KAHN BROTHERS GROUP INC Long-Term Concentrated

Location: New York, NY

CIK: 0001039565 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 8, 2017

Total Value: $655.8B (100.0% shares, 0.0% debt)

Holdings (34)

— CITIGROUP 10.5%

Value $68.66B Shares 1,026,581 Est. Cost $47747.45 Unrealized —

NYT NY TIMES CL A 9.3%

Value $60.82B Shares 3,436,195 Est. Cost $9.27 Unrealized +64.5%

Value $59.79B Shares 932,840 Est. Cost $28761.56 Unrealized —

Value $48.46B Shares 1,398,700 Est. Cost $37201.50 Unrealized —

— GLAXOSMITHKLINE 6.9%

Value $45.5B Shares 1,055,085 Est. Cost $39265.98 Unrealized —

BB BLACKBERRY 6.9%

Value $45.16B Shares 4,520,660 Est. Cost $8.72 Unrealized +12.8%

Value $42.28B Shares 4,483,598 Est. Cost $4.35 Unrealized -14.7%

HOLX HOLOGIC 5.5%

Value $36.28B Shares 799,465 Est. Cost $20.98 Unrealized +110.4%

SEB SEABOARD CORP 5.0%

Value $33.07B Shares 8,277 Est. Cost $2666.89 Unrealized +47.7%

AGO ASSURED GUARANTY 4.9%

Value $32.42B Shares 776,705 Est. Cost $34.05 Unrealized -0.1%

— STRAIGHT PATH COMM 4.7%

Value $31.11B Shares 173,186 Est. Cost $6024.53 Unrealized —

— NEW YORK COMMUNITY 3.9%

Value $25.77B Shares 1,962,891 Est. Cost $14311.46 Unrealized —

— STERLING BANCORP 3.3%

Value $21.36B Shares 918,779 Est. Cost $13207.19 Unrealized —

PFE PFIZER 3.0%

Value $19.4B Shares 577,616 Est. Cost $16.63 Unrealized +29.9%

— VOXX INTERNATIONAL 2.9%

Value $18.93B Shares 2,308,302 Est. Cost $10532.36 Unrealized —

PTEN PATTERSON ENERGY 2.8%

Value $18.63B Shares 922,906 Est. Cost $20.84 Unrealized +4.6%

NTPIF NAM TAI PPTY 2.4%

Value $15.83B Shares 1,979,060 Est. Cost $6.39 Unrealized +19.2%

— IDT CORP CL B 1.2%

Value $7.703B Shares 536,039 Est. Cost $17043.31 Unrealized —

TPHS TRINITY PLACE HOLDINGS 1.1%

Value $7.459B Shares 1,049,050 Est. Cost $5.45 Unrealized +30.1%

— IDW MEDIA 0.6%

Value $3.775B Shares 77,840 Est. Cost $37842.36 Unrealized —

— GENIE ENERGY 0.5%

Value $3.061B Shares 401,716 Est. Cost $9456.72 Unrealized —

NVS NOVARTIS ADR 0.3%

Value $2.188B Shares 26,211 Est. Cost $74695.62 Unrealized —

XOM EXXON MOBILE 0.2%

Value $1.391B Shares 17,234 Est. Cost $53.76 Unrealized +3.2%

NAVI NAVIENT 0.2%

Value $1.211B Shares 72,738 Est. Cost $16.58 Unrealized -9.0%

BMY BRISTOL MYERS SQUIBB 0.2%

Value $1.091B Shares 19,583 Est. Cost $29.93 Unrealized +33.3%

ORI OLD REPUBLIC 0.1%

Value $937M Shares 48,000 Est. Cost $5.73 Unrealized +75.9%

CMCSA COMCAST CL A 0.1%

Value $813M Shares 20,896 Est. Cost $21.55 Unrealized +48.0%

BAC BANK OF AMERICA 0.1%

Value $670M Shares 27,624 Est. Cost $15.68 Unrealized +21.8%

Value $511M Shares 3,323 Est. Cost $115.52 Unrealized -10.2%

CVX CHEVRONTEXACO 0.1%

Value $422M Shares 4,048 Est. Cost $71.30 Unrealized +2.7%

ZDGE ZEDGE INC. 0.1%

Value $344M Shares 155,236 Est. Cost $4.16 Unrealized -32.4%

— MONSANTO 0.0%

Value $282M Shares 2,386 Est. Cost $88685.88 Unrealized —

— ASTORIA FINANCIAL 0.0%

Value $225M Shares 11,185 Est. Cost $18649.98 Unrealized —

— AMERICAN TEL & TEL 0.0%

Value $187M Shares 4,944 Est. Cost $42529.91 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	CITIGROUP	1,026,581	$68.66B	10.5%	$47747.45	—	COM	172967101
NYT	NY TIMES CL A	3,436,195	$60.82B	9.3%	$9.27	+64.5%	COM	650111107
—	MERCK	932,840	$59.79B	9.1%	$28761.56	—	COM	589331107
BP	BP PLC	1,398,700	$48.46B	7.4%	$37201.50	—	COM	055622104
—	GLAXOSMITHKLINE	1,055,085	$45.5B	6.9%	$39265.98	—	COM	37733W105
BB	BLACKBERRY	4,520,660	$45.16B	6.9%	$8.72	+12.8%	COM	09228F103
MBI	MBIA	4,483,598	$42.28B	6.4%	$4.35	-14.7%	COM	55262C100
HOLX	HOLOGIC	799,465	$36.28B	5.5%	$20.98	+110.4%	COM	436440101
SEB	SEABOARD CORP	8,277	$33.07B	5.0%	$2666.89	+47.7%	COM	811543107
AGO	ASSURED GUARANTY	776,705	$32.42B	4.9%	$34.05	-0.1%	COM	G0585R106
—	STRAIGHT PATH COMM	173,186	$31.11B	4.7%	$6024.53	—	COM	862578101
—	NEW YORK COMMUNITY	1,962,891	$25.77B	3.9%	$14311.46	—	COM	649445103
—	STERLING BANCORP	918,779	$21.36B	3.3%	$13207.19	—	COM	85917A100
PFE	PFIZER	577,616	$19.4B	3.0%	$16.63	+29.9%	COM	717081103
—	VOXX INTERNATIONAL	2,308,302	$18.93B	2.9%	$10532.36	—	COM	91829F104
PTEN	PATTERSON ENERGY	922,906	$18.63B	2.8%	$20.84	+4.6%	COM	703481101
NTPIF	NAM TAI PPTY	1,979,060	$15.83B	2.4%	$6.39	+19.2%	COM	G63907102
—	IDT CORP CL B	536,039	$7.703B	1.2%	$17043.31	—	COM	448847309
TPHS	TRINITY PLACE HOLDINGS	1,049,050	$7.459B	1.1%	$5.45	+30.1%	COM	89656D101
—	IDW MEDIA	77,840	$3.775B	0.6%	$37842.36	—	COM	44951N106
—	GENIE ENERGY	401,716	$3.061B	0.5%	$9456.72	—	COM	903514344
NVS	NOVARTIS ADR	26,211	$2.188B	0.3%	$74695.62	—	COM	66987V109
XOM	EXXON MOBILE	17,234	$1.391B	0.2%	$53.76	+3.2%	COM	30231G102
NAVI	NAVIENT	72,738	$1.211B	0.2%	$16.58	-9.0%	COM	63938C108
BMY	BRISTOL MYERS SQUIBB	19,583	$1.091B	0.2%	$29.93	+33.3%	COM	110122108
ORI	OLD REPUBLIC	48,000	$937M	0.1%	$5.73	+75.9%	COM	680223104
CMCSA	COMCAST CL A	20,896	$813M	0.1%	$21.55	+48.0%	COM	20030N101
BAC	BANK OF AMERICA	27,624	$670M	0.1%	$15.68	+21.8%	COM	060505104
IBM	IBM	3,323	$511M	0.1%	$115.52	-10.2%	COM	459200101
CVX	CHEVRONTEXACO	4,048	$422M	0.1%	$71.30	+2.7%	COM	166764100
ZDGE	ZEDGE INC.	155,236	$344M	0.1%	$4.16	-32.4%	COM	98923T104
—	MONSANTO	2,386	$282M	0.0%	$88685.88	—	COM	66166W101
—	ASTORIA FINANCIAL	11,185	$225M	0.0%	$18649.98	—	COM	046265104
—	AMERICAN TEL & TEL	4,944	$187M	0.0%	$42529.91	—	COM	030177109