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KAHN BROTHERS GROUP INC

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13F filer, CIK 1039565, NEW YORK, NY

KAHN BROTHERS GROUP INC reported $497,945,476 across 50 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 81.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001039565-25-000005

Period
2025-06-30
Reported value
$498M
Holdings
50
Top 10 weight
81.34%
New
7
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GSKnew+659,872$25.3M
OGNadded+996,766$9.65M
GOOGnew+71,091$6.59M
DISadded+44,275$5.49M
IDTadded+31,028$2.12M

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
GLAXOSMITHKLINE PLC-ADRexited-822,227-$31.9M
AGOreduced-141,645-$12.3M
BMYreduced-46,745-$2.16M
HOLXexited-19,757-$1.22M
JP MORGAN CHASEexited-2,865-$703K

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, Q2 2025

Share positions as resolved from 13F-HR 0001039565-25-000005, largest first. % of portfolio is the value over $497,945,476, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186,573 shares; 2024Q4: 906,779 shares; 2025Q1: 876,803 shares; 2025Q2: 886,688 shares 886,688$75.5M15.16%+9,885Timeline
BAYRYBAYER AG-SPONSORED ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,159,540 shares; 2024Q4: 4,506,223 shares; 2025Q1: 6,573,693 shares; 2025Q2: 6,728,903 shares 6,728,903$50.7M10.19%+155,210Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,445 shares; 2024Q4: 353,026 shares; 2025Q1: 348,175 shares; 2025Q2: 392,450 shares 392,450$48.7M9.77%+44,275Timeline
FLGFLAGSTAR BANK NATIONAL ASSOCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,559,701 shares; 2025Q1: 4,216,986 shares; 2025Q2: 4,321,165 shares 4,321,165$45.8M9.2%+104,179Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,488 shares; 2024Q4: 508,908 shares; 2025Q1: 492,275 shares; 2025Q2: 490,465 shares 490,465$38.8M7.8%-1,810Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,588,880 shares; 2024Q4: 1,192,030 shares; 2025Q1: 1,149,967 shares; 2025Q2: 1,129,372 shares 1,129,372$33.8M6.79%-20,595Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835,193 shares; 2024Q4: 1,567,273 shares; 2025Q1: 2,493,384 shares; 2025Q2: 3,490,150 shares 3,490,150$33.8M6.78%+996,766Timeline
IDTIDT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,228 shares; 2024Q4: 238,881 shares; 2025Q1: 365,536 shares; 2025Q2: 396,564 shares 396,564$27.1M5.44%+31,028Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826,108 shares; 2024Q4: 690,252 shares; 2025Q1: 597,428 shares; 2025Q2: 550,683 shares 550,683$25.5M5.12%-46,745Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 659,872 shares 659,872$25.3M5.09%newTimeline
SEBSEABOARD CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,034 shares; 2024Q4: 9,018 shares; 2025Q1: 8,825 shares; 2025Q2: 8,623 shares 8,623$24.7M4.95%-202Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997,025 shares; 2024Q4: 761,090 shares; 2025Q1: 735,189 shares; 2025Q2: 730,989 shares 730,989$17.7M3.56%-4,200Timeline
PTENPATTERSON-UTI ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,246,029 shares; 2024Q4: 1,996,371 shares; 2025Q1: 1,937,260 shares; 2025Q2: 1,917,660 shares 1,917,660$11.4M2.28%-19,600Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,091 shares 71,091$6.59M1.32%newTimeline
GNEGENIE ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,913 shares; 2024Q4: 216,944 shares; 2025Q1: 202,608 shares; 2025Q2: 198,999 shares 198,999$5.35M1.07%-3,609Timeline
AGOASSURED GUARANTY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,985 shares; 2024Q4: 285,573 shares; 2025Q1: 185,631 shares; 2025Q2: 43,986 shares 43,986$3.83M0.77%-141,645Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,581 shares; 2024Q4: 21,181 shares; 2025Q1: 21,909 shares; 2025Q2: 18,471 shares 18,471$2.24M0.45%-3,438Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,326 shares; 2024Q4: 13,974 shares; 2025Q1: 13,818 shares; 2025Q2: 19,143 shares 19,143$2.06M0.41%+5,325Timeline
FRFHFFAIRFAX FINANCIAL HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,018 shares; 2025Q1: 1,018 shares; 2025Q2: 1,018 shares 1,018$1.83M0.37%0Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,437 shares; 2024Q4: 32,496 shares; 2025Q1: 32,254 shares; 2025Q2: 30,089 shares 30,089$1.64M0.33%-2,165Timeline
FBAKFIRST NATIONAL BANK ALASKAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,770 shares; 2024Q4: 6,290 shares; 2025Q1: 6,290 shares; 2025Q2: 6,290 shares 6,290$1.62M0.33%0Timeline
TRMLFTOURMALINE OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,308 shares; 2025Q1: 17,209 shares; 2025Q2: 27,959 shares 27,959$1.35M0.27%+10,750Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,820 shares; 2024Q4: 49,820 shares; 2025Q1: 48,731 shares; 2025Q2: 40,731 shares 40,731$1.33M0.27%-8,000Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,952 shares; 2024Q4: 203,033 shares; 2025Q1: 184,309 shares; 2025Q2: 118,437 shares 118,437$1.23M0.25%-65,872Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,156 shares; 2024Q4: 30,156 shares; 2025Q1: 24,906 shares; 2025Q2: 24,906 shares 24,906$1M0.2%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,839 shares; 2025Q1: 1,839 shares; 2025Q2: 1,905 shares 1,905$948K0.19%+66Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,775 shares 2,775$804K0.16%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,792 shares; 2025Q1: 2,792 shares; 2025Q2: 2,992 shares 2,992$614K0.12%+200Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 5,147 shares; 2025Q1: 6,596 shares; 2025Q2: 6,596 shares 6,596$593K0.12%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,576 shares; 2024Q4: 19,430 shares; 2025Q1: 17,275 shares; 2025Q2: 11,887 shares 11,887$562K0.11%-5,388Timeline
PEYUFPEYTO EXPLORATION & DEVELOPMENQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,807 shares; 2024Q4: 19,807 shares; 2025Q1: 19,807 shares; 2025Q2: 32,307 shares 32,307$461K0.09%+12,500Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: 1,508 shares; 2025Q2: 1,508 shares 1,508$445K0.09%0Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,856 shares; 2024Q4: 18,856 shares; 2025Q1: 18,856 shares; 2025Q2: 18,856 shares 18,856$357K0.07%0Timeline
ZDGEZEDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,148 shares; 2024Q4: 89,065 shares; 2025Q1: 85,621 shares; 2025Q2: 84,781 shares 84,781$340K0.07%-840Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,846 shares; 2024Q4: 11,476 shares; 2025Q1: 7,863 shares; 2025Q2: 7,715 shares 7,715$334K0.07%-148Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,524 shares; 2025Q1: 4,374 shares; 2025Q2: 3,624 shares 3,624$305K0.06%-750Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,053 shares; 2025Q2: 2,053 shares 2,053$294K0.06%0Timeline
DBDEUTSCHE BK AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares 10,000$293K0.06%0Timeline
NAVINAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 20,600 shares; 2025Q2: 20,600 shares 20,600$290K0.06%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,767 shares 1,767$282K0.06%+67Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,673 shares; 2025Q1: 1,497 shares; 2025Q2: 1,497 shares 1,497$279K0.06%0Timeline
RFLRAFAEL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,596 shares; 2024Q4: 167,461 shares; 2025Q1: 162,292 shares; 2025Q2: 161,032 shares 161,032$279K0.06%-1,260Timeline
Windrock LTD CoWindrock LTD CoQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 569 shares; 2025Q2: 569 shares 569$259K0.05%0
PIFYFPINE CLIFF ENERGY LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,731 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 530,000 shares 530,000$245K0.05%newTimeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares 1,800$238K0.05%0Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,380 shares 6,380$228K0.05%newTimeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares 1,500$224K0.05%0Timeline
OBTORANGE CNTY BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: 8,000 shares 8,000$207K0.04%newTimeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,349 shares; 2025Q2: 2,349 shares 2,349$201K0.04%0Timeline
TRINITY PL HLDGS INCTRINITY PL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166,999 shares 166,999$6.68K<0.01%new

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
GLAXOSMITHKLINE PLC-ADRGLAXOSMITHKLINE PLC-ADR822,227$31.9Mshares
HOLXHOLOGIC INC19,757$1.22Mshares
JP MORGAN CHASEJP MORGAN CHASE2,865$703Kshares
COFCAPITAL ONE FINL CORP1,971$353Kshares
CITHE CIGNA GROUP841$277Kshares
LWAYLIFEWAY FOODS INC10,000$244Kshares
WEYSWEYCO GROUP INC7,197$219Kshares
NTPIFNAM TAI PROPERTY INC36,040$204Kshares
GTXGARRETT MOTION INC12,318$103Kshares
TPHSTRINITY PLACE HLDGS INC COM ST591,466$29Kshares
IDW MEDIAIDW MEDIA36,419$11.3Kshares
VRAYQVIEWRAY INC353,744$0shares

How Q2 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 0001039565-25-000005 base2025-08-14acceptance time not in the bulk data set