KAHN BROTHERS GROUP INC Long-Term Concentrated

CIK: 0001039565 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 4, 2014

Total Value ($000): $581,043,298 (100.0% shares, 0.0% debt)

Holdings (42)

NYT NY TIMES CL A 11.6%

Value ($000) $67,632,512 Shares 4,261,658 Est. Cost $8.73 Unrealized +38.5%

PFE PFIZER 10.0%

Value ($000) $58,189,624 Shares 1,899,759 Est. Cost $16.46 Unrealized +7.1%

— CITIGROUP 9.6%

Value ($000) $55,975,155 Shares 1,074,173 Est. Cost $47975.80 Unrealized —

— NEW YORK COMMUNITY 9.5%

Value ($000) $55,093,882 Shares 3,269,666 Est. Cost $14037.75 Unrealized —

ORI OLD REPUBLIC 7.3%

Value ($000) $42,513,723 Shares 2,461,710 Est. Cost $5.60 Unrealized +27.2%

PTEN PATTERSON ENERGY 6.1%

Value ($000) $35,657,650 Shares 1,408,280 Est. Cost $21.81 Unrealized +9.8%

Value ($000) $30,287,625 Shares 2,525,376 Est. Cost $28761.56 Unrealized —

HOLX HOLOGIC 5.2%

Value ($000) $30,162,890 Shares 1,349,570 Est. Cost $20.89 Unrealized +5.5%

— VOXX INTERNATIONAL 4.8%

Value ($000) $28,045,012 Shares 1,679,342 Est. Cost $12270.00 Unrealized —

— SLM CORP 4.4%

Value ($000) $25,728,698 Shares 979,022 Est. Cost $22555.86 Unrealized —

Value ($000) $25,494,646 Shares 2,135,230 Est. Cost $5.48 Unrealized -8.2%

— BP PLC 4.4%

Value ($000) $25,313,415 Shares 520,745 Est. Cost $42385.30 Unrealized —

SEB SEABOARD CORP 4.3%

Value ($000) $25,115,600 Shares 8,986 Est. Cost $2658.17 Unrealized +1.9%

— NAM TAI ELECT 3.4%

Value ($000) $19,618,346 Shares 2,747,667 Est. Cost $5600.00 Unrealized —

— STERLING BANCORP 2.6%

Value ($000) $15,144,734 Shares 1,132,740 Est. Cost $13370.00 Unrealized —

— IDT CORP CL B 1.5%

Value ($000) $8,683,123 Shares 485,905 Est. Cost $18690.00 Unrealized —

TPHS TRINITY PLACE HOLDINGS 1.2%

Value ($000) $6,871,588 Shares 1,018,013 Est. Cost $5.23 Unrealized +2.5%

— GENIE ELECTRIC 0.8%

Value ($000) $4,856,448 Shares 475,656 Est. Cost $9150.00 Unrealized —

NVS NOVARTIS ADR 0.4%

Value ($000) $2,199,839 Shares 27,368 Est. Cost $70709.99 Unrealized —

— STRAIGHT PATH COMM 0.3%

Value ($000) $1,998,745 Shares 244,047 Est. Cost $5260.00 Unrealized —

XOM EXXON MOBILE 0.3%

Value ($000) $1,814,921 Shares 17,934 Est. Cost $53.69 Unrealized +4.2%

— FIRST NIAGARA FINANCIAL 0.3%

Value ($000) $1,586,437 Shares 149,382 Est. Cost $10070.00 Unrealized —

BB BLACKBERRY 0.3%

Value ($000) $1,490,000 Shares 200,000 Est. Cost $9.71 Unrealized -27.3%

BMY BRISTOL MYERS SQUIBB 0.3%

Value ($000) $1,469,598 Shares 27,650 Est. Cost $28.67 Unrealized +19.2%

CMCSA COMCAST CL A 0.2%

Value ($000) $1,265,044 Shares 24,344 Est. Cost $15.62 Unrealized +17.7%

— MONSANTO 0.2%

Value ($000) $1,037,068 Shares 8,898 Est. Cost $88685.88 Unrealized —

— BANK OF AMERICA 0.2%

Value ($000) $887,817 Shares 57,021 Est. Cost $12860.02 Unrealized —

CVX CHEVRONTEXACO 0.2%

Value ($000) $885,362 Shares 7,088 Est. Cost $71.30 Unrealized +1.7%

— ASTEC INDUS 0.1%

Value ($000) $772,600 Shares 20,000 Est. Cost $34290.00 Unrealized —

— LANDMARK SAVINGS BANK 0.1%

Value ($000) $691,527 Shares 35,282 Est. Cost $21690.00 Unrealized —

Value ($000) $615,792 Shares 3,283 Est. Cost $118.94 Unrealized -10.5%

— AMERICAN TEL & TEL 0.1%

Value ($000) $573,002 Shares 16,297 Est. Cost $35400.02 Unrealized —

— USG INC 0.1%

Value ($000) $567,600 Shares 20,000 Est. Cost $23050.00 Unrealized —

— CTM MEDIA CL A 0.1%

Value ($000) $498,420 Shares 7,668 Est. Cost $43799.96 Unrealized —

— GENERAL ELECTRIC 0.1%

Value ($000) $420,450 Shares 15,000 Est. Cost $23190.00 Unrealized —

— QUESTAR CORP 0.1%

Value ($000) $366,691 Shares 15,950 Est. Cost $23850.03 Unrealized —

NEU NEWMARKET GROUP 0.1%

Value ($000) $334,150 Shares 1,000 Est. Cost $215.14 Unrealized +17.3%

KEY KEYCORP NEW 0.1%

Value ($000) $295,227 Shares 21,999 Est. Cost $6.48 Unrealized +24.3%

— PHI INC NON-VOTING 0.0%

Value ($000) $282,100 Shares 6,500 Est. Cost $34300.00 Unrealized —

— ASTORIA FINANCIAL 0.0%

Value ($000) $244,584 Shares 17,685 Est. Cost $10779.98 Unrealized —

FFIC FLUSHING FINANCIAL 0.0%

Value ($000) $230,163 Shares 11,119 Est. Cost $9.24 Unrealized +28.9%

Value ($000) $131,490 Shares 10,000 Est. Cost $13305.00 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NYT	NY TIMES CL A	4,261,658	$67,632,512	11.6%	$8.73	+38.5%	COM	650111107
PFE	PFIZER	1,899,759	$58,189,624	10.0%	$16.46	+7.1%	COM	717081103
—	CITIGROUP	1,074,173	$55,975,155	9.6%	$47975.80	—	COM	172967101
—	NEW YORK COMMUNITY	3,269,666	$55,093,882	9.5%	$14037.75	—	COM	649445103
ORI	OLD REPUBLIC	2,461,710	$42,513,723	7.3%	$5.60	+27.2%	COM	680223104
PTEN	PATTERSON ENERGY	1,408,280	$35,657,650	6.1%	$21.81	+9.8%	COM	703481101
—	MERCK	2,525,376	$30,287,625	5.2%	$28761.56	—	COM	589331107
HOLX	HOLOGIC	1,349,570	$30,162,890	5.2%	$20.89	+5.5%	COM	436440101
—	VOXX INTERNATIONAL	1,679,342	$28,045,012	4.8%	$12270.00	—	COM	91829F104
—	SLM CORP	979,022	$25,728,698	4.4%	$22555.86	—	COM	78443P106
MBI	MBIA	2,135,230	$25,494,646	4.4%	$5.48	-8.2%	COM	55262C100
—	BP PLC	520,745	$25,313,415	4.4%	$42385.30	—	COM	55622104
SEB	SEABOARD CORP	8,986	$25,115,600	4.3%	$2658.17	+1.9%	COM	811543107
—	NAM TAI ELECT	2,747,667	$19,618,346	3.4%	$5600.00	—	COM	629865205
—	STERLING BANCORP	1,132,740	$15,144,734	2.6%	$13370.00	—	COM	85917A100
—	IDT CORP CL B	485,905	$8,683,123	1.5%	$18690.00	—	COM	448847309
TPHS	TRINITY PLACE HOLDINGS	1,018,013	$6,871,588	1.2%	$5.23	+2.5%	COM	89656D101
—	GENIE ELECTRIC	475,656	$4,856,448	0.8%	$9150.00	—	COM	903514344
NVS	NOVARTIS ADR	27,368	$2,199,839	0.4%	$70709.99	—	COM	66987V109
—	STRAIGHT PATH COMM	244,047	$1,998,745	0.3%	$5260.00	—	COM	862578101
XOM	EXXON MOBILE	17,934	$1,814,921	0.3%	$53.69	+4.2%	COM	30231G102
—	FIRST NIAGARA FINANCIAL	149,382	$1,586,437	0.3%	$10070.00	—	COM	33582V108
BB	BLACKBERRY	200,000	$1,490,000	0.3%	$9.71	-27.3%	COM	09228F103
BMY	BRISTOL MYERS SQUIBB	27,650	$1,469,598	0.3%	$28.67	+19.2%	COM	110122108
CMCSA	COMCAST CL A	24,344	$1,265,044	0.2%	$15.62	+17.7%	COM	20030N101
—	MONSANTO	8,898	$1,037,068	0.2%	$88685.88	—	COM	66166W101
—	BANK OF AMERICA	57,021	$887,817	0.2%	$12860.02	—	COM	60505104
CVX	CHEVRONTEXACO	7,088	$885,362	0.2%	$71.30	+1.7%	COM	166764100
—	ASTEC INDUS	20,000	$772,600	0.1%	$34290.00	—	COM	46224101
—	LANDMARK SAVINGS BANK	35,282	$691,527	0.1%	$21690.00	—	COM	514928100
IBM	IBM	3,283	$615,792	0.1%	$118.94	-10.5%	COM	459200101
—	AMERICAN TEL & TEL	16,297	$573,002	0.1%	$35400.02	—	COM	30177109
—	USG INC	20,000	$567,600	0.1%	$23050.00	—	COM	903293405
—	CTM MEDIA CL A	7,668	$498,420	0.1%	$43799.96	—	COM	22944D104
—	GENERAL ELECTRIC	15,000	$420,450	0.1%	$23190.00	—	COM	369604103
—	QUESTAR CORP	15,950	$366,691	0.1%	$23850.03	—	COM	748356102
NEU	NEWMARKET GROUP	1,000	$334,150	0.1%	$215.14	+17.3%	COM	651587107
KEY	KEYCORP NEW	21,999	$295,227	0.1%	$6.48	+24.3%	COM	493267108
—	PHI INC NON-VOTING	6,500	$282,100	0.0%	$34300.00	—	COM	716604202
—	ASTORIA FINANCIAL	17,685	$244,584	0.0%	$10779.98	—	COM	46265104
FFIC	FLUSHING FINANCIAL	11,119	$230,163	0.0%	$9.24	+28.9%	COM	343873105
—	VOLVO	10,000	$131,490	0.0%	$13305.00	—	COM	928856400