KAHN BROTHERS GROUP INC Long-Term Concentrated

Location: New York, NY

CIK: 0001039565 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 5, 2019

Total Value: $797.6B (100.0% shares, 0.0% debt)

Holdings (48)

— MERCK 11.3%

Value $90.13B Shares 2,022,600 Est. Cost $9972.54 Unrealized —

— CITIGROUP 9.2%

Value $73.31B Shares 1,061,262 Est. Cost $51505.20 Unrealized —

AGO ASSURED GUARANTY 8.8%

Value $70.01B Shares 1,574,774 Est. Cost $34.74 Unrealized +13.4%

— NEW YORK COMMUNITY 8.7%

Value $69.57B Shares 5,543,597 Est. Cost $11869.73 Unrealized —

— GLAXOSMITHKLINE 8.7%

Value $69.17B Shares 1,620,599 Est. Cost $39139.18 Unrealized —

Value $63.66B Shares 1,675,574 Est. Cost $38015.98 Unrealized —

SEB SEABOARD CORP 7.3%

Value $57.84B Shares 13,221 Est. Cost $3359.49 Unrealized +19.5%

BMY BRISTOL MYERS SQUIBB 6.8%

Value $54.4B Shares 1,072,760 Est. Cost $37.03 Unrealized -0.7%

Value $51.59B Shares 5,589,571 Est. Cost $4.25 Unrealized -4.0%

BB BLACKBERRY 3.7%

Value $29.72B Shares 5,660,881 Est. Cost $8.78 Unrealized -20.1%

PFE PFIZER 3.7%

Value $29.17B Shares 811,787 Est. Cost $20.89 Unrealized +29.3%

PTEN PATTERSON ENERGY 2.9%

Value $23.11B Shares 2,703,393 Est. Cost $15.92 Unrealized -38.4%

NTPIF NAM TAI PPTY 2.5%

Value $19.78B Shares 2,197,605 Est. Cost $7.51 Unrealized +27.2%

— VOXX INTERNATIONAL 2.4%

Value $19.12B Shares 4,068,088 Est. Cost $8916.70 Unrealized —

HOLX HOLOGIC 2.0%

Value $15.64B Shares 309,837 Est. Cost $20.98 Unrealized +134.5%

NYT NY TIMES CL A 1.2%

Value $9.707B Shares 340,826 Est. Cost $9.27 Unrealized +220.7%

— STERLING BANCORP 1.2%

Value $9.391B Shares 468,122 Est. Cost $14289.22 Unrealized —

RFL RAFAEL HOLDING 1.1%

Value $9.11B Shares 434,660 Est. Cost $8.20 Unrealized +148.7%

— IDT CORP CL B 0.9%

Value $7.436B Shares 706,216 Est. Cost $13695.51 Unrealized —

TPHS TRINITY PLACE HOLDINGS 0.8%

Value $6.425B Shares 1,606,202 Est. Cost $4.89 Unrealized -21.1%

— GENIE ENERGY 0.4%

Value $3.467B Shares 464,704 Est. Cost $9607.71 Unrealized —

NVS NOVARTIS ADR 0.3%

Value $2.24B Shares 25,773 Est. Cost $76822.54 Unrealized —

FBAK FIRST NATL BK OF ALASKA 0.2%

Value $1.634B Shares 6,810 Est. Cost $159.51 Unrealized -2.5%

— IDW MEDIA 0.2%

Value $1.372B Shares 97,300 Est. Cost $33006.32 Unrealized —

XOM EXXON MOBILE 0.2%

Value $1.35B Shares 19,120 Est. Cost $54.21 Unrealized -0.8%

VZ VERIZON 0.2%

Value $1.313B Shares 21,759 Est. Cost $40.28 Unrealized +0.4%

VRAYQ VIEWRAY 0.1%

Value $985M Shares 339,800 Est. Cost $6.65 Unrealized -10.9%

— AMERICAN TEL & TEL 0.1%

Value $696M Shares 18,395 Est. Cost $38427.75 Unrealized —

BRK/B BERKSHIRE HATHAWAY 0.1%

Value $686M Shares 3,300 Est. Cost $206.89 Unrealized -0.4%

GBCI GLACIER BANCORP 0.1%

Value $590M Shares 14,571 Est. Cost $33.18 Unrealized -1.9%

CVX CHEVRONTEXACO 0.1%

Value $519M Shares 4,376 Est. Cost $75.54 Unrealized +21.2%

BAC BANK OF AMERICA 0.1%

Value $519M Shares 17,763 Est. Cost $19.79 Unrealized +24.2%

HOPE HOPE BANCORP 0.1%

Value $458M Shares 31,920 Est. Cost $13.64 Unrealized +2.8%

— SB ONE BANC 0.1%

Value $457M Shares 20,245 Est. Cost $22350.01 Unrealized —

OBT ORANGE COUNTY BANCORP 0.1%

Value $455M Shares 16,400 Est. Cost $13.47 Unrealized +1.2%

— COAL CREEK MINING 0.0%

Value $334M Shares 983 Est. Cost $335000.00 Unrealized —

NAVI NAVIENT 0.0%

Value $326M Shares 12,800 Est. Cost $16.48 Unrealized -19.1%

CMCSA COMCAST CL A 0.0%

Value $309M Shares 6,858 Est. Cost $32.43 Unrealized +15.7%

PEP PEPSICO 0.0%

Value $288M Shares 2,100 Est. Cost $109.33 Unrealized 0.0%

Value $285M Shares 4,876 Est. Cost $57.87 Unrealized +2.2%

ZDGE ZEDGE INC. 0.0%

Value $284M Shares 170,043 Est. Cost $3.69 Unrealized -56.1%

KEY KEYCORP 0.0%

Value $220M Shares 12,349 Est. Cost $12.69 Unrealized 0.0%

ED CON EDISON 0.0%

Value $158M Shares 1,674 Est. Cost $67.85 Unrealized +4.0%

AAPL APPLE 0.0%

Value $112M Shares 500 Est. Cost $50.22 Unrealized 0.0%

— CREW ENERGY 0.0%

Value $96.75M Shares 189,500 Est. Cost $647.42 Unrealized —

PEYUF PEYTO EXP & DEV 0.0%

Value $88.31M Shares 35,000 Est. Cost $1.90 Unrealized 0.0%

LWAY LIFEWAY FOODS 0.0%

Value $21.9M Shares 10,000 Est. Cost $2.47 Unrealized +18.7%

Value $19.7M Shares 10,368 Est. Cost $2969.91 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	MERCK	2,022,600	$90.13B	11.3%	$9972.54	—	COM	589331107
—	CITIGROUP	1,061,262	$73.31B	9.2%	$51505.20	—	COM	172967101
AGO	ASSURED GUARANTY	1,574,774	$70.01B	8.8%	$34.74	+13.4%	COM	G0585R106
—	NEW YORK COMMUNITY	5,543,597	$69.57B	8.7%	$11869.73	—	COM	649445103
—	GLAXOSMITHKLINE	1,620,599	$69.17B	8.7%	$39139.18	—	COM	37733W105
BP	BP PLC	1,675,574	$63.66B	8.0%	$38015.98	—	COM	055622104
SEB	SEABOARD CORP	13,221	$57.84B	7.3%	$3359.49	+19.5%	COM	811543107
BMY	BRISTOL MYERS SQUIBB	1,072,760	$54.4B	6.8%	$37.03	-0.7%	COM	110122108
MBI	MBIA	5,589,571	$51.59B	6.5%	$4.25	-4.0%	COM	55262C100
BB	BLACKBERRY	5,660,881	$29.72B	3.7%	$8.78	-20.1%	COM	09228F103
PFE	PFIZER	811,787	$29.17B	3.7%	$20.89	+29.3%	COM	717081103
PTEN	PATTERSON ENERGY	2,703,393	$23.11B	2.9%	$15.92	-38.4%	COM	703481101
NTPIF	NAM TAI PPTY	2,197,605	$19.78B	2.5%	$7.51	+27.2%	COM	G63907102
—	VOXX INTERNATIONAL	4,068,088	$19.12B	2.4%	$8916.70	—	COM	91829F104
HOLX	HOLOGIC	309,837	$15.64B	2.0%	$20.98	+134.5%	COM	436440101
NYT	NY TIMES CL A	340,826	$9.707B	1.2%	$9.27	+220.7%	COM	650111107
—	STERLING BANCORP	468,122	$9.391B	1.2%	$14289.22	—	COM	85917A100
RFL	RAFAEL HOLDING	434,660	$9.11B	1.1%	$8.20	+148.7%	COM	75062E106
—	IDT CORP CL B	706,216	$7.436B	0.9%	$13695.51	—	COM	448847309
TPHS	TRINITY PLACE HOLDINGS	1,606,202	$6.425B	0.8%	$4.89	-21.1%	COM	89656D101
—	GENIE ENERGY	464,704	$3.467B	0.4%	$9607.71	—	COM	903514344
NVS	NOVARTIS ADR	25,773	$2.24B	0.3%	$76822.54	—	COM	66987V109
FBAK	FIRST NATL BK OF ALASKA	6,810	$1.634B	0.2%	$159.51	-2.5%	COM	32112J106
—	IDW MEDIA	97,300	$1.372B	0.2%	$33006.32	—	COM	44951N106
XOM	EXXON MOBILE	19,120	$1.35B	0.2%	$54.21	-0.8%	COM	30231G102
VZ	VERIZON	21,759	$1.313B	0.2%	$40.28	+0.4%	COM	92343V104
VRAYQ	VIEWRAY	339,800	$985M	0.1%	$6.65	-10.9%	COM	92672L107
—	AMERICAN TEL & TEL	18,395	$696M	0.1%	$38427.75	—	COM	030177109
BRK/B	BERKSHIRE HATHAWAY	3,300	$686M	0.1%	$206.89	-0.4%	COM	084670702
GBCI	GLACIER BANCORP	14,571	$590M	0.1%	$33.18	-1.9%	COM	37637Q105
CVX	CHEVRONTEXACO	4,376	$519M	0.1%	$75.54	+21.2%	COM	166764100
BAC	BANK OF AMERICA	17,763	$519M	0.1%	$19.79	+24.2%	COM	060505104
HOPE	HOPE BANCORP	31,920	$458M	0.1%	$13.64	+2.8%	COM	43940T109
—	SB ONE BANC	20,245	$457M	0.1%	$22350.01	—	COM	78413T103
OBT	ORANGE COUNTY BANCORP	16,400	$455M	0.1%	$13.47	+1.2%	COM	68417L107
—	COAL CREEK MINING	983	$334M	0.0%	$335000.00	—	COM	190072108
NAVI	NAVIENT	12,800	$326M	0.0%	$16.48	-19.1%	COM	63938C108
CMCSA	COMCAST CL A	6,858	$309M	0.0%	$32.43	+15.7%	COM	20030N101
PEP	PEPSICO	2,100	$288M	0.0%	$109.33	0.0%	COM	713448108
ALC	ALCON	4,876	$285M	0.0%	$57.87	+2.2%	COM	H01301128
ZDGE	ZEDGE INC.	170,043	$284M	0.0%	$3.69	-56.1%	COM	98923T104
KEY	KEYCORP	12,349	$220M	0.0%	$12.69	0.0%	COM	493267108
ED	CON EDISON	1,674	$158M	0.0%	$67.85	+4.0%	COM	209115104
AAPL	APPLE	500	$112M	0.0%	$50.22	0.0%	COM	037833100
—	CREW ENERGY	189,500	$96.75M	0.0%	$647.42	—	COM	226533107
PEYUF	PEYTO EXP & DEV	35,000	$88.31M	0.0%	$1.90	0.0%	COM	717046106
LWAY	LIFEWAY FOODS	10,000	$21.9M	0.0%	$2.47	+18.7%	COM	531914109
—	VALHI	10,368	$19.7M	0.0%	$2969.91	—	COM	918905100