS	TRINITY PLACE HOLDINGS	442,842	$1.993B	0.3%	$5.06	-13.2%	COM	89656D101
—	STRAIGHT PATH COMM	335,713	$1.766B	0.3%	$5260.00	—	COM	862578101
—	LANDMARK SAVINGS BANK	80,042	$1.664B	0.2%	$21690.00	—	COM	514928100
XOM	EXXON MOBILE	17,934	$1.543B	0.2%	$53.69	+0.9%	COM	30231G102
—	FIRST NIAGARA FINANCIAL	150,382	$1.331B	0.2%	$10070.00	—	COM	33582V108
BMY	BRISTOL MYERS SQUIBB	28,300	$1.31B	0.2%	$28.67	+1.9%	COM	110122108
CMCSA	COMCAST CL A	24,924	$1.124B	0.2%	$15.62	+5.9%	COM	20030N101
—	PHI INC NON-VOTING	28,280	$1.066B	0.2%	$34300.00	—	COM	716604202
—	MONSANTO	8,898	$929M	0.1%	$88685.88	—	COM	66166W101
CVX	CHEVRONTEXACO	7,088	$861M	0.1%	$71.30	+2.5%	COM	166764100
—	BANK OF AMERICA	57,021	$787M	0.1%	$12860.02	—	COM	60505104
IBM	IBM	3,283	$608M	0.1%	$118.94	-6.2%	COM	459200101
—	CTM MEDIA CL A	10,416	$607M	0.1%	$43799.96	—	COM	22944D104
—	AMERICAN TEL & TEL	16,452	$556M	0.1%	$35400.02	—	COM	30177109
—	QUESTAR CORP	15,950	$359M	0.1%	$23850.03	—	COM	748356102
—	GENERAL ELECTRIC	15,000	$358M	0.1%	$23190.00	—	COM	369604103
NEU	NEWMARKET GROUP	1,090	$314M	0.0%	$215.14	+3.1%	COM	651587107
FFIC	FLUSHING FINANCIAL	15,856	$293M	0.0%	$9.24	+17.9%	COM	343873105
KEY	KEYCORP NEW	23,791	$271M	0.0%	$6.48	+16.8%	COM	493267108
—	ASTORIA FINANCIAL	17,685	$220M	0.0%	$10779.98	—	COM	46265104
—	VOLVO	10,000	$150M	0.0%	$13305.00	—	COM	928856400
—	FIRST PLACE FINANCIAL	13,426	$21,000	0.0%	$4.77	—	COM	33610T109