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KAHN BROTHERS GROUP INC

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13F filer, CIK 1039565, NEW YORK, NY

KAHN BROTHERS GROUP INC reported $494,450,436 across 55 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 80.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001039565-25-000004

Period
2025-03-31
Reported value
$494M
Holdings
55
Top 10 weight
80.38%
New
6
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
OGNadded+926,111$13.8M
BAYRYadded+2,067,470$12.4M
FLGadded+657,285$7.64M
IDTadded+126,655$6.5M
COFnew+1,971$353K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AGOreduced-99,942-$8.81M
BMYreduced-92,824-$5.66M
GLAXOSMITHKLINE PLC-ADRreduced-62,481-$2.42M
Creduced-29,976-$2.13M
MRKreduced-16,633-$1.49M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001039565-25-000004, largest first. % of portfolio is the value over $494,450,436, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186,573 shares; 2024Q4: 906,779 shares; 2025Q1: 876,803 shares 876,803$62.2M12.59%-29,976Timeline
FLGFLAGSTAR BANK NATIONAL ASSOCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,559,701 shares; 2025Q1: 4,216,986 shares 4,216,986$49M9.91%+657,285Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,488 shares; 2024Q4: 508,908 shares; 2025Q1: 492,275 shares 492,275$44.2M8.94%-16,633Timeline
BAYRYBAYER AG-SPONSORED ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,159,540 shares; 2024Q4: 4,506,223 shares; 2025Q1: 6,573,693 shares 6,573,693$39.6M8%+2,067,470Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,588,880 shares; 2024Q4: 1,192,030 shares; 2025Q1: 1,149,967 shares 1,149,967$38.9M7.86%-42,063Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835,193 shares; 2024Q4: 1,567,273 shares; 2025Q1: 2,493,384 shares 2,493,384$37.1M7.51%+926,111Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826,108 shares; 2024Q4: 690,252 shares; 2025Q1: 597,428 shares 597,428$36.4M7.37%-92,824Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,445 shares; 2024Q4: 353,026 shares; 2025Q1: 348,175 shares 348,175$34.4M6.95%-4,851Timeline
GLAXOSMITHKLINE PLC-ADRGLAXOSMITHKLINE PLC-ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058,832 shares; 2024Q4: 884,708 shares; 2025Q1: 822,227 shares 822,227$31.9M6.44%-62,481
SEBSEABOARD CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,034 shares; 2024Q4: 9,018 shares; 2025Q1: 8,825 shares 8,825$23.8M4.81%-193Timeline
IDTIDT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,228 shares; 2024Q4: 238,881 shares; 2025Q1: 365,536 shares 365,536$18.8M3.79%+126,655Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997,025 shares; 2024Q4: 761,090 shares; 2025Q1: 735,189 shares 735,189$18.6M3.77%-25,901Timeline
AGOASSURED GUARANTY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,985 shares; 2024Q4: 285,573 shares; 2025Q1: 185,631 shares 185,631$16.4M3.31%-99,942Timeline
PTENPATTERSON-UTI ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,246,029 shares; 2024Q4: 1,996,371 shares; 2025Q1: 1,937,260 shares 1,937,260$15.9M3.22%-59,111Timeline
GNEGENIE ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,913 shares; 2024Q4: 216,944 shares; 2025Q1: 202,608 shares 202,608$3.05M0.62%-14,336Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,581 shares; 2024Q4: 21,181 shares; 2025Q1: 21,909 shares 21,909$2.44M0.49%+728Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,952 shares; 2024Q4: 203,033 shares; 2025Q1: 184,309 shares 184,309$1.9M0.38%-18,724Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,437 shares; 2024Q4: 32,496 shares; 2025Q1: 32,254 shares 32,254$1.66M0.34%-242Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,326 shares; 2024Q4: 13,974 shares; 2025Q1: 13,818 shares 13,818$1.64M0.33%-156Timeline
FBAKFIRST NATIONAL BANK ALASKAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,770 shares; 2024Q4: 6,290 shares; 2025Q1: 6,290 shares 6,290$1.47M0.3%0Timeline
FRFHFFAIRFAX FINANCIAL HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,018 shares; 2025Q1: 1,018 shares 1,018$1.47M0.3%0Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,820 shares; 2024Q4: 49,820 shares; 2025Q1: 48,731 shares 48,731$1.43M0.29%-1,089Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,591 shares; 2024Q4: 29,591 shares; 2025Q1: 19,757 shares 19,757$1.22M0.25%-9,834Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,156 shares; 2024Q4: 30,156 shares; 2025Q1: 24,906 shares 24,906$1.01M0.2%-5,250Timeline
TRMLFTOURMALINE OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,308 shares; 2025Q1: 17,209 shares 17,209$830K0.17%-99Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,576 shares; 2024Q4: 19,430 shares; 2025Q1: 17,275 shares 17,275$721K0.15%-2,155Timeline
JP MORGAN CHASEJP MORGAN CHASEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,950 shares; 2025Q1: 2,865 shares 2,865$703K0.14%-85
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,839 shares; 2025Q1: 1,839 shares 1,839$691K0.14%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,792 shares; 2025Q1: 2,792 shares 2,792$620K0.13%0Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 5,147 shares; 2025Q1: 6,596 shares 6,596$512K0.1%+1,449Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: 1,508 shares 1,508$375K0.08%0Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,524 shares; 2025Q1: 4,374 shares 4,374$360K0.07%-150Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,846 shares; 2024Q4: 11,476 shares; 2025Q1: 7,863 shares 7,863$357K0.07%-3,613Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,971 shares 1,971$353K0.07%newTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,053 shares 2,053$343K0.07%newTimeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,856 shares; 2024Q4: 18,856 shares; 2025Q1: 18,856 shares 18,856$339K0.07%0Timeline
RFLRAFAEL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,596 shares; 2024Q4: 167,461 shares; 2025Q1: 162,292 shares 162,292$303K0.06%-5,169Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares 1,700$290K0.06%0Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 884 shares; 2025Q1: 841 shares 841$277K0.06%-43Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares 1,800$270K0.05%0Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,673 shares; 2025Q1: 1,497 shares 1,497$263K0.05%-176Timeline
NAVINAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 20,600 shares 20,600$260K0.05%-1,400Timeline
Windrock LTD CoWindrock LTD CoQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 569 shares 569$259K0.05%new
PEYUFPEYTO EXPLORATION & DEVELOPMENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,807 shares; 2024Q4: 19,807 shares; 2025Q1: 19,807 shares 19,807$251K0.05%0Timeline
LWAYLIFEWAY FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000$244K0.05%0Timeline
DBDEUTSCHE BK AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000$238K0.05%0Timeline
WEYSWEYCO GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,197 shares 7,197$219K0.04%newTimeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares 1,500$210K0.04%newTimeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,349 shares 2,349$204K0.04%newTimeline
NTPIFNAM TAI PROPERTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,830 shares; 2024Q4: 36,040 shares; 2025Q1: 36,040 shares 36,040$204K0.04%0Timeline
ZDGEZEDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,148 shares; 2024Q4: 89,065 shares; 2025Q1: 85,621 shares 85,621$200K0.04%-3,444Timeline
GTXGARRETT MOTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,229 shares; 2024Q4: 13,218 shares; 2025Q1: 12,318 shares 12,318$103K0.02%-900Timeline
TPHSTRINITY PLACE HLDGS INC COM STQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524,690 shares; 2024Q4: 604,418 shares; 2025Q1: 591,466 shares 591,466$29K0.01%-12,952Timeline
IDW MEDIAIDW MEDIAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,589 shares; 2024Q4: 38,498 shares; 2025Q1: 36,419 shares 36,419$11.3K<0.01%-2,079
VRAYQVIEWRAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,744 shares; 2024Q4: 353,744 shares; 2025Q1: 353,744 shares 353,744$00%0Value filed as zero, left out of ratios.Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VOXX INTERNATIONAL CORPVOXX INTERNATIONAL CORP114,676$846Kshares
OBTORANGE CNTY BANCORP INC4,000$222Kshares
MBIMBIA INC10,600$68.5Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001039565-25-000004 base2025-05-15acceptance time not in the bulk data set