Kahn Brothers Group 13F, Q3 2024
Kahn Brothers · quarter ending 30 September 2024 · filed 13 November 2024 · SEC CIK 1039565
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q3 2024
The 25 largest of 52 positions. Weights are against the whole filed book. Changes are in shares held, against the Q2 2024 filing.
| Company | Ticker | Value | % of book | vs Q2 2024 |
|---|---|---|---|---|
| CITIGROUP | C | $74.28M | 12.8% | unchanged |
| MERCK | MRK | $65.92M | 11.3% | unchanged |
| BP PLC | BP | $49.87M | 8.6% | -3% shares |
| NEW YORK COMMUNITY | NYCBEUR | $47.25M | 8.1% | -66% shares |
| BAYER AG SPONS ADR | BAYRY | $43.70M | 7.5% | +18% shares |
| GSK PLC | $43.29M | 7.5% | -15% shares | |
| BRISTOL MYERS SQUIBB | BMY | $42.74M | 7.4% | unchanged |
| DISNEY | DIS | $39.00M | 6.7% | +84% shares |
| ORGANON | OGN | $35.11M | 6.0% | +11% shares |
| PFIZER | PFE | $28.85M | 5.0% | unchanged |
| SEABOARD CORP | SEB | $28.34M | 4.9% | -2% shares |
| ASSURED GUARANTY | $23.46M | 4.0% | -2% shares | |
| PATTERSON ENERGY | PTEN | $17.18M | 3.0% | -3% shares |
| IDT CORP CL B | IDT | $12.60M | 2.2% | unchanged |
| GENIE ENERGY | GNE | $4.71M | 0.8% | unchanged |
| HALEON | HLN | $2.56M | 0.4% | unchanged |
| HOLOGIC | HO1 | $2.08M | 0.4% | unchanged |
| NOVARTIS ADR | NVS | $2.02M | 0.3% | unchanged |
| CSX | CSX | $1.72M | 0.3% | unchanged |
| EXXON MOBIL | XOM | $1.68M | 0.3% | unchanged |
| FAIRFAX FINANCIAL | FRFHF | $1.29M | 0.2% | unchanged |
| WEBSTER FINL | WBS | $999.0K | 0.2% | +3% shares |
| FIRST NATL BK OF ALASKA | FBAK | $975.0K | 0.2% | unchanged |
| ANTERO RESOURCES | AR | $864.0K | 0.1% | unchanged |
| CREW ENERGY | $801.0K | 0.1% | +3% shares |
What changed since Q2 2024
Against the Q2 2024 filing, Kahn Brothers Group opened 3 new positions, added to 10, trimmed 10, left 29 unchanged and exited 2. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001039565-24-000013, 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.