KAHN BROTHERS GROUP INC Long-Term Concentrated

CIK: 0001039565 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 7, 2017

Total Value ($000): $654,536,318 (100.0% shares, 0.0% debt)

Holdings (34)

— CITIGROUP 11.2%

Value ($000) $73,085,908 Shares 1,004,755 Est. Cost $47747.45 Unrealized —

NYT NY TIMES CL A 9.3%

Value ($000) $61,019,053 Shares 3,113,217 Est. Cost $9.27 Unrealized +86.5%

Value ($000) $58,826,304 Shares 918,730 Est. Cost $28761.56 Unrealized —

Value ($000) $54,099,256 Shares 1,407,735 Est. Cost $37201.50 Unrealized —

BB BLACKBERRY 7.6%

Value ($000) $49,640,430 Shares 4,440,110 Est. Cost $8.72 Unrealized +7.9%

— GLAXOSMITHKLINE 6.3%

Value ($000) $41,458,081 Shares 1,021,135 Est. Cost $39265.98 Unrealized —

Value ($000) $37,727,498 Shares 4,336,494 Est. Cost $4.35 Unrealized +0.6%

SEB SEABOARD CORP 5.4%

Value ($000) $35,539,945 Shares 7,889 Est. Cost $2666.89 Unrealized +56.9%

AGO ASSURED GUARANTY 5.2%

Value ($000) $34,006,522 Shares 900,835 Est. Cost $34.47 Unrealized +7.6%

— VOXX INTERNATIONAL 4.8%

Value ($000) $31,223,762 Shares 3,651,902 Est. Cost $9803.02 Unrealized —

PTEN PATTERSON ENERGY 4.1%

Value ($000) $26,947,498 Shares 1,286,891 Est. Cost $20.15 Unrealized -8.6%

HOLX HOLOGIC 4.1%

Value ($000) $26,850,329 Shares 731,816 Est. Cost $20.98 Unrealized +92.4%

— NEW YORK COMMUNITY 3.8%

Value ($000) $25,181,498 Shares 1,953,568 Est. Cost $14311.46 Unrealized —

— STERLING BANCORP 3.5%

Value ($000) $22,718,747 Shares 921,840 Est. Cost $13207.19 Unrealized —

PFE PFIZER 3.0%

Value ($000) $19,902,572 Shares 557,495 Est. Cost $16.63 Unrealized +33.8%

NTPIF NAM TAI PPTY 2.4%

Value ($000) $15,832,480 Shares 1,985,680 Est. Cost $6.39 Unrealized +54.7%

— STRAIGHT PATH COMM 1.6%

Value ($000) $10,148,053 Shares 56,168 Est. Cost $6024.53 Unrealized —

— IDT CORP CL B 1.2%

Value ($000) $7,631,965 Shares 542,043 Est. Cost $17010.48 Unrealized —

TPHS TRINITY PLACE HOLDINGS 1.0%

Value ($000) $6,796,265 Shares 968,129 Est. Cost $5.45 Unrealized +27.6%

— IDW MEDIA 0.6%

Value ($000) $3,808,705 Shares 78,530 Est. Cost $37842.36 Unrealized —

— GENIE ENERGY 0.4%

Value ($000) $2,657,460 Shares 405,719 Est. Cost $9456.72 Unrealized —

NVS NOVARTIS ADR 0.3%

Value ($000) $2,244,462 Shares 26,144 Est. Cost $74695.62 Unrealized —

XOM EXXON MOBILE 0.2%

Value ($000) $1,375,952 Shares 16,784 Est. Cost $53.76 Unrealized +1.1%

BMY BRISTOL MYERS SQUIBB 0.2%

Value ($000) $1,214,247 Shares 19,050 Est. Cost $29.93 Unrealized +44.1%

ORI OLD REPUBLIC 0.1%

Value ($000) $945,120 Shares 48,000 Est. Cost $5.73 Unrealized +72.6%

NAVI NAVIENT 0.1%

Value ($000) $780,784 Shares 51,983 Est. Cost $16.58 Unrealized -12.1%

CMCSA COMCAST CL A 0.1%

Value ($000) $743,357 Shares 19,318 Est. Cost $21.55 Unrealized +48.6%

BAC BANK OF AMERICA 0.1%

Value ($000) $514,148 Shares 20,290 Est. Cost $15.68 Unrealized +27.3%

CVX CHEVRONTEXACO 0.1%

Value ($000) $475,640 Shares 4,048 Est. Cost $71.30 Unrealized +6.9%

— AMERICAN TEL & TEL 0.1%

Value ($000) $412,303 Shares 10,526 Est. Cost $40748.11 Unrealized —

ZDGE ZEDGE INC. 0.0%

Value ($000) $266,722 Shares 138,918 Est. Cost $4.16 Unrealized -53.2%

— ASTORIA FINANCIAL 0.0%

Value ($000) $240,478 Shares 11,185 Est. Cost $18649.98 Unrealized —

— MONSANTO 0.0%

Value ($000) $213,520 Shares 1,782 Est. Cost $88685.88 Unrealized —

Value ($000) $7,254 Shares 50 Est. Cost $115.52 Unrealized -16.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	CITIGROUP	1,004,755	$73,085,908	11.2%	$47747.45	—	COM	172967101
NYT	NY TIMES CL A	3,113,217	$61,019,053	9.3%	$9.27	+86.5%	COM	650111107
—	MERCK	918,730	$58,826,304	9.0%	$28761.56	—	COM	589331107
BP	BP PLC	1,407,735	$54,099,256	8.3%	$37201.50	—	COM	055622104
BB	BLACKBERRY	4,440,110	$49,640,430	7.6%	$8.72	+7.9%	COM	09228F103
—	GLAXOSMITHKLINE	1,021,135	$41,458,081	6.3%	$39265.98	—	COM	37733W105
MBI	MBIA	4,336,494	$37,727,498	5.8%	$4.35	+0.6%	COM	55262C100
SEB	SEABOARD CORP	7,889	$35,539,945	5.4%	$2666.89	+56.9%	COM	811543107
AGO	ASSURED GUARANTY	900,835	$34,006,522	5.2%	$34.47	+7.6%	COM	G0585R106
—	VOXX INTERNATIONAL	3,651,902	$31,223,762	4.8%	$9803.02	—	COM	91829F104
PTEN	PATTERSON ENERGY	1,286,891	$26,947,498	4.1%	$20.15	-8.6%	COM	703481101
HOLX	HOLOGIC	731,816	$26,850,329	4.1%	$20.98	+92.4%	COM	436440101
—	NEW YORK COMMUNITY	1,953,568	$25,181,498	3.8%	$14311.46	—	COM	649445103
—	STERLING BANCORP	921,840	$22,718,747	3.5%	$13207.19	—	COM	85917A100
PFE	PFIZER	557,495	$19,902,572	3.0%	$16.63	+33.8%	COM	717081103
NTPIF	NAM TAI PPTY	1,985,680	$15,832,480	2.4%	$6.39	+54.7%	COM	G63907102
—	STRAIGHT PATH COMM	56,168	$10,148,053	1.6%	$6024.53	—	COM	862578101
—	IDT CORP CL B	542,043	$7,631,965	1.2%	$17010.48	—	COM	448847309
TPHS	TRINITY PLACE HOLDINGS	968,129	$6,796,265	1.0%	$5.45	+27.6%	COM	89656D101
—	IDW MEDIA	78,530	$3,808,705	0.6%	$37842.36	—	COM	44951N106
—	GENIE ENERGY	405,719	$2,657,460	0.4%	$9456.72	—	COM	903514344
NVS	NOVARTIS ADR	26,144	$2,244,462	0.3%	$74695.62	—	COM	66987V109
XOM	EXXON MOBILE	16,784	$1,375,952	0.2%	$53.76	+1.1%	COM	30231G102
BMY	BRISTOL MYERS SQUIBB	19,050	$1,214,247	0.2%	$29.93	+44.1%	COM	110122108
ORI	OLD REPUBLIC	48,000	$945,120	0.1%	$5.73	+72.6%	COM	680223104
NAVI	NAVIENT	51,983	$780,784	0.1%	$16.58	-12.1%	COM	63938C108
CMCSA	COMCAST CL A	19,318	$743,357	0.1%	$21.55	+48.6%	COM	20030N101
BAC	BANK OF AMERICA	20,290	$514,148	0.1%	$15.68	+27.3%	COM	060505104
CVX	CHEVRONTEXACO	4,048	$475,640	0.1%	$71.30	+6.9%	COM	166764100
—	AMERICAN TEL & TEL	10,526	$412,303	0.1%	$40748.11	—	COM	030177109
ZDGE	ZEDGE INC.	138,918	$266,722	0.0%	$4.16	-53.2%	COM	98923T104
—	ASTORIA FINANCIAL	11,185	$240,478	0.0%	$18649.98	—	COM	046265104
—	MONSANTO	1,782	$213,520	0.0%	$88685.88	—	COM	66166W101
IBM	IBM	50	$7,254	0.0%	$115.52	-16.1%	COM	459200101