KAHN BROTHERS GROUP INC Long-Term Concentrated

CIK: 0001039565 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 25, 2018

Total Value ($000): $636,583,328 (100.0% shares, 0.0% debt)

Holdings (31)

— CITIGROUP 11.5%

Value ($000) $73,063,023 Shares 981,898 Est. Cost $47747.45 Unrealized —

Value ($000) $59,138,522 Shares 1,407,055 Est. Cost $37201.50 Unrealized —

NYT NY TIMES CL A 8.4%

Value ($000) $53,787,752 Shares 2,907,446 Est. Cost $9.27 Unrealized +86.6%

Value ($000) $51,723,902 Shares 919,209 Est. Cost $28761.56 Unrealized —

BB BLACKBERRY 8.0%

Value ($000) $50,811,325 Shares 4,548,910 Est. Cost $8.77 Unrealized +24.4%

— GLAXOSMITHKLINE 6.3%

Value ($000) $40,406,111 Shares 1,139,163 Est. Cost $38872.68 Unrealized —

AGO ASSURED GUARANTY 5.7%

Value ($000) $35,988,535 Shares 1,062,549 Est. Cost $34.02 Unrealized -7.4%

SEB SEABOARD CORP 5.4%

Value ($000) $34,569,990 Shares 7,839 Est. Cost $2666.89 Unrealized +59.5%

Value ($000) $33,599,005 Shares 4,590,028 Est. Cost $4.30 Unrealized -21.1%

PTEN PATTERSON ENERGY 5.0%

Value ($000) $32,030,196 Shares 1,392,012 Est. Cost $20.20 Unrealized +2.6%

HOLX HOLOGIC 4.6%

Value ($000) $29,568,765 Shares 691,667 Est. Cost $20.98 Unrealized +90.1%

— NEW YORK COMMUNITY 3.9%

Value ($000) $24,743,045 Shares 1,900,387 Est. Cost $14311.46 Unrealized —

NTPIF NAM TAI PPTY 3.7%

Value ($000) $23,283,450 Shares 1,855,255 Est. Cost $6.39 Unrealized +89.0%

— STERLING BANCORP 3.4%

Value ($000) $21,937,025 Shares 891,749 Est. Cost $13207.19 Unrealized —

— VOXX INTERNATIONAL 3.2%

Value ($000) $20,598,059 Shares 3,678,225 Est. Cost $9803.02 Unrealized —

PFE PFIZER 3.2%

Value ($000) $20,087,829 Shares 554,606 Est. Cost $16.63 Unrealized +43.1%

— IDT CORP CL B 1.1%

Value ($000) $6,809,185 Shares 642,376 Est. Cost $16009.23 Unrealized —

TPHS TRINITY PLACE HOLDINGS 1.1%

Value ($000) $6,728,497 Shares 968,129 Est. Cost $5.45 Unrealized +29.3%

— IDW MEDIA 0.6%

Value ($000) $3,614,588 Shares 78,578 Est. Cost $37842.36 Unrealized —

— STRAIGHT PATH COMM 0.5%

Value ($000) $3,263,131 Shares 17,950 Est. Cost $6024.53 Unrealized —

NVS NOVARTIS ADR 0.4%

Value ($000) $2,234,176 Shares 26,610 Est. Cost $74857.86 Unrealized —

— GENIE ENERGY 0.3%

Value ($000) $1,770,387 Shares 406,052 Est. Cost $9456.72 Unrealized —

XOM EXXON MOBILE 0.2%

Value ($000) $1,424,724 Shares 17,034 Est. Cost $53.81 Unrealized +6.2%

BMY BRISTOL MYERS SQUIBB 0.2%

Value ($000) $1,167,384 Shares 19,050 Est. Cost $29.93 Unrealized +55.2%

ORI OLD REPUBLIC 0.2%

Value ($000) $1,026,240 Shares 48,000 Est. Cost $5.73 Unrealized +83.7%

BAC BANK OF AMERICA 0.1%

Value ($000) $815,431 Shares 27,623 Est. Cost $17.56 Unrealized +29.7%

NAVI NAVIENT 0.1%

Value ($000) $710,769 Shares 53,316 Est. Cost $16.48 Unrealized -23.4%

CVX CHEVRONTEXACO 0.1%

Value ($000) $506,769 Shares 4,048 Est. Cost $71.30 Unrealized +17.2%

— AMERICAN TEL & TEL 0.1%

Value ($000) $409,251 Shares 10,526 Est. Cost $40748.11 Unrealized —

CMCSA COMCAST CL A 0.1%

Value ($000) $384,640 Shares 9,604 Est. Cost $21.55 Unrealized +42.4%

ZDGE ZEDGE INC. 0.1%

Value ($000) $381,622 Shares 138,807 Est. Cost $4.16 Unrealized -39.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	CITIGROUP	981,898	$73,063,023	11.5%	$47747.45	—	COM	172967101
BP	BP PLC	1,407,055	$59,138,522	9.3%	$37201.50	—	COM	055622104
NYT	NY TIMES CL A	2,907,446	$53,787,752	8.4%	$9.27	+86.6%	COM	650111107
—	MERCK	919,209	$51,723,902	8.1%	$28761.56	—	COM	589331107
BB	BLACKBERRY	4,548,910	$50,811,325	8.0%	$8.77	+24.4%	COM	09228F103
—	GLAXOSMITHKLINE	1,139,163	$40,406,111	6.3%	$38872.68	—	COM	37733W105
AGO	ASSURED GUARANTY	1,062,549	$35,988,535	5.7%	$34.02	-7.4%	COM	G0585R106
SEB	SEABOARD CORP	7,839	$34,569,990	5.4%	$2666.89	+59.5%	COM	811543107
MBI	MBIA	4,590,028	$33,599,005	5.3%	$4.30	-21.1%	COM	55262C100
PTEN	PATTERSON ENERGY	1,392,012	$32,030,196	5.0%	$20.20	+2.6%	COM	703481101
HOLX	HOLOGIC	691,667	$29,568,765	4.6%	$20.98	+90.1%	COM	436440101
—	NEW YORK COMMUNITY	1,900,387	$24,743,045	3.9%	$14311.46	—	COM	649445103
NTPIF	NAM TAI PPTY	1,855,255	$23,283,450	3.7%	$6.39	+89.0%	COM	G63907102
—	STERLING BANCORP	891,749	$21,937,025	3.4%	$13207.19	—	COM	85917A100
—	VOXX INTERNATIONAL	3,678,225	$20,598,059	3.2%	$9803.02	—	COM	91829F104
PFE	PFIZER	554,606	$20,087,829	3.2%	$16.63	+43.1%	COM	717081103
—	IDT CORP CL B	642,376	$6,809,185	1.1%	$16009.23	—	COM	448847309
TPHS	TRINITY PLACE HOLDINGS	968,129	$6,728,497	1.1%	$5.45	+29.3%	COM	89656D101
—	IDW MEDIA	78,578	$3,614,588	0.6%	$37842.36	—	COM	44951N106
—	STRAIGHT PATH COMM	17,950	$3,263,131	0.5%	$6024.53	—	COM	862578101
NVS	NOVARTIS ADR	26,610	$2,234,176	0.4%	$74857.86	—	COM	66987V109
—	GENIE ENERGY	406,052	$1,770,387	0.3%	$9456.72	—	COM	903514344
XOM	EXXON MOBILE	17,034	$1,424,724	0.2%	$53.81	+6.2%	COM	30231G102
BMY	BRISTOL MYERS SQUIBB	19,050	$1,167,384	0.2%	$29.93	+55.2%	COM	110122108
ORI	OLD REPUBLIC	48,000	$1,026,240	0.2%	$5.73	+83.7%	COM	680223104
BAC	BANK OF AMERICA	27,623	$815,431	0.1%	$17.56	+29.7%	COM	060505104
NAVI	NAVIENT	53,316	$710,769	0.1%	$16.48	-23.4%	COM	63938C108
CVX	CHEVRONTEXACO	4,048	$506,769	0.1%	$71.30	+17.2%	COM	166764100
—	AMERICAN TEL & TEL	10,526	$409,251	0.1%	$40748.11	—	COM	030177109
CMCSA	COMCAST CL A	9,604	$384,640	0.1%	$21.55	+42.4%	COM	20030N101
ZDGE	ZEDGE INC.	138,807	$381,622	0.1%	$4.16	-39.2%	COM	98923T104