KAHN BROTHERS GROUP INC Long-Term Concentrated

Location: New York, NY

CIK: 0001039565 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value: $532M (100.0% shares, 0.0% debt)

Holdings (53)

C CITIGROUP INC 16.7%
Value $88.98M Shares 876,660 Share Price $101.50 * Est. Cost/Share $51.81 Unrealized @ Report Date +81.6%
BAYRY BAYER AG SPONS ADR 10.6%
Value $56.27M Shares 6,787,253 Share Price $8.29 Est. Cost/Share $7.28 Unrealized @ Report Date —
FLG FLAGSTAR FINANCIAL, INC. 9.3%
Value $49.63M Shares 4,296,752 Share Price $11.55 * Est. Cost/Share $10.93 Unrealized @ Report Date +8.7%
DIS WALT DISNEY 8.5%
Value $45.17M Shares 394,524 Share Price $114.50 * Est. Cost/Share $98.53 Unrealized @ Report Date +18.7%
OGN ORGANON & CO 7.3%
Value $38.63M Shares 3,616,845 Share Price $10.68 * Est. Cost/Share $14.48 Unrealized @ Report Date -32.5%
BP BP PLC F SPONSORED ADR 7.0%
Value $37.41M Shares 1,085,607 Share Price $34.46 Est. Cost/Share $33444.40 Unrealized @ Report Date —
MRK MERCK & CO. INC. 6.8%
Value $36.4M Shares 433,750 Share Price $83.93 * Est. Cost/Share $69.85 Unrealized @ Report Date +16.0%
GOOG ALPHABET INC CLASS C 6.2%
Value $32.81M Shares 134,722 Share Price $243.55 * Est. Cost/Share $186.14 Unrealized @ Report Date +12.8%
SEB SEABOARD CORP 5.3%
Value $28.17M Shares 7,724 Share Price $3647.00 * Est. Cost/Share $3356.54 Unrealized @ Report Date +3.7%
IDT IDT CORP CLASS B 3.9%
Value $20.52M Shares 392,357 Share Price $52.31 * Est. Cost/Share $42.35 Unrealized @ Report Date +47.2%
PFE PFIZER 3.4%
Value $18.02M Shares 707,144 Share Price $25.48 * Est. Cost/Share $26.12 Unrealized @ Report Date -7.6%
SEG SEAPORT ENTMT GROUP INC COM 2.5%
Value $13.37M Shares 583,364 Share Price $22.92 * Est. Cost/Share $23.50 Unrealized @ Report Date 0.0%
BMY BRISTOL-MYERS SQUIBB 2.3%
Value $12.28M Shares 272,334 Share Price $45.10 Est. Cost/Share $38.50 Unrealized @ Report Date +18.2%
GSK GSK PLC ADR F SPONSORED ADR 2.1%
Value $11.26M Shares 260,837 Share Price $43.16 Est. Cost/Share $38.40 Unrealized @ Report Date —
PTEN PATTERSON UTI ENERGY 1.8%
Value $9.767M Shares 1,885,460 Share Price $5.18 * Est. Cost/Share $8.43 Unrealized @ Report Date -31.8%
MBI M B I A INC 1.4%
Value $7.672M Shares 1,029,794 Share Price $7.45 * Est. Cost/Share $6.34 Unrealized @ Report Date 0.0%
GNE GENIE ENERGY LTD CLASS B 0.5%
Value $2.868M Shares 191,872 Share Price $14.95 * Est. Cost/Share $5.90 Unrealized @ Report Date +203.7%
XOM EXXONMOBIL 0.4%
Value $2.023M Shares 17,943 Share Price $112.75 * Est. Cost/Share $76.98 Unrealized @ Report Date +42.5%
NVS NOVARTIS AG SPONSORED ADR 0.3%
Value $1.837M Shares 14,326 Share Price $128.24 Est. Cost/Share $54881.75 Unrealized @ Report Date —
WBS WEBSTER FINL CO 0.3%
Value $1.793M Shares 30,173 Share Price $59.44 Est. Cost/Share $57.48 Unrealized @ Report Date +3.7%
FRFHF FAIRFAX FINL HLDGS LTD SUB VTG 0.3%
Value $1.782M Shares 1,018 Share Price $1750.14 Est. Cost/Share $1014.79 Unrealized @ Report Date +72.8%
CSX CSX CORP COM 0.3%
Value $1.446M Shares 40,731 Share Price $35.51 * Est. Cost/Share $30.58 Unrealized @ Report Date +11.0%
FBAK FIRST NATL BK ALASKA COM 0.3%
Value $1.357M Shares 4,990 Share Price $272.00 * Est. Cost/Share $169.71 Unrealized @ Report Date +51.7%
TRMLF TOURMALINE OIL CORP COM 0.2%
Value $1.053M Shares 24,409 Share Price $43.14 Est. Cost/Share $44.03 Unrealized @ Report Date -1.7%
MSFT MICROSOFT 0.2%
Value $987K Shares 1,905 Share Price $517.95 Est. Cost/Share $400.41 Unrealized @ Report Date +27.0%
JPM JPMORGAN CHASE 0.2%
Value $842K Shares 2,668 Share Price $315.43 * Est. Cost/Share $252.67 Unrealized @ Report Date +17.1%
AAPL APPLE INC COM 0.1%
Value $762K Shares 2,992 Share Price $254.63 * Est. Cost/Share $187.11 Unrealized @ Report Date +20.6%
HLN HALEON PLC F SPONSORED ADR 0.1%
Value $610K Shares 68,027 Share Price $8.97 Est. Cost/Share $6090.20 Unrealized @ Report Date —
AR ANTERO RES CORP COM 0.1%
Value $599K Shares 17,842 Share Price $33.56 Est. Cost/Share $24.14 Unrealized @ Report Date +38.0%
BAC BANK OF AMERICA CORP 0.1%
Value $574K Shares 11,126 Share Price $51.59 * Est. Cost/Share $29.17 Unrealized @ Report Date +65.7%
SEIC SEI INVT CO PA PV $0.01 0.1%
Value $560K Shares 6,596 Share Price $84.85 * Est. Cost/Share $68.63 Unrealized @ Report Date +28.7%
IBM INTL BUSINESS MACHINES (IBM CSUS) 0.1%
Value $425K Shares 1,508 Share Price $282.16 * Est. Cost/Share $188.97 Unrealized @ Report Date +37.4%
PEYUF PEYTO EXPL & DEV CORP NEW COM 0.1%
Value $415K Shares 31,857 Share Price $13.03 * Est. Cost/Share $7.83 Unrealized @ Report Date +74.5%
AXP AMERICAN EXPRESS CO COM 0.1%
Value $382K Shares 1,150 Share Price $332.16 * Est. Cost/Share $316.55 Unrealized @ Report Date 0.0%
AM ANTERO MIDSTREAM CORP COM 0.1%
Value $367K Shares 18,856 Share Price $19.44 * Est. Cost/Share $11.50 Unrealized @ Report Date +52.8%
DB DEUTSCHE BANK AG NAMEN AKT 0.1%
Value $354K Shares 10,000 Share Price $35.41 * Est. Cost/Share $15.63 Unrealized @ Report Date +118.1%
NVDA NVIDIA CORP COM 0.1%
Value $325K Shares 1,740 Share Price $186.66 * Est. Cost/Share $174.29 Unrealized @ Report Date 0.0%
VZ VERIZON 0.1%
Value $318K Shares 7,237 Share Price $43.95 * Est. Cost/Share $39.84 Unrealized @ Report Date +6.7%
CVX CHEVRON CORP. 0.1%
Value $311K Shares 2,003 Share Price $155.29 Est. Cost/Share $150.48 Unrealized @ Report Date +1.2%
PEG PUBLIC SVC ENTERPRISE GROUP INC COM 0.1%
Value $302K Shares 3,624 Share Price $83.46 Est. Cost/Share $57.62 Unrealized @ Report Date +43.6%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value $293K Shares 1,457 Share Price $200.93 * Est. Cost/Share $147.27 Unrealized @ Report Date +32.9%
PG PROCTER & GAMBLE 0.1%
Value $271K Shares 1,767 Share Price $153.65 Est. Cost/Share $141.67 Unrealized @ Report Date +9.3%
NAVI NAVIENT CORP 0.1%
Value $271K Shares 20,600 Share Price $13.15 * Est. Cost/Share $15.00 Unrealized @ Report Date -9.5%
BX BLACKSTONE INC COM 0.0%
Value $256K Shares 1,500 Share Price $170.85 Est. Cost/Share $158.19 Unrealized @ Report Date +7.1%
WRLC WINDROCK LTD CO 0.0%
Value $253K Shares 569 Share Price $445.02 Est. Cost/Share $476.91 Unrealized @ Report Date -6.0%
PEP PEPSICO INC COM 0.0%
Value $253K Shares 1,800 Share Price $140.44 Est. Cost/Share $109.33 Unrealized @ Report Date +28.4%
ZDGE ZEDGE INC 00500 CLASS B 0.0%
Value $241K Shares 82,904 Share Price $2.91 * Est. Cost/Share $3.69 Unrealized @ Report Date -3.9%
PIFYF PINE CLIFF ENERGY LTD COM 0.0%
Value $235K Shares 520,000 Share Price $0.45 Est. Cost/Share $0.42 Unrealized @ Report Date +11.6%
BN BROOKFIELD CORP VTG SHS CL A 0.0%
Value $232K Shares 3,380 Share Price $68.64 * Est. Cost/Share $44.20 Unrealized @ Report Date 0.0%
AGO ASSURED GUARANTY LTD F 0.0%
Value $219K Shares 2,590 Share Price $84.65 Est. Cost/Share $33.36 Unrealized @ Report Date +149.1%
RFL RAFAEL HOLDINGS INC CLASS B 0.0%
Value $216K Shares 158,674 Share Price $1.36 * Est. Cost/Share $8.20 Unrealized @ Report Date -79.5%
OBT ORANGE CNTY BANCORP INC COM 0.0%
Value $202K Shares 8,000 Share Price $25.21 * Est. Cost/Share $24.41 Unrealized @ Report Date +7.0%
CMCSA COMCAST CORP NEW CL A 0.0%
Value $200K Shares 6,380 Share Price $31.42 * Est. Cost/Share $33.91 Unrealized @ Report Date -2.2%