Kahn Brothers Group 13F, Q2 2023
Kahn Brothers · quarter ending 30 June 2023 · filed 9 August 2023 · SEC CIK 1039565
$682.06M
Filed US book
43
Positions
11.0%
Largest position
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2023
The 25 largest of 43 positions. Weights are against the whole filed book.
| Company | Ticker | Value | % of book |
|---|---|---|---|
| MERCK | MRK | $74.85M | 11.0% |
| NEW YORK COMMUNITY | NYCBEUR | $71.40M | 10.5% |
| BP PLC | BP | $65.02M | 9.5% |
| BRISTOL MYERS SQUIBB | BMY | $61.32M | 9.0% |
| ASSURED GUARANTY | $57.97M | 8.5% | |
| CITIGROUP | C | $55.56M | 8.2% |
| PATTERSON ENERGY | PTEN | $45.91M | 6.7% |
| GSK PLC | $45.03M | 6.6% | |
| MBIA | MBI | $41.80M | 6.1% |
| PFIZER | PFE | $39.10M | 5.7% |
| VOXX INTERNATIONAL | $37.15M | 5.5% | |
| SEABOARD CORP | SEB | $34.04M | 5.0% |
| HALEON | HLN | $10.65M | 1.6% |
| IDT CORP CL B | IDT | $9.13M | 1.3% |
| BLACKBERRY | BB | $7.78M | 1.1% |
| GENIE ENERGY | GNE | $4.27M | 0.6% |
| WEBSTER FINL | WBS | $4.02M | 0.6% |
| HOLOGIC | HO1 | $2.43M | 0.4% |
| NOVARTIS ADR | NVS | $2.18M | 0.3% |
| EXXON MOBIL | XOM | $1.50M | 0.2% |
| ORGANON | OGN | $1.24M | 0.2% |
| FIRST NATL BK OF ALASKA | FBAK | $935.0K | 0.1% |
| BANK OF AMERICA | BAC | $932.3K | 0.1% |
| TRINITY PLACE HOLDINGS | $805.5K | 0.1% | |
| CREW ENERGY | $784.0K | 0.1% |
This is the earliest Kahn Brothers Group 13F we hold, so there is no earlier filing here to compare it with.
Other quarters
Source: SEC Form 13F-HR, accession 0001039565-23-000010, filed by KAHN BROTHERS GROUP INC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.