KAHN BROTHERS GROUP INC Long-Term Concentrated

Location: New York, NY

CIK: 0001039565 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 9, 2016

Total Value: $533.9B (100.0% shares, 0.0% debt)

Holdings (37)

Value $52.14B Shares 985,419 Est. Cost $28761.56 Unrealized —

NYT NY TIMES CL A 9.1%

Value $48.44B Shares 3,887,388 Est. Cost $9.27 Unrealized +24.8%

— CITIGROUP 8.9%

Value $47.53B Shares 1,138,440 Est. Cost $47759.72 Unrealized —

HOLX HOLOGIC 8.6%

Value $45.76B Shares 1,326,484 Est. Cost $20.98 Unrealized +66.2%

— NEW YORK COMMUNITY 8.1%

Value $43.15B Shares 2,714,117 Est. Cost $14311.46 Unrealized —

PFE PFIZER 8.0%

Value $42.76B Shares 1,442,543 Est. Cost $16.63 Unrealized +12.3%

Value $38.85B Shares 4,389,307 Est. Cost $4.36 Unrealized -27.1%

— BP PLC 7.1%

Value $37.85B Shares 1,254,270 Est. Cost $40773.87 Unrealized —

BB BLACKBERRY 6.1%

Value $32.32B Shares 3,995,360 Est. Cost $8.88 Unrealized -15.5%

SEB SEABOARD CORP 5.3%

Value $28.41B Shares 9,459 Est. Cost $2666.89 Unrealized +2.9%

NTPIF NAM TAI PPTY 4.2%

Value $22.32B Shares 3,635,719 Est. Cost $6.35 Unrealized -17.6%

PTEN PATTERSON ENERGY 3.5%

Value $18.81B Shares 1,067,461 Est. Cost $20.84 Unrealized -28.4%

— STERLING BANCORP 3.0%

Value $16.17B Shares 1,015,361 Est. Cost $13207.19 Unrealized —

— VOXX INTERNATIONAL 1.6%

Value $8.276B Shares 1,851,361 Est. Cost $11381.14 Unrealized —

— IDT CORP CL B 1.5%

Value $7.781B Shares 499,080 Est. Cost $17886.35 Unrealized —

— STRAIGHT PATH COMM 1.4%

Value $7.548B Shares 243,254 Est. Cost $6024.53 Unrealized —

TPHS TRINITY PLACE HOLDINGS 1.4%

Value $7.346B Shares 1,064,651 Est. Cost $5.45 Unrealized +12.4%

— GLAXOSMITHKLINE 1.0%

Value $5.351B Shares 131,950 Est. Cost $42880.51 Unrealized —

ORI OLD REPUBLIC 0.8%

Value $4.02B Shares 219,934 Est. Cost $5.73 Unrealized +51.3%

— GENIE ENERGY 0.6%

Value $3.307B Shares 434,532 Est. Cost $9456.72 Unrealized —

NAVI NAVIENT 0.4%

Value $2.244B Shares 187,471 Est. Cost $16.58 Unrealized -37.3%

NVS NOVARTIS ADR 0.4%

Value $2.002B Shares 27,643 Est. Cost $74708.83 Unrealized —

BMY BRISTOL MYERS SQUIBB 0.3%

Value $1.826B Shares 28,583 Est. Cost $29.93 Unrealized +49.7%

— IDW MEDIA 0.3%

Value $1.606B Shares 83,410 Est. Cost $37842.36 Unrealized —

XOM EXXON MOBILE 0.3%

Value $1.457B Shares 17,434 Est. Cost $53.76 Unrealized -3.3%

CMCSA COMCAST CL A 0.2%

Value $1.258B Shares 20,595 Est. Cost $16.08 Unrealized +41.5%

Value $1.114B Shares 7,358 Est. Cost $115.52 Unrealized -27.2%

— MONSANTO 0.1%

Value $679M Shares 7,742 Est. Cost $88685.88 Unrealized —

— FIRST NIAGARA FINANCIAL 0.1%

Value $536M Shares 55,405 Est. Cost $10070.00 Unrealized —

— BANK OF AMERICA 0.1%

Value $526M Shares 38,942 Est. Cost $12860.02 Unrealized —

— GENERAL ELECTRIC 0.1%

Value $477M Shares 15,000 Est. Cost $23190.00 Unrealized —

CVX CHEVRONTEXACO 0.1%

Value $466M Shares 4,888 Est. Cost $71.30 Unrealized -19.5%

— AMERICAN TEL & TEL 0.1%

Value $436M Shares 11,122 Est. Cost $35400.02 Unrealized —

— LANDMARK SAVINGS BANK 0.1%

Value $377M Shares 15,085 Est. Cost $20583.14 Unrealized —

— SLM CORP 0.1%

Value $335M Shares 52,650 Est. Cost $22555.86 Unrealized —

— ASTORIA FINANCIAL 0.1%

Value $280M Shares 17,685 Est. Cost $10779.98 Unrealized —

KEY KEYCORP NEW 0.0%

Value $119M Shares 10,749 Est. Cost $6.48 Unrealized +14.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	MERCK	985,419	$52.14B	9.8%	$28761.56	—	COM	589331107
NYT	NY TIMES CL A	3,887,388	$48.44B	9.1%	$9.27	+24.8%	COM	650111107
—	CITIGROUP	1,138,440	$47.53B	8.9%	$47759.72	—	COM	172967101
HOLX	HOLOGIC	1,326,484	$45.76B	8.6%	$20.98	+66.2%	COM	436440101
—	NEW YORK COMMUNITY	2,714,117	$43.15B	8.1%	$14311.46	—	COM	649445103
PFE	PFIZER	1,442,543	$42.76B	8.0%	$16.63	+12.3%	COM	717081103
MBI	MBIA	4,389,307	$38.85B	7.3%	$4.36	-27.1%	COM	55262C100
—	BP PLC	1,254,270	$37.85B	7.1%	$40773.87	—	COM	55622104
BB	BLACKBERRY	3,995,360	$32.32B	6.1%	$8.88	-15.5%	COM	09228F103
SEB	SEABOARD CORP	9,459	$28.41B	5.3%	$2666.89	+2.9%	COM	811543107
NTPIF	NAM TAI PPTY	3,635,719	$22.32B	4.2%	$6.35	-17.6%	COM	G63907102
PTEN	PATTERSON ENERGY	1,067,461	$18.81B	3.5%	$20.84	-28.4%	COM	703481101
—	STERLING BANCORP	1,015,361	$16.17B	3.0%	$13207.19	—	COM	85917A100
—	VOXX INTERNATIONAL	1,851,361	$8.276B	1.6%	$11381.14	—	COM	91829F104
—	IDT CORP CL B	499,080	$7.781B	1.5%	$17886.35	—	COM	448847309
—	STRAIGHT PATH COMM	243,254	$7.548B	1.4%	$6024.53	—	COM	862578101
TPHS	TRINITY PLACE HOLDINGS	1,064,651	$7.346B	1.4%	$5.45	+12.4%	COM	89656D101
—	GLAXOSMITHKLINE	131,950	$5.351B	1.0%	$42880.51	—	COM	3773W105
ORI	OLD REPUBLIC	219,934	$4.02B	0.8%	$5.73	+51.3%	COM	680223104
—	GENIE ENERGY	434,532	$3.307B	0.6%	$9456.72	—	COM	903514344
NAVI	NAVIENT	187,471	$2.244B	0.4%	$16.58	-37.3%	COM	63938C108
NVS	NOVARTIS ADR	27,643	$2.002B	0.4%	$74708.83	—	COM	66987V109
BMY	BRISTOL MYERS SQUIBB	28,583	$1.826B	0.3%	$29.93	+49.7%	COM	110122108
—	IDW MEDIA	83,410	$1.606B	0.3%	$37842.36	—	COM	44951N106
XOM	EXXON MOBILE	17,434	$1.457B	0.3%	$53.76	-3.3%	COM	30231G102
CMCSA	COMCAST CL A	20,595	$1.258B	0.2%	$16.08	+41.5%	COM	20030N101
IBM	IBM	7,358	$1.114B	0.2%	$115.52	-27.2%	COM	459200101
—	MONSANTO	7,742	$679M	0.1%	$88685.88	—	COM	66166W101
—	FIRST NIAGARA FINANCIAL	55,405	$536M	0.1%	$10070.00	—	COM	33582V108
—	BANK OF AMERICA	38,942	$526M	0.1%	$12860.02	—	COM	60505104
—	GENERAL ELECTRIC	15,000	$477M	0.1%	$23190.00	—	COM	369604103
CVX	CHEVRONTEXACO	4,888	$466M	0.1%	$71.30	-19.5%	COM	166764100
—	AMERICAN TEL & TEL	11,122	$436M	0.1%	$35400.02	—	COM	30177109
—	LANDMARK SAVINGS BANK	15,085	$377M	0.1%	$20583.14	—	COM	514928100
—	SLM CORP	52,650	$335M	0.1%	$22555.86	—	COM	78443P106
—	ASTORIA FINANCIAL	17,685	$280M	0.1%	$10779.98	—	COM	46265104
KEY	KEYCORP NEW	10,749	$119M	0.0%	$6.48	+14.8%	COM	493267108