KAHN BROTHERS GROUP INC Long-Term Concentrated

Location: New York, NY

CIK: 0001039565 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 25, 2022

Total Value: $728B (100.0% shares, 0.0% debt)

Holdings (43)

Value $78.62B Shares 4,978,900 Est. Cost $4.18 Unrealized +37.8%

AGO ASSURED GUARANTY 9.9%

Value $72.08B Shares 1,435,845 Est. Cost $33.36 Unrealized +45.1%

— GLAXOSMITHKLINE 8.7%

Value $63.44B Shares 1,438,569 Est. Cost $39411.52 Unrealized —

PFE PFIZER 8.3%

Value $60.11B Shares 1,017,928 Est. Cost $25.47 Unrealized +57.9%

Value $59.67B Shares 2,240,889 Est. Cost $33444.40 Unrealized —

— NEW YORK COMMUNITY 8.2%

Value $59.56B Shares 4,877,639 Est. Cost $11890.44 Unrealized —

BMY BRISTOL MYERS SQUIBB 7.9%

Value $57.46B Shares 921,603 Est. Cost $38.50 Unrealized +27.9%

Value $54.35B Shares 709,224 Est. Cost $10866.28 Unrealized —

— CITIGROUP 7.4%

Value $53.96B Shares 893,788 Est. Cost $52445.13 Unrealized —

PTEN PATTERSON ENERGY 6.9%

Value $50.33B Shares 5,956,377 Est. Cost $8.43 Unrealized +2.3%

SEB SEABOARD CORP 5.4%

Value $39.54B Shares 10,048 Est. Cost $3359.49 Unrealized +17.2%

— IDT CORP CL B 2.9%

Value $20.86B Shares 472,349 Est. Cost $13695.51 Unrealized —

— VOXX INTERNATIONAL 2.8%

Value $20.57B Shares 2,023,059 Est. Cost $9668.83 Unrealized —

— STERLING BANCORP 1.0%

Value $6.976B Shares 270,498 Est. Cost $14289.22 Unrealized —

VRAYQ VIEWRAY 0.7%

Value $5.07B Shares 920,200 Est. Cost $5.69 Unrealized +7.1%

TPHS TRINITY PLACE HOLDINGS 0.4%

Value $2.711B Shares 1,473,462 Est. Cost $4.59 Unrealized -57.4%

HOLX HOLOGIC 0.3%

Value $2.491B Shares 32,539 Est. Cost $24.56 Unrealized +199.3%

OGN ORGANON 0.3%

Value $2.097B Shares 68,870 Est. Cost $26.93 Unrealized +0.1%

NVS NOVARTIS ADR 0.3%

Value $1.957B Shares 22,378 Est. Cost $77764.62 Unrealized —

— GENIE ENERGY 0.3%

Value $1.854B Shares 332,810 Est. Cost $9607.71 Unrealized —

BB BLACKBERRY 0.2%

Value $1.444B Shares 1,543,947 Est. Cost $8.70 Unrealized +15.1%

RFL RAFAEL HOLDING 0.2%

Value $1.443B Shares 283,007 Est. Cost $8.20 Unrealized +64.0%

VTRS VIATRIS 0.2%

Value $1.194B Shares 88,280 Est. Cost $13.33 Unrealized -16.6%

FBAK FIRST NATL BK OF ALASKA 0.2%

Value $1.106B Shares 4,770 Est. Cost $159.51 Unrealized +8.3%

ZDGE ZEDGE INC. 0.1%

Value $1.074B Shares 123,179 Est. Cost $3.69 Unrealized +197.3%

BRK/B BERKSHIRE HATHAWAY 0.1%

Value $972M Shares 3,250 Est. Cost $206.89 Unrealized +38.4%

XOM EXXON MOBIL 0.1%

Value $952M Shares 15,564 Est. Cost $54.21 Unrealized -0.6%

VZ VERIZON 0.1%

Value $816M Shares 15,714 Est. Cost $40.47 Unrealized -0.2%

PFS PROVIDENT FINANCIAL 0.1%

Value $665M Shares 27,472 Est. Cost $10.18 Unrealized +93.1%

— JP MORGAN CHASE 0.1%

Value $499M Shares 3,150 Est. Cost $117906.65 Unrealized —

NAVI NAVIENT 0.1%

Value $494M Shares 23,286 Est. Cost $14.29 Unrealized +41.5%

BAC BANK OF AMERICA 0.1%

Value $476M Shares 10,708 Est. Cost $19.79 Unrealized +107.3%

HOPE HOPE BANCORP 0.1%

Value $456M Shares 31,000 Est. Cost $13.64 Unrealized +8.3%

— CREW ENERGY 0.1%

Value $410M Shares 182,000 Est. Cost $647.42 Unrealized —

CVX CHEVRONTEXACO 0.1%

Value $393M Shares 3,348 Est. Cost $73.25 Unrealized +31.2%

NTPIF NAM TAI PPTY 0.1%

Value $382M Shares 37,900 Est. Cost $7.51 Unrealized +165.2%

— AMERICAN TEL & TEL 0.0%

Value $359M Shares 14,578 Est. Cost $37038.27 Unrealized —

PEP PEPSICO 0.0%

Value $330M Shares 1,900 Est. Cost $109.33 Unrealized +31.2%

CMCSA COMCAST CL A 0.0%

Value $272M Shares 5,398 Est. Cost $33.67 Unrealized +37.0%

PEYUF PEYTO EXP & DEV 0.0%

Value $262M Shares 35,000 Est. Cost $1.90 Unrealized +208.2%

— IDW MEDIA 0.0%

Value $145M Shares 72,621 Est. Cost $33006.32 Unrealized —

DB DEUTSCHE BANK 0.0%

Value $125M Shares 10,000 Est. Cost $8.41 Unrealized +36.0%

LWAY LIFEWAY FOODS 0.0%

Value $46M Shares 10,000 Est. Cost $2.47 Unrealized +115.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MBI	MBIA	4,978,900	$78.62B	10.8%	$4.18	+37.8%	COM	55262C100
AGO	ASSURED GUARANTY	1,435,845	$72.08B	9.9%	$33.36	+45.1%	COM	G0585R106
—	GLAXOSMITHKLINE	1,438,569	$63.44B	8.7%	$39411.52	—	COM	37733W105
PFE	PFIZER	1,017,928	$60.11B	8.3%	$25.47	+57.9%	COM	717081103
BP	BP PLC	2,240,889	$59.67B	8.2%	$33444.40	—	COM	055622104
—	NEW YORK COMMUNITY	4,877,639	$59.56B	8.2%	$11890.44	—	COM	649445103
BMY	BRISTOL MYERS SQUIBB	921,603	$57.46B	7.9%	$38.50	+27.9%	COM	110122108
—	MERCK	709,224	$54.35B	7.5%	$10866.28	—	COM	589331107
—	CITIGROUP	893,788	$53.96B	7.4%	$52445.13	—	COM	172967101
PTEN	PATTERSON ENERGY	5,956,377	$50.33B	6.9%	$8.43	+2.3%	COM	703481101
SEB	SEABOARD CORP	10,048	$39.54B	5.4%	$3359.49	+17.2%	COM	811543107
—	IDT CORP CL B	472,349	$20.86B	2.9%	$13695.51	—	COM	448847309
—	VOXX INTERNATIONAL	2,023,059	$20.57B	2.8%	$9668.83	—	COM	91829F104
—	STERLING BANCORP	270,498	$6.976B	1.0%	$14289.22	—	COM	85917A100
VRAYQ	VIEWRAY	920,200	$5.07B	0.7%	$5.69	+7.1%	COM	92672L107
TPHS	TRINITY PLACE HOLDINGS	1,473,462	$2.711B	0.4%	$4.59	-57.4%	COM	89656D101
HOLX	HOLOGIC	32,539	$2.491B	0.3%	$24.56	+199.3%	COM	436440101
OGN	ORGANON	68,870	$2.097B	0.3%	$26.93	+0.1%	COM	68622V106
NVS	NOVARTIS ADR	22,378	$1.957B	0.3%	$77764.62	—	COM	66987V109
—	GENIE ENERGY	332,810	$1.854B	0.3%	$9607.71	—	COM	903514344
BB	BLACKBERRY	1,543,947	$1.444B	0.2%	$8.70	+15.1%	COM	09228F103
RFL	RAFAEL HOLDING	283,007	$1.443B	0.2%	$8.20	+64.0%	COM	75062E106
VTRS	VIATRIS	88,280	$1.194B	0.2%	$13.33	-16.6%	COM	92556V106
FBAK	FIRST NATL BK OF ALASKA	4,770	$1.106B	0.2%	$159.51	+8.3%	COM	32112J106
ZDGE	ZEDGE INC.	123,179	$1.074B	0.1%	$3.69	+197.3%	COM	98923T104
BRK/B	BERKSHIRE HATHAWAY	3,250	$972M	0.1%	$206.89	+38.4%	COM	084670702
XOM	EXXON MOBIL	15,564	$952M	0.1%	$54.21	-0.6%	COM	30231G102
VZ	VERIZON	15,714	$816M	0.1%	$40.47	-0.2%	COM	92343V104
PFS	PROVIDENT FINANCIAL	27,472	$665M	0.1%	$10.18	+93.1%	COM	74386T105
—	JP MORGAN CHASE	3,150	$499M	0.1%	$117906.65	—	COM	44625H100
NAVI	NAVIENT	23,286	$494M	0.1%	$14.29	+41.5%	COM	63938C108
BAC	BANK OF AMERICA	10,708	$476M	0.1%	$19.79	+107.3%	COM	060505104
HOPE	HOPE BANCORP	31,000	$456M	0.1%	$13.64	+8.3%	COM	43940T109
—	CREW ENERGY	182,000	$410M	0.1%	$647.42	—	COM	226533107
CVX	CHEVRONTEXACO	3,348	$393M	0.1%	$73.25	+31.2%	COM	166764100
NTPIF	NAM TAI PPTY	37,900	$382M	0.1%	$7.51	+165.2%	COM	G63907102
—	AMERICAN TEL & TEL	14,578	$359M	0.0%	$37038.27	—	COM	030177109
PEP	PEPSICO	1,900	$330M	0.0%	$109.33	+31.2%	COM	713448108
CMCSA	COMCAST CL A	5,398	$272M	0.0%	$33.67	+37.0%	COM	20030N101
PEYUF	PEYTO EXP & DEV	35,000	$262M	0.0%	$1.90	+208.2%	COM	717046106
—	IDW MEDIA	72,621	$145M	0.0%	$33006.32	—	COM	44951N106
DB	DEUTSCHE BANK	10,000	$125M	0.0%	$8.41	+36.0%	COM	D18190898
LWAY	LIFEWAY FOODS	10,000	$46M	0.0%	$2.47	+115.8%	COM	531914109