Kahn Brothers Group 13F, Q1 2024
Kahn Brothers · quarter ending 31 March 2024 · filed 15 May 2024 · SEC CIK 1039565
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2024
The 25 largest of 52 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2023 filing.
| Company | Ticker | Value | % of book | vs Q4 2023 |
|---|---|---|---|---|
| ASSURED GUARANTY | $84.68M | 12.6% | unchanged | |
| MERCK | MRK | $80.99M | 12.0% | unchanged |
| CITIGROUP | C | $75.85M | 11.3% | unchanged |
| BP PLC | BP | $62.76M | 9.3% | -3% shares |
| GSK PLC | $53.74M | 8.0% | unchanged | |
| BRISTOL MYERS SQUIBB | BMY | $45.12M | 6.7% | unchanged |
| MBIA | MBI | $34.99M | 5.2% | +7% shares |
| PATTERSON ENERGY | PTEN | $31.67M | 4.7% | -24% shares |
| SEABOARD CORP | SEB | $29.18M | 4.3% | unchanged |
| PFIZER | PFE | $28.38M | 4.2% | unchanged |
| BAYER AG SPONS ADR | BAYRY | $23.74M | 3.5% | +335% shares |
| VOXX INTERNATIONAL | $23.25M | 3.5% | unchanged | |
| ORGANON | OGN | $22.19M | 3.3% | +3242% shares |
| NEW YORK COMMUNITY | NYCBEUR | $20.01M | 3.0% | unchanged |
| IDT CORP CL B | IDT | $13.07M | 1.9% | unchanged |
| DISNEY | DIS | $11.49M | 1.7% | new |
| WEBSTER FINL | WBS | $4.97M | 0.7% | -3% shares |
| GENIE ENERGY | GNE | $4.43M | 0.7% | unchanged |
| HALEON | HLN | $4.03M | 0.6% | -27% shares |
| HOLOGIC | HO1 | $2.06M | 0.3% | -7% shares |
| CSX | CSX | $1.86M | 0.3% | unchanged |
| EXXON MOBIL | XOM | $1.65M | 0.2% | -7% shares |
| NOVARTIS ADR | NVS | $1.49M | 0.2% | -15% shares |
| BANK OF AMERICA | BAC | $1.29M | 0.2% | -17% shares |
| FAIRFAX FINANCIAL | FRFHF | $1.10M | 0.2% | new |
What changed since Q4 2023
Against the Q4 2023 filing, Kahn Brothers Group opened 13 new positions, added to 3, trimmed 13, left 23 unchanged and exited 3. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
and 5 more
Other quarters
Source: SEC Form 13F-HR, accession 0001039565-24-000005, 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.