Kahn Brothers Group 13F, Q4 2024
Kahn Brothers · quarter ending 31 December 2024 · filed 14 February 2025 · SEC CIK 1039565
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2024
The 25 largest of 51 positions. Weights are against the whole filed book. Changes are in shares held, against the Q3 2024 filing.
| Company | Ticker | Value | % of book | vs Q3 2024 |
|---|---|---|---|---|
| CITIGROUP | C | $63.83M | 13.9% | -24% shares |
| MERCK | MRK | $50.63M | 11.0% | -12% shares |
| DISNEY | DIS | $39.31M | 8.5% | -13% shares |
| BRISTOL MYERS SQUIBB | BMY | $39.04M | 8.5% | -16% shares |
| BP PLC | BP | $35.24M | 7.7% | -25% shares |
| FLAGSTAR FINL INC | FLG | $33.21M | 7.2% | new |
| GSK PLC | $29.92M | 6.5% | -16% shares | |
| ASSURED GUARANTY | $25.70M | 5.6% | -3% shares | |
| ORGANON | OGN | $23.38M | 5.1% | -15% shares |
| BAYER AG SPONS ADR | BAYRY | $21.99M | 4.8% | -13% shares |
| SEABOARD CORP | SEB | $21.91M | 4.8% | unchanged |
| PFIZER | PFE | $20.19M | 4.4% | -24% shares |
| PATTERSON ENERGY | PTEN | $16.49M | 3.6% | -11% shares |
| IDT CORP CL B | IDT | $11.35M | 2.5% | -28% shares |
| GENIE ENERGY | GNE | $3.38M | 0.7% | -25% shares |
| HOLOGIC | HO1 | $2.13M | 0.5% | +16% shares |
| NOVARTIS ADR | NVS | $2.06M | 0.5% | +21% shares |
| HALEON | HLN | $1.94M | 0.4% | -16% shares |
| WEBSTER FINL | WBS | $1.79M | 0.4% | +52% shares |
| CSX | CSX | $1.61M | 0.3% | unchanged |
| EXXON MOBIL | XOM | $1.50M | 0.3% | -3% shares |
| FIRST NATL BK OF ALASKA | FBAK | $1.47M | 0.3% | +32% shares |
| FAIRFAX FINANCIAL | FRFHF | $1.42M | 0.3% | unchanged |
| ANTERO RESOURCES | AR | $1.06M | 0.2% | unchanged |
| BANK OF AMERICA | BAC | $854.2K | 0.2% | +5% shares |
What changed since Q3 2024
Against the Q3 2024 filing, Kahn Brothers Group opened 3 new positions, added to 9, trimmed 23, left 16 unchanged and exited 4. 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 0001039565-25-000001, 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.